Navigate to Settings > Qualiphy to access these settings.
Before You Start
You need a Qualiphy account. If you don’t have one yet, sign up at qualiphy.me. Once you have an account, make sure the following are set up in your Qualiphy dashboard:- A Patient Care Provider — a licensed provider who will review the GFE exams. Without this, exam invites will fail.
- Your API key — find this in your Qualiphy dashboard under your account settings.
- At least one exam configured — the exams your clinic wants to offer (e.g., GFE for weight loss medications).
Connect Your Qualiphy Account
Open Qualiphy Settings
Go to Settings > Qualiphy. You will see whether your API key is currently configured.
Auto-Request a GFE When an Appointment Is Booked
You can set a service to automatically request a Qualiphy GFE whenever an appointment is booked for it, so staff don’t have to remember. Open Settings > Services, pick a service, and scroll to the Scheduling & Booking section. You’ll see Auto Request Qualiphy GFE Exams — pick one or more exams from your Qualiphy account. Leave the list empty to turn auto-requests off. Save the service. From then on, each new appointment for that service requests only the selected exams that aren’t already covered by a valid GFE from the past year — and sends nothing when they’re all still covered.Rx (Level 2) Exams
Some Qualiphy exams write a prescription that’s filled by a partner compounding pharmacy — these are marked Rx in the exam list. When you pick an Rx exam, two more fields appear:- Partner Pharmacy — required. Pick the compounding pharmacy that fulfills the prescription.
- Treatment Package — optional. Preselect a drug + dosage package, or leave it on Let provider choose so the Qualiphy provider picks during the visit.
Qualiphy allows only one Rx exam per meeting. If you select more than one Rx exam for the same service, auto-requests for that service will fail until you remove the extras — the service drawer warns you when this happens.
Request a Good Faith Exam Manually
Staff can also request GFEs on demand from two places:- Patient chart — on the Appointments tab, click Request Qualiphy GFE
- Appointment checklist — when checking in a patient, the GFE checklist item will show a Request New GFE button
Select Exams
Choose one or more exams from the list. These are the exams configured in your Qualiphy account.
Select State
Choose the state where the patient will complete the telehealth exam. This defaults to the appointment location’s state.
Confirm Date of Birth
The patient’s Date of Birth is pre-filled from their chart. If none is on file, enter it before sending.
What Happens After the Invite
- The patient receives an email and SMS from Qualiphy with a link to join the exam.
- The patient completes the virtual assessment with a Qualiphy provider.
- The provider reviews the exam and approves or rejects it.
- The result is sent back to your system automatically — the exam status updates to Approved or Rejected on the patient’s chart.
Troubleshooting
| Problem | Solution |
|---|---|
| ”Need to add Patient Care Provider” error | Log into your Qualiphy dashboard and add a care provider in the provider settings. |
| ”Invalid API key” when saving | Double-check that you copied the full API key from your Qualiphy dashboard. |
| Patient didn’t receive the invite | Check that the patient has a valid email and phone number on file. You can resend the invite from the patient’s appointments tab. |
| Exam status stuck on “Pending” | Qualiphy exams are processed by providers, typically within 2-24 hours on weekdays. |