Start here: get ready for patients

Choose your provider path, complete the launch checks, and know when your clinic is ready to accept patients.

40 articles

Choose your setup path

Everyone completes the account and launch steps. The clinical setup depends on which providers will care for your patients.

Compare partner types

Healthaide Provider Network

Use the Healthaide Provider Network

For Brand Partners and clinics using Healthaide providers: use the approved treatments and states. Your clinic does not need to onboard its own providers or build its own intake exams.

Own Provider Network

Set up your own provider team

Your medical director signs for clinical oversight before other providers join. Complete provider approval, state routing, and exams for each applicable product variant before prescribing.

Using your own providers in some states and Healthaide in others? Follow the Own Provider Network path and confirm each state and treatment with your onboarding contact.

Your path to launch

Follow the order below. Your onboarding plan identifies who owns each task and what your team has already completed.

  1. Billing card first

    Account owner

    Sign in, then have the account owner add the card on file for subscription billing and rare late refunds before setting up Earnings.

  2. Connect payouts

    Owner or bank-account controller

    The owner or primary bank-account controller connects Stripe for payouts in Earnings, creating an account if needed. Complete all requested bank, business, personal, and tax ID or EIN details. Stripe does not process patient payments here.

  3. Review settings and domains

    Clinic admin

    In Settings > General, check your business details, colors, logo, and background. Open the patient intake and portal links to confirm the domains and branding.

  4. Set pricing and invite your team

    Clinic admin

    Set your clinic's prices for each medication and variant. Add optional discounts and memberships, then invite users with the access they need.

  5. Complete your provider setup, if applicable

    Own Provider Network only

    For your own provider network, onboard the medical director first. Have each provider complete their profile, credentials, signature, and schedule. Wait for Healthaide's NPI and pharmacy-network approval, then set exam rules, assign exams to product variants, and confirm state routing before prescribing.

  6. Publish your launch products and workflow

    Clinic admin

    After any required clinical setup, review the patient experience and prices. Publish the products you will offer and your first workflow, then recheck every patient link.

  7. Check the patient journey

    Clinic team

    Add yourself as a patient and inspect the portal. A test order is optional and is a real order. A discount may bring the medication to cost, while exam, shipping, processing, and other charges may still apply. Confirm the full total before placing it.

  8. Request the final launch review

    Clinic and Healthaide

    Resolve setup or test issues with your onboarding contact. Wait for Healthaide's final review before sharing patient links.

Before you invite patients

Your onboarding contact confirms the final launch review before you share patient links. A successful checkout or optional test order alone does not authorize launch.

Browse all getting-started guides

Find account access, settings, training, and detailed answers.

Launch essentials 8

The ordered setup guides and the own-provider route.

SOPSep 25, 2026

Account Activation Guide — getting your clinic ready

Add the billing card first, set up payouts and clinic settings, publish products and a workflow, complete applicable clinical setup, then request launch review.

SOPJul 6, 2026

Account activation step 1 — create your account and log in

How to create your Healthaide login using your invitation email, set up your profile, and bookmark your clinic portal.

SOPJul 6, 2026

Account activation step 2 — set your brand identity and colors

How to confirm and update your clinic identity, upload your logos, and set your brand colors in Healthaide.

SOPSep 24, 2026

Account activation step 3 — confirm your domains and email sending

How to verify your patient intake and portal domains are active, and how to set up your custom email sending domain by adding DNS records.

SOPJul 6, 2026

Account activation step 4 — invite your team

How to invite staff members to your Healthaide portal and assign them the correct role and permissions.

SOPSep 25, 2026

Add your providers and medical director

Add and onboard the medical director first, then complete each provider’s credentials, signature, schedule, Healthaide review, and pharmacy-network approval.

SOPSep 24, 2026

Account activation step 5 — review and publish your catalog

How to review your product catalog, set retail pricing, and publish the products you want patients to see.

SOPSep 25, 2026

Account activation step 6 — test the patient journey and request launch review

Add yourself as a patient, optionally place a real test order, then request the final launch review.

Planning and support 7

Choose the right path and know who helps after launch.

Account and team 12

Login, access, ownership, and staff permissions.

SOPJun 18, 2026

Invite a staff member and set permissions

Invite a user from Staff and Permissions, scope them to one or more locations, and set them as an admin or a limited user.

SOPJun 18, 2026

Transfer account ownership

Only the current owner can transfer ownership, and the recipient must already be an admin. Make owner from Staff and Permissions.

FAQJun 18, 2026

Where do I log in?

You log in to your clinic portal at app.healthaide.io.

FAQJun 18, 2026

What are the different web addresses, and which is which?

The two patient facing addresses are intake.[yourwebsite] and patients.[yourwebsite].

FAQJun 18, 2026

Can I switch between multiple clinic accounts from one login?

Yes.

FAQJun 18, 2026

I got an invite email but I cannot log in. It says invalid email or password. What do I do?

First make sure you created an account using the same email the invite was sent to.

FAQJun 18, 2026

What is the difference between an owner and an admin?

An admin has all permissions and can run the account day to day.

FAQJun 18, 2026

How do I change the email on my owner account?

You cannot edit the owner email directly.

FAQJun 18, 2026

Should I keep the Healthaide team in my account?

Yes.

FAQJun 18, 2026

How do I add a staff member?

Go to Staff and Permissions, click to invite a user, enter their email, choose which location or locations they belong to, then set them as an admin with all permissions or a user with specific permissions.

FAQJun 18, 2026

Can I scope a staff member to one location only?

Yes.

FAQJun 18, 2026

Can I take my personal address and phone number off the site?

Yes.

Brand, email, and notifications 6

Optional identity details and message settings.

Daily operations 4

Learn the dashboard and clinic tasks.

Provider tools 3

Training and manual orders for approved own-network providers.

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