Full Relationship Workflow

Complete end-to-end testing workflow covering the happy path from order placement through relationship acceptance and session logging.

Prerequisites

• Have a provider account ready (e.g., from the Provider Onboarding test)
• Know which tests/exams this provider is set up to tutor for
• Access to a testing discount code (available from dev team)

Login URL

Access the platform at: https://mpmedical.dev

Testing Instructions

Step 1: Make an Order on Matchpal

1. Ensure you're logged out of mpmedical.dev
2. Go to https://matchpalmedical.com
3. Browse to the 10hrs USMLE/COMLEX Tutoring Package
4. Complete the order process:
   • Make your product selections
   • Use the testing discount code (contact dev team for code)
   • Use an email ending in @matchpalmedical.com
   • Tip: If you need a unique email without creating a new account, use info+{anythinghere}@matchpalmedical.com (e.g., info+test123@matchpalmedical.com)—this routes to info@matchpalmedical.com

Step 2: Check Your Inbox

1. Check your email inbox for the student invite email
2. Verify the email content looks correct (should include relationship and package details)

Step 3: Create Student Account

1. Follow the link in the student invite email
2. Complete account creation with your student information

Step 4: Complete Intake Questionnaire

1. After account creation, you'll land on the dashboard
2. Fill out the intake questionnaire with responses that match your provider's test expertise
   • Select the exam/test your provider is set up for
   • This creates a proposed relationship with the provider
3. Complete and submit the questionnaire

Step 5: Provider Accepts Relationship

1. Log out of the student account
2. Log in as your provider account to https://mpmedical.dev
3. Navigate to the Relationships or My Students section
4. Find the proposed relationship from your student
5. Accept the relationship
6. Select the student on the My Students tab

Step 6: Log a Session

1. While logged in as the provider, log a session with the student
2. Verify:
   • Session appears on the student's dashboard
   • Hours/credits deduct from the package
   • All relevant information updates correctly

Step 7: Send a Message

1. From the provider account, send a message to the student
2. Verify the message is delivered

Step 8: Student Verification

1. Log out of the provider account
2. Log in as the student
3. Navigate to the Tutors tab and view your relationship
4. Verify:
   • Provider information displays correctly
   • Session history shows the logged session
   • Messages appear properly
   • Package information and remaining hours are accurate
5. Log out

Success Criteria

• ✓ Order placed and processed successfully
• ✓ Student invite email received with correct details
• ✓ Student account created without errors
• ✓ Intake questionnaire completed and submitted
• ✓ Proposed relationship created automatically
• ✓ Provider can accept the relationship
• ✓ Session logged and updates reflect on both sides
• ✓ Messages exchange between provider and student
• ✓ All information consistent across both accounts
• ✓ Hours/credits properly deducted from package

Issues?

If you encounter any problems, create a ticket in Linear.