Getting Started

Set your whole account up, in order, from first login to your first paid patient.

Platform overviewWhat GEN Health is, who does what, and the thirteen setup steps that follow this page.
Finish account setupThe wizard you meet at first sign-in: every step, every field, and why finishing it is only the start of setup.
Your dashboard and setup checklistEverything on the Dashboard: the two count tiles, the Alerts card, the red platform-fee banner, and the Set up your account checklist.
Link your provider networkGEN Health links your brand to a provider network. This page shows you how to confirm the link is really there.
Your plan and account payment methodThe money you pay GEN Health: your plan, your billing contact, the card we charge, and every past charge.
Connect your patient payment processorPick the company that charges your patients' cards, save its keys, and get off test mode.
Your team and rolesInvite Client Admins and Client Staff from the Users card, and know exactly what each role can do.
Branding, URL, and custom domainLogo, colours, fonts, the four theme editors, your branded sign-in link, and a custom portal domain.
Portal experienceEverything patients see once they are signed in: the portal shell, checkout order, their menu, and which emails they get.
Forms, consents, and public linksBuild the intake and consent forms patients complete, decide who has to fill them in, and share one as a public link.
ProductsTurn your provider network's clinical protocols into the products patients buy, price them, and get the checkout links.
Formulary and medication pairingsWhat the Formulary page is, what has to be true before it appears in your menu, and how a product gets paired to a medication.
Labs and lab requirementsPrice and publish the lab tests patients can buy, and make a lab a requirement that holds an order until results arrive.
Visit optionsThe Visits page has two tabs: History for patient visits, and Visit Options for the visit products you sell.
Integrations and pharmacyEvery connection your brand can switch on — pharmacies, labs, and tools — and why nothing ships until the pharmacy one is done.
Go liveThe real setup checklist on your Dashboard, the blockers that stop you selling, and the end-to-end test order to run first.