HighLevel, also known as GoHighLevel (GHL), is where many clinics already run their marketing, pipeline and inbox. The portal does not replace any of that. It gives patients an app and sends what happens in it back to the contact. Here is the full list.
Contacts and tags
A patient who signs up in the portal becomes a contact in your location, or is matched to the one you already have. Every event the portal emits also applies a tag on the contact, so tag-based workflows work with no further setup. Tags you apply in HighLevel can earn store credit in the rewards program, and a tag is the usual way a workflow decides who gets the portal invite.
Custom fields
On every plan the portal writes a snapshot onto the contact after each log or weigh-in: streak in weeks, total entries, entries in the last 30 days, the date of the last entry and the last logged weight. The fields are created on the location the first time and refreshed at most every 30 minutes per patient, so a smart list like "fewer than two entries this month and tagged active" is an ordinary HighLevel filter.
Workflow triggers and the Invite-to-portal action
Triggers from our marketplace app fire on a missed weekly entry, a broken streak, an order status change, a milestone reached, a reward earned and a new patient, each with the contact and the details in the payload. In the other direction, the Invite to patient portal action is a step you drop into any workflow: it creates the contact's portal account and sends the claim link by email, or by text from your HighLevel number, and replies with a status (invited, resent, already claimed, no usable email) that the workflow can branch on.
Orders, payments and pipelines
Orders appear as payments on the contact. An order created with an opportunity moves it to won when delivered and to lost when cancelled or refunded, with nothing to configure. A status change fires your workflows, so "shipped" can send the tracking number by text in your own words.
The contact panel
A panel next to the contact shows the linked patient's orders with Confirm, Approve, Mark shipped, Delivered and Cancel, tracking numbers, their tracking summary and active treatments, plus a button that copies a buy-again link for the conversation. Changes land in the same history the dashboard uses, stamped with the HighLevel user who made them. Patient chat from the portal lands in Conversations on every plan.
