Table of Contents
Retail - Customer State ID, Medical ID data and expiration
Customer State ID and Medical Registry Information. Purpose. Flourish stores a customer's state ID in Member Info and medical registry information in Registry Info. Staff can see expiration status in…
Table of Contents
Customer State ID and Medical Registry Information
Purpose
Flourish stores a customer's state ID in Member Info and medical registry information in Registry Info. Staff can see expiration status in the customer profile and in Retail POS.
Prerequisites
Required permissions: Ensure Update permissions are turned on for Customer Profiles in the user role for both the Web Application and Point of Sale. See Creating a Customer Profile.
State ID
State ID is part of the customer's Member Info. Staff can search for a customer by State ID in both Flourish Web and Retail POS.
Medical Registry Information
Registry Info can include:
- State Registry ID
- State
- State Registry Expiration
- Purchase-limit information, when your facility enforces purchase limits.
A valid registry expiration displays in black text. An expired date displays in red.
Flourish allows you to save a Medical customer profile with an expired State Registry ID, but it displays an alert when you do.
Expiration Alerts and Purchase Blocking
An expired State ID or medical card can appear in the customer profile, check-in, the queue, and the purchase screen. Flourish handles two different situations:
- During check-in, Flourish checks the stored expiration dates for the customer's State ID and Medical Card. If either is expired, Retail POS shows an alert. Select Nevermind to stop check-in and review the customer's information, or select Add to Queue to continue despite the alert.
- For a facility designated Is Medical, an administrator can turn on Block purchase due to expired med card to prevent completing a purchase for a customer with an expired medical card. See Configure Retail POS Settings and Toggles.
An alert or override in Flourish does not replace your facility's identity or compliance process.
Update the Information
- Open the customer profile.
- Select the pencil icon on the Member Info card (for State ID) or the Registry Info card (for medical registry information).
- Enter the correct ID, state, and expiration date.
- Select Save.
- Confirm the updated information in the profile and in Retail POS.
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