Free Guides for Telehealth Teams
Practical guides created by the Scalater team, for founders, product leads, and engineers building in telehealth. No fluff, no gated courses. Just the checklists, playbooks, and decision guides that save you time and help you avoid costly mistakes.
HIPAA Compliance Checklist
12 Things Between You and HIPAA. 9 Take Under a Day.
A step-by-step checklist covering all 12 areas HIPAA auditors examine, from encryption, access controls, and audit logging to breach response procedures and patient rights. Built for telehealth founders, operators, and product leads who need to know exactly where they stand before an auditor does.
HIPAA Integration Readiness Checklist
Is Your Shopify Store Ready to Connect to a Pharmacy or EHR System?
An 11-item checklist covering everything that must be in place before connecting Shopify to a pharmacy fulfillment partner, ePrescribing platform, or EHR system. From PHI data inventory and BAA execution to staging environments and support team prep, know what's blocking your integration before development starts.
Telehealth MVP Scope Guide
What to Build First, What to Skip, and What Takes How Long
A practical framework for defining a telehealth MVP that's genuinely launchable in 10–14 weeks. Covers the four core modules every platform needs before seeing a patient, the features most founders add too early, a realistic phase-by-phase timeline, and the questions to answer before your first development meeting.
Payment Gateway Guide for Health Brands
Why Standard Payment Setups Fail Health Products and What to Use Instead
Health merchants face payment friction that standard e-commerce stores don't. This guide explains why processors flag prescription products, supplements, and telehealth services, and how to build a payment infrastructure that holds. Covers Shopify Payments risks, chargeback management, HIPAA exposure at checkout, and an 8-step action plan.
ePrescribing Integration Playbook
How a Prescription Moves From Your Store to a Patient's Pharmacy
A step-by-step walkthrough of the complete ePrescribing workflow, from patient intake through prescription transmission to pharmacy fulfillment and order tracking in Shopify. Covers the three systems that must connect (EHR, ePrescribing platform, pharmacy partner), where projects break down, and a 15-item pre-integration checklist.
Patient Portal Design Guide
5 Decisions That Determine Whether Patients Use It or Ignore It
Most patient portals are built for compliance, not for patients. This guide covers the five product decisions that determine whether your portal adds value or creates frustration, from defining what patients actually need to do, to record access levels, secure messaging design, provider-side interface priorities, and patient authentication.
AI-Ready Architecture Guide
6 Decisions You Must Make Before AI Can Work in Your Healthcare Platform
Most healthcare platforms aren't ready for AI, the data is fragmented, access controls are too loose, and compliance agreements don't cover AI vendors. This guide walks through the six infrastructure and governance decisions that determine whether AI becomes a real capability or a perpetual prototype that never reaches production.
FHIR Decision Guide
Does Your Healthcare Platform Actually Need FHIR?
FHIR is genuinely valuable, and genuinely expensive to implement. This guide cuts through the noise with a clear decision framework: when FHIR is required, when it's premature, the four implementation levels from FHIR-aware data model to full SMART on FHIR, and a four-question test to determine your current priority.
Multi-State Pharmacy Routing Guide
How to Fulfill Pharmacy Orders Across State Lines Without Operational Breakdowns
State lines are compliance boundaries for pharmacy operations. This guide covers the four things that change by state, pharmacy licensure, prescriber licensing, controlled substance routing, and compounded medication regulations, how to build automated routing logic, and a pre-expansion checklist for every new state you add.