> For the complete documentation index, see [llms.txt](https://docs.mdintegrations.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mdintegrations.com/guides/guides.md).

# Guides

Short, step-by-step walkthroughs for common Partner Portal, Clinicians App, and integration-specific tasks, hosted on Scribe.

### Use Cases

<details>

<summary>Lab Integration Technical Workflow</summary>

{% embed url="<https://scribehow.com/page/Lab_Integration_Technical_Workflow__4Ua4EerCSYmoz4NlpsCQOg>" %}

</details>

<details>

<summary>Pharmacy Integration for Order Management</summary>

{% embed url="<https://scribehow.com/page/Pharmacy_Integration_for_Order_Management__-RDM_t4XRU64h2qLWj5GZA>" %}

</details>

<details>

<summary>How to Use MDI Service Offerings for Partner-Owned Pharmacy Transmission &#x26; Fulfillment</summary>

{% embed url="<https://scribehow.com/page/How_to_Use_MDI_Service_Offerings_for_Partner-Owned_Pharmacy_Transmission_and_Fulfillment__B4WB3TZ1SJmRg63EA8TYxA>" %}

</details>

<details>

<summary>How do we map MD Integrations data to LifeFile order submissions?</summary>

{% embed url="<https://scribehow.com/page/How_do_we_map_MD_Integrations_data_to_LifeFile_order_submissions__u62ad6foR0ukpGlL5taJ_w>" %}

</details>

<details>

<summary>How do I prevent MD Integrations from sending emails to patients and use webhooks to control that from my side?</summary>

{% embed url="<https://scribehow.com/page/How_do_I_prevent_MD_Integrations_from_sending_emails_to_patients_and_use_webhooks_to_control_that_from_my_side__C2QXjjwsT92J7G4fxZPA8A>" %}

</details>

<details>

<summary>How do I embed white label experiences on my website?</summary>

{% embed url="<https://scribehow.com/page/How_do_I_embed_white_label_experiences_on_my_website__uLCKkmvvT82nPpM_ZsQ9Aw>" %}

</details>

<details>

<summary>MDI Support Messaging API Integration Guide</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/page/MDI_Support_Messaging_API_Integration_Guide__4mHm47cMTNSnNxU4VGZKmw>" %}

</details>

<details>

<summary>Compounded GLP-1 Special Necessities Guide: Single Offering with Single Additive</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/page/Compounded_GLP-1_Special_Necessities_Guide_Single_Offering_with_Single_Additive__YvGY6hXfQMqsMNsyBxazuQ>" %}

</details>

<details>

<summary>Compounded GLP-1 Special Necessities Guide: Multiple Offerings with Different Additives</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/page/Compounded_GLP-1_Special_Necessities_Guide_Multiple_Offerings_with_Different_Additives__tHW621E6T5aLokVD_a5hbQ>" %}

</details>

<details>

<summary>Compounded GLP-1 Special Necessities Guide: Single Offering with Multiple Combined Additives</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/page/Compounded_GLP-1_Special_Necessities_Guide_Single_Offering_with_Multiple_Combined_Additives__XUuBZbiDTBGEmpKCKqbZ5g>" %}

</details>

### Partner Portal Workflows

<details>

<summary>How to subscribe to MDI Webhook Events</summary>

{% embed url="<https://scribehow.com/viewer/How_to_subscribe_to_MDI_Webhook_Events__TNh-GEH-QAiK2fMuj__JLw>" %}

</details>

<details>

<summary>How to create API Credentials in MD Integrations</summary>

{% embed url="<https://scribehow.com/viewer/How_to_create_API_Credentials_in_MD_Integrations__ovvxDR1_QGCU-yqhewf-kA>" %}

</details>

<details>

<summary>How to Configure Pharmacy API Credentials in MDI</summary>

{% embed url="<https://scribehow.com/viewer/How_to_Configure_Pharmacy_API_Credentials_in_MDI__OApNDk10R7mcwzHnvYl4Vg>" %}

</details>

<details>

<summary>How to find a Questionnaire ID</summary>

{% embed url="<https://scribehow.com/viewer/How_to_find_a_Questionnaire_ID__7Ow-Kg8sTwuGHZp-CUReHQ>" %}

</details>

<details>

<summary>How to find an Offering ID</summary>

{% embed url="<https://scribehow.com/viewer/How_to_find_an_Offering_ID__dM-wZuOkQCuoQTNW8EUePQ>" %}

</details>

<details>

<summary>How to Disable Patient Reminder Emails for Workflows</summary>

{% embed url="<https://scribehow.com/viewer/How_to_Disable_Patient_Reminder_Emails_for_Workflows__Wh-d87EpRqiFnlFSv39Tgg>" %}

