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Worksheet

Launch Readiness Worksheet

Scope your states, services, front end, merchant option and LegitScript status before a first call, and see which onboarding track you are on.

Last checked October 25, 2026

A scoping worksheet to fill in before a first call. Your answers show which onboarding track you are likely on and what to bring, so the call is spent on decisions rather than discovery. Nothing you enter here is sent anywhere; it stays in your browser.

The two onboarding tracks

  • When you are ready to launch: 3 to 7 days when your front end is already live, your scope is decided, and you are not waiting on LegitScript.
  • When there is more to build: Closer to 60 days when the funnel still has to be built, or you need LegitScript certification to advertise on Google or Meta — that runs four to five weeks through us and nobody can compress it.

Where you land depends on your side of the launch, not on TrueEval's: these are the variables.

  • A live front end for patients to land on
  • LegitScript certification, if you intend to advertise on Google or Meta — four to five weeks through us
  • Someone running your marketing
  • A decided scope: what you sell, where, and at what price

What the worksheet asks

  1. Which states your patients will be in.
  2. Which services you will offer.
  3. Whether your patient-facing front end (site, intake, checkout) is live.
  4. Whether your scope (what you sell, where, at what price) is decided.
  5. Which merchant-of-record structure you prefer.
  6. Your LegitScript status, if you will advertise on Google or Meta.
  7. Whether any service involves controlled substances.
  8. Expected monthly patient volume and your target launch date.

Merchant of record options

  • TrueEval as Merchant of Record (preferred): TrueEval serves as Merchant of Record, combining patient billing, clinical care, prescribing and pharmacy coordination in one integrated operating structure.
  • Partner-owned Merchant of Record: The partner keeps its own merchant account and patient billing. TrueEval supplies the clinical infrastructure behind the partner's brand, supported by a prefunded service balance.

In both structures, clinical decisions remain with the treating clinician.

Fill in the worksheet

Your answers stay in this browser tab. Nothing is sent.

1. Where will your patients be?
2. Which services? (choose all that apply)
3. Is your patient-facing front end (site, intake, checkout) live?
4. Is your scope decided (what you sell, where, at what price)?
5. Merchant of record
6. LegitScript (needed to advertise on Google or Meta)
7. Will any service involve controlled substances?
8. Expected patients per month in the first quarter
9. Target launch

Your summary

Answer every question to see your likely onboarding track.

Frequently asked questions

Does submitting the worksheet send my answers to TrueEval?
No. The worksheet runs in your browser and sends nothing. Bring the summary to your call, or paste it into the get-started form.
How long does onboarding take?
3 to 7 days when your front end is already live, your scope is decided, and you are not waiting on LegitScript. Closer to 60 days when the funnel still has to be built, or you need LegitScript certification to advertise on Google or Meta — that runs four to five weeks through us and nobody can compress it.

Sources

Last checked October 25, 2026. General information, not legal or medical advice. Laws, board rules and agency policies change and vary by state, service and license type. Confirm current requirements against the primary sources listed here and with qualified counsel licensed in your state before you rely on them.

Next steps

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