How to Manage Pending Patients and Pending Orders

When a new Potify Patient completes profile and signs Informed Consent, they are verified by IndicaOnline's Potify Verification Support Team in a swift and timely manner (in a matter of few minutes). But the Dispensary Staff Members have the ability to verify the Patients themselves, if they would like to do so before the Verification Support Team.

Dispensary Staff Members can review and approve or deny verification for Pending Patients.

ATTENTION. Approving a verification will confirm the Patient's claimed Patient Type, whereas Denying verification will decline Patient Type verification and eliminate signed Informed Consent for the claimed Patient Type. If a New Patient verification is denied, such an account will be removed from Dispensary completely. 

Furthermore, all Orders for yet Pending Patients will show up on Pending Orders Tab. Accepting an Order placed by a Pending Patient will redirect Dispensary Staff to Pending Patient Profile so that said Patient could be verified. Once the Patient is verified, Dispensary Staff may return to the Pending Orders list or proceed to review other existing Pending Patients.

NOTE. Denying a Pending Patient verification will automatically decline all the Pending Orders for such a Patient.

How to Manage Pending Patients

To manage Pending Patients, do the following:

1) Go to Online Store -> Pending Patients.

2) On the Pending Patients menu select the Patient, and click the View button, or click on the Patient's name to open their profile.

3) All information required for verification will be specified red highlighted field at the top of the page (as seen in the screenshot below).

4) Go to the Documents & Images menu.

Click the View PDF or Download buttons to review the Patient's Medical Document, Recommendation, and State ID.

6) Then go to the Recommendations menu.

Click the Add New Recommendation button.

Specify the mandatory Recommendation Number, Valid date range.
It is also recommended to specify the Verification Provider, Verification Link, and Doctor.

Click the Save button to add this Recommendation to the Patient's profile.

7) Then click the Actions -> Edit Patient Profile.

8) Specify the Patient's ID (State ID or Passport), and other information if necessary.

Click the Update Profile button.

9) Click the Approve button to verify the Patient.

ATTENTION. Approving a verification will confirm the Patient's claimed Patient Type, whereas Denying verification will decline Patient Type verification and eliminate signed Informed Consent for the claimed Patient Type. If a New Patient verification is denied, such an account will be removed from Dispensary completely.

Please note, that denying a Pending Patient verification will automatically decline all the Pending Orders for such a Patient.

How to Manage Pending Orders from the Pending Patient

All Orders for yet Pending Patients will show up on Pending Orders Tab. Accepting an Order placed by a Pending Patient will redirect Dispensary Staff to Pending Patient Profile so that said Patient could be verified.

To manage the Pending Order from the Pending Patient, do the following:

1) If you had not verified the Patient yet, follow the How to Manage Pending Patients section of this article first.

If you had verified the Patient, you can manage their Order.

Go to Online Store -> Pending Online Orders.

2) Click the Accept button to accept the Order.

Click the Decline button to decline the Order.

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