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Get Ready to Launch with Confidence
Whether you’re connecting through API, White-Label, or eCommcerce plug-in like Shopify, or wooCommerce, use this checklist to confirm your team is ready to implement quickly and confidently.
Once you’ve completed this checklist, you’re ready for your onboarding kickoff. Our integration team will review your readiness, confirm configuration details, and walk through your test plan.
When should I use this checklist?
Use this checklist to prepare before and during your onboarding process with MD Integrations:
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Before your onboarding kickoff call with MDI
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As a prep tool to align your internal cross-functional team
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During internal planning to ensure compliance, clarity, and speed to market
What will this checklist help us achieve?
Completing this checklist will help your team:
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Confirm technical, clinical, and operational readiness
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Identify key owners, dependencies, and timelines
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Reduce friction during setup and integration
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Plan for scalable growth post-launch
Who should be involved in implementation?
Not every role is required for every integration type. Smaller teams or plug-in users may only need one or two key contacts, while API or white-label integrations typically involve a broader, cross-functional group.
Below are examples of how different partner teams often support the integration process:
| Role | Responsibility |
|---|---|
| Product Lead | Defines use cases and desired patient experience |
| Engineering, Development | Connects and tests system integration points |
| Clinical, Medical Lead | Reviews workflows and ensures physician alignment |
| Compliance, Legal | Validates regulatory and data privacy readiness |
| Operations, Project Manager | Oversees timelines, testing, and go-live coordination |
What should we do before the kickoff call?
Before your MDI onboarding kickoff:
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Identify your internal integration owner, the main point of contact for MDI.
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Choose your integration path: API, White-Label, or Plug-In.
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Review MDI’s documentation and sample workflows to understand the process.
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Create an internal Slack or project channel to coordinate updates and tasks.
How do I know which integration type to select?
The right integration path depends on your team’s technical resources, growth stage, and how much control you want over the patient experience.
MDI offers several options, from plug-and-play setups to fully customizable APIs, so you can launch quickly and scale confidently:
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White-Label or No-Code Setup: Best for early-stage teams who need a fast, compliant launch without internal developers.
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E-Commerce Plugins (Shopify, WooCommerce): Ideal for digital health brands already selling online and ready to turn purchases into physician-led care.
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Embedded Workflows and Widgets: Designed for growing brands with existing portals or apps that want to add licensed care seamlessly.
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API Integration: Perfect for enterprise-scale organizations with mature infrastructure and in-house development teams.
To explore each option in detail and see what fits your business, read our blog: How to Build Your Brand on Infrastructure That Scales with You
If you’d like help evaluating the right path for your goals, set up a call with our team We’ll walk you through what to expect and recommend the best integration for your stage of growth.
What happens after we complete the checklist?
The checklist is a tool to help your team get prepared for onboarding.
During the kickoff, MDI’s integration team will:
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Review your readiness and confirm all key setup steps are complete
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Validate configuration details based on your chosen integration path
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Align timelines for implementation, testing, and launch
Once these steps are confirmed, your integration will move into active setup and go-live planning.
