How Clients Purchase a Program
Tie your Programs with client packages to enable clients to be able to purchase a specific program, and be automatically enrolled. You can then view
- View Details of an Assessment/Lab Order
- View Assessment/Lab Order Status
- Requisitions for In-Office Draws
- Quest Lab Status Information
- Ordering Assessments without Labs
- Ordering Assessments with Labs, without Insurance
- Ordering Assessments with Labs, with Insurance
- How to Read Lab Results in Pro
- How to Cancel a Lab or Questionnaire Order
- Adding a Patient to Assessment Platform
POC: Getting Started
POC: Out of Pocket Payments
- Store, Add, or Change Client’s Card on File
- Refunding / Adjusting Client Payment
- Payments Dashboard (View past and processing)
- Link Bank Account to Receive Payments
- Getting Started: Client Payments
- FAQs: Card payments through POC
- Client Invoices
- Client Credit System
- Sharing Multiple Client Packages
- Share a Single Client Package
- How Clients Purchase a Program
- Creating a Client Package in the POC Platform
- Create a Free Appointment and Package
- Tracking Client Progress in a Program
- How Clients Purchase a Program
- Getting Started: Programs
- Getting Started: Metabolic Code® Diet Programs
Create a Free Appointment and Package
There may be instances in which you’d like to create a Booking Link that is free, in order to offer a free consultation for prospective
Sharing Multiple Client Packages
Client Packages within the Point-of-Care (POC) Platform allow you to curate the services you offer and share these with clients. There are multiple ways that
Share a Single Client Package
Client Packages within the Point of Care (POC) Platform allow you to curate the services you offer and share these with clients. There are multiple ways
Creating a Client Package in the POC Platform
The Metabolic Code Point of Care (POC) platform features a built-in packages system which enables you to bill for one-time and recurring services, programs, products,
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