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How-To

 
 
How to add a patientHow to add a patient video placeholder image
How to create a packHow to create a pack 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, select Add Patient.
Add patient button graphic
  1. Input the patient's first name, last name and email address, then select Send Link.
    • 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.
Patient Registration screen shot

Complete the registration form for your patient

  1. In the Dashboard under the Manage Patients tab, select Add Patient.
Add patient button graphic
  1. Input the patient's first name, last name and email address, then select Registration Form.
    • 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.
Patient Registration screen shot
1. Under the Manage Orders tab, click New Order.
Account Menu Icon

2. Click Add and select ALL products needed to complete your patient's order.

My Account

3. After all products are selected, click Configure Packs at the bottom of the screen.

    My Account

    4. Select the patient who will receive the order from the drop-down menu. 

      My Account

      5. Click Add Products for whichever time of day you intend your patient to take each pack.

        My Account

        6. In the pop-up window, name the pack, e.g., Foundational Pack.

          My Account

          7. Set the quantity for the products that will be administered at that time of day. Click Save. Repeat steps 5-7 for all desired packs. 

           

          • If you need to add more products, click Add More Products
          My Account
          8. When you finish configuring packs, click Finish Order
          Dashboard Link
          1. If you need to adjust an order before purchasing, click Edit Order
          Account Menu Icon

          2. Select the patient’s shipping address and billing information from the corresponding drop-down menus. 

            My Account

            3. If applicable, select the discount for the order. Click Apply

              My Account

              4. Check the box signifying you agree to the Terms and Conditions. Then, click one of the following options: 

               

              • Send to Patient: The patient will be able to review the order and either accept or decline it. If the patient accepts the order, they will need to input or select a credit card and shipping address before purchasing. 
              • Purchase Order: Click this option if the patient does not need to review the order and has a verified credit card on file.  

               

              Dashboard Link
              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

                1. You can register by:

                • Receiving the invitation link via email to sign up for OrthoPacks. This will direct you to OrthoPacks.com/Registration/Patient with your provider’s registration code and your first name, last name and email address prefilled. You will need to complete the remaining fields.
                • Obtaining your provider’s registration code and then visiting OrthoPacks.com/Registration/Patient  to complete the required registration form fields.
                • Your provider can also complete the registration form on your behalf. The provider will create a temporary password that you can update after logging in.
                Account Menu Icon

                1. Your provider has the option to use your default shipping and billing information to place an order on your behalf. Your provider may also send the order to you to review and input your shipping and billing information. You can select to Accept or Decline the order. 

                If you accept the order, you will be taken to the checkout page to complete the order. 

                • Please Note: You must respond to the pending order before leaving the page. 
                Account Menu Icon

                2. On the checkout page, select or add your shipping and billing information. 

                My Account

                3. Click Purchase Order once you have reviewed the order and selected or entered your shipping and billing information. 

                My Account