Video library

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.

Patients explained

A full walkthrough of the Patients section, adding patients, navigating their profile, reviewing history, and managing their care from one place.

Encounters and Tags explained

See how to create and manage patient encounters, attach clinical notes, and use tags to organize and filter your patient list efficiently.

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.

Understanding the communications page

A walkthrough of the Communications page from the patient perspective, how messages are sent, received, and tracked inside the Healthaide platform.

Products explained

Learn how to create and manage products in Healthaide, setting pricing, variants, descriptions, and how products connect to patient checkouts.

Discounts explained

Learn how to create, manage, and apply discount codes and promotional pricing inside Healthaide, including expiry rules and per-patient restrictions.

Earnings and Checkouts explained

Understand how earnings are calculated, how checkout records are created, and how to track revenue and pending payouts in Healthaide.

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.

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.

The patient journey from site to delivery

The full path a patient takes, from your site through intake, ID verification, payment, consent, and approval.

Compounded medications, refills, and approvals

How variants, refills, titration, and approvals work, and what supply durations are available.

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.

Set product pricing and margins (clip)

Watch how to set your price by margin, profit, or markup, and read your profit column.

Connect your bank for payouts (clip)

Watch how to connect your bank through Stripe Connect and set your payout schedule.

Create a discount code (clip)

Watch how to build a discount code with limits and product scope.

Add a patient and send an invite (clip)

Watch how to add a patient by hand and send the portal invite.

Invite staff and set permissions (clip)

Watch how to invite a team member, scope their location, and set their role.