The Practice person needs to log onto Charm EHR to process the orders. All the orders placed will be listed in the 'EHR > Inventory > Orders' section. The orders can be managed here until they get shipped/dispatched from the store.
The orders can be filtered out based on the status, and the order status can be updated from this view.
Clicking on each order will show a detailed view of the order. The order status can be updated in this view as well.
When an order is placed for a product, the ordered quantity will be shown under the ‘Quantity to be delivered’ column in the Inventory section.
Once the order processing is done, and the status is marked as complete, the value of the Quantity to be delivered column will become 0.
A Receipt for the Patient payment and an Invoice with the list of products ordered will get created in the 'EHR > Billing' section. These Invoices and Receipts can be identified with an icon ‘e-com’ in the list view. The same Invoice with payment applied will be automatically shared in PHR and will be available in the 'PHR > Billing' section.
All the orders placed through the store by the Patients will be listed under the 'Inventory > Reports > E-Commerce Orders' section.
The Order Report can be grouped based on the Patient Name, Coupon Code, Invoice, and Order Status. The list can also be exported in PDF and CSV Formats.
The Practice will process the order by taking out the ordered items from the Inventory, packing them, and shipping them to the shipping address.