HOLTORF MEDICAL GROUP Genetic Testing · Onboarding Overview
Path to Launch: Holtorf Medical GroupWhite-Label Genetic Portal
You’re on track to launch your fully branded DNA Discovery Complete Test Kit experience by May 1. Below is exactly what we need from Holtorf Medical Group to keep that launch date locked, and how the onboarding milestones line up from first sale through the patient’s results.
Launch target: May 1 for your white-label patient & provider portals
Earliest patient genetic data delivery: June 1 (for kits sold on May 1)
We handle portal build, branding, and technical implementation
You handle 5 key setup items outlined below
Estimated time to complete Holtorf Medical Group action items: 3–5 hours total, spread over your preferred timeline before May 1.
How the Timeline Works
We’ll handle the full white-label build of your portals and keep you on track for an May 1 launch, while giving us all enough room to refine clinic training and final details before the first patients receive their data.
Now → May 1
Your focus: complete the 5 Holtorf Medical Group action items (domain, payments, SKU, provider code).
Our focus: design, configure, and QA your white-label patient & provider portals so they’re ready for live traffic on May 1.
May 1 Launch & Beyond
If the first DNA Discovery Complete Test Kit is sold on May 1, the earliest a patient would receive their genetic data is June 1.
This creates a comfortable window to finalize clinic training, refine workflows, and implement any optimizations—without impacting the patient experience.
Holtorf Medical Group Onboarding Checklist
These four items are the only dependencies on Holtorf Medical Group’s side to stay on track for an May 1 launch. We’ll partner with your team throughout each step.
1. Dedicated Domain
Identify and purchase a dedicated domain (or subdomain) for the patient and provider portals (e.g., genetics.medshift.com). Share DNS details so we can configure routing.
Owner: Holtorf Medical Group IT / Web team
Outcome: Branded, trusted entry point for all users.
Example: Holtorfgenetics.com is available
Action: Purchase dedicated domain and confirm once that has been completed
2. Payment API Gateway
Review and configure the payment API gateway that will send orders into our system for processing. Confirm supported payment methods and test a non-production transaction.
Owner: Holtorf Medical Group engineering / finance
Outcome: Seamless order flow from Holtorf Medical Group marketplace to our lab systems.
Action: review & download API docs HERE
3. Product SKU & Listing
Create the product SKU in your catalog and upload product information for the DNA Discovery Complete Test Kit, including pricing, description, and imagery (we’ll provide assets).
Owner: Holtorf Medical Group product / merchandising
Outcome: Live, discoverable listing for the DNA Discovery Complete Test Kit.
Action: Download product information HERE
4. Brand Guide for Customization
Provide your current brand guide (logos, colors, typography, and imagery guidelines) so the genetic portal experience matches your Holtorf Medical Group brand standards across patient- and provider-facing views.
Owner: Holtorf Medical Group marketing / brand team
Outcome: Portal UI, emails, and patient flows aligned with Holtorf Medical Group brand.
Action: Send Brand Guide to [email protected]
We Own the Build. You Focus on Go-to-Market.
Our team will deliver a fully branded, white-label patient and provider portal experience by May 1. From there, we’ll help you turn it into a high-performing channel for your clinics and providers.
- Step-by-step clinic training guides
- Short how-to videos for staff workflows
- Asset packs for product, portal, and provider education
- Launch checklist aligned to your internal teams
Because the first patient data will not be delivered until June 1st at the earliest, we have a clear window to iterate messaging, refine training, and validate provider feedback without impacting patient timelines.
Finalize Owners, Dates, and Open Questions
To lock in the May 1 launch with confidence, we recommend a short working session to confirm internal owners for each action item, target completion dates, and any integration questions from your team.
- Confirm domain strategy and routing plan
- Align payment flow and refund/edge-case handling
- Review DNA Discovery Complete Test Kit positioning and price
- Define how providers will discover and use the free-test code
Next step: schedule a 30–45 minute onboarding review to confirm this plan and capture any Holtorf Medical Group-specific requirements.
Alternatively, reply to this plan with your preferred owners and timelines, and we’ll update the project tracker on our end.
Onboarding FAQs
Quick answers to the most common questions your team may have during the Holtorf Medical Group onboarding process.
Can we still hit an May 1 launch if some details are not finalized?
Yes. As long as the four core Holtorf Medical Group action items (domain, payment gateway, brand guide, SKU setup) are completed on time, we can launch on May 1. Because the earliest patient data will be delivered on June 1 we have room after launch to refine training materials, messaging, and minor workflow details without affecting patient timelines.
How long will it take Holtorf Medical Group to complete the action items?
In our experience, the combined work typically takes 3–5 hours across IT, product, and engineering—often completed over several short working sessions. If you share internal constraints, we can help sequence the work to fit your team’s bandwidth.
Who is responsible for building and configuring the white-label portals?
Our team is fully responsible for designing, building, and configuring the white-label patient and provider portals. Holtorf Medical Group is responsible only for the four setup items and for providing timely feedback during reviews.
What training and enablement will clinics receive?
We will provide step-by-step training materials for clinic staff, short how-to videos for ordering and reviewing results, and reference guides for providers. These assets can be co-branded and distributed through your existing Holtorf Medical Group communication channels.