Supplement Order
Domain: Medications & Pharmacy | Type: Custom (active)
Full reference: CRM Modules Guide
What is it?
The actual supplement purchase order placed with a vendor. Tracks invoicing, shipping, and recurring billing for supplement orders.
Flow
Patient Plan approved (includes supplements)
→ Supplement Order created
→ Order placed with vendor
→ Shipment tracked
→ Invoice generated in Zoho Books
→ Recurring order if applicable
Supplement Protocol
Separate from the individual order, each patient has a Supplements Test record representing their recommended supplement regimen (the protocol itself). The Supplement Order is the actual purchase event.
Related Modules
| Module | Relationship |
|---|---|
| Supplements Test | Patient’s supplement protocol (what they should take) |
| Contacts | Linked to patient |
| Patient Plans | Order generated from approved plan |
| Invoices | Billing record for the order |
| Products | Master product catalog with pricing |
| Price Books | Pricing by channel (cash, insurance, membership) |
| Supplement Order Logs | Historical records including vendor responses |
| Fulfillment Queue | Queued for warehouse processing |
Store
Patients can also order supplements through the ThriveLab Store in the patient portal/app. Shopping Cart module handles the cart before checkout, which then generates a Supplement Order.
Full reference: CRM Modules Guide