Last modified: June 27, 2024
Canceling supplement plans
Overview
Supplement plans can be canceled if they no longer apply to a patient. Once canceled, the plan is removed from the patient’s account immediately and can’t be reactivated. However, canceled plans will continue to be accessible to practitioners in the dispensary. Practitioners and clerks can search for canceled plans within patient profiles.
Note:
Patients can continue to order products from canceled plans from their order history (if previously ordered) or the catalog directly (depending on your catalog permissions).
Canceling a supplement plan
To cancel a supplement plan:
- Search for the plan you’re looking to cancel under the Patients or Plans tab.
Note:
To search for a supplement plan under the Patients tab, search for the patient and open their profile.
- In the upper right hand corner of the plan information box, click More options ( ).
- Click Cancel plan.
- Click Yes, cancel in the modal to confirm the cancellation.
Note:
Once canceled, you can’t reactivate a supplement plan. If you’d like to re-publish a canceled plan to a patient’s account, you’ll need to recreate it using the supplement plan tool.