CRM & Admin Console

One console to run
patient ops

Manage patients, orders, tasks, and clinical workflows in one place.

This is a limited interactive demo preview containing not all admin console functions. Can be extended for your needs.

Core areas

Everything you need to manage patient operations in one unified console.

Patient Management

  • Searchable patient list
  • Patient profile overview (history, forms, docs)
  • Statuses and follow-ups
  • Assignments / queues for the team

Order Management

  • Order timeline + statuses
  • Fulfillment visibility (what's pending, shipped, completed)
  • Refunds/changes (when supported)
  • Link orders back to patient context

EMR & E-Prescribing Workflows

  • Quick access to key clinical info
  • Documentation / notes (when supported)
  • E-prescribing support or integrations
  • Audit-friendly activity history

How it looks in practice

A quick walkthrough of the admin console workflow.

1

Find a patient

Search by name, email, or patient ID to quickly locate any record.

2

Review intake answers

See complete intake history, forms, and questionnaire responses in one view.

3

Check order status

View order timeline, fulfillment status, and shipping details instantly.

4

Take action

Assign tasks, update statuses, send messages, or process orders with one click.

Insights & Reporting

Data that drives decisions

Get a clear view of your clinic's performance. Track completion rates, monitor pending items, and analyze order statistics—all without leaving the console.

Operational overview

Completion rates, pending items, order stats—all in real-time.

Export reports

Download operational and financial reports as CSV or PDF.

Track what matters

Focus on metrics that drive your clinic's success.

This Month$24,800
Completion Rate
87%
Pending Orders
12
Active Patients
156
Avg. Order Value
$299

Security & permissions

Control access and protect sensitive data with granular permissions and encryption.

Role-based access

Granular permissions ensure each team member sees only what they need. Admins, staff, and providers have distinct access levels.

Protected patient data

Patient information is encrypted at rest and protected with TLS encryption in transit. Can support HIPAA workflows depending on configuration and agreements.

Audit trail

Every action is logged with timestamps and user information for accountability and traceability.

Frequently asked questions

Everything you need to know about the admin console.

Yes. The admin console supports multiple programs simultaneously. You can organize patients, orders, and workflows by program, and switch between them seamlessly. Each program can have its own settings, statuses, and team assignments.

See the admin console in action

Explore the interactive demo above or talk to our team about your specific needs.