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OTBA IQOT: Dispensary Operations, Patient Care, and Sales

OTBA IQOT · Work through your exam, one topic at a time.

All guide sections

Dispensary Operations, Patient Care, and Sales

Operations and patient care

Candidates must understand intake procedures: verifying age or patient status, checking recommendation validity, and documenting transactions in the seed-to-sale system. Know purchase limits and how they are calculated across product types (flower equivalents for concentrates and edibles). Understand the role of the budtender in patient education, including dosing guidance, onset timing, and contraindications. Grasp privacy obligations (health information confidentiality) and the prohibition on making unsupported medical claims.

Sales and service standards

Know consultative selling: needs assessment, product matching, and clear labeling review. Understand how to handle adverse-event reports and product complaints, including documentation and escalation. Know return and exchange policies and the limits imposed by regulators. Understand accessibility, minors, and intoxicated-customer refusal obligations.

Traps in questions

  • Failing to verify recommendation validity before sale.
  • Miscalculating purchase limits when converting concentrates to flower equivalents.
  • Making definitive medical claims or promising cures.
  • Sharing patient information inappropriately.
  • Selling to someone who appears intoxicated or is a minor.

Rule of thumb

Use the "verify, educate, document" sequence. Worked example: a new patient presents a recommendation that expired last week; the correct action is to decline the sale, explain the renewal requirement, and document the interaction, because an expired recommendation invalidates the transaction regardless of the patient's familiarity.