Words to Know
Plain-language meanings for every word used across the Clients guides.
Last updated July 18, 2026
This page explains the words you will see across the Clients guides in plain language. You do not need to memorize them. Come back any time a word is unclear.
Tip — many guides show a short "Words to know" box at the bottom with only the words on that page. This page has all of them in one place.
Words to know
| Word | What it means |
|---|---|
| Provider network | The medical team that employs the doctors who review your patients. You partner with one; you do not hire the doctors yourself. |
| Client (you) | Your brand. You run the storefront, prices, and website. The provider network runs the medical side. |
| Formulary | Your medication menu — the medicines you are allowed to sell, with their prices. |
| Intake | The health questions and consent forms a patient fills in when they buy. They give the provider what they need to decide. |
| Sync visit (live video visit) | A live video appointment between the patient and a provider, at a set time. |
| Async visit (questionnaire visit) | No live call. The patient answers questions and a provider reviews them later. |
| Chart review | A provider reads the patient's answers and health info, then approves or denies. |
| Provider | A licensed clinician from the provider network who reviews patients and prescribes. |
| Affiliate (arrangement) | One type of network deal where you sell products the network owns and the network handles more of the medical side. |
| Credentials | The secret keys or logins a service gives you to connect it. For Stripe, these are your API keys. |
| Payment processor | The company that moves card payments into your bank (Stripe, Authorize.Net, NMI, or Square). |
| LegitScript | A certification that shows you sell telehealth safely. Some processors approve you faster if you have it. |
| OnlyScripts | The pharmacy service that fills and ships your patients' medications. |
| Pharmacy partner | The pharmacy that packs and ships the medicine to the patient. |
| Fulfillment | Packing and shipping the medication to the patient. The pharmacy does this, not you. |
| Catalog | All the products and labs you offer, in one list. |
| Storefront | The page patients see when they browse and buy your products. |
| Copy (text) | A marketing word that just means the words on the page. |
| DNS records | Settings at your website host that point your web address to the right place. Needed for a custom domain. |
| Propagate | The wait after you change DNS while the internet catches up. Can take up to 48 hours. |
| Marker (lab) | One thing a lab test measures, like cholesterol or vitamin D. |
| Panel (lab) | A group of markers tested together in one lab order. |
| Walk-in draw | The patient goes to a lab location to have blood drawn, with no appointment. |
| Payment prompt | A message asking the patient to pay before the order can move forward. |
| Hold (held order) | An order waiting for you to review or act before it continues. |
| Void | Cancel a charge before the money settles. No refund is needed because it never fully charged. |
| Refund | Send money back to the patient after a charge has settled. |
| Pairing | Linking one of your products to one medicine at one pharmacy, with a price. |
| Add-on visit | An extra live or questionnaire visit you attach to a product, on top of the first one. |
| Escalation | Passing a medical question to the provider network instead of answering it yourself. |
| Promo code / coupon | A code that gives the patient a discount at checkout. |
| UTM parameters | Tags added to a link so you can see which ad or email a patient came from. |
| Webhook | An automatic message your website gets when something happens, like an order being placed. For developers. |
| API key | A secret code that lets your website talk to GEN Health. For developers. |
| Publishable storefront key | A public code that lets your website show and sell your products. For developers. |
| Form schema | The list of questions in a form, in a format a developer can read. |
| Session status endpoint | A web address a developer's code checks to see if a checkout finished. |
| Hosted checkout | A ready-made payment page GEN Health hosts, so you do not need a developer to take payment. |
| Demo mode | A practice mode. You can click around, but real payments and real checkout links do not work yet. |
| Client Admin | The role that can set everything up: branding, payments, products, team. |
| Client Staff | The role for daily work: patients, orders, messages. Cannot change setup. |
| Entity name vs display name | Entity name is your legal or account name. Display name is what patients see. |
| Visibility (product) | Controls whether a product shows in browsing. A hidden product can still be bought by a direct link. |
| Platform fee | What GEN Health charges you to use the platform. Paid with a separate payment method. |
Related
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