Patient Portal
See first: Getting Started
What is it?
Web application where patients manage their health, appointments, messages with their provider, and treatment plans.
- Production: ask Luis Vidal for URL
- Staging: ask Luis Vidal for staging URL ← use this for testing
Staging Access
- Go to staging URL
- Email: use yours or Luis Vidal’s (to explore a full account)
- OTP requested by the portal: any number — not being validated in staging
Portal Sections
Standard Patient
| Section | Description |
|---|---|
| Home | Main dashboard |
| Booking | Schedule appointments with providers |
| Messages (SHM) | Secure Health Messaging — secure messaging with provider or patient care |
| Treatment | Plans, Medication, Results, Medical Profile |
| Billing | Invoices, address, insurance |
| Loyalty Program | Points for actions (ex: completing assessment = 250 points) |
| Store | Supplements and peptides (currently being redesigned) |
| Get Support | Redirects to SHM |
Partners Only
| Section | Description |
|---|---|
| Partner Dashboard | Monthly earnings, metrics |
| Partner Resource Center | Blogs, podcasts, resources |
| Coverage by State | Where medications, peptides, supplements are available |
| Bank Details | Update banking info (partners only) |
A standard patient account won’t see partner sections even on the same portal.
Mobile App
Same features as desktop. Available on iOS via Testflight.
Current State
Most screens are iframes loading the web version. Consequences:
- Slow load (double loader: frame initializes, then page loads)
- Not a native experience
- Original decision by the former CTO to ship quickly
2026 Goal: Mobile-First Native
- New development: native app first, then evaluate desktop parity
- Desktop will show “Unlock the full experience → download the app”
- Requires migrating endpoints from Zoho to AWS (in progress)
Wellness Modules (app)
Customizable widgets users can enable:
- Hydration
- Gratitude
- Sleep
- Breathing exercises
- Cardio
- Nutrition (recipes, workout programs)
Some new modules pending release — waiting on coordination with partner Sam.
Testing
Test account credentials
- Last name:
TL test - Account name:
Federico TTS - Phone: random landline from online generator
- State: California or Texas
- Payment coupon:
100test→ 100% discount
Assessment flows available
| Flow | Notes |
|---|---|
| Hormone Imbalance | Shortest for male selection |
| Weight Loss | WOS flow |
| Peptides | No meeting required |
| Partners | Separate flow for partner onboarding |
All flows end in booking an appointment as the primary conversion.
SHM — Secure Health Messaging
In-portal messaging system for patient communication with:
- Provider (nurse practitioner in the U.S.)
- Patient care (PCA / doctor in El Salvador)
Messages appear in the Chats Related List inside the Contact record in CRM.
See: Chats
Source: Onboarding session with Luis Vidal, May 18, 2026.