How to order an herbal formula
- This assumes a formula has already been created
- Navigate to the formula in one of the two following ways:
- Left sidebar --> Patient list --> Patient name
- The order history comes up first, you may see the formula on there. If not, click the "Formula Templates" tab, then find and click on the name of the formula
- The order history comes up first, you may see the formula on there. If not, click the "Formula Templates" tab, then find and click on the name of the formula
- Left sidebar --> My Formulas --> Formula name
- Left sidebar --> Patient list --> Patient name
- Click the "Order Formula" button in the upper right
- Repeat for additional formulas
- Click the shopping cart in the upper right and click "Checkout"
- Fill out the form
- If the client is paying themselves (most cases) choose that they will pay and click to send an e-mail or text
- That's it!