Tell us what would make your experience awesome. We’re all ears!
Ability to view patient-side accounts
I am requesting the ability to log in as a patient in order to see what the patient is seeing. This will help troubleshoot and support patients with any difficulties they are experiencing in their account.
Email Performance Metrics
We need more visibility into the performance of emails in CarePortals, such as OR & CTR, so we can optimize certain flows.
Add Address Changes To Audit Log
In addition to the date and time of change, indicate which type of address was changed.
State-specific coupons
Would like to be able to run campaigns with coupons specific to certain locations - example “Florida20” for all new orders located in Florida.
Include patient data in exports
When exporting orders from the EMR, we also want to include the following fields in the export: Sex Age Active medications Past surgeries Any additional open text fields
State Availability Configuration with Product IDs
This is a request to have the capability to define state availability for individual Product IDs. This could be defaulted to “All US States” and give admins the ability to select excluded states. Primary Use Case: -User adds Product to Cart. -User indicates US State of residence in initial registration form. -If Product is not available in that state as defined in the admin, display unavailability message to user and direct them to select another Product.
Dynamic Pricing
This is a request to enable dynamic pricing for the product catalog based on US state.
Add A Setting For Language Preference
We need a way to identify the preferred language for a new customer in order to support service communications for them (e.g., Email templates and workflows for Spanish-speaking customers).
Itemized Stripe Receipt for HSA/FSA submission
Create a customized receipt that contain the following items that allows customers to successfully submit for reimbursement from their HSA or FSA plan: Service Provider Name Date of Service (Purchase) Amount Paid Payment Method Patient Name (Customer Name) Service Description (this has already been implemented on the generic receipt)
Add A Backup Email Address For Patient Accounts
This is a request to require a backup email address for patient accounts for account access. The primary condition prompting this request is patients who signed up using their corporate email and then lose access to it due to termination or other reason. When this happens, they can no longer access their CMWL Patient Portal account. Patients should also have the option to designate which email address they would like to use as their primary.
Tax at checkout based on the customer’s location
On Shopify, I can mark products as taxable and the system automatically calculates and collects the right sales tax at checkout based on the customer’s location. This is important since U.S. tax rates vary by state and city we can have a feature like this
Manage product availability directly from Store Manager
When you disable a product, it's removed from newly created carts and blocked from checkout. Customers receive clear notifications when items are no longer available, preventing failed orders and ensuring only in-stock products can be purchased.
Client IP address
Hi i thin you/your team should include customer/patient IP address in portal so that we can track different things in backend