CHI Training Guides training docs · chidocs.oneboss.io

Patient Portal

A safe Admin-only preview of what a sample patient sees in their own portal, where the only live action is the supplement-partner opt-in that claims a $50 credit.

Auto-generated from the in-app Help for /patient-portal — source of truth src/lib/help-content/.

Opt the patient in and claim the $50 credit

Turn on the offer toggle and confirm to add a $50 credit to the sample patient's account.

  1. Find the "A Special Offer for You" card in the left column.
  2. Read the agreement text and turn on the toggle next to "Yes, I agree to allow ChiroFlow to register accounts on my behalf with its supplement partners. I understand I will receive a $50 credit."
  3. Click "Confirm My Choice & Claim Credit" and wait for the button's spinner to finish.
  4. Confirm the toast titled "Preference Saved!" reads "Thank you! A $50 credit has been applied to your account."
  5. See the offer card replaced by the green "Thank You!" banner showing the new total (for example, "A $50.00 credit is available on your account").
💡 Tip: This action is live, not a preview — it permanently sets the first patient's opt-in status and adds a fixed $50 to their account credit. The "Account Credit" card on the right does not refresh on its own; reload the page to see the new total.

Save the preference without opting in

Record the patient's choice not to join the partnership program, with no credit added.

  1. In the "A Special Offer for You" card, leave the toggle off.
  2. Click "Confirm My Choice & Claim Credit".
  3. Confirm the toast titled "Preference Saved!" reads "Your preference has been updated."
💡 Tip: No credit is added when the toggle is off. If the save fails, a red toast titled "Error" appears reading "Could not save your preference. Please try again."

Check the patient's account credit

View the credit currently available on the sample patient's account.

  1. Look at the "Account Credit" card in the right column.
  2. Read the green dollar amount; the caption below it reads "Available credit for services".
💡 Tip: This card does not update automatically after a new opt-in — reload the page to see the latest total.