You may find yourself selling products to individuals who don't have Patient profiles at your clinic. For instance, someone may walk into your clinic looking to purchase a product from your physical clinic's location. We suggest creating a single miscellaneous Patient profile to process and capture these purchases.
Selling Products to Non-Patients
- Hover over the Add New button in the header.
- Click on Add Patient.
- Add first name 'Miscellaneous' and last name 'Purchases'.
- Click Save.
Important Note: All in-person purchases should be grouped under the same 'Miscellaneous Purchases' Patient Profile.
Comments
2 comments
What is the next step?
Can this be used for Gift Card purchases?
Yes. You could create a product labelled as gift certificates.
Please sign in to leave a comment.