A qualification is an LMN issuance record for clinical intake forms that were initiated outside of a one-time payment or Shopify payment session. Qualifications typically occur in reimbursement flows or for subscription orders, where a customer has completed the medical qualification process independently of a direct purchase transaction.
The Qualifications tab in your Truemed Dashboard gives you a record of who has completed clinical intake forms, when their LMNs were issued, and when related billing actions occurred. Use it for reporting, auditing, and exporting a full record of qualified customers over time.
From the Qualifications tab, you can view:
Only the details listed above are available in the dashboard. No protected health information is displayed. All medical data submitted through the clinical intake form remains private.
The Qualifications tab also gives you access to your qualification link, which is the URL customers use to complete the intake form. This link should typically only be shared in post-purchase environments with placements specific to your integration type (for example, the order confirmation page or post-purchase email).
