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Leaf UT - How to View Patient Limits
Leaf UT - How to View Patient Limits
Miles Dinsmore avatar
Written by Miles Dinsmore
Updated over 2 years ago

Patient purchase limits are sent to Leaf UT retail modules from the EVS. You can view the limits through the system and optionally verify what was sent from the EVS.

In this article:

Viewing Patient Purchase Limits

You can view patient purchasing limits from the Patient Listing page or while fulfilling the patient's order.

How to view patient limits from the Patient Listing page

  1. Open the App Drawer, expand the People menu and click Patient List.

  2. Click on the patient in the list to expand the row. The patient limits are listed under Purchase Limits By Category.

    • If there are no rows displayed in the table, click the arrow near Purchase Limits By Category so that it points up.

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How to view patient limits from the Product Menu/Checkout page

On the Product Menu or Checkout page, look under Purchase Limits By Category near the top-left of the page.

If there are no rows displayed in the table, click the arrow near Purchase Limits By Category so that it points up.

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Verifying Patient Purchase Limits

After checking in a patient, you can optionally verify the limits sent from the EVS by checking the API Log. Look at the details for getApplicantInfo.

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