Onboarding Guide

    Complete setup instructions for Clinics, Pharmacies, Doctors, and Patients on the Scripted platform.

    Access the platform at: https://getscripted.io

    1

    Register Clinic

    Navigate to the registration page and create your clinic account.

    Clinic Registration Screenshot
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    2

    Setup Typeform

    Create your clinic organization and configure the Typeform for patient intake:

    1. Create Clinic Organization and click this organization to move forward
    2. typeformName = Clinic Slug Name (e.g., fangtai0008clinic)
    Typeform Workspace
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    Configure Button Link URL:

    Endings part → select End Screen type → trigger Button link:

    https://www.scriptedtech.com/[clinic-slug]/patient/dashboard
    Add Webhooks (Connect part):
    Make sure to trigger it ON!
    https://scripted-clinic-v2.vercel.app/api/typeform-webhook
    Required Content Keywords:

    Your Typeform questionnaire MUST include fields with these keywords:

    • medicare number / Medicare Card Number
    • DVA card number / veterans affairs number (optional)
    • allergies (optional with code protection)
    • current conditions (optional with code protection)
    • current medicine / current medication
    • date of birth
    • sex at birth
    • IRN (optional)
    Developer Note: Once patient data is set up, the system updates Clerk user public metadata with patient role & clinicName.

    Copy the Typeform link (without #user_id=xxxxx) to the clinic registration dashboard.

    Typeform Link Configuration
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    3

    Set up Clinic Calendly

    Follow the instructions in Clinic Dashboard → Settings → Calendly Steps

    Calendly Developer Portal:
    developer.calendly.com
    4 configuration items require careful attention!
    Calendly OAuth App Configuration
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    ⚠️ SAVE ALL YOUR CREDENTIALS:
    • • Client ID
    • • Client Secret
    • • Webhook signing key

    Copy & paste your Client ID and Client Secret into your Clinic Dashboard Calendly Settings page.

    Calendly Credentials in Dashboard
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    Consultation Fee (per Hour in AUD):

    This is your consultation fee/hour rate. System automatically calculates based on duration:

    • • 15 mins → 100 ÷ 4 = $25 AUD
    • • 30 mins → 100 ÷ 2 = $50 AUD
    • • 45 mins → $75 AUD
    • • 60 mins → $100 AUD
    4

    Setup Clinic Till Payment

    This Till Payment is only responsible for consultations' payment.
    Payment System Structure:
    • Clinic Till Payment: Responsible for consultations payment
      Link format (without /api/v3):
      https://test-gateway.tillpayments.com
    • Pharmacy Till Payment: Responsible for medications (OTC/Prescription) payment
      Link format (with /api/v3):
      https://test-gateway.tillpayments.com/api/v3
    Production environments usually don't have test- prefix.
    Clinic Till Payment Configuration
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    Access the platform at: https://getscripted.io

    1

    Register Pharmacy

    Navigate to the registration page and create your pharmacy account.

    Pharmacy Registration Screenshot
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    2

    Wait for Approval

    You CANNOT create a Pharmacy Organization immediately after registration.

    Sign out and wait for Scripted Admin approval. Once approved, you can log in and create your pharmacy.

    Organization creation not enabled
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    3

    Scripted Admin Approval (Internal)

    For Clients: Skip this step. Contact shayne@getscripted.io for approval.

    For internal Scripted members, follow the pharmacy admin invitation process:

    Scripted Admin Invitation Process
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    Click "Invite" once. When you go back to Org Invitations Page, you'll see the invitation has been sent (can be revoked at any time).

    Scripted Pharmacy Invitations
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    4

    Create Pharmacy Organization

    1. Login to your pharmacy account at https://getscripted.io
    2. Click "Go to Pharmacy"
    3. Join the Scripted organization first, then click to enter it
    Join Scripted Organization
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    Organization Naming:

    Pharmacy Org name auto-transforms to slug format:

    • SV2 Pharmacy sv2-pharmacy
    • • All uppercase → lowercase
    • • All whitespace → hyphen (-)
    Create Pharmacy Organization
    Click to enlarge
    5

    Setup Pharmacy Till Payment

    This Till Payment is only responsible for medications' payment (OTC/Prescription).

    Use the link format WITH /api/v3:

    https://test-gateway.tillpayments.com/api/v3
    Pharmacy Till Payment Configuration
    Click to enlarge
    6

    Setup Starshipit API Key

    Contact shayne@getscripted.io to get your Starshipit API Key.

    Copy & paste the key in the designated area and save.

    Starshipit Configuration
    Click to enlarge
    For a Pharmacy to allocate medications to a Clinic, they must first establish a connection via the Allocation section.
    1

    Create Medications in Pharmacy

    First, create all medications in your pharmacy portal.

