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How-To

 
 
 
How to add a patientHow to add a patient video placeholder image
How to start an orderHow to start and order video placeholder image
How to complete an orderHow to complete an order video placeholder image
1. To login or register, click on the account menu icon located in the upper right corner of the page.
Account Menu Icon

2. Click My Account to access your general account information or view payment methods and modify your password, phone number, title, or clinic name.

My Account
3. Click Dashboard to manage orders, patients and protocols. 
Dashboard Link

Invite patients to register for OrthoPacks

1. In the Dashboard under the Manage Patients tab, click the Add Patient button.

  • A modal will pop up.
Add patient button graphic

2. Enter Patient Information

  • Enter the patient's first name, last name, and email address.

3. Click Save

  • Repeat this step if you need to add more patients.

4. Send Invitations

  • When finished, click Send Invite.
Patient Registration screen shot

5. Optional: Send Protocol with Invite

  • If desired, select Send Protocol with Invite.
    • Dropdown menus for protocol and duration will appear.
    • Select a protocol and a duration.

6. Optional: Include a Personalized Message

  • If desired, select Include a Personalized Message.
    • A text field will populate.
    • Enter your message and click Send Invite.
Optional send protocol or include message to patient

The patient will be directed to OrthoPacks.com/Registration/Patient with your provider registration code and the patient’s first name, last name and email address prefilled. The patient will need to complete the remaining fields.

Complete the registration form for your patient

1. In the Dashboard under the Manage Patients tab, click the Add Patient button.

  • A modal will pop up.
Add patient button graphic

2. Enter Patient Information

  • Enter the patient's first name, last name, and email address.

3. Click Save

  • Repeat this step if you need to add more patients.

4. Complete registration form

  • When finished, click Complete registration form.
Patient Registration screen shot

Please note: You will need to complete ALL registration form fields, including creating a temporary password. The patient can then log in and change their password.

Starting an Order

1. Under Manage Orders

  • Click New Patient Order.
Account Menu Icon

2. Using the Navigation Bar

  • Select Build Your Pack.
Build your pack screenshot

3. Under "Manage Patients"

  • Select a patient and click Start Order in their Actions dropdown menu.
Start order action screenshot

Building and Configuring Packs

1. Add Products

  • Click the Add button on all products needed to complete the order.
My Account

2. Proceed to Configure Packs

  • After selecting all products, click Configure Packs at the bottom of the screen.
My Account

3. Assign the Order to a Patient

  • Select the patient who will receive the order from the dropdown menu.
My Account

4. Add Products to Packs

  • Click Add Products for the specific time of day your patient will take each pack.
My Account

5. Name the Pack

  • In the pop-up window, name the pack (e.g., "Foundational Pack").
My Account

6. Set Product Quantities

  • Specify the quantity for the products to be administered at that time of day.
  • Click Save.
My Account

7a. Repeat for Additional Packs

  • Repeat steps 4-6 for all desired packs.
Repeat steps 4-6 start order screens

7b. Add More Products (if needed)

  • If additional products are required, click Add More Products.
Add more products to a pack screenshot

8. Finalize the Order

  • Once all packs are configured, click Finish Order.
Finish order button screenshot

1. Select the Subscription Duration

  • Choose the desired duration for the subscription.
Provider duration on checkout screenshot

2. Provide Shipping and Billing Information

  • If purchasing the order:
    • Select the patient's shipping address and billing information from the dropdown menus.
  • If sending the order to the patient:
    • Leave these fields blank for the patient to complete.
Provider checkout screenshot

3. Enable Patient Reorder (Optional)

  • Toggle the Enable Patient Reorder option to allow the patient to reorder this subscription themselves after it ends
Enable patient reorder screenshot

4. Apply Discounts (if applicable)

  • Select a discount for the order and click Apply.
My Account

5. Agree to Terms and Conditions

  • Check the box indicating you agree to the Terms and Conditions.
Dashboard Link

6. Complete the Order

  • Choose one of the following options:
    • Send to Patient
      • The patient will review the order and can either accept or decline it.
      • If accepted, the patient must input or select a credit card and shipping address before purchasing.
  • Choose one of the following options:
    • Purchase Order
      • Use this option if the patient does not need to review the order and has a verified credit card on file.
Dashboard Link

Please note: There is an Edit Order button towards the top of the checkout page if more products need to be added to the order before checking out/finalizing an order.

Edit Order button on checkout screenshot
How to create a protocol video placeholder image
How to send protocols video placeholder image

CREATE PROTOCOL - Method 1: Create a New Protocol

1. Start the Protocol Creation

  • Navigate to the Protocols tab and click Add Protocol.
Add new protocol button screenshot

2. Add Products

  • Click the Add button on all products needed for the protocol.
Add product button on listing page screenshot

3. Configure Protocol Packs

  • After selecting all products, click Configure Protocol Packs at the bottom of the screen.
Configure protocol pack button screenshot

4. Name the Protocol

  • On the configuration page, enter a name for the protocol.
Name your protocol screenshot

5. Add Products to Packs

  • Click Add Products for the specific time of day your patient will take each pack.
Add product to a pack screenshot

6. Name the Pack

  • In the pop-up window, name the pack (e.g., "Foundation").

