Ability to add in expedited shipping option to checkout for those who want to pay extra for shipping

State-specific coupons

Would like to be able to run campaigns with coupons specific to certain locations - example “Florida20” for all new orders located in Florida.

Include patient data in exports

When exporting orders from the EMR, we also want to include the following fields in the export: Sex Age Active medications Past surgeries Any additional open text fields

State Availability Configuration with Product IDs

This is a request to have the capability to define state availability for individual Product IDs. This could be defaulted to “All US States” and give admins the ability to select excluded states. Primary Use Case: -User adds Product to Cart. -User indicates US State of residence in initial registration form. -If Product is not available in that state as defined in the admin, display unavailability message to user and direct them to select another Product.

Dynamic Pricing

This is a request to enable dynamic pricing for the product catalog based on US state.

Add A Setting For Language Preference

We need a way to identify the preferred language for a new customer in order to support service communications for them (e.g., Email templates and workflows for Spanish-speaking customers).

Workflows A/B Testing

Itemized Stripe Receipt for HSA/FSA submission

Create a customized receipt that contain the following items that allows customers to successfully submit for reimbursement from their HSA or FSA plan: Service Provider Name Date of Service (Purchase) Amount Paid Payment Method Patient Name (Customer Name) Service Description (this has already been implemented on the generic receipt)

Add A Backup Email Address For Patient Accounts

This is a request to require a backup email address for patient accounts for account access. The primary condition prompting this request is patients who signed up using their corporate email and then lose access to it due to termination or other reason. When this happens, they can no longer access their CMWL Patient Portal account. Patients should also have the option to designate which email address they would like to use as their primary.

Tax at checkout based on the customer’s location

On Shopify, I can mark products as taxable and the system automatically calculates and collects the right sales tax at checkout based on the customer’s location. This is important since U.S. tax rates vary by state and city we can have a feature like this

Ability to view patient-side accounts

I am requesting the ability to log in as a patient in order to see what the patient is seeing. This will help troubleshoot and support patients with any difficulties they are experiencing in their account.

Email Performance Metrics

We need more visibility into the performance of emails in CarePortals, such as OR & CTR, so we can optimize certain flows.

Email Campaigns

Releasing a new feature to send mass emails directly from CarePortals CRM.

Add Address Changes To Audit Log

In addition to the date and time of change, indicate which type of address was changed.

New Drug/Product Mapping Experience

Enable Refunds in CarePortals

It would be great if we could issue Stripe refunds directly from CarePortals without needing to jump into the Stripe dashboard.

Pay Later Checkout

The ability to pay later and charge patients only once they're approved.

Mailchimp Adapter

I am requesting to have Mailchimp added as an adapter to workflows. Thank you!

Weight Loss Progress Dashboard/Tracker

Introduce a Weight Loss Tracker in the patient portal that allows patients to record their weight, view trends, and stay motivated throughout their program.

Enable local pharmacy pick-up on the product level

Allow patients to select preferred pharmacy at checkout depending on the product. We want a mix of local pharmacy products and delivery products.

Multi-Cycle Coupon Support for Subscription Products

Current behavior: Coupon "Cycles" field customization only supports one subscription (one cycle/plan) per coupon code. Coupons cannot be applied across multiple subscription cycles of the same product. Requested behavior: Allow a single coupon code (e.g., CHRISTMAS25) to apply a discount across all subscription cycles/plans of a given product — e.g., 1-month, 3-month, 6-month, and 12-month plans for a medication — rather than requiring a separate coupon per cycle. Use case: One wants to offer one consistent discount code for a product line regardless of which subscription duration the customer selects, instead of creating and managing multiple single-cycle coupons.

LOGIN > "Show Password" option

On the patient portal login page, add the option to show the encrypted password. The user can hide and show it as they prefer. See attached as an example.

Ability to update local pharmacy post-purchase

We need the ability to update the local pharmacy address post-purchase. Patients without insurance will often look for discounts (like goodRx coupons) after they purchase and will want this to go to the pharmacy with the best discounts. When they ask to update this we would like to do it directly in their account, pre-provider review.

Date & Time Stamp for Terms Opt-Ins At Checkout

Can you please create a field for date and time for when a contact agrees to specific terms, including Marketing, SMS, Terms of Use, and Privacy Policy. This is compliance-related and also helps with responses to customer chargebacks.

Update Tracking information in workflows

At this time, if users need to receive shipping updates via a webhook, there is no option to add the shipping/tracking information. Here is an example of this