    Pharmacy Medications List
    Click to enlarge
    2

    Differentiate OTC vs Prescription

    When creating medications, set the "Doctor Prescription Required" field:

    OTC (Over-the-Counter)

    Doctor Prescription Required = No

    OTC Medication Example
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    Prescription Required

    Doctor Prescription Required = Yes

    Prescription Medication Example
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    3

    Build Connection & Allocate

    1. Select medications you want to allocate
    2. Choose the target clinic
    3. Click "Allocate" to send clinic invitation request
    Select Medications for Allocation
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    Medications Allocation - Invite Clinic
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    Medications Allocation - Pending Invitation
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    After sending the invitation, wait for the clinic to approve before proceeding.
    4

    Clinic Accepts Connection

    As Clinic Admin:

    1. Logout from Pharmacy portal
    2. Login to Clinic portal
    3. You'll see a prompt in the top-left corner to join the pharmacy
    4. Click "Join" to establish the connection
    Clinic Join Pharmacy Prompt
    Click to enlarge
    After joining, you won't see any medications yet - the pharmacy still needs to complete the allocation.
    5

    Complete Allocation from Pharmacy

    1. Logout from Clinic account
    2. Login back to Pharmacy account
    3. Go to Allocations and complete the medication allocation
    Pharmacy Allocations - Not Allocated
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    Pharmacy Allocations - Allocate Process
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    Bulk Allocation:

    For bulk allocation, the 'Allocated' tab must be empty. Delete any existing allocations first if needed.

    Allocated Tab - Empty for Bulk Allocation
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    Bulk Allocate to Clinic
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    6

    Clinic Selects Medications

    1. Logout from Pharmacy, Login to Clinic
    2. Go to your pharmacy section within the clinic portal
    3. Select the medications you want displayed to patients
    Clinic Pharmacy Section
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    Select Medications for Display
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    Medications Selection
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    Selected Medications Confirmation
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    Pricing:
    • • Default 20% margin from cost to RRP (negotiable for production)
    • • Each RRP is editable by clicking directly on it
    • • Changes affect what patients see in their portal
    The "Shipping Cost" column is not used - Starshipit API automatically calculates shipping based on medication weight at checkout.
    Each doctor needs a personal Calendly account.
    1

    Doctor Registration

    Access the clinic-specific URL:

    https://www.scriptedtech.com/[clinic-slug]

    Example: https://www.scriptedtech.com/fangtai0008clinic

    1. Go to "Doctor Dashboard" and click "Sign up"
    2. Fill in your basic profile information
    Doctor Registration Page
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    Doctor Profile Form
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    2

    Wait for Clinic Invitation

    After registration, logout and wait for the clinic to invite you. You'll receive an email notification once invited.

    Waiting for Invitation
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    3

    Clinic Admin Invites Doctor

    As Clinic Admin:

    1. Login to your Clinic account at https://getscripted.io
    2. Go to the "Doctors" section
    3. Invite the newly registered doctor
    Clinic Doctors Section
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    Invite Doctor
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    4

    Doctor Accepts Invitation

    1. Logout from Clinic account
    2. Login to Doctor account via clinic URL
    3. If organization doesn't appear, refresh the page
    4. Click "Join" on the clinic invitation
    Doctor Join Clinic
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    Doctor Portal Dashboard
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    A notification email is also sent to the Clinic Admin when a doctor joins.
    5

    Synchronize Calendly Account

    1. Click "Consultations" in Doctor dashboard
    2. OAuth Step 1: Authorize to Calendly (Clinic-level) Application
    3. Login with your personal Calendly account
    4. Click "Connect to Calendly" to complete setup
    Calendly OAuth Step
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    Calendly Login
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    Connect to Calendly
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    Once connected, patient bookings will appear in this section automatically.

    Two Ways to Register Patients:

    1. 1. Self-Registration: Patients register via the clinic URL (e.g., https://www.scriptedtech.com/fangtai0008clinic)
    2. 2. Manual Creation: Clinic Admin creates patient accounts from the dashboard
    1

    Patient Self-Registration

    Patients access the clinic-specific URL and click "Sign up":

    Patient Sign Up Page
    Click to enlarge
    2

    Complete Typeform

    After signing up, patients are redirected to complete the clinic's Typeform.

    Typeform Questionnaire
    Click to enlarge
    If patients close the window before completing, they'll be forced to complete the Typeform again on next login.
    3

    Book Initial Consultation

    After completing the Typeform, patients book their initial consultation:

    When "Book Consultation" is clicked:
    1. Scripted gathers patient Q&A via webhook
    2. Stores patient role and clinic data in Clerk User
    3. Redirects to patient dashboard
    Book Initial Consultation
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    Select Doctor and Time
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    4

    Pay for Consultation

    Patient pays for the consultation via Till Payment:

    Example: If clinic set $100/hr rate, a 30-min consultation costs $50 AUD.

    Consultation Payment
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    Payment Confirmation
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    5

    Access Patient Dashboard

    After payment, patients access their personal dashboard with:

    • Upcoming consultations
    • Prescriptions
    • Orders
    • Shop (OTC products)
    • Messages with doctors
    Patient Dashboard
    Click to enlarge
    Shop Page
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    6

    Message Doctors

    Patients can send message requests to their assigned doctors.

    Send Message to Doctor
    Click to enlarge

    Need Help?

    For technical support or questions about the onboarding process, please contact our team.