Glossary of CarePortals Terms

This glossary defines key terms used across the CarePortals platform and its documentation.

  • Adapter: A component in the Workflow used to integrate with third-party, external platforms. Adapters can only access the data payload from the workflow's trigger.

  • Async Consults / Intake Forms / Questionnaires: These are medical intake questionnaires that patients submit through the Patient Portal. They are often part of the requirements for purchasing prescription products.

  • Checkout: The three-step process a patient completes on a brand's website to make a purchase. It includes account creation, payment, and submitting required information (consultation). Completing checkout automatically creates an order in the EMR portal.

  • Condition (Workflow): A component in the Workflows engine that functions like an "if/else" statement. It allows a workflow to proceed down a linear path or exit based on whether a specific condition is met.

  • CRM (Customer Relationship Management) Portal: The portal in the CarePortals platform used for configuration, automation, and marketing. This is where teams manage products, coupons, user accounts, and workflows.

  • EMR (Electronic Medical Record) Portal: A core portal in the CarePortals platform used for day-to-day operations. This is where teams manage patient records, orders, prescriptions, questionnaires, and subscriptions, and more.

  • Fulfillment (System Action): The technical process within the CarePortals system of linking a received prescription to its corresponding order.

  • Fulfilling an Order: The final stage of the order process, which is managed by a pharmacy. After a prescription is attached to an order, the system sends it to the fulfillment partner, who then prepares and ships the package.

  • Fulfillment Partner: A pharmacy that handles the packaging, and shipping of products to patients.

  • Order: The central record created when a patient purchases a product. An order can be generated automatically when a patient completes the checkout process or through a subscription cycle. It can also be created manually by a team member within the EMR Portal.

To learn about the different statuses an order moves through, from Processing to Shipped, please refer to the Order Status Definitions article.

  • Patient Portal: A white-label, web-based portal where patients can manage your services. Patients use it to track orders, manage subscriptions, communicate with providers, and submit required intake forms.

  • Payload (Workflow): The data object associated with a workflow's trigger. For example, an order.created trigger will have a payload containing all the information about that specific order. This data can be used in subsequent steps of the workflow.

  • Refill (Automatic vs. Manual): There are two types of refills. Automatic refills are generated via active subscriptions. Manual refills are new orders for the same medication created by the admin team at the patient's request.

  • Refills (on a Prescription): The number of times a prescription can be fulfilled without needing a new doctor's visit. If a prescription has zero refills, the patient must have a new consultation with a provider to get a new prescription.

  • Subscription: A purchase type that allows for recurring orders of a product, used to automate refills for medications.

  • Trigger (Workflow): The event that starts a workflow. Triggers are based on a resource and an action, such as Order.created or Subscription.canceled.

  • Workflows: The automation engine of the CarePortals platform. It allows users to build automated processes using a drag-and-drop interface, defining triggers and actions.

Related Articles

For more information, please refer to the following guides to better understand the CarePortals platform and its features.

Get to Know the Platform

Reference Guides