PhysiciansHR Help

Product Credit

Product credit is a feature that helps clinics encourage their clients to buy their products by providing a credit amount as a discount on orders from their clients. This feature is optional and clinics can determine if they want to use it with their clients and how it works.

Product credit is only available for registered clients and it comes in the form of a fixed amount, the credit amounts assigned to clients can be used when ordering products directly from the store or when ordering products recommended after submitting a survey report. Once the credit amount is assigned for a certain client, the system will automatically use it when this client orders products.

It is important to understand that product credit is different from discount coupons in the fact that it is only available to registered users and it can only be a fixed amount

The settings below help provide control on this feature:

Apply Products Credit:
Determine if clients would automatically receive a certain credit amount after certain actions.
Products Credit Assignment Option:
Determine how would the clients receive the product credit and how regular that happens, there are multiple options to select from:
- After SignUp:
  This means that the client will receive the credit amount once only after they sign up.
- After First Survey:
  This means that the client will receive the credit amount once only after they submit their first survey.
- After Each Survey:
  This means that the client will receive the credit amount each time they submit a survey.
Products Credit Value:
Determine the amount of credit assigned to the client, they can use this amount as a discount when making orders on products.
Products Credit Notes:
This is used to provide the client with helpful tips about the product credit which they can see in multiple locations across the platform.In addition to these setting, the credit amount for a certain client can be updated in their profile page. This option allow customizing the credit amount for a certain client at any time and not necessarily based on the default credit options.

Online Product Store

PhysiciansHR provides clinics with the ability to have their own online product store, using this feature they can sell their products online to their clients or even to visitors who access their website for the first time, products can be accessed from the store page and also a selection of products can be made available at the main page.

Clients can see full details about the products including names, pictures categories and prices. They can also search for products by multiple different options. When a certain product is opened, the client will able to see full details about it like its availability, different forms and sizes and all other information. A product can then be added to the shopping cart to be purchased.

The online store can be customized with a variety of options and settings to help match the needs of our customers and their clients, make the most of the store feature and provides an easy to use service.

The store can be managed by accessing the “Store Preferences” menu item under the “Store” menu in the left side panel, in this screen there are many options and settings that helps in providing a smooth experience for both clinics and their clients, clinics can have full control on their store and also on the orders. Using the settings below, the system can handle all details of the order and can calculate all the fees without requiring too much effort from the clinic while providing full control on how it works.

The store has the following settings:

Store Preferences:
- Show Products Store:
  Determine if the website visitors can see and access the store.
- Show Out Of Stock Products:
  Determine if the store should show products that are marked as out of stock or if they will be filtered.
- Store Title:
  This is the title of the store that shows up at the website main page.
- Store Description:
  This is a description line that shows up under the store title at the website main page.
- Show Store Tips:
  Indicate if there are any tips or additional information that will appear on the product store and in the shopping cart, this information is mainly related to the shopping experience and you can use it to provide any details that your client should know about with regards to shopping at your store.
- Store Tips:
  This is the text of the tips that are going to be shown at the store.
Tax Preferences:
- Apply Tax:
  Determine if orders from clients are subject to tax.
- Tax Percentage:
  Determine the percentage of tax applied on orders from clients.
COD Preferences (Cost Of Delivery):
- Apply COD:
  Determine if orders from clients include a fee for cost of delivery.
- COD Value:
  Determine the cost of delivery on orders.
Setup Fee Preferences:
- Apply Setup Fee:
  Determine if orders from clients include a setup fee.
- Setup Fee Value:
  Determine the setup fee on orders.
Products Credit Preferences:
Product credit is a feature that helps clinics encourage their clients to buy their products by providing a credit amount as a discount on orders from their clients.
This feature is optional and clinics can determine if they want to use it with their clients and how it works.

Product credit is only available for registered clients and it comes in the form of a fixed amount, the credit amounts assigned to clients can be used when ordering products directly from the store or when ordering products recommended after submitting a survey report.

