In this article, we will provide step-by-step instructions on setting up and managing medical caregiver-patient profiles in KlickTrack, ensuring that your dispensary is compliantly operating with state regulations while maintaining your existing workflows.

 

If you wish to jump to a specific section of this article, please use the links below:

1. Creating a new caregiver profile
2. Creating a caregiver profile from an existing customer
3. Editing caregiver-patients
4. Deleting caregiver-patients

 

 

Creating a new caregiver profile

Step 1: Access the new customer page

1. Log in to the KlickTrack register

2. From the register, there are two ways you can create a new medical customer profile:

   1. Option 1

      • Click the “Medical”  icon  in the upper right corner of the page

      • Select “New Medical Customer” from the modal
   2. Option 2
      • Click the “Customer” icon  on the upper right corner of the page
      • Click the “Add new customer" icon

Step 2: Enter the customer profile information

1. Under “Customer Info” at the top of the page, enter the required customer profile information.

   • Required fields enabled in the “Customer Loyalty Settings” of the KlickTrack App Settings are shown in red.

2. Under “Customer Type”:

   1. Toggle off the “Medical Customer” option

   2. Toggle on the “Caregiver Customer” option

3. Enter the Caregiver license number
4. Enter the Caregiver license expiration date
5. Enter any other profile information that you would like to associate with the customer
6. Click “Save”

Step 3: Add the caregiver’s patients

Upon saving, you will be returned to the register cart. However, you must add caregiver-patients to complete the transaction with the caregiver. To add patients:

1. Add products to the cart

2. Click “Total”

3. Click the blue plus sign button  in the Customer Caregiver-Patient modal

4. Enter the caregiver-patient’s name, medical license number, and expiration date.

5. Click “Save”

6. The caregiver-patient is now added to the caregiver profile and can be selected to complete the checkout process.

 

For more information on completing a sale with a caregiver and caregiver-patient, please check out our “Medical Caregiver Sales at the Register Link here”

 

 

Creating a caregiver profile for an existing customer

Step 1: Access the customer profile

Customer profiles can be accessed from both the register and the back office:

To access the profile at the register: Add the customer to the cart Tap on the customer’s name Select “Customer History” from the action modal
To access the profile from the back office: Go to the All Customers report Search for the customer by name Select the desired customer from the search results Select “View Customer” from the action modal

 

Step 2: Update the customer type

1. Click the blue pencil icon next to the customer’s name

2. Scroll down to the Customer Type section

3. Toggle on the “Caregiver Customer” option

4. Enter the caregiver license number and expiration date

5. Toggle off the “Medical Customer” option

6. Click “Save”

The customer profile is now saved as a caregiver profile and will have the option to add caregiver-patients.

 

 

Step 3: Add the caregiver’s patients

1. Click the blue plus sign button ➕ in the “Patients Associated to Caregiver” section

2. Enter the caregiver-patient’s name, medical license number, and expiration date into the modal.

3. Click “Save”

4. The caregiver-patient is now added to the caregiver profile

5. To add another caregiver-patient, repeat steps 1-3 above.

 

 

Editing caregiver-patients

1. Access the caregiver profile from either the register or the back office

2. From the profile, locate the caregiver-patient you wish to edit and click the blue pencil icon

3. Edit the caregiver-patient information

4. Press “Save”

The caregiver-patient information has been updated and saved to the caregiver profile.

Deleting caregiver-patients

1. Access the caregiver profile from either the register or the back office

2. From the profile, locate the caregiver-patient you wish to delete and click the red trash can icon

3. Select “Confirm” from the “Are you sure you want to remove this caregiver-patient record?” modal

 

The caregiver-patient is now deleted from the caregiver profile.