Admin Portal
Everything you manage day to day, plus the full Settings menu.
By Wellie1 author23 articles
- DashboardYour financial and operational overview, with patient counts and charts.
- PatientsThe patient list, filters, statuses, visit statuses, and exports.
- OrdersOrder and payment lists, statuses, columns, and search/export.
- Order Details PageA single order's product, pricing, status timeline, and how to change a product.
- Analytics ViewLive View visitor/conversion data and operational Reports.
- MessagesPatient and Support chat threads and how messaging works.
- QuestionnairesIntake form templates, filters, and publishing.
- ProductsProducts assigned to your account and product routing.
- BillingYour Wellie MD subscription, invoices, and reimbursement billing.
- Discounts and AffiliatesCoupon codes, coupon insights, and affiliate programs.
- Store DetailsBusiness info, support contacts, and password protection.
- Users and PermissionsTeam roles, inviting members, and access best practices.
- PaymentConfigure your payment gateway and the risk of switching.
- NotificationsPatient email/SMS templates, variables, and testing.
- PoliciesLegal policies shown to patients at checkout.
- MetafieldsTracking scripts and conversion events across intake.
- DomainsManaged URLs and connecting a custom domain.
- Brand ConfigurationLogos, color palette, and patient portal theme.
- WebhooksOutbound webhooks, events, and connecting GoHighLevel/Zapier.
- Analytics & SEOGoogle Analytics/Tag Manager and SEO metadata.
- Email and Sending DomainSender address, domain verification, and DKIM/SPF.
- Beluga SettingsBeluga Health integration and Production vs Sandbox.
- Patient ResourcesPublish blog-style content to your patients.