Test your Patient Journey

Testing your order workflow is a crucial step to ensure the patient journey functions as expected, from the initial product purchase on your website to the final prescription request sent to your fulfillment partner.

This guide explains how to simulate a complete transaction using a test account.

Order Test Flow Summary

The following table outlines the sequence of actions required to test an order, specifying which portal to use and which user role you are simulating at each stage.

Step

Action

Portal

User Role

1. Preparation

- Create a 100% discount coupon for a specific product
- Configure the prescription product

CRM Portal

Admin / Marketing

2. Checkout

Select the product and start checkout

Your Website (Storefront)

Patient (Test)

3. Account

Create a generic "Test" account

Patient Portal (Checkout)

Patient (Test)

4. Requirements

Submit ID & medical intake form

Patient Portal

Patient (Test)

5. Prescription

Retrieve telehealth visit masterID

EMR Portal

Operations Team

6. Verification

Confirm order status update

EMR Portal

Operations Team

Create a Test Order

Follow this process to verify that your system is configured correctly:

  1. Log in to the CRM Portal and create a new coupon with a 100% discount. This ensures you can complete the checkout process without charging a real credit card.

    Need help generating the code? Read How to Create a Coupon to learn the specific steps.

  1. Navigate to your patient-facing website. Select a product and proceed to checkout, acting exactly as a new patient would.

  2. During the sign-up or account creation phase, enter the following details to flag this as a test:

    • First Name: Test

    • Last Name: Test

  3. Proceed through the flow, fill out the required health questionnaire and upload any necessary files, such as a photo ID, associated with the product requirements.

  4. Log in to the EMR Portal and open the order you just created. Locate the visit masterID for this specific order.

  5. Contact your physician network partner and request that they prescribe the medication specifically for your fulfillment partner (pharmacy) using this ID.

    Make sure to communicate your test orders with your partners, such as the physician group or the pharmacy, so they do not process them as real prescriptions.

  6. After the physician writes the prescription, return to the EMR Portal. Check the order status to confirm it has updated correctly. It should eventually update to Awaiting Shipment, indicating that the order request has been successfully sent to your fulfillment partner and is waiting to be physically shipped.

Next Steps

Now that you have verified the order flow, you can explore these related guides: