Procedure / Policy Overview

How to use the Clear Connection Customize Order screen for adding additional product for a client while completing the client check-in.

1. Navigate to the Create Regimen screen

2. Choose the Customized Order screen

3. Use the Customized Order screen to add additional product to the client invoice. 

4. Send Regimen once finished adding product

5. Navigate to Infusionsoft to manually send the invoice

https://www.loom.com/share/7147e75da5aa437f81ab6f9e26c6e680?from_recorder=1
 

• Using the customized order screen