May 5th, 2025

New

Improved

What’s New on CarePortals: April Updates

We’ve been rolling out many updates over the past few weeks — here’s a quick roundup of the latest features and improvements (some of which you may have already noticed).

Product Management

  • Support for custom product categories – organize products more efficiently and improve your product catalog experience.

  • Exclude injection kits for weight loss products per pharmacy.

EMR & Patient Billing

  • Credit/Debit patients directly from the customer's EMR profile. Credits are auto-applied to their next order.

  • Customize order requirements by removing or adding questionnaires.

  • Use canned messages in EMR Chat to streamline patient communication.

  • Customers can now reuse saved credit cards—no more re-entering details at every checkout.

Orders & Subscriptions

  • Subscriptions can now be paused or have their renewal dates and cycles edited from the EMR Admin.

  • Shipping status popup now includes the carrier name for better accuracy in generating tracking links.

  • Orders and Subscriptions can now be created directly from the EMR with custom pricing for one-time products.

  • Added 'Product Name' to the Subscriptions list.

  • Moved Coupons to CRM > Store Manager.

New Integrations

  • Integrated with Persona, an AI-powered ID verification platform for secure and seamless patient onboarding.

  • Integrated with Attentive, a powerful email/SMS marketing platform (similar to Klaviyo).

  • Expanded our supported Beluga visit types: Anti-Aging, Menopause, Libido, Acne & more.

Team Roles

  • A new Marketing user role was added. This allows access to CRM only, ensuring PHI data privacy is maintained.