Once the credit amount is assigned for a certain client, the system will automatically use it when this client orders products.
The settings below help provide control on this feature:
- Apply Products Credit:
  Determine if clients would automatically receive a certain credit amount after certain actions.
- Products Credit Assignment Option:
  Determine how would the clients receive the product credit and how regular that happens, there are multiple options to select from:
  - After SignUp:
    This means that the client will receive the credit amount once only after they sign up.
  - After First Survey:
    This means that the client will receive the credit amount once only after they submit their first survey.
  - After Each Survey:
    This means that the client will receive the credit amount each time they submit a survey.
- Products Credit Value:
  Determine the amount of credit assigned to the client, they can use this amount as a discount when making orders on products.
- Products Credit Notes:
  This is used to provide the client with helpful tips about the product credit which they can see in multiple locations across the platform.In addition to these setting, the credit amount for a certain client can be updated in their profile page. This option allow customizing the credit amount for a certain client at any time and not necessarily based on the default credit options.
Shipping Fee Preferences:
The settings below allows the system to automatically calculate the shipping fees to apply on orders from clients.
- Apply Shipping Fees:
  Indicate if orders from clients are subject to shipping fees.
- Shipping Fees Type:
  Determine how fees are calculated, they can be flat where a fixed amount is used or they can be price based where the shipping fee depends on total amount of the client’s order.
- Shipping Fee Ranges:
  With this option clinics can create and manage a set of multiple price ranges to determine the shipping fee for orders from their clients based on the order total amount.One important aspect of the store settings is related to the recommendations, product recommendation has a copy of some settings that exist in the store. Those settings are:
  - Apply Shipping Fees.
  - Apply Tax.
  - Apply COD (Cost Of Delivery).
  - Apply Setup Fee.

When a recommendation is created for a client, those settings will default to the corresponding settings in the store, however they can be changed and modified within the recommendation to allow making an exception or a change for a certain client.

This allows for an additional flexibility in handling recommendations and orders and provides features to help clinics better serve their clients.

Finally, an important detail on the use of the online store, in order to activate the online store, clinics need to connect their PhysiciansHR account with Stripe, which is a PCI compliant payment processor service. This is required to allow clients to pay clinics online, otherwise clinics cannot receive online payments for their services. The connection with stripe is very simple and PhysiciansHR will guide clinics through the steps from the payment settings screen.

Clinic Products

One of the most important aspects of PhysiciansHR is the use of nutritional products to help clients with their symptoms, to help maximize the benefit of this aspect we incorporated the ability to enter products and supplements into PhysiciansHR with many customization options.

This will give our customers the flexibility to use their preferred products with their clients, whether its by recommending those products after survey report analysis or by promoting those products using the online store feature.

Using the products preferred by clinics in PhysiciansHR helps them make the most benefit from the platform existing services while also allowing them to streamline the distribution of their products by making it easier to order.

With a few steps clinics can have their products available for use in their practice. Before going into the details of adding products into PhysiciansHR its important to understand how products are handled in general in PhysiciansHR.

Many products out there come in multiple forms, sizes and prices but eventually they could represent the same product, because of that PhysiciansHR allows grouping all of these options under one main product and then using the details of this product to reflect those differences between different forms and sizes.

This approach helps making products easier to manage by our customers while also making their online store cleaner and easier for the clients to review their products.

