OurDoctor White-Label Partner Onboarding (Launch)
A sequence with 7 steps: Enroll in the OurDoctor partner program and submit your agency brand name plus the domain that will host the patient portal.
By InnovaAI ResearchPublished
What are the steps?
OurDoctor White-Label Partner Onboarding (Launch)
- 01
Enroll in the OurDoctor partner program and submit your agency brand name plus the domain that will host the patient portal.
Choose between the powered-by deployment and the fully branded white-label option at this stage. The choice determines how much of the OurDoctor identity stays visible to patients and how the margin is set.
- 02
Confirm the branding settings render your logo, domain, and color scheme on the patient-facing portal before any client sees it.
Walk the full patient path once: registration page, intake form, and appointment confirmation. A broken brand asset on the intake screen is the first thing a clinic's front desk will report.
- 03
Configure the first client's intake forms, appointment flow, and physician routing for their specialty.
OurDoctor covers urgent care, primary care, dermatology, and behavioral health. Routing rules differ by specialty, so set them per client rather than copying a default template across accounts.
- 04
Connect the client's payment processor and select which care plans they will sell.
The platform supports a one-time visit at $59 and a subscription plan at $49. Decide with the client which of the two they lead with, since that choice drives how you position the retainer.
- 05
Verify e-prescribing and EHR integrations are live and that the physician network is reachable from the client's account.
Run one test visit end to end and confirm the prescription lands in the EHR record. Do this before go-live, not after the first real patient.
- 06
Set up HIPAA-compliant patient communication channels and confirm 24/7 support routing reaches the right queue.
Confirm which support tier the client is on and where after-hours calls land. Agencies that skip this step absorb patient calls themselves at 2am.
- 07
Train the client's staff on the portal and hand over a one-page reference for intake, routing, and escalation.
Budget roughly 20 hours of setup and 4 hours per month of ongoing admin per clinic account. The monthly figure is what you quote into the retainer.
More on OurDoctor
- StrategyWhy OurDoctor Turns Agency Retainers Into Clinical Recurring Revenue
- ConceptOurDoctor Margin Threshold
- Evaluation RuleWhen to Adopt OurDoctor: Only If You Already Have a Healthcare Client Ready to Launch
- Decision FrameworkOurDoctor: Buy vs Skip (Telehealth as a Retainer Line)
- Failure PatternThe OurDoctor Margin Trap: Why Agencies Resell Telehealth at $59 and Lose Money
- Implementation BlueprintOurDoctor Clinic Telehealth Launch (7-10 days)