Setup and catalog

Set your account up and build what you sell: products, forms, labs, visits, formulary, integrations and billing.

Platform overviewStart here: who handles what between your team, your provider network, the pharmacy and GEN Health, which client model you're on, and what a client account doesn't do.
Finish account setupThe setup wizard at first sign-in, step by step in today's order, who sees which steps, and how to review your setup or read the agreements later.
DashboardClear your Action items and notifications, fix a Payment needed alert or the red platform fee banner, and work through your setup checklist.
Link your provider networkHow your account is linked to a provider network, where you see it (Products and Support, not Integrations), how to contact the network, and how to add or change one.
Settings — Account and billingWhat you pay GEN Health: the card on file, a failed platform fee, the billing contact, your plan and lab processing fee, receipts, and agreement records.
BillingConnect Stripe, NMI, Authorize.Net, Square or another processor so patients can pay, leave test mode, switch processors, and check whether a patient paid.
Your teamInvite teammates, make someone a Client Admin or Client Staff, resend a magic link, deactivate or restore access, and choose what Client Staff can do.
Settings — BrandingLogo, colours and contact details, the checkout, sign-in, email and form themes, a white-label portal domain, a custom email sender, and your branded sign-in link.
Settings — Portal experienceEverything signed-in patients see: intake-first or payment-first checkout, ID and age rules, patient messaging, the patient menu and dashboard, patient emails and texts, and custom patient fields.
FormsBuild intake and consent forms, attach them to products or all patients, share public links, and review submissions; and how your network's forms fit in.
ProductsTurn your network's protocols into products, price them, require a visit or labs, sell per dose or as a package or subscription, and share checkout links.
FormularyPair (map) products with pharmacy medications, cover every state so Prescribe isn't greyed out, check medication costs, hide what you don't use, and set default directions.
LabsPrice and publish lab panels, understand Pending approval and who approves, make a product require labs, and follow a lab from purchase to results.
VisitsCheck visit history, book or reschedule a visit for a patient, find out why no times are offered, and sell visit options with forms attached.
IntegrationsWhy OnlyScripts is already connected, the API key popup, the pharmacy card (Update OnlyScripts payment method), your own pharmacy account, which pharmacy fills by state, lab vendors and EMR tools.
Go liveThe order to set up your account, from empty to your first paid patient, with skip rules, the checks that silently block a sale, and how to test and request go-live out of sandbox mode.