Multiple participants
Clients, family members, care coordinators, dietitians and administrators each needed an appropriate view.
← All case studies
Shopify custom app · Australian care commerce
From online store to connected care-commerce platform.
DigiLynx extended Eat Well Health beyond standard eCommerce with a custom Shopify application connecting nutrition screening, professional review, care-provider approval, invoicing, recurring delivery and Xero.
Care workflowActive
BH
Client recordBeverly H.Support plan · Nutrition pathway
In review1Screen2Review3Approve4Deliver
Recommendation2 productsDietitian reviewed
ProviderCare teamCoordinator assigned
Shopify order→Xero invoiceConnected
Custom Shopify appSpecialised workflows beyond standard checkout
Four user rolesClients, providers, dietitians and administrators
Assessment to deliveryOne connected operational journey
Shopify + XeroCommerce, invoicing and finance connected
The challenge
A care-funded order is not a normal online checkout.
Eat Well Health needed to serve older Australians whose nutrition products could be funded through home-care arrangements. Before an order could proceed, a client’s needs had to be screened, a recommendation reviewed, and the purchase coordinated with the organisation managing the client’s support funding.
Large care providers also needed to manage many clients through multiple staff members. A standard Shopify customer account could not represent the roles, permissions, clinical review, delayed payment and continuing-care workflow involved.
Professional oversight
Questionnaire results needed to support—not replace—review by qualified nutrition professionals.
Provider approval
Orders required a documented review and approval path before products were supplied.
Account-based payment
Provider invoicing and later payment had to coexist with Shopify order and fulfilment operations.
The solution
A custom application around the Shopify commerce engine.
DigiLynx created the operational layer needed to connect screening, recommendation, approval, commerce, accounting and ongoing support.
01 · AccessClient & provider portals
→
Separate accounts, permissions, client allocation and shared visibility.
02 · CareAssessment & review
→
Guided screening, recommendation logic and dietitian oversight.
03 · CommerceCustom Shopify app
→
Approval, order creation, subscriptions and delivery status.
04 · FinanceXero integration
Provider invoices and accounts-receivable information connected to finance.
Every participant sees the work relevant to them
Permissions and client assignments separate provider, professional and customer responsibilities.
Automation supports professional decision-making
Assessment logic organizes the pathway while nutrition professionals retain oversight of recommendations.
Care activity leads into commerce and finance
Approved recommendations become manageable orders, invoices, deliveries and future subscriptions.
Platform experience
Three views of one connected client journey.
The interfaces below are privacy-safe reconstructions of the delivered workflow. All names, organisations, reference numbers and amounts are illustrative.
Care coordinator portal01
EWProvider workspace
Northside Care · Coordinator•••Good morning, Alex
Client overview
Assigned clients24Current portfolio
Awaiting review3Action required
Active plans18Ongoing delivery
ClientStageNext actionStatus
BHBeverly H.RecommendationProvider approvalReview
GMGeoff M.SubscriptionNext deliveryActive
RTRuth T.AssessmentDietitian reviewPending
Manage clients at provider scale
Provider teams can allocate clients to staff, see progress across the care-commerce journey and identify the next action without relying on disconnected spreadsheets or email chains.
Nutrition recommendation02
ScreeningReviewApproval
Recommendation for BeverlyNutrition support plan
Screening resultFollow-up recommended
ReviewedCN
Complete NutritionDaily nutrition support
1 × monthlyPP
Protein PlusAdditional protein support
1 × monthlyDietitian note
Recommendation reviewed. Contact the nutrition team if circumstances change.
Keep recommendation and review together
Assessment information, recommended products and professional notes remain connected before the order is submitted for provider approval.
Approval, order & finance03
✓
Provider approvedOrder ready for processing
SShopifyOrder created
→XXeroInvoice synced
ApprovedInvoicedPreparingDelivery
Move approved care into fulfilment and accounts
The custom app creates the Shopify order, supports recurring delivery and connects provider invoicing with Xero for the finance workflow.
Privacy by presentationNo real health assessments, client identities, care-provider records, invoices or order information are shown on this page.
End-to-end workflow
One pathway from screening to continuing supply.
The platform coordinates activities that would otherwise sit across forms, inboxes, spreadsheets, Shopify and accounting software. Each stage creates the context required by the next participant.
Register
The client and provider relationship is established with the appropriate account access.
Screen
A guided questionnaire captures the information needed for the nutrition pathway.
Review
Recommendation logic supports a nutrition professional’s review and adjustment.
Approve
The provider assesses the proposed products and authorises the order.
Supply
Shopify manages the order and fulfilment while Xero receives the invoice workflow.
Continue
Recurring orders can be reviewed, adjusted, paused or cancelled as needs change.
Delivered scope
More than a storefront customization.
The result combines customer experience, provider operations, professional oversight, commerce and finance in one tailored system.
Role-based portals
Separate experiences for clients, provider staff, nutrition professionals and Eat Well Health administrators.
AccountsPermissionsClient allocation
Screening & recommendations
Questionnaire-driven assessment logic, professional review, adjustment and participant communication.
AssessmentReviewMessaging
Shopify order orchestration
Approved product plans converted into orders, fulfilment visibility and recurring supply workflows.
OrdersStatusSubscriptions
Xero integration
Provider-funded invoices connected with accounts-receivable operations and later payment processing.
InvoicesXeroReconciliation support
Multi-client management
Organisation-level access, multiple staff members, assigned client portfolios and approval controls.
ProvidersCoordinatorsApprovals
Ongoing support
Nutrition-team communication and future order changes remain available after the first delivery.
Follow-upAdjustmentsRecurring delivery
The result
Shopify became the commerce foundation for a specialised service model.
Clients, providers and nutrition professionals work from the same operational pathway.
Care organisations can manage staff, client portfolios, approvals and order progress.
Provider invoicing works alongside Shopify order, inventory and fulfilment capabilities.
Subscriptions, follow-up and adjustments support relationships beyond the first purchase.