Metrc (Kentucky) Support Bulletin KY_IB_0014 explains how licensed medical cannabis dispensaries should use the Patient Status Lookup tool during patient check-in to confirm allotment limits before dispensing and to prevent over-dispensing in Metrc.
Metrc bulletin summary (KY_IB_0014)
Bulletin number: KY_IB_0014
Distribution date: 02/16/2026
Effective date: Ongoing
Subject: Patient Status Lookup
Purpose: Metrc encourages operators to check a patient’s current allotment status in Metrc prior to completing a sale, so the patient only purchases from qualified categories and within remaining limits.
What the Patient Status Lookup shows in Kentucky
When you run a Patient Status Lookup in Metrc, the bulletin emphasizes three core values to review for each allotment type displayed.
Limit: The maximum amount the patient can purchase within the applicable period for that allotment type (as displayed in Metrc).
Purchased: The amount already purchased to date that Metrc has mapped into that allotment type based on completed sales.
Available: The remaining amount the patient can purchase (Limit minus Purchased).
Important Kentucky note about “Infused”: The bulletin states that Kentucky currently has no item categories that decrement the Infused limits column in the Patient Status Lookup area. Instead, products that might be considered “infused” in other contexts count toward the THC Purchased/Available columns in Kentucky’s Patient Status Lookup display.
How to run a Patient Status Lookup in Metrc (dispensary workflow)
The bulletin’s intent is that dispensaries use Patient Status Lookup at patient check-in and again before finalizing a sale when necessary.
Where to find it: In Metrc, select the Lookup icon (the magnifying glass) on the top navigation toolbar, then choose Patient Status Lookup.
How to search: Enter the patient ID number in the Patient Status Lookup window to populate the patient’s status details in the results grid.
How to review details: Expand (drill down) the patient row to view additional detail, including how much of each allotment type has already been purchased.
Practical implication: Because Metrc maps completed sales to the “Purchased” totals based on item category, checking status before dispensing helps staff prevent over-limit transactions, reduce the likelihood of voids/returns tied to allotment issues, and support consistent, defensible dispensing decisions if the facility is audited.
How Metrc maps Kentucky sales to patient allotments
The bulletin provides a mapping between Metrc “final form” categories and which patient allotment bucket those sales decrement in the Patient Status Lookup totals.
Flower allotment mapping
Metrc product type: Flower Products
• Raw Plant Material
• Shake/Trim
THC allotment mapping
Metrc product type: Infused Products
• Infused Edible
• Infused Liquid Edible Beverage
• Dermal Patch
• Infused Non-Edible
Concentrate allotment mapping
Metrc product type: Concentrate Products
• Concentrate (each)
• Oil for Oral Administration
• Tinctures (each)
Infused allotment mapping (Kentucky)
Metrc product type: N/A
Related Metrc categories: N/A
Operational meaning: In Kentucky, the bulletin indicates the “Infused” column is not currently decremented by any Metrc item categories in Patient Status Lookup; relevant products roll into THC tracking in the Patient Status Lookup display.
Day-to-day compliance impact for Kentucky dispensaries
More accurate patient check-in: Using Patient Status Lookup during check-in provides a real-time view of remaining availability by allotment type, helping staff guide patients to compliant product selections before items are scanned and finalized.
Fewer dispensing errors at the register: Verifying Available amounts prior to finalizing the transaction helps prevent accidental over-dispensing that can require corrective actions and internal incident documentation.
Cleaner audit trail: Consistent use of the tool supports a clear operational narrative: the dispensary checked the patient’s current status in Metrc and dispensed within the displayed Available amounts based on Metrc category mapping.
Labeling support for Metrc Retail ID compliance
DistruLabels: DistruLabels is a 100% free tool for creating compliant packaging and retail labels, helping dispensaries and manufacturers generate labels that support Metrc Retail ID workflows and reduce labeling-related compliance risk at the point of sale.
DistruERP: For larger, multi-department operations, DistruERP is Distru’s comprehensive Cannabis ERP platform designed for end-to-end supply chain management, including inventory, manufacturing, distribution, and compliance-aligned operational controls that complement Metrc reporting.
Metrc support and training resources referenced in the bulletin
Metrc Support Portal: Access support through https://support.metrc.com or from within Metrc by selecting Support, which redirects to the portal. First-time users typically need a username (created at login), the state, the facility license number, and a valid email to set a password.
Metrc Learn: Training is available at https://learn.metrc.com and is also accessible within Metrc via the Support menu by selecting Sign up for Training.
Metrc Expert: Use the widget icon in the lower right of the Metrc system to open Metrc Expert for step-by-step guides and knowledge-base support.
