Qualiphy Good Faith Exam Integration

The Qualiphy integration connects EasyDocForms intake responses to Qualiphy Good Faith Exam and telemedicine consult workflows. Practices can map an EasyDocForms onboarding form or packet to a Qualiphy exam type, then send the patient to Qualiphy for provider review from the response workflow or automatically after a mapped intake is submitted.

This is designed for med spa, wellness, IV therapy, nurse injector, GLP-1, and similar delegated-treatment workflows where a patient may need a Good Faith Exam before a non-prescribing provider performs the service.

EasyDocForms routes and documents the workflow. Qualiphy handles the exam or consult workflow. The practice remains responsible for deciding whether a particular Good Faith Exam, telemedicine review, provider type, supervision model, treatment order, and renewal policy satisfies state law and clinical requirements.

What the Integration Does

• Connects an organization's Qualiphy clinic by API key.
• Syncs the available Qualiphy exam catalog into EasyDocForms.
• Lets administrators choose which Qualiphy exam types should be displayed for mapping.
• Maps EasyDocForms onboarding forms or packets to Qualiphy exam IDs.
• Supports multiple GFEs for different services on the same patient, instead of treating GFE status as one generic patient-level checkbox.
• Allows mapped responses to be sent to Qualiphy manually from response review.
• Supports auto-send for mapped forms when the mapping is enabled for automatic GFE dispatch.
• Links the GFE workflow to EasyDocForms scheduling and Square Appointments by using the form or packet attached to that visit type or service.
• Stores GFE status and expiration dates on the EasyDocForms response and patient workflow.
• Receives Qualiphy webhook updates so staff can see whether the GFE was sent, approved, rejected, deferred, missed, expired, or needs follow-up.

Typical Workflow

1. The practice creates an onboarding form or packet for the service.
2. The form includes patient demographics and the screening information the practice wants before provider review.
3. The practice connects Qualiphy and syncs exam types.
4. An administrator maps the EasyDocForms form or packet to the correct Qualiphy exam type.
5. The form is attached to an EasyDocForms scheduling visit type or mapped to a Square Appointments service.
6. The patient books or is booked for the service and completes the mapped onboarding workflow.
7. EasyDocForms sends the mapped GFE request to Qualiphy manually or automatically, depending on the mapping settings.
8. Qualiphy returns exam status through a webhook.
9. EasyDocForms updates the response, patient profile, appointment view, and provider task list with the current GFE status.

Setup Steps

1. Connect Qualiphy

Open Qualiphy settings in EasyDocForms, enter the Qualiphy API key, and choose Connect & Sync Exams. EasyDocForms verifies the key, stores it on the server, syncs the clinic ID, and loads available Qualiphy exam types.

The API key is not shown again after it is saved. Organization administrators can test the saved connection, replace the key, sync exams again, or disconnect Qualiphy.

2. Enable the GFE Workflow

Turn on GFE workflow in Qualiphy settings. This shows GFE status, Qualiphy send actions, and provider GFE tasks across appointments, patients, and responses.

If the workflow is disabled, existing records remain stored but GFE actions and status surfaces are hidden from the normal provider workflow.

3. Choose Displayed Exams

After syncing exams, select the Qualiphy exam types the clinic actually uses. Mapping dropdowns only show displayed exams, which keeps large Qualiphy catalogs manageable.

Administrators can search exams, select or clear the shown list, save displayed exams, and sync again later if Qualiphy exam options change.

4. Map EasyDocForms Forms to Qualiphy Exams

In Form Mappings, choose the EasyDocForms form or packet and the Qualiphy exam type that should be used for that response.

Use separate forms or packets when different services need different GFE exam types. For example:

Service workflow	EasyDocForms form or packet	Qualiphy exam mapping
Botox consult	Botox onboarding + neurotoxin consent	Botox or neurotoxin GFE
IV hydration	IV therapy intake + consent	IV therapy GFE
GLP-1 visit	Weight-loss intake + medical history	GLP-1 or weight management consult
Wellness injection	Injection screening + consent	Wellness injection consult

Mappings can be enabled or disabled without disconnecting Qualiphy.

Multiple GFEs and Expiration Tracking

EasyDocForms can track more than one GFE for the same patient when different services need different review paths. For example, a patient may have one active GFE for neurotoxin, another for IV therapy, and a separate consult for weight management or another service category.

Each Qualiphy authorization is stored with the service context that produced it:

• The EasyDocForms form or packet.
• The mapped Qualiphy exam type.
• The service label.
• The appointment when available.
• The response that triggered the request.
• The GFE status and expiration date.

