Project Overview
Snappy Scripts worked with CodeClouds to build a secure, compliant, and patient-focused telemedicine portal that supports fully online medical consultations, prescription management, and medication fulfillment.
They wanted this solution to be designed primarily for healthcare providers and telehealth operators serving patients across the United States.
Healthcare / Telemedicine
- MD Integrations
- Checkout Champ
- Precision Pharmacy
- CustomerLabs
Requirements
Snappy Scripts required their solution to support the complete patient journey from assessment through medication delivery, and utilize Checkout Champ as the backend CRM and configuration framework.
As for the HIPAA-compliant physician review part, they wanted to integrate MD Integrations due to their vast doctor network, and Precision Pharmacy for trusted medication fulfillment and delivery.
Challenges & Solutions
A key challenge was managing the difference between the Beyond-Use Date (BUD) provided by Precision and the subscription durations offered on the platform. Some products have a 60-day BUD, while the platform offers a 3-month subscription plan.
To address this, we configured the fulfillment workflow to schedule monthly shipments for the 3-month subscription plan. The workflow and codebase were updated accordingly to ensure the subscription structure works correctly while accommodating the product's BUD requirements
Orders may encounter shipping address issues after being submitted to Precision, requiring coordination between the customer, Super Admin, and fulfillment process.
A communication workflow was implemented to support:
- Customer notification when an address issue is identified
- Customer submission of corrected shipping information
- Super Admin visibility into address-related issues
- Coordination between the customer and Super Admin when manual intervention is required
- Communication of updated address information back to Precision
- Order fulfillment to proceed once the address issue is resolved
Managing multiple platforms and the restrictions around updating notification email templates and UI presented some challenges. Maintaining consistent branding and communication across the different platforms required additional coordination.
We discussed the requirements with MDI, and they recommended using custom events and custom email templates. This approach provided greater flexibility to customize the notifications and UI while working within the platform's limitations.
Photo ID verification was required for patients/orders. However, when customers missed uploading their required ID, it created pending verification cases and required additional handling to prevent orders from progressing without proper verification.
We enhanced the workflow to support:
- Photo ID upload and verification
- Identification of customers with missing ID submissions
- Pending verification status and order pausing
- Reminder notifications for up to 14 days
- Automatic handling when customers complete the verification
- For direct-charge orders that remain paused due to incomplete verification, refunds are processed manually through the CRM
A challenge occurs when an MDI physician changes a customer's medication to a product that is not included in the predefined medication Swap List. This requires additional validation to ensure the replacement medication is appropriate and can be processed correctly.
We coordinate with the support team to obtain the list of related medications that can be substituted within a specific treatment category. Based on this information, we configure and maintain the Medication Swap List accordingly.
Results
The completed solution provides an integrated telemedicine ecosystem that connects patient onboarding, medical assessment, physician review, prescription processing, payment, pharmacy fulfillment, identity verification, customer communication, and medication delivery.
The resulting platform provides a structured workflow across CheckoutChamp, MDI, and Precision Pharmacy, while giving the Super Admin the operational control required to manage cases that fall outside the standard automated journey.