</details>

<details>

<summary>How To Configure Partner Domain Settings And DNS Records</summary>

{% embed url="<https://scribehow.com/viewer/How_To_Configure_Partner_Domain_Settings_And_DNS_Records__eYrZcSjsQSSxdegFia_2VA>" %}

</details>

<details>

<summary>How to Submit an Order for Pharmacy Fulfillment in the Clinician App</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/viewer/How_to_Submit_an_Order_for_Pharmacy_Fulfillment_in_the_Clinician_App__4rTDCKLQQbqa-Wd5NA-O_w>" %}

</details>

<details>

<summary>How to Simulate Clinician Support Messages in Test Bench</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/viewer/How_to_Simulate_Clinician_Support_Messages_in_Test_Bench__tbjaAatyQNWkpGHuDt78hA>" %}

</details>

<details>

<summary>How to Add New Support Staff to MD Integrations</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/viewer/How_to_Add_New_Support_Staff_to_MD_Integrations__dIG7mueMRzuqhtZxhILyww>" %}

</details>

<details>

<summary>How to Add New Admin Users to MD Integrations</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/viewer/How_to_Add_New_Admin_Users_to_MD_Integrations__rVSzkELgSZy22rf7wj9RjQ>" %}

</details>

<details>

<summary>How to Add a New Custom Page To Your Patient Portal</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/viewer/How_to_Add_a_New_Custom_Page_To_Your_Patient_Portal__t3XxnqXIS2yEYNOEkisBlQ>" %}

</details>

<details>

<summary>How to Simulate Case Approval Status Change in MD Integrations</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/viewer/How_to_Simulate_Case_Approval_Status_Change_in_MD_Integrations__BoUOUOJEQCCNBAwTKv3jRg>" %}

</details>

<details>

<summary>How To Send A Test Clinician Message Via MD Integrations Test Bench</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/viewer/How_To_Send_A_Test_Clinician_Message_Via_MD_Integrations_Test_Bench__Tvcq4j2wRZyVV-Qus5tWMQ>" %}

</details>

<details>

<summary>How to Manually Generate Vouchers in MD Integrations</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/viewer/How_to_Manually_Generate_Vouchers_in_MD_Integrations__ZyJ5lYJmTEGLVd-tP06lmg>" %}

</details>

<details>

<summary>How to Configure A Custom Domain For Your MDI Patient Portal</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/viewer/How_to_Configure_A_Custom_Domain_For_Your_MDI_Patient_Portal__abm3wfS6T_eEAPNb786bCg>" %}

</details>

### White Label Integration

<details>

<summary>How do I embed white label experiences on my website?</summary>

{% embed url="<https://scribehow.com/page/How_do_I_embed_white_label_experiences_on_my_website__uLCKkmvvT82nPpM_ZsQ9Aw>" %}

</details>

<details>

<summary>White Label Integration: Voucher Creation Quick Start</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/page/White_Label_Integration_Voucher_Creation_Quick_Start__qaz_raoDQ4iQ1MsNdxLLMg>" %}

</details>

### Full API integration

<details>

<summary>Full API Integration Review Process</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/page/Full_API_Integration_Review_Process__V6aYJhJBSKyjlUyjhenpvg>" %}

</details>

<details>

<summary>Full API Workflow: A/V Intro Video Upload</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/page/Full_API_Workflow_AV_Intro_Video_Upload__de60qQCVTO2Ccp832bdVlA>" %}

</details>

<details>

<summary>Full API Identity Verification Workflow: Driver's License Upload</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/page/Full_API_Identity_Verification_Workflow_Drivers_License_Upload__YBCKjcecSkmq7QRp7ZqJaQ>" %}

</details>

<details>

<summary>Full API Integration: Synchronous Visit Workflow</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/page/Full_API_Integration_Synchronous_Visit_Workflow__bKXkFKf3R7GceHhyC3xhKQ>" %}

</details>

<details>

<summary>Full API Workflow: Mapping Hidden Clinical Questions to Create Case Payloads</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/page/Untitled__2tAMCqGvQlmsnDcAyeXoJQ>" %}

</details>

<details>

<summary>Full API Integration Guide: Passing Critical and Important Values within Create Case Request</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/page/Full_API_Integration_Guide_Passing_Critical_and_Important_Values_within_Create_Case_Request__TbarNQX-RaOS_i9i5J6DdA>" %}

