Adding a patient or making a recommendation is easy with wellevate℠! Simply log in and go to the top right-hand corner to click on the “Add New” button. Here you can select either “Patient” or “Recommendation”. If you choose “Patient”, you will be prompted to enter their first name, last name and email address. They will receive an invitation via email to sign up for the site and place their order for any recommendations.
Patients can also be imported to wellevate using a CSV file.
If you have chosen the Open Access patient registration method, you may simply provide patients with your dispensary URL to register. Choosing Open Access eliminates the need for individual patient invitations and bulk imports. Your dispensary URL is located under Account Settings > Dispensary > Patient Options.
How do I add the Dispensary Button to my website?
On your Dispensary page, directly below your chosen button, you’ll see “Copy HTML Code”. Clicking on that button will automatically copy the embedded HTML button that will redirect your patients to your dispensary. (Please note: Pasting this code into a browser search bar will not work—you will get an error messaging noting an invalid address.)
To use the copied URL, paste the code into the content management system you use to make visual changes to your website (e.g. pages editor, WordPress). This will copy the button image and dispensary link, which will let your patients access your dispensary to log in or register, depending on your dispensary’s access setting.
Invite Only vs. Open Access
You have two patient registration options for your wellevate℠ dispensary:
Choose Invite Only if you prefer to limit access to your dispensary to only patients that you invite. To invite patients use the “Add New” button at the top of this page.
Once your patients have registered, patients can log in from “Your Dispensary Link”.
- OR -
Choose Open Access to allow your patients to register for your dispensary without being invited. Please note Open Access will allow anyone to register and log in to your dispensary.
Share “Your Dispensary Link” with your patients so they can register and log in to your dispensary.
To find and update your settings look under “Account Settings”, click on “Dispensary”, select “Patient Options” and view the section called “Patient Access Options".
Importing Patients in Bulk
If you have multiple patients you’d like to share wellevate℠ with, you can import a bulk CSV (comma separated values) file of your patients rather than inviting patients individually. Patients will still receive an email invitation to register their accounts, and you’ll save time!
Patients can be imported from 3 different pages:
Patients page – Select the green “Patients” icon on the left navigation and then select “Import Patients”.
Account Settings – Select “Account Menu”, click “Account Settings, and go to the “Dispensary” page. You’ll find the “Import Patients” link to upload your list.
Add New – Select the “+ADD NEW” button, then “Patients”, then click the “Import Patients” link to upload your list.
All of the above 3 pages will open the same patient import module where the file can be attached. The file must meet the following requirements:
- Must be a CSV file
- Must be less than 5MB
- Must have the headings: first_name, last_name, email
After selecting the file and clicking the “Continue” button you will be brought to the validation page to review and make any corrections necessary.
We will review the document for errors such as:
- Blank first_name field
- Blank last_name field
- Blank email field
- Email address in incorrect format (ie xxx.com instead of firstname.lastname@example.org)
- Duplicated email address within the file
- Email address that already exists in the system
Once you have corrected any errors, the next step is to determine if you would like to send an email invitation to your patients.
Once you are satisfied with the file, select the “FINISH & IMPORT” button. Our system will import 100 new patients at a time. Once the patient account has been imported, the patient will receive their invitation email.