Step 1: Select "Start an Order" from the Clients Page or Orders Page in the Practitioner Portal.
Step 2: Select "Order kit for a client"
Step 3: Select the client & payment method
From the dropdown, you can select an existing client or select "Add new client" if they have not yet been added to your portal.
After selecting the client, answer the yes or no question.
Select Yes if you are placing the order on their behalf. In this case, you will be required to enter the client shipping and your payment information. Order update emails to clients will not include price.
See more instructions here
Select No if your client is making the payment themselves. In this case, you will just need to enter the client's email address. Order update emails to clients will include price.
See more instructions here
If you are paying for the kit
Step 4: Enter the client's email and shipping information.
Contact emails are used to send order updates (e.g. placed, shipped, delivered).
You can save the email and shipping information for future orders.
Step 5: Complete checkout
After you click checkout, a new tab will open where you can enter your payment information and complete payment. This step must be completed to place the order.
If the client has not previously accepted your invite to join your group, Jona will automatically send them an email to setup an account and join your group once you place the order. They can then use this same account to activate the kit and complete the intake, which you will also be able to see in your portal.
If the client is paying for the kit
Step 4: Enter client email
Contact emails are used to send order updates (e.g. placed, shipped, delivered).
You can save the client email for future orders.
Step 5: Send to client
After you click Send to Client, Jona will notify the client via email.
If the client has not previously accepted your invite to join your group, Jona will send them an email to first join your group. This step must be completed to ensure you can review the clients' reports as soon as they are ready.
If the client has already joined your group, Jona will immediately send them an email to complete the order. When the client completes the order, the email listed under "Your email" will be notified when it has been placed, shipped, delivered.