Affiliated clients
Add affiliated (child) clients under your account, copy your products and pairings to them, change their model or provider network, and deactivate them.
Affiliated clients are separate brands or locations under your account, each with its own admins, patients and settings; their platform charges bill to you. Left menu → Affiliated clients. Client Admin. Available when your primary provider network or GEN Health turns it on for your account.
What you can do here
- Add an affiliated client
- Copy your products and pairings to it
- Change its model or provider network
- Deactivate or reactivate it
Add an affiliated client
Use this for a new brand, a second location, or a partner that sells under its own name.
Start
Click Add, top right of the table. The dialog is Create affiliated client.
Set the basics
Choose Status and Model (Review Only or Review + Prescribe), then fill Client Name. Website, icon, logo and colors are optional.
Create it
Click Create client. It gets every provider network linked to your account.
Invite its team
The next dialog invites its team: type emails, pick a User type per row (Add row for more), then click Send Invites. Invitation emails will be sent now. Click Skip for now to invite people later.
You'll know it worked when the toast reads Affiliated client created successfully and the new row is listed.
Who can do this: Client Admin of the parent account. When your plan sets a limit, the page shows how many you've used and Add is disabled once you reach it.
Copy your products and pairings to it
Use this to start a new affiliated client with your catalog instead of building it again.
Open Configuration
Click the affiliated client's row, then the Configuration card, and scroll to Copy configuration.
Choose what
Pick Copy from (your account or another affiliated client), then tick Products, Formulary pairings, Images only or Prices only.
Copy
Click Review copy, check the summary, then click Copy configuration.
You'll know it worked when the toast reads Copied N products and N pairings. with the number skipped.
Who can do this: Client Admin of the parent account. Matching products and pairings are updated; others on the affiliated client stay. Products from networks your account isn't linked to are skipped.
Change its model or provider network
Use this to move an affiliated client to another model or network.
Open Configuration
Click the row, then the Configuration card.
Pick the new setting
Choose a Client model or a Primary provider network, or tick Additional provider networks. Each change saves as you pick it.
You'll know it worked when the toast reads Affiliated client updated and the Network column changes.
Who can do this: Client Admin of the parent account, using only networks linked to your own account.
Removing a network also removes that network's products from the affiliated client.
Deactivate or reactivate it
Use this when a brand or location closes, or reopens.
Open the account
Click the row, then the Account and billing card.
Change the status
Click Deactivate account (or Activate account) and confirm.
You'll know it worked when the toast reads Affiliated client deactivated and Status reads Inactive.
Who can do this: Client Admin of the parent account. Affiliated clients can't be deleted or detached from you.
What's on this page
| Control | What it does |
|---|---|
| Columns Client, Network, Model, Patients, Status | One row per affiliated client; click a row to open it. |
| Search and filters | Search clients or networks…, All statuses, All models, All networks, All patient counts. |
| Pharmacies, labs, integrations and Available protocols cards | Which of your integrations and your networks' protocols the affiliated client can use. |
What can go wrong
| What you see | Why | Fix |
|---|---|---|
| No Affiliated clients in the left menu | The feature isn't on for your account. | Ask your primary provider network or GEN Health to turn it on. |
| Add is greyed out | This account has reached its affiliated-client limit. | Ask your primary provider network admin to raise the limit. |
| The new affiliated client can't onboard patients | It is in sandbox mode: SANDBOX MODE shows in its left menu. | Its Client Admin clicks SANDBOX MODE → Request go-live. |
| A network you want isn't in the list | Only networks linked to your account can be assigned. | Link the network to your own account first. |
| Its Formulary shows Client scope mismatch | Known problem. | Raise a GEN Health ticket on Support. |
Questions people ask
Who pays for an affiliated client?
Its GEN Health platform charges bill to your account. It has its own patients, its own payment processor and its own OnlyScripts pharmacy card, set by its admins.
Can each brand have its own API keys, webhooks and branding?
Yes. Each affiliated client is its own account; its Client Admin sets up Settings, including Developers and Branding.
Can I use this for a second clinic location?
Yes. Client accounts don't have locations, so an affiliated client is how you split one off.
How do I move an affiliated client to another provider network?
Open it, then Configuration → Primary provider network.
Can an affiliated client use the Affiliate model or have its own affiliated clients?
No. Affiliated clients are Review Only or Review + Prescribe, and only one level deep.
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