When do patients see the intake questionnaire?

Patient intake is captured inline during checkout — there is no separate questionnaire page between the cart and checkout. When a Qualiphy-linked product is in the cart, checkout adds the required patient fields and any eligibility questions that consultation needs, and the full health intake happens as part of the telehealth visit after checkout.

Only linked products show intake

Intake fields only appear for products that are linked to a Qualiphy consultation. A plain WooCommerce product — even one named after a treatment — goes straight through the normal cart → checkout flow with no questionnaire.

Checking that a product is linked

The quickest check is the Qualiphy column on the WooCommerce Products list — every product shows a Linked or Not Linked badge. You can also open Qualiphy → Consultations, where imported products are listed against their consultation (toggle “Hide linked” to see what’s not yet imported). If you created a product by hand instead of importing it through the plugin, import or link it first, then test checkout again.

The dose questionnaire is separate

Variable products (like multi-dose medications) can show a dose-selection questionnaire before checkout when “Enable Questionnaire” is on for the product. That’s a product-selection flow — the health intake itself still happens at checkout and during the telehealth visit.