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Retail - Customer State ID, Medical ID data and expiration

Create Customers in the retail module and designate them as Medical , following the instructions here. Registry Information. Setting up a client as requires you to submit the Registry Information. On…

NIr Malchy
Updated by NIr Malchy

Create Customers in the retail module and designate them as Medical, following the instructions here.

Registry Information

Setting up a client as requires you to submit the Registry Information.

Once you submit the Registry Information, Flourish Software displays the State Registry Expiration in several places.

  • State Registry Valid display in black.
  • State Registry Expired is displayed in red.

State Registry Expiration display

Web App

The client profile

State Registry Valid

State Registry Expired

You can save a Medical Customer profile with an expired State Registry ID. When you do that, Flourish will alert you:

POS

When you view the customer you will see the Registry Information.

In the Queue:

In the Purchase screen:

State ID

The State ID is a part of the Member Info:

You can search for a Customer by the State ID:

In the POS:

In the Web app:

How did we do?

Retail Purchase limits

Retail - Mark a Completed Purchase as Cancelled

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