New Doctor Portal Requirements
New Doctor Portal Requirements
Welcome Message
- Welcome Doctor Name based on who is logged in.
- My (Treatment Center) Snapshot (Year to Date)
- CTA - Write Rx
- Links to Write Rx Page
- CTA - Manage Prescriptions
- Links to Prescriptions Page
Account Snapshot Section
- Total Active Patients
- Definition: Total Number of Patients with an Rx that has shipped in the last 365 Days
- Manual Calculation: Contacts > Favorite Filter
- Filter: Record Type = Patient, Status = Active, Group by Treatment Center/ Provider
- Example = Provider A has 36 active patients.
- To Verify
- Navigate to Sales
- Click Orders > Rx in the top menu
- Choose favorite filter = Number of Active Patients (This uses Patient > Status = Active, Grouped By Provider > Grouped By Patient)
- Search or find provider = Bhavik Shah
- Click Dropdown
- Count Number of Individual Patients
- Navigate to Contacts
- Click Contacts > Providers
- Scroll down to Doctor Dashboard Tab
- Verify the next to Number of Active Patients
- Search or find provider = Jennifer Rogers
- Click Dropdown
- Count Number of Individual Patients
- Navigate to Contacts
- Click Contacts > Providers
- Scroll down to Doctor Dashboard Tab
- Verify the next to Number of Active Patients
- Search or find provider = Hillary Holden
- Click Dropdown
- Count Number of Individual Patients
- Navigate to Contacts
- Click Contacts > Providers
- Scroll down to Doctor Dashboard Tab
- Verify the next to Number of Active Patients
- Test Doses Allowance
- Definition: Total Number of Test Doses Allowed Per Provider
- Manual Calculation: No Manual Calculation Yet
- Example: Provider A is allotted 45 Test Doses over the last 365 days
- To Verify: N/A
- Test Doses Used
- Definition: Total Number of Test Doses Shipped in the last 365 Days
- Manual Calculation: Sales App > Reporting > Sales > Favorite Filter = Test Doses Shipped by Provider (Last 365)
- Example: Provider A has used 24 Test Doses over the last 365 days
- To Verify:
- Navigate to the Sales App
- Click Orders > Rx in the menu
- Choose Favorite Filter: Test Doses Shipped by Provider (Last 365)
- Click Shipped
- Search or find provider = Bhavik Shah
- Verify the number next to their name.
- Navigate to their contact record.
- Scroll down to the Doctor Dashboard Tab.
- Verify the number next to Test Doses Used.
- Search or find provider = Anand Mohapatra
- Verify the number next to their name.
- Navigate to their contact record.
- Scroll down to the Doctor Dashboard Tab.
- Verify the number next to Test Doses Used.
- Search or find provider = Justin Birkner
- Verify the number next to their name.
- Navigate to their contact record.
- Scroll down to the Doctor Dashboard Tab.
- Verify the number next to Test Doses Used.
- Test Doses Remaining
- Definition: Total Amount of Test Doses Allotted - Total Amount of Test Doses Used
- Manual Calculation: Total amount of test products (products with category of test) allotted - total amount of test products prescribed.
- Example: Provider A used a total of 24 out of 45 Test Doses over the last 365 days resulting in 21 remaining.
- To Verify:
- Search or find provider = Bhavik Shah
- Scroll down to Doctor Dashboard Tab
- Note Number next to Test Dose Allowance
- Note Number next to Test Doses Used
- Subtract Total Doses Used Number from Test Dose Allowance Number
- Verify Number next to Test Doses Remaining matches that number.
- Search or find provider = Anand Mohapatra
- Scroll down to Doctor Dashboard Tab
- Note Number next to Test Dose Allowance
- Note Number next to Test Doses Used
- Subtract Total Doses Used Number from Test Dose Allowance Number
- Verify Number next to Test Doses Remaining matches that number.
- Search or find provider = Justin Birkner
- Scroll down to Doctor Dashboard Tab
- Note Number next to Test Dose Allowance
- Note Number next to Test Doses Used
- Subtract Total Doses Used Number from Test Dose Allowance Number
- Verify Number next to Test Doses Remaining matches that number.
- Money Patients Saved
- Definition: Total Amount of Test Doses Used in the last 365 Days x $29
- Manual Calculation: Take the total amount of test products used and multiply by $29.
- Example: Provider A has had 36 patients that have an Test Dose Rx with the Status = Shipped in the last 365 Days.
- To Verify:
- Since we've verified the validity of the Test Doses Used field, we're simply navigating to the provider records.
- Navigate to Contacts
- Click Contacts > Providers in the top menu
- Search Bhavik Shah
- Click Record
- Scroll down to Doctor Dashboard Tab
- Find the Test Doses Used field and note the number (63).
- Multiply that number by $29.
