How to Use the Documentation
This provides a comprehensive guide to the CarePortals platform. It is designed to help you understand its features and manage your daily operations effectively.
Structure of the Documentation
To help you find what you need, the documentation is organized into sections that correspond to a specific portal or function.
Getting Started: This section is for new users. It provides an introduction to CarePortals, explaining what it is, who uses it, and the different portals that make up the ecosystem. It also includes a glossary of common terms and a list of frequently asked questions.
The EMR Portal: This section is for operations and customer support teams. It covers the daily tasks of managing patients, orders, subscriptions, and more within the Electronic Medical Record (EMR) portal.
The CRM Portal: This section is for administrative and marketing users. It explains how to configure products, create coupons, manage users, and set up automated workflows in the Customer Relationship Management (CRM) portal that will impact on the EMR portal.
Account & User Management: This section provides instructions for managing user accounts, such as adding new team members and resetting passwords.
Developers & Integrations: This section is for developers. It contains technical information about using the CarePortals API and embedding components into other websites.
Recommended Learning Paths
To get started quickly, follow the recommended learning path for your role. Select your role below to see the suggested guides.