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.
Test discount code created.
Order placed on my live intake site with the code.
Correct exam loaded for the product and state.
Order confirmation received and visible in my portal.
Patient portal view looks correct.
Test code disabled and I am ready to share my site.
Your Slack channel: fastest line to the Healthaide team for catalog changes, pricing updates, exam requests, and setup questions.
In-platform support: available inside your portal for account and technical questions any time.
Video training library: short screen-by-screen walkthroughs of every part of your portal.
Knowledge base: written answers to the most common questions, kept current as the platform grows.
Where to go.
Catalog › Discounts
Before you send a single patient to your site, place one real order yourself. This tests checkout, intake, payment, and your portal in a single pass.
How discounts work.
A discount can be a fixed dollar amount or a percentage of the retail price. The discounted amount comes out of your profit — your cost of goods sold is never discounted because that is a hard fulfillment cost.
Step 1 — create a test discount code.
