What is Express Checkout?
Express Checkout allows providers to place a patient order with the patient name and email only. This allows patients to fill in their personal details later, helping providers maximize clinical interactions and minimize administrative burden. Patients must complete the missing information before the order can be processed.
The patient will receive an email to complete their order by entering the required missing information or payment details.
Please note: Orders containing physical products subject to sales tax, such as NutriProz or Régénère, require the provider to enter an address.
Activate Express Checkout
Settings> General Preferences > Express Checkout Activation
Users can enable Express Checkout with the Express Checkout Activation toggle in General Preferences. This setting can be configured on a personal or practice level. Providers are required to enter all patient information when placing an order unless this toggle is on. During the checkout process, providers will not be notified that patients must enter missing information to process the order.
Enabling Reminder Notifications
Notifications can be enabled to notify the provider when an order is blocked due to missing information. Providers can customize the intervals between reminders. Patients will automatically be reminded every two days that they have not completed their information.
Settings> Notification Preferences> Provider Notification> Patient has missing information
Identifying Orders Blocked By Missing Patient Information
The patient is allowed two days to complete their information form before a missing information flag is added to their patient profile. Orders with missing patient information can be identified in the Patients tab. Here, providers can manually enter the patient's information if the patient did not complete the form sent to their email.
How Providers Can Enter Missing Information
Providers can select "Add" on the patient issue bar to manually add missing patient information if the patient fails to complete the form.
1. Enter the missing patient details
2. Choose whether or not to apply the address to all future orders
How Patients Complete the Process
Patients will receive an email indicating that action is needed to complete their lab order. If providers have chosen to send an order summary email to patients, they will receive the email to complete next steps following the order summary. Patients will be able to complete all required next steps from this flow. Patients can complete payment, provide missing address details, sex at birth information, and missing date of birth information from the initial email.
1. Patients will select the Input Address button
2. Patients will enter their shipping address
3. Patients will select the "Save Shipping Address" button. The "Apply to All Future Orders "checkbox will automatically be checked unless the patient has an additional address already on file.
4. Patients will confirm or edit their address
5. If there are any next steps for the patient to complete their order, including making a payment or learning more about blood draw options, the patient will be directed to do so.
