Overview
Administrators can view every in-app purchase a patient has made from the patient’s profile. Transactions shows transaction dates, line items, pricing, discounts, convenience fees, totals, and payment details. Use it to answer billing questions, verify purchases before redemption, and investigate refund requests.
This article is for practice owners, managers, and admins with access to patient profiles.
Before You Start
You need permission to view Patients in the Admin Panel.
Open the patient from Patients in the left-side navigation (not Platform Overview).
Transactions shows in-app purchases processed through RepeatMD. In-office-only transactions may not appear unless recorded in the platform.
Why It Matters
Order History gives your team a single source of truth for patient purchases:
Resolve front-desk disputes about what a patient bought or paid.
Verify eligibility before redeeming treatments, rewards, or membership benefits.
Support refund investigations with original price, discounts, and payment method on hand.
Audit convenience fees and promotions applied at checkout.
How It Works
Where orders live: Each patient profile includes an Transactions tab listing all orders newest-first (or per current table sort).
Order list vs. order detail: The list shows one row per order. Click a row to open the full order detail view.
What each order includes:
Order date
Services or products purchased
Original price
Discounts (if applicable)
Convenience fees (if applicable)
Order total
Payment method
Billing details
Relationship to refunds: You can initiate refunds from related transaction views. See Issue full and partial refunds (Admin Panel).
Step-by-Step Instructions
View a patient’s order history
Log in to the Admin Panel.
Click Client Profiles in the left-side navigation.
Search for and click the patient’s name to open their profile.
Click Order History.
Review the list of orders.
Open order details
From Transactions, click the row for the order you want to inspect.
Review line items, discounts, convenience fees, order total, payment method, and billing details.
Use this information to answer patient questions or begin a refund workflow if needed.
Best Practices and Pro Tips
Open Transactions before redeeming when a patient says they “already paid in the app.” Confirm the purchase and eligible items first.
Cross-check wallet items on Services & Rewards if the patient has unredeemed treatments from the same order. See View and redeem a patient’s services and rewards (Admin Panel).
Note Service fees when explaining totals to patients; fees appear separately in the order detail.
Use shop Summary Report for practice-wide transaction reconciliation, not just single-patient Order History.
Common Mistakes and FAQs
Q: I don’t see Transactions on a patient’s profile. Why?
A: Confirm you opened the full client profile (not a preview row) and that your role has client profile access. If the patient has never completed an in-app purchase, the list may be empty.
Q: Does Transactions show membership renewals?
A: Yes, when those charges are processed as orders in RepeatMD. Renewal-specific refund rules may apply. See Issue full and partial refunds (Admin Panel).
Q: Can I issue a refund from Transactions?
A: Refunds are issued from the patient’s transaction record.
Q: Why does the total differ from what the patient remembers?
A: Check discounts, promotions, membership pricing, and convenience fees in the order detail. See Understand transaction fees, charges, and refunds (Admin Panel).
Q: Is “customer order” the same as a patient order?
A: Yes. RepeatMD uses patient in the Admin Panel UI; older articles may say “customer.”
Next Steps and Support
Need help? Email support@repeatmd.com