Daily operations

The pages your team works in every day: orders, prescriptions, subscriptions, patients and messages.

Your daily routineClient Staff daily checks and Client Admin weekly checks, in order, each linking to the page guide: notifications, unreads, stuck patients, orders, failed prescriptions, renewals.
Request a Good Faith Exam (GFE) for a patientStart a Good Faith Exam (GFE) with Request clearance, send it to the patient or use this device, and read the result under Recent clearances.
PatientsFind a patient, add or import patients, send a magic link when someone can't log in, remove test patients and export the list.
Patient profileUpdate a patient's address or phone, unblock a patient who can't log in, check out or see forms, request product approval, book a visit, pause a subscription and leave staff comments.
MessagesClear held orders from Notifications (PO box, missing driver license, unanswered intake, unpaired product), answer patients, escalate to a provider, message your network, and call patients.
OrdersWhy an order is stuck or on hold, where the tracking number is, and how to remind patients to pay, mark an order paid, refund, cancel, and release held labs.
SubscriptionsSee every recurring plan, find failed or unpaid renewals, pause, resume or cancel a patient's subscription, and set a product up to renew automatically.
PrescriptionsWhere is my patient's prescription? Read Rx statuses, fix a script that failed or was never sent to the pharmacy, request a prescription or refill, and change refill reminders.
Products — Promo CodesCreate promo (coupon) codes for chosen products, personal codes for one patient, and global codes; what renewals charge; and how to let Client Staff manage codes.
Knowledge baseFind and open shared documents, add links, files and folders, show entries to patients, mark required reading, and rename, move or delete entries.
ActivityThe Client Admin audit trail at /activity: find who changed an order or patient, see one person's timeline, and export activity. Client Staff can't open it.
MarketingReach Marketing at /marketing (no menu item), give staff the Send marketing permission, send email or text campaigns and turn on automated flows.