> 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/partner/get-started/go-live-checklist.md). # Go-Live Checklist Validate your integration and operational readiness before processing Live traffic. Complete this checklist before processing Live traffic. It covers the required technical setup and operational handoff, and it's worth working through it fully rather than spot-checking — gaps here tend to surface as production incidents rather than caught-in-time fixes. {% hint style="warning" %} Sandbox and Live are separate environments. Configure and verify every required resource in Live before accepting real traffic. {% endhint %} ### Catalog and intake * [ ] The complete Offerings catalog is configured and approved by MDI's medical team. * [ ] Each questionnaire is linked to its correct Offering. * [ ] Patients receive the correct intake questions for every product. ### End-to-end testing * [ ] Complete a Sandbox journey: checkout → intake → Patient and Encounter creation → clinician message. * [ ] Verify the full journey, not only individual API calls. * [ ] Test the pharmacy integration with an approved Live credential. * [ ] Clearly label the test patient, for example `TEST Patient`. * [ ] Confirm prescription routing without sending product to a real address. ### Webhooks * [ ] Deploy the webhook endpoint. * [ ] Implement signature verification. * [ ] Test the endpoint in Test Bench. * [ ] Confirm handling for both successful and failed events. ### Shopify integration Complete this section only if you use Shopify. * [ ] Add the **Medical Intake** app block to the Thank You page. * [ ] Add the **Action Buttons** app block to the Order Status page. * [ ] Map every catalog product to its intake form. * [ ] Train fulfillment teams on the four order tags: `MDI Pending`, `MDI Created`, `MDI Completed`, and `MDI Cancelled`. * [ ] Do not ship an order before it reaches `MDI Completed`. * [ ] Add the `ACTION REQUIRED: MEDICAL INTAKE` recovery snippet to the order-confirmation email. * [ ] Complete a test order with Shopify's Bogus Gateway and an MDI Sandbox credential. * [ ] Verify intake, Patient and Encounter creation, and messaging. ### Team and access * [ ] Add required admins and developers to the Partner Portal. * [ ] Confirm each team member has the access needed for launch. ### Branding and domain * [ ] If you use a custom domain, configure it and verify DNS. ### Live credentials * [ ] Generate a Live API credential only after completing every prerequisite. * [ ] Store the credential as a secret. * [ ] Use the credential only from secure server-side services. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.mdintegrations.com/partner/get-started/go-live-checklist.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.