What's new

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.

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.

How to create your Healthaide login using your invitation email, set up your profile, and bookmark your clinic portal.

How to confirm and update your clinic identity, upload your logos, and set your brand colors in Healthaide.

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.

How to invite staff members to your Healthaide portal and assign them the correct role and permissions.

How to review your product catalog, set retail pricing, and publish the products you want patients to see.

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.

Step-by-step instructions for configuring a custom email sending domain in Healthaide, including DNS CNAME setup and verification.

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.

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

The exact order to set up your account, connect your bank, set pricing, add staff, and run a test checkout.

How the clinic portal and the patient portal fit together, and what the intake and patient web addresses do.

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

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

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.