The Dispensing Platform makes this crucial issue of herbal inventory management easy. Each herb (or product) can be recorded by:

• The date the batch is purchased
• Use-by date
• Quantity

Barcode scanning can further simplify the process and increase stock control accuracy and speed.

Inventory levels automatically adjust after each prescription to ensure clear, accurate current levels. Low levels can be flagged to alert the dispensary to suggest reordering.

We’ll create an adjustable quantity for each herb for super-accurate monitoring, but the system already provides comprehensive inventory management that ensures traceability, batch monitoring and full regulatory compliance.

Built-in safeguards ensure every script is accurate and complete. It’s impossible to duplicate herbs, spell them wrong, use unavailable herbs or forget to add client contact details, dosages, or label instructions.

The Dispensing Platform removes any need to collect payments by connecting clients or practitioners with payment processors. Direct access to familiar banking platforms increases confidence and dramatically reduces the time and stress involved in arranging and checking payments.

When practitioners opt for ‘client pays’, a secure email payment link requests funds from them, with the product clearly explained. They can pay or create an account; either way, clients love the security, transparency and simplicity.

Practitioners like the same things, plus they like a 3rd party collecting commission on their behalf, without the need to calculate fees or check payments.

Practitioners can also pay for prescriptions by CC or with ‘on account’ agreements.

Professional, branded labels can be printed at the press of a button, with logos, preferred language (Pinyin, Latin, or Chinese), dosage, user guidelines, warning signs, and contact details. They meet legislation and patient needs, clearly and consistently presented, every time.

Discounts on herbs can be given to practitioners, and they’ll apply to all a practitioner’s bespoke formulas. They’re calculated on the daily price of the herbs (incl. dispensary fee) before commission or shipping is applied to the order.

Please see the Pricing page – we’re determined to support herbal practice, and our pricing structure reflects this.

Dispensaries can add products to the Shop. The commerce software has been written so that multiple items (including VAT-free herbal ingredients and taxable products) can be processed in a single transaction.

Website data security is a critical feature of the Dispensary Platform, and we’ve made every effort to minimise risk and maximise safety features. Our fully GDPR-compliant software is hosted on a secure server with SOC2 Type II and SOC3 reports, and an ISO 27001:2022 certification.

Admin access to the site requires the latest biometric two-step authentication, plus a password for the site that changes daily. Practitioners’ and clients’ passwords only give them access to dedicated data sections.

All payments are made off-site via links to regulated payment processors, avoiding the possibility of card details being compromised via Dispensing Platform.

The Dispensing Platform software is bespoke and developed specifically for herbal dispensing. The up-front cost has been time and energy, but resulted in an almost error-free system with high security and low exposure to future threats. Nearly all of the software has been coded specifically for the site, with minimal reliance on third-party plug-ins, which need updates and are vulnerable to threats.

The platform is designed by an herbalist, in tandem with a top dispensary, and coded by an exceptional engineer with years of security industry experience.

Practitioners can personalise their Dashboard to Pinyin, Latin, or Chinese, brand their labels, alter client instruction templates, and shipping settings 24/7. It provides access to formulas, orders and products, offering flexible working for busy practitioners.

Order status is shown in real time, with costs, commission owing, client details and help videos.

The dashboard has a ‘Contact Us’ tab that pre-fills their details to make it as easy as possible to contact you via the site.

Client details are easy to manage in one secure, searchable place. For faster, more accurate prescribing, client details should be added BEFORE their formula.

Classical East Asian herbal medicine involves adapting formulas to match a patient’s dynamics. The TEAM database has over 80 base formulas, including their Actions, Indications, Structure, Adaptations, a Discussion, and Cautions and Contraindications. This is online script-writing with a reference book that naturally acts as a ‘refresher’ for practitioners as they work.

The TEAM database provides access to the key formulas herbalists typically refer to. Scripts can be chosen and adapted in a side menu on the page, with reference to all formulas on that page, before adding to the Cart. Once in the Cart, the formula and instructions can be altered before ordering, and with pricing in the Cart, practitioners have a clear idea of costings.

The ‘Formula Builder’ is a simple way to create, save and prescribe formulas. A responsive search bar makes it quick and easy to choose herbs, adjust doses and repeat until the formula is built.

Formulas can be named and saved (or added to the Favourite Formulas folder; it’s a simple task to edit or adapt in the future.

The price/gram and subtotal price of herbs appear during script writing, as does the daily subtotal, to give clear script costing.

Dispensing Platform is set for daily raw herb doses and supports customised herbal ratios across granule, powder, or liquid equivalents.

The TEAM formula database covers over 80 classic scripts and their adaptations, and the site has guides to recommended dosages, herb names, and the clinical effects of Pao Zhi processing, plus recommendations for 90+ substitutions to support practitioners in their work.

Practitioners have a dedicated folder for their favourite/commonly used prescriptions (and adaptations). Formulas can be quickly assigned to a client, added to the Cart and adjusted further before prescribing.

Patient accounts provide registered access to a payment provider. They can also view their order history, change shipping details, track current orders, and reorder products (when they’re available), without needing your support. It boosts transparency, builds trust, and gives patients more control over their care.

Retail herbal dispensaries must manage secure access to herbs and adhere to regulatory requirements by restricting access to qualified practitioners.

We support this by providing an invitation email template to send to existing practitioners to access the site. We also have a bespoke CSV file template for client details that simplifies the bulk transfer of client data to the site.

New practitioners must register, confirm their email address and await the dispensary’s review. Once their account is approved, they get a secure login to the site. Once a practitioner is registered, their access to products can be managed.

Patient accounts are registered automatically and instantly accessible (after confirmation of email address).

If you wish to stop using Dispensing Platform and require copies of your data, it can be supplied in CSV file format.