How to look up patient orders and view tracking

  1. Look up a specific patient’s order:

    By searching the patient’s name in the search bar of the ‘Patient Orders’ page

  2. Track the patient’s order:

    After searching the patient’s name in the search bar and finding the order, click on the Order Number to view tracking information
  3. Download an orders report:

    • Add filters if needed by clicking on ‘Advanced Filters’.
    • At the top-right of the Patient Orders page, click ‘Download’.
    • Select ‘Orders Report’. Specify date range, then click ‘Download’. Open PDF.
     

Note: Patient placed orders will be separated out at the bottom of the report to make it easy to identify these orders and update your point of sale.

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