Give patients a place to manage
the routine stuff themselves
CareOS gives patients one place to track medication orders, pause or manage a medication, update payment information and see what's next in their program. Your staff stays available for care, not routine account maintenance.
CareOS is included on every Connect plan.
Three routine requests your staff shouldn't have to manage
As enrollment grows, routine patient questions grow with it. CareOS gives patients a self-service path for the requests that do not need a staff member.
Let patients follow the medication without your staff opening a pharmacy portal
CareOS shows the patient where the order is in the process: submitted, sent to the pharmacy, shipped and delivered, with tracking when available. Your team sees the same order history in Connect.
Let the patient pause one medication without disrupting the whole program
A stacked treatment plan should not require an all-or-nothing cancellation. CareOS lets the patient pause an individual medication for the applicable next cycle while other medications continue on their own schedules.
Let patients fix payment problems without a phone call
When a program payment fails, Connect can retry the charge and CareOS lets the patient update their payment method directly. Staff does not need to collect card details by phone just to keep the program moving.
Give patients visibility into what's next
CareOS can keep routine program information visible to the patient, including medication status, upcoming shipment timing and other program details surfaced through Connect, so the first place they look does not have to be your front desk.
Identity verification is built into the patient checkout experience
Before payment and medication ordering, Connect runs its identity-verification workflow. Most patients clear from the information they already entered. Additional ID and selfie verification can be requested when needed, with manual review available for permitted users at your practice. The patient completes verification in the same digital experience instead of creating another front-desk task.
How identity verification works →More patient self-service. Less routine program administration.
Patients can see medication-order and shipment information themselves, so a tracking question does not have to start with a phone call to your front desk.
Patients can update payment information themselves while Connect handles the retry workflow, so a declined charge does not become a task someone has to chase.
Patients can manage supported medication pauses and see program information without asking staff to make every update.
The patient portal, answered
A pause applies on the next applicable payment cycle. Nothing is charged and nothing ships for that medication in the gap.
Yes. Each medication can have its own order cycle and its own state, so supported medications continue independently while one is paused.
Yes. CareOS lets patients replace their payment method themselves rather than giving the card number to practice staff.
The charge can be retried automatically, the patient can update the payment method in the portal, and the order is held rather than immediately cancelled.
Every plan. The patient portal is not gated by Connect tier.
See what your patients can handle without calling your practice
We'll enroll a test patient and hand you the patient view. Track an order, pause one medication and update the payment method, then see what your staff sees on the other side.
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