Learn how to use the CRM portal to manage products, marketing campaigns, and system configurations.

A Tour of the CRM Portal

Dashboard Overview

Create a Product (One-Time and Subscription)

Product Configuration Fields 

One-time Product Setup

How to Create Email Templates

How to Create a Coupon 

How to Configure a CRM Web Form

How to Create a Promotion

Use Templates Premade Components

Understand the Patient Referral Program

How to Set Up Pay Later

Browse our guides, walkthroughs, and FAQs to get the most out of CarePortals.

Feedback

Roadmap

Changelog

Contact Support

New to CarePortals? Start here to learn about the platform and its core concepts.

Getting Started

What is CarePortals?

Understanding the CarePortals Platform

Who Uses CarePortals?

How to Use the Documentation

Glossary of CarePortals Terms 

Frequently Asked Questions (FAQ)

Payment Integrations & Supported Methods

Learn how to manage patient records, track orders, and handle day-to-day tasks in the EMR portal.

A Tour of the EMR Portal

Consultations Overview

Subscriptions Overview

Managing Orders in CarePortals

Manage Your Drug Catalogue

Prescriptions Management

The Patient & Order Journey on CarePortals

Manage an Order from Start to Finish

Refills 

Find step-by-step instructions for performing common day-to-day tasks in the EMR portal.

EMR How-To Guides

How to Find and Manage a Patient's Profile

How to Resend a Visit Request to a Physician Partner

How to Create an Order or Subscription Manually

How to Manage Patient Subscriptions 

How to Manage Order Requirements (Submit Forms, Upload Files)

How to Add or Deduct Patient Credit

How to Retry a Failed Payment 

How to Use the Patient Chat

How to Access Stripe's Customer or Payment directly from the EMR

How to Create a Canned Message

How to Cancel an Order

How to Export Orders

How to Create a Prescription

How to Add a New Drug to Your Catalog

How to Link a Prescription to an Order

How to Monitor Patient Activity

How to Manage the Patient Watchlist

Look up definitions for key terms, statuses, and data fields found within the EMR portal.

EMR Data References

Order Status Definitions

Order Fields Reference

Understanding Patient Profile

Orders - Subscriptions - Prescriptions

Understanding Order Fulfillment

Test your Patient Journey

Learn how to build powerful automations to streamline your clinical and operational processes.

Workflows

The Workflow Automation Engine

Workflow Events/Trigger

Available CRM Actions

Workflow Filters

How to Use Adapters

How to Use CRM Actions

How to Use Conditions

How to Use the Wait Component

How to Configure a Workflow Trigger Filter

How to Manage Failed Workflow Runs

Troubleshooting a Failed Workflow Run

Learn by example with step-by-step tutorials for building workflows that solve common, real-world scenarios.

Use Cases

How to Build a Workflow to Send an Email 

How to Send a Webhook Using Workflows

Send a Visit Request to Beluga Workflow

How to Create a Subscription Renewal Reminder

Send a Slack Notification for New Patient Messages Workflow

Send a Prescription Order to a Pharmacy via LifeFile

Add a New Patient to a HubSpot List Workflow

This collection provides an overview of the various Trigger Events payloads. Each page below describes a specific JSON payload for the chosen trigger event, with a table describing its parameters.

Trigger Events Payloads

Message Data Reference

Prescription Data Reference

Cart Data Reference

Subscription Data Reference

Questionnaire Data Reference

Order Data Reference

Customer Data Reference

Running into an issue? Find guides here to help you solve common problems.

Troubleshooting

Visit Request Not Sent to Integrated Provider Network

Pharmacy Delays or Integration Errors

Payment Processing Issues and Failures

Missing or Incomplete Order Information

Incorrect or Incomplete Products Setup

What to Do when a Pharmacy Product is Out of Stock

Track Stuck Orders

Find guides for managing your team's accounts, assigning roles, and updating login information.

Account and User Management 

How to Access Your Account and Recover Your Password

User Roles and Permissions

How to Manage Team Members’ Access

How to Reset a Team Member’s Password

Learn how to connect third-party applications to optimize your operations.

Integrations

Enable event-based workflows and data synchronization from CarePortals to Klaviyo.

Klaviyo

Klaviyo Integration Guide

Find guides on how to embed the CarePortals cart and build custom checkout experiences on your website.

E-commerce

Buy Now Flow for Instant Checkout

How to Embed the CarePortals Cart

Learn how to set up Google Tag Manager to add and manage tracking scripts on your website.

Google Tag Manager

GTM: Setup Tracking Scripts

GTM: Patient Portal DataLayer Events

How to Find Your Google Tag Manager ID (Container ID)

Connect your CarePortals account to ShipStation to automate your shipping and fulfillment process.