What's new

The latest product update videos, newest first. Filter by area or scroll to explore.

Latest
The CRM and Marketing·Aug 22, 2026

Custom tracking URLs and URL exporting

Create lead-source tracking links right inside a workflow — no manual UTM setup — using URL Parameter Presets, then export every workflow link as a CSV so each checkout is attributed to its source in the dashboard.

The CRM and Marketing·Aug 22, 2026

Exporting financial and lead attribution reports

The Dashboards page now exports a multi-tab CSV of your financials and lead data — transactions, lead source trends, medication and discount breakdowns, active memberships — plus per-lead-source drill-downs for marketing attribution, all with PHI removed.

Your Website and Links·Aug 22, 2026

SEO metadata for workflow links

Workflow links now let you set your own SEO and sharing metadata — the title, description, and image that appear when your link is shared or found in search — from the SEO and Sharing Settings on each workflow.

Getting Started and Account Access·Aug 22, 2026

Healthaide system notifications in clinic settings

Where to find and manage the automated system notifications Healthaide sends — new leads, exam incomplete, exam results, refill reminders, and more — including which you can toggle on or off and which are locked for patient care.

How Patients Use the System·Aug 22, 2026

Customize treatment categories for workflows

A new Custom Categories feature under Catalog lets you group treatments into browsable tabs (like Popular, New, Orals, or Injectables) on the workflow checkout, each with its own name, emoji, color, assigned treatments, and display order.

Messaging and Patient Support·Aug 22, 2026

Clinic communications update: conversation actions and recent conversations

The Communications page now has a Recent Conversations view across all channels, plus in-conversation actions for patient chats: create a task, add a note, mark unread, escalate to the provider network, and manage tasks from the sidebar. Direct messages also gain named group chats and file sharing.

Getting Started and Account Access·Aug 22, 2026

Clinic Tasks UI and functionality update

A redesigned Tasks page with new task cards, plus expanded task functionality: attachments, assignees, priorities, due dates, patient links, overdue notifications, a completed section, and a list view.

How Patients Use the System·Aug 22, 2026

New patient workflow interface, patient UX update, and featured treatment

Two updates in one: a redesigned patient workflow checkout and intake experience, plus a new Featured Treatment feature that lets you highlight a specific treatment at the top of a workflow checkout.

Getting Started and Account Access·Aug 22, 2026

New: set a custom favicon in General Settings

A new Favicon Logo setting lets you replace the default Healthaide icon in the browser tab with your own brand icon. This update walks through where to find it and how it differs from your Icon Logo.

Getting Started and Account Access·Jul 6, 2026

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.

Getting Started and Account Access·Jun 26, 2026

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.

Pricing Your Products·Jun 26, 2026

Products explained

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

How Patients Use the System·Jun 26, 2026

Patients explained

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

How Patients Use the System·Jun 26, 2026

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.

Getting Paid·Jun 26, 2026

Earnings and Checkouts explained

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

The CRM and Marketing·Jun 26, 2026

Discounts explained

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

Getting Started and Account Access·Jun 26, 2026

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.

Messaging and Patient Support·Jun 26, 2026

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.

All updates

October 2026

SOP
How patients add and manage shipping addresses

Step-by-step guide for patients to add, label, change, and delete shipping addresses in Settings > Addresses, set a primary address, and confirm the right address at checkout before every order.

Oct 15, 2026
FAQ
Can a patient expedite delivery or change the delivery address after they have been approved?

Healthaide will try to accommodate expedite or address-change requests after approval, but cannot guarantee anything and will not refund the order if the medication does not arrive on time.

Oct 15, 2026
FAQ
Which address does a patient's order ship to, and what is the primary address?

Orders ship to the address selected at checkout. The primary address is pre-selected by default, and a patient can pick another saved address for one order or make it their new primary.

Oct 15, 2026
FAQ
How does a patient add, change, or delete a shipping address?

Patients manage addresses in the patient dashboard under Settings > Addresses: Add Address, label it, optionally make it primary, or delete addresses they no longer need.

Oct 15, 2026
FAQ
Who is responsible for the shipping address on a patient's order?

The patient is. Once a prescription ships it cannot be returned, restocked, or refunded. Healthaide handles platform, pharmacy, and carrier issues, but cannot refund orders that ship to the wrong address because of patient error.

Oct 15, 2026
FAQ
What if a patient says their order went to the wrong address?

Patients confirm the shipping address at checkout and are responsible for it. If the order went to the wrong address because of patient error, Healthaide cannot accommodate a refund. Platform, pharmacy, and carrier issues are handled by Healthaide.

