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.

For Operations and Customer Support Teams

Your work will primarily be in the EMR Portal. We recommend starting with the following guides to understand how to manage patient orders and interactions:

• A Tour of the EMR Portal

• The Patient & Order Journey on CarePortals

• Manage an Order from Start to Finish

• How to Diagnose and Resolve a Stuck Order

• How to Use the Patient Chat Window

• How to Manage Patient Subscriptions

For Administrative and Marketing Teams

Your work will be in the CRM Portal, configuring the system and managing products . Use these tutorials to learn essential setup tasks.

• A Tour of the CRM Portal

• Setting Up Your First Product and Purchase Workflow

• How to Create a Product (One-Time and Subscription)

• How to Create a Discount Coupon

• How to Build a Workflow to Send an Email

For Developers

You will interact with the platform on a technical level. Use these guides to learn the API and build custom solutions.

• Understanding the API Layers (Public, Patient, EMR, CRM)
• Building a Custom "Buy Now" Flow
• How to Embed the CarePortals Cart on Your Website
• Workflow Trigger and Action Reference