To start using this feature, the Practice has to enable the E-Commerce settings by logging into Charm EHR under the 'Settings > Inventory > E-Commerce Settings' section.
Charm provides an option to evaluate this feature with one or two test Patient accounts (Evaluation Mode) through which the Practice can explore the feature and feel the user experience for the Patients while shopping from the Store. In this mode, none of the Patients will get to see this feature. Any Credit Card information can be furnished in Evaluation Mode as it will not be validated.
If the Practice needs to enable this feature for all the Patients, they can send a mail request to email@example.com for activating it to their Patients.
The Practice can give any specific instructions with respect to the E-Commerce feature in the 'Message to display in the PHR Store Page' box provided in the General Settings. The message given in this field will be displayed in the PHR Store page.
For UPS/USPS, the shipping charges get calculated based on the parcel box size and shipment address. If the Practice takes care of the Shipping (Own Shipping), these details are not necessary. The following fields should be included in the Inventory to calculate the recommended box size for the ordered products.
The Practice can create different categories of products under the groups namely:
The Practice can choose the product categories in each group that they prefer to be listed in the E-Commerce store.
'Order Beyond Available Quantity' is the default setting that allows the Patients to order any quantity of each product. If the Practice wishes to restrict the Patients to order only up to the available quantity, the Practice can disable this option, in which case, the Available Stock Quantity will be shown to the Patients, and they can order only within the available quantity.
The Practice can configure their Order Number Format and save the settings.
If the Practice wishes to add any fixed Tax for the products, it can be applied while adding/updating the products to the Inventory. The Product Tax configured in the Inventory will be added automatically to the Patient Order.
The Fixed Tax amount applicable to each product will be shown in both order and Invoice.
If your state law mandates any Variable Taxes based on the Patient’s address, our current scope of the application cannot support the same.
When the order is being reviewed, the status will be shown as Processing in the Patient Portal. The Order Status messages can be configured under the 'Order Status' section of the Inventory. By default, we will have four types of status. The Practice can select an order and update the status as needed in the EHR, and the relative status will be shown in the PHR to Patients.
The Practices can add discount coupons in EHR, and the Patients can use these coupons at the time of placing orders to get discounts. To enable this, follow the steps given below:
The Coupon Codes can be added from the 'Settings > Inventory > E-Commerce Setting > Coupon Codes' section. A discount coupon can either have a percentage or a fixed amount of discount. The Validity, Maximum Allowed Discount, Usage Limit per User, etc., can be set for each discount coupon.