Refill requests settings

Clinic Manager with **Refill requests** on. The form patients fill in to ask for a refill (see the Clinic Manager help → Refill requests for what staff do with them). Owners and admins set it up here; Save refill requests at the bottom of the section saves every box.

• The refill request form is on (tick box): off = the page says "This form is not available" and accepts nothing;

requests already received stay on the list. The form's address is made the first time you save with it on.

• Where the form lives: the hosted page address (Copy / Open) and the embed snippet for your own website (Copy).

Make a new link replaces the address, the old one stops at once; update your website's snippet.

• Fields: Full name and Date of birth are always Required (the match is made on them). For each of **Phone

number, E-mail, Medication(s), Preferred pharmacy, Shipping address and the "Anything changed?" note choose Off (not shown), Optional or Required. Medication(s) can be the patient types it or pick from your catalog** (the medication names from every pharmacy under Settings → Pharmacies). Preferred pharmacy only shows on the form when the clinic has more than one pharmacy.

• Your own questions (up to 20): Add a question, type it ("Are you having any side effects?"), pick a type,

Short answer, Long answer, Yes / No, Pick one, Tick all that apply: tick Required if the patient must answer, add help text under it if you like, and for Pick one / Tick all type the choices separated by commas (up to 12). The arrows change the order; Remove takes a question off the form (answers already received stay on their requests).

• Words on the form: a line under your clinic's name (phone, hours), the introduction, the **confirmation tick

box text and the thank-you message** ({clinic} becomes your clinic's name). Empty = the wording shown in grey. Logo and colors come from Account → Branding.

• When a request arrives: the card and list always. E-mail these addresses sends "Refill request received (N

waiting)", counts only, never the patient's details. Make a task "Match a refill request" makes one task per request with the owner you pick (or Settings → Tasks' default owner) due in N days; the task carries a link to the request.