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What's new

Recent additions and updates to the knowledge base.

June 2026

Video
Add a patient and send an invite (clip)

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

Jun 18, 2026
Video
Compounded medications, refills, and approvals

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

Jun 18, 2026
Video
Connect your bank for payouts (clip)

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

Jun 18, 2026
Video
Create a discount code (clip)

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

Jun 18, 2026
Video
Invite staff and set permissions (clip)

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

Jun 18, 2026
Video
Set product pricing and margins (clip)

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

Jun 18, 2026
Video
The patient journey from site to delivery

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

Jun 18, 2026
Video
Welcome and how Healthaide works for your clinic

Start here. A short overview of how the platform works and what to expect.

Jun 18, 2026
Video
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.

Jun 18, 2026
Video
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.

Jun 18, 2026
SOP
Add a patient manually and send an invite

Add a patient by hand from the Patients page with their details, then send the portal invite. Website checkouts add patients automatically.

Jun 18, 2026
SOP
Connect your bank for payouts

Connect your bank through Stripe Connect in the Earnings page, set a payout schedule, and release funds with Get paid.

Jun 18, 2026
SOP
Create a discount code

Create a code, set the amount and limits, choose which products it applies to, and the system blocks any discount that would drop below your cost.

Jun 18, 2026
SOP
How a new patient gets care

The full patient path from your site to delivery, including ID verification, payment authorization, consent, and provider review.

Jun 18, 2026
SOP
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.

Jun 18, 2026
SOP
Override a medication name and edit its resources

Rename a medication for your patients, update its description and image, and manage the resources patients see for it.

Jun 18, 2026
SOP
Read your cost structure and profit

Understand the four cost lines on a variant, cost of medication, shipping, and exam fee, which sum to your cost of goods sold, and how profit is calculated.

Jun 18, 2026
SOP
Set product pricing and margins

Open a product, pick a variant, and set your price by margin, profit, or markup. Your profit column is what reaches your account.

Jun 18, 2026
SOP
Transfer account ownership

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

Jun 18, 2026
SOP
Understand refills and how the system handles them

Refill reminders run automatically. The patient requests a refill from their portal, a provider reviews, and the system routes the visit type.

Jun 18, 2026
FAQ
Jun 18, 2026
FAQ
Can a patient cancel an order or be refunded?

There is no pause option and no subscription model.

Jun 18, 2026
FAQ
Can a patient continue on a GLP-1 if they drop below the qualifying BMI while on treatment?

Patients who originally qualified, started care appropriately, and dropped below the BMI range because of treatment may be continued on therapy as maintenance care.

Jun 18, 2026
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Hi, I am your Healthaide assistant.

Ask me anything about running your clinic on Healthaide. I will answer from the knowledge base and cite my sources.

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