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As a dispensary in Oklahoma, it's important to understand how to add a caregiver and/or patient to a cannabis sale to ensure compliance with the state's regulations. This guide will provide step-by-step instructions for conducting a caregiver sale and attaching a caregiver-patient so your business can maintain compliance efficiently and easily.
Caregiver sales in Oklahoma must have both a caregiver license number and a patient license number attached to the sale. As such, we have created a new customer type of “caregiver-patient” that can be created under the caregiver’s profile and attached at the time of sale.
▪ The ability to conduct a sale with a caregiver is available in KlickTrack versions 2.20.16 and higher.
Attaching a caregiver to a sale
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Log in to the KlickTrack register
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Add the desired products to the cart
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Add the customer to the cart
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Click “Total”
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A modal will pop up with the list of caregiver-patients associated with the caregiver. Select the caregiver-patient that needs to be associated with the sale.
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Click “Save” to be taken to the payment method screen to complete the transaction.
Please note that because caregiver-patients are attached to a caregiver profile, only the caregiver will earn loyalty points on a sale. Additionally, caregiver-patients are not searchable in the customer database.
Identifying caregiver-patients in KlickTrack reports
To make it easy for you to identify the caregiver-patient associated with a sale, we have updated customer history and a few of the back office tools and reports; see below:
1. Caregiver Profile Purchase History
Each sale in the purchase history section of the caregiver profile will show the name of the caregiver-patient associated with the sale.
2. Sales & Returns page list view
Caregiver-patient information is now listed on the Sales & Returns page for each caregiver sale.
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If the sale is associated with a caregiver profile, you will see the name of the caregiver-patient associated with the sale.
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If the sale is made as a one-time medical sale, you will see the medical license number for the caregiver-patient.
3. Transaction modals
Caregiver-patient information is now listed on the transaction modal
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If the transaction is associated with a caregiver profile, then you will see the name of the caregiver-patient associated with the sale.
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If the sale is made as a one-time medical sale, you will see the medical license number for the caregiver-patient
4. Master Transaction & Master Items Sold Reports
The Master Items Sold and Master Transaction reports have been updated with a column called “Caregiver Patient Name.”
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If the sale is associated with a caregiver profile, you will see the name of the caregiver-patient associated with the sale.
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If the sale is made as a one-time medical sale, then you will see the medical license number for the caregiver-patient
