Getting Ready to Go Live with Your Telehealth Platform
Before accepting your first live patient, there are a few essential steps you need to complete. While the NimbusRX engineering and support teams handle initial technical setup, the following checklist is for you β the client β to ensure your system is configured correctly and youβve had hands-on experience using the platform.
Use this guide to confidently prepare for launch and ensure your operations are smooth from day one.
Connect your payment processor (e.g., Stripe, Greenpay) to your NimbusRX account
Run a live transaction using a test patient flow
Create a $1 coupon code to test the full process without incurring a full charge
Complete the entire onboarding as a mock patient
Confirm that the payment lands in your merchant account
π‘ Note: NimbusRX does not handle payment disputes or merchant-side issues, so ensure your processor is working before going live.
Ensure all products have retail pricing configured
Any product with a $0 price will break checkout
Confirm pricing for all variants and treatment groups (e.g., Semaglutide, Tirzepatide, TRT)
Coordinate with the NimbusRX support team to verify that your product-pharmacy mappings are approved
Install the onboarding questionnaire script on your website
For each treatment offering, ensure the correct form is embedded
Customize button styles and text if desired
Visit your live site and run through a full patient onboarding flow
Test for each treatment category (e.g., GLP-1, TRT, Dermatology)
Confirm that:
The correct questionnaire loads
The correct product and price appear at checkout
The order is captured in your admin dashboard
Review your email/SMS automations to ensure abandoned cart and onboarding reminders are enabled
Add your Help Center links, FAQ pages, and contact info to the site
Ensure at least one provider is ready and licensed in your target states
Coordinate with NimbusRX for a go-live readiness check (optional)
Once all of the above are completed:
Your platform is fully operational
Youβve experienced the flow as a patient
Payments are working
Products and forms are configured
You are now ready to accept real patients and start consultations.