> 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/integration-paths/shopify.md).

# Shopify

Use **MD Integrations Connect** to link Shopify checkout with MDI-hosted medical intake and messaging. In this setup, Shopify manages products, pricing, checkout, and fulfillment, while MDI manages intake, clinical review, and patient messaging.

### Configure the app

{% stepper %}
{% step %}

#### Install and connect

Install **MD Integrations Connect** from the Shopify App Store. Create an API credential, then add it in the app settings.

{% hint style="warning" %}
Disconnecting the app or changing credentials clears every product association. Re-map the catalog after either change.
{% endhint %}
{% endstep %}

{% step %}

#### Add both required app blocks

Use the Shopify Theme Editor to place both blocks — Shopify doesn't add them automatically.

| Block              | Page             | Purpose                                                      |
| ------------------ | ---------------- | ------------------------------------------------------------ |
| **Medical Intake** | **Thank you**    | Starts the patient’s intake after checkout.                  |
| **Action Buttons** | **Order status** | Shows **Chat with a doctor** after an Encounter is assigned. |

In the app setup, select **Open theme editor**, then select the target page, open **Apps**, add the matching block, and save. Repeat the process for both pages.
{% endstep %}

{% step %}

#### Map products to intake

In the Partners Panel, go to **Integration → Shopify**. Select a product row, choose its intake form and [Offerings](/partner/key-concepts/offerings.md), then select **Submit**.

Before mapping production products, test with MDI's sample product, intake form, and Offering to confirm everything is wired up correctly.
{% endstep %}

{% step %}

#### Add an intake recovery path

Add an intake call to action to your Shopify order confirmation email. This gives patients a way back to intake if they leave the Thank You page before starting.
{% endstep %}
{% endstepper %}

### Patient journey

1. The customer selects a product and completes Shopify checkout.
2. The **Medical Intake** block appears on the Thank You page.
3. The customer completes hosted intake, and MDI creates the Patient and [Patients & Encounters](/partner/key-concepts/patients-and-encounters.md).
4. After the Encounter is assigned, **Chat with a doctor** appears on the Order Status page.
5. The patient uses the button to contact their assigned physician.

### Gate fulfillment with order tags

MDI sends clinical status to Shopify as order tags. Treat the tag as the fulfillment decision — it's the signal your team should act on before shipping anything.

| Tag             | Meaning                                 | Action                      |
| --------------- | --------------------------------------- | --------------------------- |
| `MDI Pending`   | Intake is incomplete.                   | Do not ship.                |
| `MDI Created`   | The Encounter awaits clinical review.   | Do not ship.                |
| `MDI Completed` | The treatment plan was approved.        | Fulfill the order.          |
| `MDI Cancelled` | The patient was ineligible or declined. | Cancel or refund the order. |

{% hint style="warning" %}
Ship only after the order has the `MDI Completed` tag. Earlier fulfillment can send medication before clinical approval.
{% endhint %}

### Test before going live

Use Shopify's **Bogus Gateway** together with an MDI Sandbox credential:

1. In Shopify Admin, search for **Payments**.
2. Select **See all other providers**.
3. Activate **(for testing) Bogus Gateway**.
4. Complete a test purchase and verify intake, Encounter creation, and messaging.

See [Go-Live Checklist](/partner/get-started/go-live-checklist.md) before connecting Live credentials.

### Troubleshooting

| Symptom                               | Check                                                  |
| ------------------------------------- | ------------------------------------------------------ |
| Intake or messaging button is missing | Confirm the product mapping and both theme app blocks. |
| Intake link does not open             | Confirm the app has valid, connected API credentials.  |
| The wrong form or Offering appears    | Review the product-to-intake mapping.                  |
| The app interface is unavailable      | Reinstall the app.                                     |


---

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