Platform Overview
Words to Know
Recurring Revenue
Who Does What
Your Dashboard
Get Help
Common Questions

Launch Checklist
Contract Network
Connect Payments
Add Products
Pair Medications

Brand Your Portal
Portal Layout
Patient Notifications
Domain & Security
Pharmacy Integrations
Invite Your Team
Set Up Labs
Visit Options
Build Forms
Manual Invoices
Refunds & Voids
Approve Lab Orders
Reports

Daily Routine
Manage Patients
Unblock Patients
Messages & Calls
Schedule Visits
Track Orders
Prescriptions & Refills
Lab Results

Coupons
Knowledge Base
Public Forms
Connect Website
API Keys

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Client Admin

Admin-level setup, permissions, and management tools.

Brand Your PortalSet the name, logo, colors, and theme patients see everywhere.
Portal LayoutSet the sidebar, dashboard, storefront text, and layout patients see when they sign in.
Patient NotificationsControl the reminders and confirmations patients get by email and text. Most brands launch with the defaults.
Domain & SecurityPut your patient portal on your own web address, and set how your team signs in.
Pharmacy IntegrationsConnect OnlyScripts pharmacy start to finish: connect it, save the payment card, pair your medicines, then place a test order.
Invite Your TeamInvite admins and staff, pick the right role, and confirm account setup.
Set Up LabsTurn on lab tests, set their prices, choose how patients see them, and link follow-on products.
Visit OptionsSet up the visits patients can book or buy, attach the right forms, and turn them on.
Build FormsBuild the intake and consent forms patients fill in, then turn them on.
Manual InvoicesAsk a patient to pay for a one-off charge that isn't in your storefront, right from the Orders page.
Refunds & VoidsGive a patient their money back with a refund or void — and why a denial does not refund them.
Approve Lab OrdersReview lab orders held before they reach the lab. Release, change the lab, or cancel and refund the patient.
ReportsRead business reports on sales, revenue, order shipping, and patients — and export them safely.