- Verify the value next to Money Patient's Saved is equal to your calculation ($1,827.00).
- Click Providers
- Search Anand Mohapatra
- Click Record
- Scroll down to Doctor Dashboard Tab
- Find the Test Doses Used field and note the number (16).
- Multiply that number by $29.
- Verify the value next to Money Patient's Saved is equal to your calculation ($464.00).
- Click Providers
- Search Justin Birkner
- Click Record
- Scroll down to Doctor Dashboard Tab
- Find the Test Doses Used field and note the number (10).
- Multiply that number by $29.
- Verify the value next to Money Patient's Saved is equal to your calculation ($290.00).
Account Information
- Card 1
- Number of Pending Rx Requests
- Definition: Total Number of Rxs with Status = Need New Rx in the last 365 days
- Manual Calculation: Sales App > Rx > Custom Filter: Rx Status (z_stages) = Needs New Rx + Group by Treatment Center
- Added 3/19/2026
- + Sent to Physician for Approval is set
- Example: Provider A has 12 Rxs with the status Need New Rx.
- To Verify:
- Click on Sales App > Orders > Rx
- Click Favorite Filter = Pending Rx Requests (Last 365 Days)
- Look for Jed Kaminetsky (Advanced Urology Centers of New York - Manhattan, Jed Kaminetsky)
- Note the number next to his name.
- Look for Herman Bagga (Advanced Urology Georgia- Sandy Springs, Herman Bagga)
- Note the number next to his name.
- Look for Amar Raval (Advanced Urology Institute - Trinity Duck Slough, Amar Raval)
- Note the number next to his name.
- Navigate to Contacts
- Click Contacts > Providers in the top menu
- Search Jed Kaminetsky
- Click Record
- Scroll down to Doctor Dashboard Tab
- Find the Pending Rx Requests information underneath Account Snapshot.
- Verify the number next to Pending Rx Requests equals the amount previously noted.
- Click Providers
- Search Herman Bagga
- Click Record
- Scroll down to Doctor Dashboard Tab
- Find the Pending Rx Requests information underneath Account Snapshot.
- Verify the number next to Pending Rx Requests equals the amount previously noted.
- Click Providers
- Search Amar Raval
- Click Record
- Scroll down to Doctor Dashboard Tab
- Find the Pending Rx Requests information underneath Account Snapshot.
- Verify the number next to Pending Rx Requests equals the amount previously noted.
- Number of Pending Appointments
- Definition: Total Number of Appointments with Status = Pending
- Manual Calculation: Appointments App > List View > Custom Filter: Status = Pending + Group by: Provider
- Example: Provider A has 3 Appointments with Status = Pending
- To Verify:
- Navigate to Appointments App
- Choose Favorite Filter = Pending Appointments
- Look for Gulfstream Urology, Adam J. Ball
- Note the number next to his name.
- Look for Liquivida ED Telehealth, Kendrick Heywood
- Note the number next to his name.
- Look for Urology Partners of North Texas, Troy Houston
- Note the number next to his name.
- Navigate to Contacts
- Click Contacts > Providers in the top menu
- Search Adam J. Ball
- Click Record
- Scroll down to Doctor Dashboard Tab
- Find the Pending Appointment Requests information underneath Account Snapshot.
- Verify the number next to Pending Appointment Requests equals the amount previously noted.
- Click Providers
- Search Kendrick Heywood (Specifically Liquivida ED Telehealth, Kendrick Heywood)
- Click Record
- Scroll down to Doctor Dashboard Tab
- Find the Pending Appointment Requests information underneath Account Snapshot.
- Verify the number next to Pending Appointment Requests equals the amount previously noted.
- Click Providers
- Search Troy Houston
- Click Record
- Scroll down to Doctor Dashboard Tab
- Find the Pending Appointment Requests information underneath Account Snapshot.
- Verify the number next to Pending Appointment Requests equals the amount previously noted.
- Number of Pending Clarifies
- Definition: Total Number of Rxs with Status = Clarify Rx in the last 365 Days
- Manual Calculation: Sales App > Rx > Custom Filter: Rx Status (z_stages) = Clarify Rx + Group by Treatment Center
- Added 3/19/2026
- + Sent to Physician for Approval is set
- Example: Provider A has 3 Rxs with Status = Clarify Rx
- To Verify:
- Click on Sales App > Orders > Rx
- Favorite Filter = Pending Clarify Requests
- Look for Advanced Urology Institute - Trinity Duck Slough, Andrea Rowe
- Note the number next to his name.
- Look for Advanced Urology Institute Oxford, Adriana Hernandez
- Note the number next to his name.
- Look for Advanced Urology Institute- St. Petersburg, Rishi Modh
- Note the number next to his name.
