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When a new medical customer orders, how do I verify them?
When a new medical customer orders, how do I verify them?

When a new medical customer orders online they must upload an ID & recommendation. View & verify these in the order or customer profile.

Updated over 4 months ago

  • When an order comes in from a new medical customer click the Recommendation and License buttons to view the documents and confirm they are valid.

  • Click the Verify Patient button to enter the document expiration dates.

  • Once you enter the expiration dates, the system will confirm that the medical customer's recommendation and ID are current every time they place an order.

The system will flag orders from medical customers if their ID or rec is expired.

From the Verify Patient screen you can

  • View and validate the doctor's recommendation

  • View and validate a medical customer's drivers license

  • View verification information

Mark medical customer documents as invalid

What's an MMIC? ๐Ÿ’ก

An MMIC is California's county-issued Medical Marijuana Identification Card. It is different than your doctor's Medical Recommendation. If your customer has an MMIC, we recommend entering that expiration date for both the MMIC and verification expiration. Once that's completed, head to the customer's profile and enable the Tax Exempt feature. To learn more about MMIC and what this feature does, click here.

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