How a new patient gets care

A step-by-step view of the patient path through treatment selection, payment authorization, health intake screening, scheduling when required, provider review, and fulfillment.

This guide gives your team a practical view of the patient journey.

1. 01

   The patient starts through your website, a Workflow link, or the Marketplace in their patient portal and selects the treatment they want.
2. 02

   The patient verifies their email and completes identity verification if the treatment requires it.
3. 03

   The patient confirms the order details, including the applicable delivery address.
4. 04

   The patient's payment method is authorized. The transaction does not fully settle until the patient is approved for care.
5. 05

   The patient completes consent when required. For the Healthaide Provider Network, Healthaide consent is generally annual. Clinics using an Own Provider Network determine the consent requirements for care provided by their own clinical team.
6. 06

   The patient completes the health intake screening exam assigned to the treatment.
7. 07

   If the patient leaves before finishing, they can return to Dashboard in the patient portal and continue the incomplete application.
8. 08

   If a live video visit is required, the patient selects an available appointment time at the end of the health intake screening exam.
9. 09

   After the health intake screening exam is submitted, the treatment request appears under Prescriptions. The patient can see whether the request is In review, requires Action needed, or has a Visit booked.
10. 10

    A licensed provider reviews the application. Review time varies based on the treatment, state requirements, provider availability, and whether more information or a live visit is required.
11. 11

    If approved, the provider creates the prescription, the authorized payment settles, and the order moves into pharmacy fulfillment.
12. 12

    If the patient does not qualify for care, the treatment is not fulfilled and the applicable payment authorization is released.

Patients generally manage ongoing care through their patient portal rather than returning to the clinic's public website.