Wellie MD

Your financial and operational overview, with patient counts and charts.

Dashboard

The patient list, filters, statuses, visit statuses, and exports.

Patients

Order and payment lists, statuses, columns, and search/export.

Orders

A single order's product, pricing, status timeline, and how to change a product.

Order Details Page

Live View visitor/conversion data and operational Reports.

Analytics View

Patient and Support chat threads and how messaging works.

Messages

Intake form templates, filters, and publishing.

Questionnaires

Products assigned to your account and product routing.

Products

Your Wellie MD subscription, invoices, and reimbursement billing.

Billing

Coupon codes, coupon insights, and affiliate programs.

Discounts and Affiliates

Business info, support contacts, and password protection.

Store Details

Team roles, inviting members, and access best practices.

Users and Permissions

Configure your payment gateway and the risk of switching.

Payment

Patient email/SMS templates, variables, and testing.

Notifications

Legal policies shown to patients at checkout.

Policies

Tracking scripts and conversion events across intake.

Metafields

Managed URLs and connecting a custom domain.

Domains

Logos, color palette, and patient portal theme.

Brand Configuration

Outbound webhooks, events, and connecting GoHighLevel/Zapier.

Webhooks

Google Analytics/Tag Manager and SEO metadata.

Analytics & SEO

Sender address, domain verification, and DKIM/SPF.

Email and Sending Domain

Beluga Health integration and Production vs Sandbox.

Beluga Settings

Publish blog-style content to your patients.

Patient Resources

Everything you manage day to day, plus the full Settings menu.

Admin Portal

Home

Pricing

Services

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

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Find guides, answers, and references.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.