</details>

<details>

<summary>Full API Workflow: Understanding Questionnaire Branching Logic</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/page/Untitled__zlJ-fIMnTSO0_sGgYVnjsQ>" %}

</details>

<details>

<summary>Full API Workflow: Passing Prepopulated Clinical Summaries for MDI Clinician Review &#x26; Edit</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/page/Full_API_Workflow_Passing_Prepopulated_Clinical_Summaries_for_MDI_Clinician_Review_and_Edit__Xb32sFGAR7qI1nIDOZXM_A>" %}

</details>

### WooCommerce

<details>

<summary>How to Configure the Pre-Checkout Medical Intake Flow in the WooCommerce MD Integrations Connect Plugin</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/viewer/How_to_Configure_the_Pre-Checkout_Medical_Intake_Flow_in_the_WooCommerce_MD_Integrations_Connect_Plugin__aj9MGHF6Qw2Z97KmRm0oag>" %}

</details>

### Shopify

<details>

<summary>Sales Enablement: Shopify x MDI Connect Integration</summary>

{% embed url="<https://scribehow.com/page/Sales_Enablement_Shopify_x_MDI_Connect_Integration__m5jiLQSfRG6hu4fkrPmaGg>" %}

</details>

<details>

<summary>CS Enablement: Shopify x MDI Connect Integration</summary>

{% embed url="<https://scribehow.com/page/CS_Enablement_Shopify_x_MDI_Connect_Integration__8lGcJepsR_O9CyY8qMvY2g>" %}

</details>

<details>

<summary>Implementation Guide: Shopify + MDI Connect Integration</summary>

{% embed url="<https://scribehow.com/page/Implementation_Guide_Shopify__MDI_Connect_Integration__EnyOdoUTRXK9uUmN3iELjQ>" %}

</details>

<details>

<summary>MDI Shopify Integration Flow</summary>

{% embed url="<https://scribehow.com/viewer/MDI_Shopify_Integration_Flow__aFzKyYgdSP6DR-cVlxX63w>" %}

</details>

<details>

<summary>How to Launch on Shopify &#x26; WooCommerce Without PHI Risk</summary>

{% embed url="<https://scribehow.com/page/How_to_Launch_on_Shopify_and_WooCommerce_Without_PHI_Risk__ULyIEdwlTRCRrr6Z24Hpiw>" %}

</details>

<details>

<summary>Shopify Integration: Associate Product Mappings with Intake Forms and Offerings</summary>

{% embed url="<https://scribehow.com/viewer/Shopify_Integration_Associate_Product_Mappings_with_Intake_Forms_and_Offerings__WRijMcGgTZurAwknlyt2fw>" %}

</details>

<details>

<summary>Shopify Integration: Adding MDI Connect Blocks Intake Forms to Thank You &#x26; Order Status</summary>

{% embed url="<https://scribehow.com/viewer/Shopify_Integration_Adding_MDI_Connect_Blocks_Intake_Forms_to_Thank_You_and_Order_Status__DDL5nebbSGqP22TUeVFtrw>" %}

</details>

<details>

<summary>How to check for MDI Order Metafield data</summary>

{% embed url="<https://scribehow.com/viewer/How_to_check_for_MDI_Order_Metafield_data__a6XbGy_kQpmHZsvYBnzvgg>" %}

</details>

<details>

<summary>How to activate Test Payment Gateway on Shopify</summary>

{% embed url="<https://scribehow.com/viewer/How_to_activate_Test_Payment_Gateway_on_Shopify__xquN2UbqSHin1FN91J5OuQ>" %}

</details>

<details>

<summary>View MDI Metafield Data for a Shopify Product</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/viewer/View_MDI_Metafield_Data_for_a_Shopify_Product__okfR9RfCRgWy9JpMxy-smA>" %}

</details>

### DTP

<details>

<summary>Direct-to-Pharmacy Order API Endpoints and Webhook Events</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/page/Direct-to-Pharmacy_Order_API_Endpoints_and_Webhook_Events__LnbHxczxSfycAXgCG-YShw>" %}

</details>

<details>

<summary>Managing Refills via DTP Orders</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/page/Managing_Refills_via_DTP__U56h6N9dS6-ZN36m6ptuzA>" %}

</details>

<details>

<summary>How to Submit an Order for Pharmacy Fulfillment in the Clinician App</summary>

{% embed url="<https://scribehow.com/o/yTz3Bj8zQOuz-OqTM1E4vw/viewer/How_to_Submit_an_Order_for_Pharmacy_Fulfillment_in_the_Clinician_App__4rTDCKLQQbqa-Wd5NA-O_w>" %}

</details>


---

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