To create a product, follow these steps:

On the left side panel, under the Store menu, click the item “Your Products”.
If this is your first product, click “Add Your First Product”, if not then next to the products search box click “Add Product”.
Once inside the New Product page, there are 3 important sections:
1. General details of the product:
  Here you will find all different general details about a product like its name, description, ingredients, etc..
2. Store Preferences:
  This section provides options for managing the product online store related details like visibility, discount and tips.
3. Product Types and Pricing:
  This section allows entering the different details of the product forms, sizes, prices and usage schedule.
After entering these details and saving the changes. The product can be available for use in recommendations and can also be added to the online store for clients to order.
The following list describes many of the product page fields and their importance:
- Product Name (Required):
  This field is required and is used to show the name of the product across the platform.
- Status (Required):
  This indicates the status of a product, there are the following options:
  - Available: This indicates that this product is available to order, clients can see and order this products from your store.
  - Out of Stock: This indicates that this product is not available at the moment, you will have the choice to show or hide such products from your store.
  - Hidden: This option is used to hide a product from store if it shouldn’t be available to order for any reason.
  - Discontinued:This is technically the same as “Hidden” but it serves a different purpose to make it easier to identify discontinued products in future.
- Categories (Required):
  A product can belong to one category or more, this field allows selecting one or more categories. Categories help group products and make their easier to find in your store.
- Product Picture:
  This picture will appear next to the product name when viewing it in recommendation or in the online store it is very recommended to add a picture to product to make it easier to identify.
- Store Preferences:
  This section determines the relation between a certain product and the online store, it has the following options:
  - Show In Products Store:
    This indicates if this product is available in the product store and if it can be used in orders.
  - Show In Clinic Website:
    This indicates if this product is shown free website main page.
  - Has Discount:
    This indicates if product has any discount, the discount will be in the form of a percentage and it will be applied on the price of the product when used in orders regardless of the form/size combination selected.
  - Show Store Tips:
    This indicates if this product has any tips or additional information that will appear on the product store or in the shopping cart, this information is mainly related to the shopping experience and it can be used to provide any details that clients should know about this product.
  - Store Tips:
    The tips entered by the clinic.
- Product Types and Pricing:
  This is a very important section inside the product page, using this section clinics can specify the different forms and sizes of their product. Whether a product comes in multiple forms and sizes or just one it can all be entered here. A product can have multiple forms and each form can have multiple sizes. Each form and size has their own status, this allows customizing the availability of a certain form or size without affecting other form/size combinations.Each form and size can have their own image too, this helps identify the specific form and size combination when ordering the products online.Below is a description of the details under Product Types and Pricing section:
  - Form:
    This indicates the form which the product comes in, like tablets, capsules and liquid.
  - Form Status:
    Just like the product status this indicates availability of a certain form, this will also affect the availability of all the sizes under that form.
  - Form Picture:
    This is the general picture of the product form regardless of the exact size.
  - Sizes and Price:
    This section allows entering multiple sizes under one form, for example if a product comes in the form of capsules and it has multiple sizes, each size can be entered in this section along with its price, status and picture.Below is a description of the details under Sizes and Price section:
    - Size:
      This indicates the size which the product comes in, like number of capsules or amount of liquid.
    - Clinic Price:
      This is the retail price of that specific form and size combination and this the price that your clients will see when ordering your products.
    - Size Status:
      Just like the product status this indicates availability of a certain size.
    - Size Picture:
      This is the picture of the specific form and size combination.
    - Usage Schedule:
      This is a very important section of the product form, in this section you can specify the schedule of using the product in that form. To specify the schedule details, one or more schedule fields can be added.Each schedule field reflects and certain time of the day or a certain circumstance in which the client should be taking a certain dose of the product form, the schedule field title specifies the circumstance/time of day and the value specifies the dose. The schedule fields can be added to a list so they can be used with many products however their dosage value differ from one product to another.
  - Images:
    The product page has 3 types of product images:
    - General Product Image:
      This image will appear in the product store or anywhere the product is seen without specifying its exact form/size combination.
    - Form Picture:
      This image will appear if a product form/size combination is selected in recommendation or in orders while the size selected doesn’t have a picture entered.
    - Size Picture:
      This image will appear if a product form/size combination is selected in recommendation or in orders.It is recommended to add all of these picture to help provide a better experience for your clients while using your services.

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