Setting the product on a case
Link the right catalogue product to a case so the patient sees its intake questions and the clinician can review the submitted answers.
Linking an active catalogue product to a case is what lets Clineso show that product’s intake form to the patient and its answers to the clinician.
Before the link exists
- Choose an active product from your practice catalogue.
- Check that the product has the correct active intake form.
- Check the product price when the patient may reorder it.
After the product is linked
The patient sees the product questions on /patient/dashboard. After submission, the case shows the answers and recommendation snapshot for clinical review. The link also supplies the product context used by the prescription and reorder flow.
If the case has no product context, the product-specific form and recommendation cannot appear. Do not issue a product-linked reorder until the product, form, and price are correct.