Account activation step 6 — test the patient journey and request launch review

Add yourself as a patient, optionally place a real test order, then request the final launch review.

Optional test after setup

Add yourself as a patient and check the patient portal first. A test order is optional. If you choose to place one, use your patient intake link, patient portal, clinic portal, and Earnings. Coordinate any real test order with your Healthaide onboarding contact.

Before any optional payment

The test is a real order. It can create an actual payment authorization or charge, patient record, clinical review, prescription, and pharmacy order if approved. Confirm the full patient-facing total before submitting. A discount equal to the displayed product profit can bring the medication price down to cost, but exam, shipping, processing, and other charges may still apply. Coordinate the expected clinical and pharmacy handling with your onboarding contact before you test.

If you choose to test

1. 01

   Confirm the test treatment, variant, patient state, provider route, and expected health intake screening exam. For an Own Provider Network, the medical director and intended provider must be onboarded and approved, and the exam must be assigned to the product variant before prescribing.
2. 02

   Review the variant price, displayed product profit, discount amount, and full checkout total. If using a discount to remove the product profit, verify the medication is at cost and check the remaining exam, shipping, processing, and other charges.
3. 03

   Confirm who will place the real order and how the resulting clinical request and pharmacy order will be handled. If you use a test-only discount code, limit its use and disable it after the test.

Check the complete journey if you place an order

1. 01

   Open the approved intake link and confirm the brand, treatment, state, price, and fees.
2. 02

   Complete the real checkout and health intake screening steps. Confirm the payment, correct exam, and any required consent or visit booking.
3. 03

   Confirm the expected messages reach the patient and the order or request appears correctly in the clinic portal.
4. 04

   Confirm the intended provider queue and patient portal view, including the next step shown to the patient.
5. 05

   Check any required CRM or reporting handoff in your launch scope. Record discrepancies and retest after they are fixed.

Request launch review

Send any test results and remaining setup issues to your Healthaide onboarding contact. If you used a test-only discount code, disable it and confirm how the order was handled. Confirm the provider route, published catalog, payments, notifications, staff ownership, and support handoff. Share your patient link only after your onboarding contact confirms the final review is complete.

Where to get help

Use the contact and channel in your onboarding plan or support inside your clinic portal.