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Admin, Analytics & Multi-Brand Support

Who this is for: admins, PMs, sales/GTM, new hires.

Admin staff have the widest view of the system. The admin area of the care portal covers, among other things:

  • All cases across every patient, state, and brand
  • Patient records and patient-search (for handling disputes)
  • Doctor/provider management
  • Services and their per-state/per-brand configuration and pricing
  • Brand management
  • Coupons, patient payouts, and referral earnings
  • Reviews (approval queue)
  • Message/notification templates
  • Integrations (marketing/CRM sync, automated phone outreach call logs, text-messaging settings)
  • Activity logs (an audit trail of staff actions)
  • Analytics dashboards
  • The “Guides” feature (see below)
  • AI-assisted analyses and jobs

The admin portal includes reporting dashboards covering case volume, revenue, and operational metrics, built from regularly-captured daily/hourly snapshots of the platform’s activity. Staff can export this data to spreadsheet formats for offline reporting.

The platform is built so the same codebase can run more than one branded product at once. Each brand has its own record covering things like its display name, its own web address, and its own email layout/template wrapper — and, per earlier chapters, its own choice of messaging providers (text-messaging, CRM), pricing, and service availability. On the patient-facing side, an entire visual theme (logo, favicon, primary/secondary colors, fonts for signature moments) can be swapped per brand purely through configuration, without changing code or rebuilding the app.

Admins can author “Guide” landing pages — bundled marketing/informational pages that group multiple services together into sections, used to present a curated set of offerings to a specific audience or campaign. See Guides (Help & Informational Content).

Admins have a read-only screen showing which states patients have expressed interest in for services not yet available there — a demand signal for deciding where to expand next. As of this review, only the viewing screen is wired up in the interface; the underlying system also supports creating, editing, and deleting these records, but that functionality is currently switched off in the admin screen rather than removed.

  • The full list of fields configurable per brand (beyond name, web address, and email layout) was not exhaustively confirmed — some brand-level settings may live in the platform-wide settings table rather than the brand record itself, and that boundary wasn’t fully traced.
  • parkingmd-care-portal/src/app/(main)/admin/ (full list of admin subfolders)
  • parkingmd-care-portal/src/lib/brands/
  • parkingmd-care-portal/src/lib/analytics/
  • parkingmd-care-portal/src/lib/guides/
  • parkingmd-care-portal/src/app/(main)/admin/patient-state-interests/page.tsx, parkingmd-care-portal/src/lib/admin/patient-state-interests.ts
  • parkingmd-care-portal/docs/care-portal-kt-guide.md
  • parkingmd-patient-portal/documentation/design.md (white-label/runtime theming)
  • parkingmd-patient-portal/src/config.ts (colors, app.brandCode)