How to Enable Recommendation Validation (on PC)

When a new customer comes to sign up to be a patient at your dispensary and to legally purchase medical marijuana products, they must submit their doctor's recommendation. Most of these documents will have a phone number or website to verify the legitimacy.  

 Please refer to this article to learn how to add a recommendation to the Patient Profile.

If you want to be sure that the recommendation is valid and the patient type matches your office type, do the following:

• Log in to your IndicaOnline account. Navigate to the Config tab on the left-hand side of the screen and click Settings on top of the Config menu. Scroll down to POS Settings, place the check mark in the Check Recommendation Status checkbox and hit Save to apply the changes. The setting will be enabled on all POS registers within the company.

The system will verify the necessary information when you check in a patient on your PC or iPad, add an order under the patient profile or add a patient to create an order on your POS register. 

Once you have clicked the button, the system will inform you if:

• the patient does not have a recommendation. Simply click the Add New Rec. button to add one.

• the patient recommendation is expired.

• the patient type does not match the type you have selected for the office. Click the Edit Patient Type button if you want to change it. 

 Keep in mind that the patient and office types will differ within a company. 

 Please refer to this article to learn how to enable the validation setting on your POS register.

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