Onboard in minutes — reach the guest catalog today, production orders after verification
Fizy Health onboarding is a self-serve path that puts your clinic on the Free plan in under ten minutes: create an organization at app.fizy.health/signup, accept the BAA, add your first location, and browse the guest catalog with pass-through pricing the same day. Production 503A ordering unlocks after NPI, prescriber, and clinic verification approve — not after a multi-week sales cycle. Most clinics split onboarding into a fast signup phase and a parallel verification phase so ops can evaluate formulary fit while documents process.
If you searched fizy health onboarding or fizy health setup, this page maps the timeline from signup to first validated production order.
Five phases from zero to production ordering.
Fizy Health onboarding is designed so catalog evaluation never waits on a sales gate — verification runs in parallel with formulary review.
- 01
Signup and organization creation
Register at app.fizy.health/signup, name your legal entity, add the first clinic location, and accept the BAA. Elapsed time: under ten minutes.
- 02
Guest catalog and pricing review
Search assigned 503A SKUs with pass-through landed cost on each line. Compare formulary coverage against your current compounder mix.
- 03
Team provisioning
Invite prescribers and operations staff with role-based access. Each user gets individual credentials and attaches NPI where required.
- 04
Verification submission
Upload clinic licensing, prescriber credentials, and state-specific documents. Ops continues catalog work while review processes.
- 05
First validated production order
When verification approves, build a patient-linked clinic cart, pass validation, and checkout with disclosed fees and pass-through pharmacy cost.
Run these in parallel to finish onboarding faster.
Clinics that treat onboarding as two parallel tracks — formulary evaluation and verification — reach production volume sooner than those that wait sequentially.
What you need first
- Owner account and BAA acceptance A clinic owner or authorized lead completes signup and accepts the business associate agreement before patient-linked data enters the platform.
- Verification document packet Gather NPI, DEA, clinic license, and medical director attestation before signup day ends. Incomplete uploads are the top delay between catalog access and live checkout.
- Team roster with roles List who needs prescriber access versus ops-only access before sending invites. Role mistakes create rework during your first refill batch.
How access works
- 01 Complete signup the same day you decide Do not wait for a sales call — self-serve signup at app.fizy.health/signup is the intended onboarding entry.
- 02 Upload verification immediately Submit documents in the same session as signup when possible. Review time starts when upload completes, not when you first browse catalog.
- 03 Run a test cart before refill day After approval, build a small patient-linked cart and run validation before your highest-volume ordering day.
Common access issues
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Assuming onboarding equals live ordering
Guest catalog access is immediate; production checkout is not. Check verification status in organization settings if checkout remains gated.
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Delaying team invites
Prescribers cannot attach NPI until invited. Send invites during onboarding — not after verification — so credentials are ready when approval lands.
Platform surfaces you validate during onboarding.
Use onboarding to confirm these outcomes match your clinic workflow before you route production refill volume through Fizy Health.
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One formulary view across every 503A partner
Browse assigned compounders in a single catalog with search, favorites, and pass-through landed cost on each line.
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Quote patients with real per-vial cost before the consult
See resolved 503A landed cost in catalog and cart before checkout, with facilitation fee disclosed at payment.
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Friday refills for every patient in one checkout
Build the whole refill day in one clinic cart and submit a single payment across new starts and refills.
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Fewer paid orders rejected by the pharmacy
Validation catches SIG, licensure, and stock issues before you pay — not after rejection.
What clinics ask about Fizy Health onboarding.
- Timeline
How long does Fizy Health onboarding take?
Organization signup takes under ten minutes. Verification review depends on document completeness — many clinics browse catalog the same day they register and receive production access within a few business days when documents are complete.
- Access
What can I do during onboarding before verification?
Browse the guest catalog with pass-through pricing, invite team members, explore cart tooling, and evaluate formulary coverage. Production checkout remains gated until verification approves.
- Plans
Which plan am I on during onboarding?
New organizations start on the Free plan: $0 per month, no credit card, full platform access, and 15% software facilitation fee on cart subtotal at checkout per the Pricing page.
- Team
Should I invite my team during onboarding?
Yes. Invite prescribers and ops staff early so NPI attachment and role setup finish before verification approval. Waiting until approval delays your first refill batch.
- Verification
What blocks onboarding from completing?
Incomplete verification uploads, invalid NPI entries, or missing clinic licensing documents are the most common blockers. Check organization settings for pending items.
- Support
Is there white-glove onboarding?
Self-serve onboarding is the default on Free and Growth. Premium includes dedicated onboarding support for multi-location operators — see the Pricing page for tier details.
Start onboarding today.
Create your organization at app.fizy.health/signup, browse the guest catalog the same day, and submit verification so production ordering unlocks as soon as review completes.