- Navigate to Contacts
- Click Contacts > Providers in the top menu
- Search Andrea Rowe
- Click Record
- Scroll down to Doctor Dashboard Tab
- Find the Pending Clarify Requests information underneath Account Snapshot.
- Verify the number next to Pending Clarify Requests equals the amount previously noted.
- Click Providers
- Search Adriana Hernandez
- Click Record
- Scroll down to Doctor Dashboard Tab
- Find the Pending Clarify Requests information underneath Account Snapshot.
- Verify the number next to Pending Clarify Requests equals the amount previously noted.
- Click Providers
- Search Rishi Modh
- Click Record
- Scroll down to Doctor Dashboard Tab
- Find the Pending Clarify Requests information underneath Account Snapshot.
- Verify the number next to Pending Clarify Requests equals the amount previously noted.
- Card 2
- Account Manager Name
- Definition: Account Owner’s Name, Phone Number, and Email Address
- To Verify:
- Navigate to Contacts App
- Click Contacts > Provider
- Scroll down to Sales & Purchases Tab
- Note Account Owner, Phone, and Email Address
- Scroll up to top of profile.
- Click Go to Portal Account
- Verify Account Owner Information matches.
- Card 3
- Top 3 Rxs Prescribed Widget
- Definition: Top 3 Products linked to an Rx that has had the Rx Status = Step 1 Intake in the Last 365 Days.
- Added 3/20/2026
- Exclude Test Dose Products
- Logic adjustment to include every Rx that has had a status of Step 1 Intake, currently only includes Rx Status = Step 1 Intake. (Slight Difference).
- Manual Calculation:
- Navigate to the Sales App
- Click Orders > Rx in the top menu
- Click the dropdown arrow in the search bar.
- Choose Favorite Filter = Products Prescribed by Provider (Last 365)
- To Verify:
- Favorite Filter = Products Prescribed by Provider (Last 365 Days)
- Look for AdventHealth- Winter Park, Jordan R. Steinberg
- Note the products and the number next to them.
- Find the products that have the highest amount in parenthesis (This list may change pending your search time/ date)
- Trimix #8 (5)
- Trimix #9 (2)
- Alprostadil/ Phent... (1)
- Look for Advanced Urology Institute Oxford, Adriana Hernandez
- Note the products and the number next to them.
- Find the products that have the highest amount in parenthesis (This list may change pending your search time/ date)
- Trocar - 3.mm Stainless (6)
- Testosterone Pellet - 100mg (5)
- Alprostadil/ Phent... (1)
- Look for Cleveland Clinic, Julia Anisimova
- Note the products and the number next to them.
- Find the products that have the highest amount in parenthesis (This list may change pending your search time/ date)
- Trimix #8 (6)
- Trimix #5 (3)
- Trimix #9 (2)
- Navigate to Contacts
- Click Contacts > Providers in the top menu
- Search Jordan R. Steinberg
- Click Record
- Scroll down to Doctor Dashboard Tab
- Find the Top 3 Rxs (Last 365 Days) information underneath Account Snapshot.
- Verify the products in the list and where they rank.
- Click Providers
- Search Adriana Hernandez
- Click Record
- Scroll down to Doctor Dashboard Tab
- Find the Top 3 Rxs (Last 365 Days) information underneath Account Snapshot.
- Verify the products in the list and where they rank.
- Click Providers
- Search Julia Anisimova
- Click Record
- Scroll down to Doctor Dashboard Tab
- Find the Top 3 Rxs (Last 365 Days) information underneath Account Snapshot.
- Verify the products in the list and where they rank.
Current Promotions (Marketing)
- Promotional Banner
- Updated Banner size to fit more information on the page.
- Operates similarly, but increases the speed from .5s to 1s to improve readability.
- Added Mobile Friendly Version.
Resources
- Educational Resources
- Articles Tab
- Feature 2 Recent Articles/ Blogs
- CTA View Additional Articles
- Guides
- GLP-1 Pricing & Value Guide for Clinics
-
Building a Successful Practice Guide
- Webinars
- Feature two upcoming webinars/ recent webinars.
- CTA: View Additional Webinars
- Prescribing Tools
- Catalogs
- Links to Patient Pay
- Links to No Price Catalog
- Order Forms
- Link to All States or California Order Form (Based on Account)
- Resources
- Trimix Temperature Guide
- GLP-1 Temperature Study
TESTING DOCS
- Dr. Martin Gross
- Dr. Kishore Lakshman
- Dr. Daniel Martinez
- Dr. Adam Ball
- Dr. Joshua Gonzalez
- Dr. Elizabeth Phillips
- New Hope Wellness - Dr. Sharmer
- Liquivida - Pembroke Pines
- Cosmetic Injector
Testing Phase 1
- # of Pending Clarifies
- # of Appointments
- # of New Rx Requests
- Top 3 Products Prescribed [common names are not on production yet]