Video library

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.