Add the billing card first, set up payouts and clinic settings, publish products and a workflow, complete applicable clinical setup, then request launch review.
Start with your active onboarding plan
After the onboarding intake, your Healthaide contact confirms the launch scope, work already completed, responsibilities, and integrations. Use that account plan for owners and dates.
Choose your provider path
- Brand Partner using the Healthaide Provider Network: use its approved treatments and states. You do not build your own provider team or clinic intake exams.
- Clinic Partner with Own Provider Network: your medical director completes onboarding and signs the medical oversight agreement first. Then providers complete their profiles and await credential and pharmacy-network approval. Set state routing and your clinic exams before they prescribe.
- Using both networks: confirm routing for each launch treatment and state. Disabled states cannot accept applications.
Follow this order
01
Sign in with the invitation email. Before setting up Earnings or other account setup, the account owner adds a card on file for the Healthaide subscription. This card can also cover rare refunds made more than one week after a patient's purchase. If such a charge occurs, it comes with a full charge description.
02
The owner or person controlling the primary business bank account opens Earnings and connects a Stripe account through Stripe Connect for payouts, creating one if needed. Complete the business, tax ID or EIN, personal, and bank details requested. Healthaide does not process patient payments through Stripe. Missing details can block payouts; if the first payout errors, check the connected Stripe account for outstanding information.
03
Review Settings > General: business and contact details, colors, logo, and background. Open the configured domains, including patient intake and portal links, and check branding, sender and support details.
04
Set your clinic's medication prices for each product and variant. Add discounts if desired. You can create a membership that patients may purchase at checkout or in the patient portal. Invite other users and assign the access they need.
05
If you use your own providers, complete the medical director and provider onboarding first. Each provider enters their own NPI, state license numbers and expirations, adopted signature, and connected calendar and schedule in Profile (photo icon at top right or bottom left). Healthaide checks active credentials and licensure, adds providers to the pharmacy network, and approves them. Confirm every intended provider's NPI and approval before prescribing. Build your intake exams in the Exam Builder and Exam Rules, then select each product, scroll to Product Variants, and set the clinic exam on each applicable variant. Confirm State Coverage > Exam Routing by State.
06
Review the patient experience and prices, then activate your launch products by publishing them. Publish your first workflow if it is not already published. Recheck that every domain and patient link points to the intended experience.
07
Add yourself as a patient and inspect the portal. If you choose to run a test, use your own patient account to place a real order. You may apply a discount code for the displayed product profit so the medication is priced at cost; exam, shipping, processing, and other charges may still apply. Check the full total and coordinate the clinical and pharmacy handling with your onboarding contact before submitting.
08
Resolve setup or optional test issues and request the final Healthaide launch review before inviting patients.
Ready to launch
A checkout result alone does not authorize launch. Your onboarding contact confirms the applicable checks and when the patient link is ready to share. Timing depends on your scope and outstanding items.
Need help
Use your onboarding contact or support in the clinic portal.
