Customers & PT33

PorThorOS starts the request and tracks its status. Cannabox MD handles the patient-facing intake and clinical review outside PorThorOS.

1. Check Settings › Integrations for the Cannabox MD connection status.
2. In Customers, choose Add customer and select New RX.
3. Save the required customer details and start the RX request.
4. Give the customer the request link or QR code to complete their own intake.
5. Review the returned request, payment, and RX statuses before using the prescription at checkout.

Use New RX for a new customer who needs a prescription request, not Existing PT33.

1. Open Customers, choose Add customer, then select New RX.
2. Choose PT33 / RX store and enter Full name, Date of birth, and Passport / Thai ID number.
3. Choose Save customer & start RX request.
4. Let the customer use the request link or QR code to complete the Cannabox MD intake.
5. Follow the request status in the customer’s prescription view. Wait for RX approval rather than treating payment as approval.

PorThorOS needs customer identity and prescription status for the store workflow. The customer completes clinical intake through Cannabox MD.

1. Enter customer details only with the customer’s knowledge and for the store’s stated purpose.
2. Let the customer read the intake consent and provide medical answers directly in Cannabox MD.
3. Use the customer’s PT33 view to check the prescription number, dates, status, and allowance available to your role.
4. Keep identity documents, prescription files, and request links out of general notes and support chat.

Customer only saves the customer record without attaching a PT33 or starting a prescription request.

1. Search Customers first to check whether the person already has a record.
2. Choose Add customer and select Customer only.
3. Enter Full name and Date of birth, plus any available contact details.
4. Choose Save customer and open the saved record.

Use the private Customer record to review provenance, prescription, allowance, and connected sales.

1. Search Customers by name, phone, passport, PT33, or group.
2. Open the matching customer record.
3. Open PT33 to review status and remaining allowance.
4. Open Sales to review connected purchases.

Use groups for a clear operational purpose and an optional checkout note.

1. Open Customers and choose Manage groups.
2. Create the group name and checkout note.
3. Add the required customers.
4. Save the group.

Clinical review for a Cannabox MD request takes place through Cannabox MD, not in PorThorOS Compliance.

1. Use the customer request handoff for intake and follow-up.
2. Check the returned RX status in PorThorOS.
3. Use Compliance for operational prescription records and original-document follow-up, not to make a clinical decision.

Existing PT33 records a prescription the customer already has. It does not issue a new one.

1. Search Customers for an existing record before choosing Add customer.
2. Select Existing PT33 and choose PT33 / RX store.
3. Enter the customer’s required identity details, PT33 number, start date, and allowance.
4. Check the displayed expiry against the original, then attach the PT33 file.
5. Choose Save customer with PT33 and review the saved prescription status.