Getting Started

Platform overview
Finish account setup
Your dashboard and setup checklist
Link your provider network
Your plan and account payment method
Connect your patient payment processor
Your team and roles
Branding, URL, and custom domain
Portal experience
Forms, consents, and public links
Products
Formulary and medication pairings
Labs and lab requirements
Visit options
Integrations and pharmacy
Go live

Your daily routine
Patients list
Patient profile
Messages
Orders
Prescriptions and refills
Promo codes and patient codes
Knowledge base
Activity timeline

Settings and Admin

Settings — Notifications
Settings — Orders
Settings — Security
Settings — Logs
Settings — Payments
Settings — Developers
Put checkout on your own website
Reports
Affiliated clients
Review-only clients and clearance defaults

Words and statuses
Support and tickets

GEN Health LLC

Mailing Address: 30 N Gould St #63401

Sheridan, WY 82801, USA

support@gen-health.app

© 2026 GEN Health LLC. All rights reserved.

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Settings and Admin

One guide for every settings tab, plus reports and developer tools.

Settings — NotificationsSet the account-wide defaults for staff alerts, and choose how often you personally are emailed or texted.
Settings — OrdersAdd up to 20 of your own order labels so your team can mark a fulfillment stage the built-in statuses do not cover.
Settings — SecurityOne switch: require 2-step verification for everyone who signs in under your client account, patients included.
Settings — LogsThe delivery record for every email and text the platform exchanged with your patients and team, with the exact message body.
Settings — PaymentsConnect the processor that charges your patients, write payment instructions, and set the default shipping price.
Settings — DevelopersCreate API keys, subscribe a server to webhooks, and inspect what your integration actually did.
Put checkout on your own websiteSell from your own site: paste a checkout link into a button, embed hosted checkout, or build every screen against the API.
ReportsSales, fulfillment speed, patient growth, and staff activity over a date range you choose, with drill-downs and CSV exports.
Affiliated clientsCreate and manage child brands under your account, whose platform charges bill to you and whose provider network is inherited from yours.
Review-only clients and clearance defaultsWhat a Review Only client can and cannot do, and how to set the treatments offered at each of your locations.