Setting Medical Patient Types at the register (Oklahoma only)
Apr 06, 2023
319
We have implemented functionality that makes it easy to update a customer’s profile to include the correct medical patient type at the register.
Important Tip
▪ Medical patient-type enhancements are available on KlickTrack app versions 2.20.16 and higher
▪ To learn more about medical patient enhancements in Oklahoma, please check out the "How to set-up and manage caregiver profiles" and "Medical caregiver sales at the register" articles
▪ Medical patient-type enhancements are available on KlickTrack app versions 2.20.16 and higher
▪ To learn more about medical patient enhancements in Oklahoma, please check out the "How to set-up and manage caregiver profiles" and "Medical caregiver sales at the register" articles
- If a customer does not have a patient type assigned to their profile, you will be alerted at the register when you click “Total.”
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To assign a patient type, click the “Add Patient Type” button from the alert.
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Choose the correct patient type from the selector.
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If the customer is an adult, out-of-state, or short-term patient, then the alert will close upon selection.
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If the customer is a caregiver, you will be driven to the customer’s profile page with the edit modal already open. From there, you can fill in the required caregiver information and proceed with the sale.
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You’ve now assigned a medical patient type to your customer!
