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Running your clinic on ClinicBond

Short, plain guides for the people who run a clinic in the dashboard: setup, payments, the catalog, orders, your team and your patients. Written from how the product behaves today.

Open the dashboard → · Questions the articles do not answer: support@hlpatientportal.com

Getting started

Getting started: your first 30 minutesThe fastest path from a fresh account to a patient portal that's ready to take orders.

Setup & integrations

Get paid: connecting StripeConnect Stripe so patient payments land directly in your own bank account. Connecting HighLevel (CRM, chat & workflows)Sync patients as contacts, push orders as payments, fire workflows, and power patient live chat. Branding & patient emailsSet your clinic details, customize the emails patients receive, and know which address they send from.

Catalog

Loading the starter catalogStart with industry-standard treatment paths, products, and results pages — as drafts you control. Categories & signup pathsDefine the goals patients choose at signup and the question set each one leads to. Products: dosing, the dose calculator & fulfillmentBuild products with dosing variants, an optional syringe-dose calculator, and how patients receive them.

Signup experience

Intake forms & results pagesEdit the questions patients answer at signup and the results page each goal path shows.

Account

Your team: roles & invitesInvite staff and providers, and give each the right level of access. Using your own domain for the portalServe your patient portal on your own web address, like app.yourclinic.com, with automatic SSL. Billing & your subscription planUnderstand your plan, add a payment method, and manage your subscription.

Day-to-day operations

Managing orders: approve, ship, trackTrack, update, and fulfill patient orders — statuses, tracking numbers, and what happens automatically. The patient record & spotting at-risk patientsRead a patient's full history at a glance, and catch patients who are slipping before they churn. Pharmacies & pricing: let patients pick a pharmacySet a patient price and your cost per pharmacy for every dose, let patients on Patient App v2 pick a pharmacy, and see your margin by pharmacy.

Growth & marketing

Promotions & coupons for your shopCreate discount codes patients redeem at checkout. Referrals: reward patients who referReward patients for bringing friends, and design your own referral offers. Announcements: a banner in the appPost a banner every patient sees in the portal — closures, promotions, or new treatments. Re-engaging patients: retargeting & pushWin back people who signed up but never ordered, and send push notifications to opted-in patients. Patient tracking & analyticsConnect Google, Meta, or TikTok analytics to your patient portal — and the compliance decision that comes with it.

Not a customer yet?

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