This matters because many basic intake or consent systems only record that a GFE happened somewhere in the chart. EasyDocForms keeps service-specific GFE records and expiration dates so staff can see which service is currently cleared, which GFE is expired, and which service still needs provider review.

5. Decide Whether to Auto-Send

Each mapping can be configured for manual send or auto-send.

Manual send is useful when staff should review the intake before sending the patient to Qualiphy. A mapped response shows a Send GFE action when the workflow is enabled and the response has not already been sent.

Auto-send is useful for prepaid services and other workflows where the GFE should be initiated as soon as the mapped intake is submitted. When auto-send is enabled, EasyDocForms sends the Qualiphy exam request automatically after a matching response is created.

Scheduling and Square Appointments

Qualiphy routing is tied to the EasyDocForms form or packet that the patient completes. That means it works with both EasyDocForms scheduling and Square Appointments service mapping.

For EasyDocForms scheduling:

1. Create a visit type.
2. Attach the required onboarding form or packet.
3. Map that form or packet to the correct Qualiphy exam.
4. Choose manual send or auto-send.

For Square Appointments:

1. Keep the booking workflow in Square.
2. Map the Square service to the correct EasyDocForms form or packet.
3. Map that EasyDocForms form or packet to the correct Qualiphy exam.
4. If the service is prepaid and should route directly to GFE, enable auto-send on the Qualiphy mapping.

Patient Data Sent to Qualiphy

EasyDocForms sends the patient details required to create the Qualiphy exam invite:

• First name.
• Last name.
• Email.
• Date of birth.
• Phone number.
• Patient state for telemedicine routing.
• The mapped Qualiphy exam ID.
• A webhook URL so Qualiphy can report the exam result.
• Correlation data that links the Qualiphy result back to the EasyDocForms response, organization, service label, and appointment when available.

If a response is missing first name, last name, email, date of birth, phone, or patient state, EasyDocForms blocks the send or records an auto-send error so staff can correct the intake before retrying.

GFE Status Tracking

EasyDocForms tracks the Qualiphy status on the original response and in patient/provider workflows.

Status	Meaning in EasyDocForms
Sent	The exam invite was sent to Qualiphy and a patient exam ID or meeting link was returned.
Approved, expiration needed	Qualiphy approved the exam, but staff must enter the authorization expiration date before the GFE is treated as active.
Active	The GFE is approved and has a current expiration date.
Expired	The stored expiration date is in the past.
Rejected	Qualiphy rejected the exam. Staff should review the reason and decide the next clinical step.
Deferred	Qualiphy deferred the result to a medical director or another provider-review path.
Not applicable	Qualiphy marked the exam as not applicable.
Missed	The patient missed the consult or exam workflow.
Error	The send or webhook processing failed, or the returned status could not be mapped.

When Qualiphy reports an approved result without an expiration date, EasyDocForms creates a provider task to enter the expiration date. When Qualiphy reports rejection, deferral, not-applicable, missed, or error status, EasyDocForms creates a provider review task.

Expiration dates are tracked per authorization, not just per patient. A patient can therefore have an active GFE for one service and an expired or missing GFE for another service.

Provider and Staff Surfaces

When the GFE workflow is enabled, EasyDocForms can show GFE status in:

• Response review.
• Appointment lists.
• Patient profiles.
• Provider task queues.
• Manual GFE send actions for mapped responses.

This lets non-prescribing providers and staff route the patient to Qualiphy for telemedicine review without trying to perform or document the medical exam themselves.

Important Limits

EasyDocForms does not determine whether a Good Faith Exam is legally sufficient. It does not replace a physician, nurse practitioner, physician assistant, medical director, attorney, malpractice carrier, or licensing-board guidance.

Before using the workflow live, confirm:

• Which services require a Good Faith Exam or equivalent provider evaluation.
• Whether telemedicine review is allowed for the service and state.
• Which provider types may perform the exam.
• Whether a patient-specific treatment order is required.
• Whether a non-prescribing provider may proceed after the Qualiphy review.
• How long the authorization remains valid.
• When a new GFE is required because of a new service, medication change, medical-history change, adverse reaction, pregnancy, expired order, or state-specific renewal rule.

Related Pages

• Good Faith Exam Forms
• Form Packets
• Scheduling
• Square Appointments Integration
• Med Spa Intake and Consent Forms
• Nurse Injector Consent Forms
• IV Therapy Intake and Consent Forms