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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

CRM

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 How to Create a Subscription for a Patient

EMR

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

Test your Patient Journey

Workflows

The Workflow Automation Engine Workflow Events/Triggers 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

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

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

Integrations

ShipStation Integration Guide

Twilio Integration Guide

FAQs

Intake Forms vs. CRM Web Forms Understanding Promotions and Coupons

ShipStation

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

ShipStation Integration Guide

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