Getting Started and Account Access
Set up your account and get your practice up and running.
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.
Transfer account ownership
Only the current owner can transfer ownership, and the recipient must already be an admin. Make owner from Staff and Permissions.
What is the difference between a brand partner and a clinic partner?
A brand partner does not have providers on staff and does not hold state licensing.
Where do I log in?
You log in to your clinic portal at app.healthaide.io.
What are the different web addresses, and which is which?
The two patient facing addresses are intake.[yourwebsite] and patients.[yourwebsite].
Can I switch between multiple clinic accounts from one login?
Yes.
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.
What is the difference between an owner and an admin?
An admin has all permissions and can run the account day to day.
How do I change the email on my owner account?
You cannot edit the owner email directly.
Should I keep the Healthaide team in my account?
Yes.
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.
Can I scope a staff member to one location only?
Yes.
Do I have to sign a BAA?
Yes.
Can I take my personal address and phone number off the site?
Yes.
What should I expect during onboarding?
Once your intake form is submitted, your onboarding is managed by our project manager, Jeremie, who reaches out from team@healthaide.io.
What should I do first when I get into my account?
Your welcome email includes an onboarding SOP that walks through setup.
What is the launch checklist for a brand partner?
Complete these in order before going live.
How do I get ongoing support after launch?
Three channels.
What marketing and training resources does Healthaide offer ongoing?
Marketing meetings on campaign strategy and seasonal promotions.
Welcome and how Healthaide works for your clinic
Start here. A short overview of how the platform works and what to expect.
Your two portals and how they connect
How the clinic portal and the patient portal fit together, and what the intake and patient web addresses do.
Your first week setup checklist
The exact order to set up your account, connect your bank, set pricing, add staff, and run a test checkout.
Invite staff and set permissions (clip)
Watch how to invite a team member, scope their location, and set their role.
Dashboard explained
A complete walkthrough of the Healthaide dashboard, what each panel shows, how to read your key metrics, and how to navigate to any area of the platform from here.
Tasks explained
Understand how the Tasks system works in Healthaide, creating tasks, assigning them to staff, setting due dates, and using tasks to manage your clinical workflow.
Set up your custom email sending domain
Learn how to configure a custom email sending domain in Healthaide so that system emails to your patients come from your own domain instead of the default Healthaide address.
Set up your custom email sending domain
Step-by-step instructions for configuring a custom email sending domain in Healthaide, including DNS CNAME setup and verification.
Account Activation Guide — getting your clinic live
A complete walkthrough of the six steps to activate your Healthaide clinic account: create your login, set brand identity, confirm domains and email, invite your team, publish your catalog, and run a test order to go live.
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.
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.
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.
Account activation step 4 — invite your team
How to invite staff members to your Healthaide portal and assign them the correct role and permissions.
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.
Account activation step 6 — run a test order and go live
How to create a test discount code, place a real test order on your live intake site, confirm it landed correctly in your portal, and officially open for patients.
Ask Healthaide
Knowledge base assistant
Hi, I am your Healthaide assistant.
You are browsing Getting Started and Account Access. Ask me about this section or anything else in the platform.