The practice can obtain a QR code to allow clients easy access to your online pharmacy. The QR code will be uploaded as a practice document and can be added into your receipts, invoices, and client engagements.
Uploading the QR Code to Practice Documents
- The QR code must be formatted into a JPG or PNG image file.
- Navigate to the Menu > Practice Setup > General > Documents > select Add Document.
- Drop the image file or click within the field to search your computer files.
- Select the QR code image then click Open.
- Enter a Name then click Save.
Adding the QR code to a Document Template or Email Template
Document Templates
- Navigate to the Menu > Settings > Practice Setup > Document Templates.
- Edit the Payment History/Receipt.
- Place the cursor and click where you want the QR code to appear.
- Click on the icon directly below Edit.
- Select the uploaded QR Code to add it to the template from the dropdown.
- Click Insert.
- Repeat these steps for the Account Balance/Invoice document template.
Email Templates
- Navigate to the Menu > Settings > Client Engagement > Email Templates.
- Edit the Email Template.
- Place the cursor and click where you want the QR code to appear.
- Click on the icon directly below Edit.
- Select the uploaded QR Code to add it to the template from the Documents drop-down list.
- Click Insert.