Overview of Shipping in SigmaMD
Shipping in SigmaMD allows practices to seamlessly manage product deliveries—whether it's supplements, medications, or health supplies—directly from the patient invoice. This built-in integration streamlines fulfillment, tracking, and record-keeping from start to finish.
What You Can Ship
You can ship any physical item added to a patient invoice, including both inventory and non-inventory items. Commonly shipped items include:
- In-office dispensed medications
- Over-the-counter products
- Supplements
- Devices or monitoring tools
Employer-covered invoices are not eligible for shipping.
How Shipping Works
Once your practice connects with Shippo under Practice Settings > Integrations, shipping options become available inside draft invoices.
From there, you can:
- Add shipping after the charge items are added to the invoice
- Choose a shipping method from the available carriers and rates
- Include a packing slip
- Set shipment details like dimensions, weight, and delivery instructions
- Print shipping labels and track shipments directly from the invoice or the Shipping History tab
If needed, you can remove shipping (before issuing the invoice) or cancel a label (if it hasn’t been used yet). Disconnecting Shippo will hide all shipping functionality.
Where to Manage Shipments
- Inside invoices: Create and manage shipment details as you build your invoice.
- Shipping History: Access a full log of past shipments in the Billing section, including status updates, tracking numbers, shipping costs, and downloadable labels.
- Reports & CSVs: Export shipping data for reconciliation and tracking at scale.