EHR Inventory Ordering process

Please read this article to get up to speed on the streamlined Inventory Ordering Process integrated to the EHR Practitioner's Dashboard

1. Click the drop-down arrow on the right side of the page next to your account name.
2. Under Switch Account, select your Medspa Admin account.
3. Click the Inventory Ordering tab, then click Place an Order.

• View a list of suppliers and their products.
• Information provided includes the product name, description, market price, savings on the Portraits Platform, and final price.
• Be sure to review any supplier-specific disclaimers. These are noted above each section
• 
• Review subtotal and total savings before proceeding

1. Proceed to Step Two by clicking the Next button.
2. Review the order overview, including selected products and quantities.
3. Choose your preferred delivery date from the calendar.
4. Add a new payment method if required.
5. Confirm your payment option and review the order details.
6. Click Place Order to finalize your order.

• After placing the order, you will receive a success message confirming the order was successfully placed.
• The order will be sent to the inventory team for review.
• Await an email notification regarding order approval, modifications, or rejections.
• Follow any additional steps provided in the email regarding the order status.

1. Go to the Inventory Ordering tab.
2. View the Order History.

• View a list of all placed orders.
• Each order will display a unique order number, total amount, placement date, and status.
• When tracking details are available, we’ll add the information to your Order History. Typically, tracking will be available the evening before or the morning of your desired delivery date.

• If an order hasn’t been reviewed by the inventory team, it can be canceled or replaced by selecting the three dots on the right side of the order.
• If you need to add any details or notes, please submit a ticket to the inventory team.

• Click the plus sign next to an order to view the full details.
• Details include the delivery address, preferred delivery date, and specifics such as selected products and the total amount.