Oct 15, 2026

September 2026

SOP
Map Healthaide lead-source and referral IDs into HighLevel

Create a source link in Healthaide, select the right outbound event, inspect a HighLevel inbound webhook sample, map fields, and verify a test contact.

Sep 28, 2026
FAQ
How do I connect Healthaide to GoHighLevel (GHL)?

A Healthaide-provided HighLevel CRM is normally pre-connected when purchased; new lead-source IDs and custom workflows may need additional webhook and field mapping.

Sep 28, 2026
FAQ
How do I track affiliates, influencers, team members, and referral partners?

Give each partner or campaign a distinct Healthaide tracking link, optionally use a discount code, then review lead sources and exported reports. Healthaide does not calculate or pay partner commissions.

Sep 28, 2026
FAQ
Are athlete and influencer partnerships supported?

Healthaide can attribute leads to athlete, influencer, and affiliate links, but it does not run partner commission calculations or payouts.

Sep 28, 2026
FAQ
Do I have to set up the CRM connection myself?

The baseline connection for a Healthaide-provided CRM is normally set up for you; additional tracking fields, new events, or an independently owned CRM may require configuration.

Sep 28, 2026
SOP
Account activation step 6 — test the patient journey and request launch review

Add yourself as a patient, optionally place a real test order, then request the final launch review.

Sep 25, 2026
SOP
Account Activation Guide — getting your clinic ready

Add the billing card first, set up payouts and clinic settings, publish products and a workflow, complete applicable clinical setup, then request launch review.

Sep 25, 2026
SOP
Connect your bank for payouts

Connect a Stripe account and bank through Earnings for clinic payouts, complete verification, and troubleshoot payout errors.

Sep 25, 2026
FAQ
What is the launch checklist for a brand partner?

Confirm the billing card, payouts, branding, prices, domains, published catalog and workflow, and final review. A real test order is optional.

Sep 25, 2026
FAQ
Do I need to create a Stripe account?

Yes. Link a Stripe account for clinic payouts, or create one during Stripe Connect setup.

Sep 25, 2026
FAQ
How do I get paid?

Connect and verify a Stripe Connect payout account in Earnings, then set a schedule or use Get paid.

Sep 25, 2026
SOP
Account activation step 5 — review and publish your catalog

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

Sep 24, 2026
SOP
Account activation step 3 — confirm your domains and email sending

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.

Sep 24, 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.

Sep 24, 2026
SOP
How a new patient gets care

A step-by-step view of the patient path through treatment selection, payment authorization, health intake screening, scheduling when required, provider review, and fulfillment.

Sep 24, 2026
SOP
Add a patient manually and send an invite

Add a patient manually from Patients using first name, last name, and email, then send the patient portal invite.

Sep 24, 2026
FAQ
How does Exam Routing by State work with an Own Provider Network?

Own Provider Network clinics use State Coverage > Exam Routing by State to set each state to Your Clinic, Healthaide, or Disabled. Provider licensure and Exam Assignment also determine who handles care.

Sep 24, 2026
FAQ
What does a patient see after applying for treatment?

Patients resume incomplete applications from Dashboard. Once a health intake screening exam is submitted, the request appears under Prescriptions with the current review or visit status.

Sep 24, 2026
FAQ
What statuses does an intake move through if it is not approved right away?

The Sessions page tracks each intake with these status filters: In Progress, Awaiting Approval, Approved, Rejected, Completed, Expired, and Cancelled. There is also an internal, protected Request Information status.

Sep 24, 2026
FAQ
Who handles the consent forms?

Healthaide Provider Network patients generally sign Healthaide consent annually. Own Provider Network clinics determine the consent workflow for care provided by their own clinical team.

Sep 24, 2026
FAQ
If a patient wants to add another medication later, do they redo the whole intake?

The patient completes the intake required for the new treatment. Whether consent must be signed again depends on the provider network's consent requirements.

Sep 24, 2026
FAQ
What does a patient experience from start to finish?

Patients choose treatment, complete the required intake and consent steps, submit their health intake screening exam, complete any required video visit, and then move into provider review and pharmacy fulfillment if approved.

Sep 24, 2026
FAQ
Does every patient checkout include an exam fee?

Clinical treatment checkouts include the applicable provider evaluation or exam fee. The amount depends on the provider network and current product pricing.

Sep 24, 2026
FAQ
What should I do first when I get into my account?

Add the subscription card first, then set up payouts, settings, pricing, products and workflow, applicable provider exams, and final review.

Sep 24, 2026
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