Ohio - Adding a doctor to a patient profile

Updated 4 hours ago

Every Ohio medical sale is reported to OARRS with the patient's recommending doctor. Before you can make a medical sale, the patient's profile needs a doctor selected.

POSaBIT keeps a list of Ohio doctors for you, so you don't have to type doctor details by hand. You search for the doctor and select them.

Add a doctor

1. Open the patient's customer profile in the portal or on the POS.
2. Go to the Medical tab.
3. In the Doctor field, start typing the doctor's name or license number.
4. Pick the right doctor from the results. Each result shows the doctor's:
   • Name
   • License number
   • Practice name
   • Address, city and zip code
5. Save the profile.

If more than one doctor has the same name, use the license number or practice address to pick the right one. The doctor should match the one on the patient's recommendation from the Ohio Medical Marijuana Registry.

Make the doctor required

You can require a doctor on every medical profile so no one can save one without it. We recommend this for Ohio, since OARRS needs the doctor for every medical sale.

1. Go to Settings > Customer Acknowledgments.
2. Find the Doctor field and set it as required for medical customers.
3. Save.

You can set Recommendation Issue Date and Refills Authorized as required here too.

Can't find the doctor?

POSaBIT manages the Ohio doctor list, so you can't add a doctor yourself. If you can't find a doctor:

1. Double-check the spelling, or search by license number instead.
2. If the doctor still isn't there, contact POSaBIT Support with the doctor's:
   • Full name
   • License number
   • Practice name and address
3. Once we've added the doctor, search again and select them.

Until the doctor is added, the patient's medical sale can't be reported to OARRS correctly. Please reach out to POSaBIT for assistance if a doctor needs to be added.

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