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

  1. Go to staging URL
  2. Email: use yours or Luis Vidal’s (to explore a full account)
  3. OTP requested by the portal: any number — not being validated in staging

Portal Sections

Standard Patient

SectionDescription
HomeMain dashboard
BookingSchedule appointments with providers
Messages (SHM)Secure Health Messaging — secure messaging with provider or patient care
TreatmentPlans, Medication, Results, Medical Profile
BillingInvoices, address, insurance
Loyalty ProgramPoints for actions (ex: completing assessment = 250 points)
StoreSupplements and peptides (currently being redesigned)
Get SupportRedirects to SHM

Partners Only

SectionDescription
Partner DashboardMonthly earnings, metrics
Partner Resource CenterBlogs, podcasts, resources
Coverage by StateWhere medications, peptides, supplements are available
Bank DetailsUpdate 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

FlowNotes
Hormone ImbalanceShortest for male selection
Weight LossWOS flow
PeptidesNo meeting required
PartnersSeparate 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.