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.
Request a Good Faith Exam
Once Qualiphy is connected, staff can request GFEs 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.
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. |
