You must have the Update company settings permission. This setting applies to stores in Maryland, Michigan, and Montana only.
Occasionally, Metrc maintenance causes patient lookup to stop working. When this happens, you can bypass patient lookup in order to complete a sale to a patient.
When you turn off patient lookup, you must lookup patient limits in Metrc manually for every sale you make to a patient.
- Michigan and Montana: In Metrc, select the search icon and type in the patient ID to get patient status and their remaining limit.
- Maryland: Use the patient portal to look up limits.
To turn off patient lookup temporarily
- In the Back Office, select the Settings gear.
- Go to Store Options.
- Under Medical Options, select Disable the Patient Lookup Feature on Register.
Greenbits will turn patient lookup back on automatically for you at midnight.