Clients
Andrew Day avatar
1 author50 articles
How to Generate a Confirmation of Registration Renewal Document
How to Generate a Confirmation of Registration Amendment Document
How to Generate a Confirmation of Registration Document
How to Disable a Recurring Order
How to Create a Recurring Order
How to Add a Client to a Sales Channel
How to Add a Policy
How to Send a Confirmation Email
How to Create a Call Log
Recurring Orders Tab – Client Profile
How to Add a Credit Card – Client Profile
Sales Channels Tab – Client Profile
Policies Tab – Client Profile
Complaints Tab – Client Profile
How to Renew a Registration
How to Request a Registration Renewal
Email Logs Tab – Client Profile
Call Logs Tab – Client Profile
How to Amend a Registration
Credit Cards Tab – Client Profile
How to Request a Registration Amendment
Prescriptions Tab – Client Profile
How to Refuse a Client
Medical Profile Tab – Client Profile
How to Change a Client's Registration Status
How to Disable a Client
Renewals and Amendments Overview
Registrations Tab – Client Profile
How to Enable a Client
How to Log Into the Client Portal as a Patient
Prescription Periods Tab – Client Profile
Orders Tab – Client Profile
How to Add a New Language
How to Send a Password Reset Email
How to Add a Note to a Client's Profile
AmpleCare
How to Update a Policy Type
How to Extend a Client's Prescription (Premium)
Clients Settings
How to Add a New Policy Type
How to Unsubscribe a Client from Marketing Emails
How to Extend a Client's Prescription (Basic)
Client Profile
How to Add a New Physician – Client Profile
How to Add a New Call Log Reason
How to Accept Pending AmpleCare Submissions
Clients Module
How to Add a New Client
How to Add a Prescription
How to Add a New Referral Code