# MyDose

## MyDose Platform

- [Platform Overview](https://docs.mydose.ai/clinic-guide/overview.md): Understand what MyDose.ai does and how your clinic runs on it day to day.
- [Navigating the Portal](https://docs.mydose.ai/clinic-guide/navigating-the-portal.md): Learn the portal's sidebar, header, and gear menu so you can find any page, check your balance, and switch safely between Live and Demo mode.
- [Set Up Your Clinic](https://docs.mydose.ai/clinic-guide/clinic-setup.md): Finish the Getting Started checklist and the Viva setup assistant to take your clinic from first login to ready to treat patients.
- [Prescriber Credentials & Profile](https://docs.mydose.ai/clinic-guide/prescriber-credentials.md): Add your NPI, DEA registration, state medical licenses, and e-signature in Account Settings so you can prescribe and activate treatments.
- [Team Management](https://docs.mydose.ai/clinic-guide/team-management.md): Invite doctors and staff, assign roles, and fine-tune per-member permissions from the User Management page.
- [Dashboard](https://docs.mydose.ai/clinic-guide/dashboard.md): Read your clinic's key stats, see today's appointments and urgent tasks, review your treatments breakdown, and finish account setup — all from the Dashboard.
- [Actions Center](https://docs.mydose.ai/clinic-guide/actions-center.md): Work through your clinic's queue of intake reviews and treatment items that need attention.
- [Review and Approve Intakes](https://docs.mydose.ai/clinic-guide/review-intakes.md): How to review a patient's intake responses, use the AI summary and review checklist, and approve the intake so treatment can begin.
- [Calendar & Appointments](https://docs.mydose.ai/clinic-guide/calendar.md): Read your daily schedule, book appointments for existing or new patients, and manage consultation types from the Calendar.
- [Calendar Settings](https://docs.mydose.ai/clinic-guide/calendar-settings.md): Set your weekly availability, override specific dates, cap consultation volume, and manage holidays for your clinic's calendar.
- [Patients List](https://docs.mydose.ai/clinic-guide/patients-list.md): Find, filter, and manage every patient in your clinic from the Patients list.
- [Add a Patient](https://docs.mydose.ai/clinic-guide/add-patient.md): Add patients to your clinic individually or in bulk, then invite them to their own patient portal.
- [Patient Profile: Overview & Records](https://docs.mydose.ai/clinic-guide/patient-profile.md): Find your way around a patient's profile — the header actions, the five tabs, and what lives in the Overview, Records, and Orders tabs.
- [Patient Health & Labs](https://docs.mydose.ai/clinic-guide/patient-health.md): Review a patient's weight and BMI charts, health conditions, diagnoses, questionnaire results, and medications, and order blood tests from the Lab results page.
- [Track Patient Progress](https://docs.mydose.ai/clinic-guide/patient-progress.md): Review a patient's treatments, dose logs, and vitals from the Treatments tab of their profile.
- [Message Patients](https://docs.mydose.ai/clinic-guide/messaging.md): Read and reply to patient conversations, start new chats, and message directly from a patient's profile in the MyDose clinic portal.
- [Services Catalog](https://docs.mydose.ai/clinic-guide/services-overview.md): Browse your clinic's service packages, create new ones, and configure how your services are presented — all from the Services page.
- [Create a Service Package](https://docs.mydose.ai/clinic-guide/create-service-package.md): Walk through the five-step Custom Package wizard — package basics, visit requirements, medication, treatment schedule, and pricing.
- [MyDose Approved Packages](https://docs.mydose.ai/clinic-guide/mydose-approved.md): Create a package from treatments pre-approved by MyDose doctors — search the catalog, pick a treatment, and continue with limited customization.
- [Library: Documents & Intake Forms](https://docs.mydose.ai/clinic-guide/library.md): Store patient-facing documents and keep track of your clinic's intake forms in the Library.
- [Assign a Package to a Patient](https://docs.mydose.ai/clinic-guide/assign-package.md): Start a patient on one of your clinic's pre-built packages directly from their profile, and see what happens after you assign it.
- [Create a Custom Treatment Plan](https://docs.mydose.ai/clinic-guide/create-treatment-plan.md): Build a treatment plan from scratch — select the patient, diagnoses, medication, and consent forms, then define dosing, titration, and pricing.
- [Manage Treatment Plans](https://docs.mydose.ai/clinic-guide/manage-treatment-plans.md): Find, filter, and work inside treatment plans — the plans list, the Overview and Clinical tabs on an active plan, and what opens for Pending plans.
- [Orders Management](https://docs.mydose.ai/clinic-guide/orders-management.md): Track your clinic's orders and your patients' orders from one page, with search, filters, and sorting.
- [Patient Orders](https://docs.mydose.ai/clinic-guide/patient-orders.md): Read a patient's order history, unpaid orders, and current delivery from their profile, and start a new order with Order Products.
- [Billing & Payments](https://docs.mydose.ai/clinic-guide/billing.md): Connect Stripe, read your monthly bill, manage payment methods, and review your clinic's billing history.
- [Account Balance & Top-Ups](https://docs.mydose.ai/clinic-guide/balance.md): Check your clinic's account balance, add funds with Top Up, and review or download your balance history.
- [Clinic Settings](https://docs.mydose.ai/clinic-guide/clinic-settings.md): Manage your clinic's legal details, contact information, logo, and brand color from the Clinic Management page.
- [Roles & Permissions](https://docs.mydose.ai/clinic-guide/roles-permissions.md): Understand what Owners, Doctors, and Staff can do in the clinic portal and how each permission maps to what a member sees.
- [Help Center](https://docs.mydose.ai/help-center.md): No description found
- [How to Invite Your Team](https://docs.mydose.ai/help-center/faq/how-to-invite-team.md): Invite staff to your clinic portal from the Team Members page and assign each person a role.
- [Can't Sign In or Missing Pages](https://docs.mydose.ai/help-center/troubleshooting/cannot-sign-in.md): Quick fixes for password trouble, sidebar items that are missing or greyed out, and data that looks wrong or fake.
- [Finish Setting Up Your Clinic](https://docs.mydose.ai/help-center/guides/finish-clinic-setup.md): Complete the four Getting Started items so your clinic can accept patients and payments.
- [Changelog](https://docs.mydose.ai/changelog.md): Track the latest updates and improvements to the MyDose platform, ensuring you stay informed on new features and enhancements for better care management.

## Internal Training

- [Partner Journey — Process Map](https://docs.mydose.ai/internal-training/partner-journey.md): Internal training: the full clinic/partner lifecycle from proposal to live — every screen, status change, gate, and email, with screenshots. Current as of 2026-07-21.