7. Set Product Quantities

  • Specify the quantity for the products to be administered at that time of day.
  • Click Save.

8. Repeat for Additional Packs

  • Repeat steps 5-7 for all desired packs.
Select quantities to add to a pack screenshot

9. Add More Products (if needed)

  • If additional products are required, click Add More Products.
Add more products button screenshot

10. Save the Protocol

  • Once all packs are configured, click Save Protocol.
Save protocol button screenshot

CREATE PROTOCOL - Method 2: Use a Trending Protocol

1. Select a Trending Protocol

  • From the Protocols tab, choose a trending protocol and click Save to My Protocols.

2. Manage the Protocol

  • Once saved, you can now Edit, Assign, or Delete the protocol with the Actions dropdown when it shows up as your own protocol under My Protocols:
Use a trending protocol screenshot

SEND PROTOCOL - Method 1: From the Protocols Tab

1. Select a Protocol

  • Navigate to the Protocols tab, go to the My Protocols section, and choose a protocol.

2. Open the Actions Menu

  • Click the Actions dropdown and select Assign Protocol.
Assign protocol action dropdown screenshot

3. Choose Patient(s)

  • Select either Individual Patient or Multiple Patients.
  • If assigning to an individual patient:
    • Select the intended patient from the dropdown menu.
Assign a protocol screenshot

4. Complete the Checkout

  • Depending on the method, you can choose one of the following:
    • Send to Patient
      • You will be required to select the duration, and can also add the shipping address, payment method, discount or start date.
    • Purchase for Patient
      • You will be required to select a shipping address, payment method, and duration. You can also add a discount or start date.
Complete the checkout buttons screenshot

SEND PROTOCOL - Method 2: From the Manage Patients Tab

1. Add a New Patient

  • Click Add Patient under the Manage Patients tab.
Add patient button screenshot

2. Enter Patient Information

  • Enter the patient's first name, last name, and email address.

3. Save the Patient

  • Click Save.
Add new patient to recipients demo

4. Send Protocol with Invite

  • Select Send Protocol with Invite.

5. Choose a Protocol and Duration

  • Select one of your protocols and specify the duration.

6. Send the Invite

  • Click Send Invite.

7. Optional Steps:

  • Repeat for additional patients receiving the protocol.
  • Include a Personalized Message:
    • Check the option to add a personalized message.
    • Enter a custom message (500 characters or fewer).
Send protocol when adding a patient screenshot
How to registerHow to register video placeholder image
How to accept an orderHow to accept an order video placeholder image
1. To log in or register, click on the account menu icon located in the upper right corner of the page. 
Account Menu Icon

2. Click My Account to access your general account information, payment methods, or shipping addresses and modify your password, first name, last name, or phone number. 

    My Account
    3. Click Dashboard to view and manage orders. 
    Dashboard Link

    Method 1: Register via Email Invitation with Pending Order

    1. Open the Email Invitation.

    • Click Register Now in the email.
    Patient register email screenshot

    2. Complete the Registration Form

    • Fill out all required fields in the patient registration form and click Register.

    3. Review Your Orders

    • After logging in, navigate to the Orders tab to accept or decline the pending order.
    Patient accept order screenshot

    Method 2: Register via Email Invitation

    1. Open the Email Invitation

    • Click "Register Now" in the email.

    2. Complete the Registration Form

    • Fill out all required fields in the patient registration form and click Register.
    Patient register email screenshot

    Method 3: Register via Provider Code

    1. Obtain the Registration Code

    • Get the registration code from your provider.

    2. Complete the Registration Online

    Patient registration form screenshot

    Method 4: Provider Completes Registration

    1. Provider Completes the Form

    • Your provider fills out the registration form on your behalf.

    2. Update Password

    • Your provider will create a temporary password, which you can update after logging in.
    Patient registration form screenshot

    Method 1: Provider Places the Order on Your Behalf

    1. Your provider can use your default shipping and billing information to place the order for you.

    Method 2: Patient Reviews and Finalizes the Order

    1. Review the Pending Order

    • Go to the Orders tab and choose to accept or decline the pending order.
    Patient accept & review order screenshot

    2. Proceed to Checkout (if accepted)

    • If you accept the order, you will be redirected to the checkout page.

    3. Select or Add Shipping and Payment Information

    • Choose or add a shipping address and payment method.

    4. Purchase the Order

    • After reviewing the order and entering your shipping and payment details, click Purchase Order.
    Patient purchase order screenshot

    1. After receiving your email invitation, the patient can click "Register Now" (this process is the same as accepting and order).

    Patient Register email screen shot image

    2. The patient can then fill out the registration form and click "Register" to submit this information.

    Patient Protocol Complete Registration screen shot

    3. From there, the patient will log into their new account and automatically land on the "Order History" tab of the patient dashboard. The patient can then respond to the pending order you have created for them.

    Patient Protocol Accept screen shot