A Tour of the EMR Portal

The EMR Portal is where you will manage all day-to-day patient interactions and order fulfillment. The main navigation menu on the left provides access to the following modules:

Module	Purpose
Patients	Allows you to manage all patient information, from identification data to orders, subscriptions, or appointments. You can search, filter, and organize the patient list by various criteria.
Consultations	Facilitates the management of medical intake forms submitted by patients. Authorized team members can also upload forms on behalf of patients from this module.
Orders	Provides a comprehensive view of all patient orders, with several filters available such as ID, product name, status, and creation date.
Subscriptions	For managing recurring product plans that can have multiple stages (phases). Each phase can have its own pricing, duration, and requirements.
Drugs	Contains the list of all available drugs. You can view, add, and edit drug information from here.
RXs	Used for managing prescriptions, with options to see a list and filter by patient, prescriber, and fulfillment dates.
Tasks	Used for creating, tracking, and managing operational tasks to ensure all necessary actions are completed.
Appointments	Used for scheduling and managing all patient appointments with medical teams, including the tracking of appointment statuses.

Please be aware that the navigation menu is customizable and role-based. Your assigned role (e.g., Administrator, User, Manager) determines which items you can see and access.

Next Steps

Now that you are familiar with the main pages, use these guides to learn more about their details.

• Patients Overview

• Consultations Overview

• Orders Overview

• Subscriptions Overview

If you are looking to learn about executing specific tasks, you can check the following guides:

• Manage Your First Order from Start to Finish (EMR): Learn how to conduct the complete lifecycle of a patient order from the initial payment to the final shipment.

• The Patient & Order Journey on CarePortals: Get a high-level overview of the entire order lifecycle, from initial purchase to final shipment.