Partner Categories

Choose the partnership track that matches what you deliver - and how you work.

Partner categories are how MDS organizes ecosystem collaborators by capability so we can route reviews, governance, and co-delivery responsibly. Categories are not certification, accreditation, or medical endorsement.

Healthcare-first
Governance-led
No PHI

How to choose your category

1

Match by capability

what you actually implement or deliver.

2

Match by touchpoint

where you connect into the patient journey (web, voice, messaging, operations, data).

3

Validate against standards

privacy, security, governance, and delivery readiness.

Note: Many partners fit more than one category. In the application, choose a primary category and (optionally) a secondary category.

Categories we work with

These categories help us route evaluation and governance. Your scope may span multiple areas - we will confirm fit during review.

Healthcare CRM & patient journey automation

Scope:

pipelines, lead-to-visit workflows, segmentation, consent-first follow-up, reporting.

Touchpoints:

web forms, WhatsApp/SMS/email, call center handoff, scheduling integrations.

Minimum expectations:

consent logging, auditability, healthcare-safe templates (no PHI by default).

Apply under this category →

Voice, telephony, and call quality systems

Scope:

IVR, routing, call tracking (privacy-aware), QA scoring, recordings governance.

Touchpoints:

reception, contact center, missed-call recovery, appointment confirmations.

Minimum expectations:

clear consent model, retention rules, access controls, no hidden recording.

Apply under this category →

Patient experience, messaging, and reviews

Scope:

patient messaging, feedback loops, review generation, service recovery playbooks.

Touchpoints:

post-visit journeys, reminders, satisfaction, referral readiness.

Minimum expectations:

opt-in messaging, moderation controls, brand-safe templates.

Apply under this category →

Compliance, quality, and governance support

Scope:

SOPs, audit preparation, privacy reviews, policies, quality systems enablement.

Touchpoints:

internal operations, data governance, staff enablement, vendor controls.

Minimum expectations:

clear methodology, documentation discipline, healthcare familiarity.

Apply under this category →

Training and enablement (front desk, sales, service)

Scope:

call scripts, reception training, conversion SOPs, coaching, QA programs.

Touchpoints:

reception and call teams, WhatsApp response, follow-up quality, handover to clinicians.

Minimum expectations:

measurable frameworks, coaching cadence, privacy-safe roleplay (no PHI).

Apply under this category →

Analytics, measurement, and BI

Scope:

dashboards, attribution modeling (privacy-aware), funnel measurement, experimentation design.

Touchpoints:

website analytics, CRM reporting, call center KPIs, operations metrics.

Minimum expectations:

event taxonomy alignment, data minimization, documentation.

Apply under this category →

Integrations and engineering (APIs, middleware)

Scope:

integrations between CRM, voice, messaging, scheduling, and internal systems.

Touchpoints:

data flows, authentication, webhooks, ETL, system reliability.

Minimum expectations:

secure architecture, least-privilege access, change control.

Apply under this category →

Content and production (healthcare-safe)

Scope:

educational content, production workflows, localization, governance-led publishing.

Touchpoints:

SEO/GEO, patient education journeys, brand assets, multimedia content.

Minimum expectations:

medical-risk awareness, approvals workflow, claims discipline.

Apply under this category →

What we look for in every category

Healthcare context

understands patient trust, consent, and service sensitivity.

Security + privacy posture

DPA readiness, access controls, least-privilege, audit logs where relevant.

Operational readiness

clear SOPs, QA processes, and delivery accountability.

Documentation

implementation notes, handover assets, and support pathways.

Governance alignment

willing to follow standards for data handling, co-marketing, and change management.

How category selection changes the review

Your selected category routes your application to the right owner and sets the evaluation checklist (technical, operational, and compliance). We may request a short discovery call to confirm scope and governance before moving forward.

1

Category routing

primary owner assigned based on capability.

2

Standards check

privacy, security, and claims review.

3

Fit validation

references, delivery model, and capacity.

4

Next step

pilot (optional) or listing + co-delivery plan.

FAQ

Ready to apply under the right category?

Apply to Partner and select your primary category. We will confirm fit, governance, and next steps based on your scope.