MEDVi to PlexusDx Switching Checklist: Records, Refills, and Timing

Last reviewed: September 7, 2026 Last updated: September 22, 2026

Written by: Jay Hastings, CEO of PlexusDx

Jay Hastings is the CEO of PlexusDx, a precision health company focused on genetic testing, blood biomarker insights, and personalized wellness recommendations. He has more than 20 years of experience across healthcare innovation, genomics, laboratory operations, healthcare investing, and strategic finance.

Medically reviewed by: Jayden Lee, PharmD, EMBA

Jayden Lee, PharmD, EMBA, is the PlexusDx Medical Director, with a PharmD and MBA specializing in pharmacogenomics and clinical product development. Dr. Lee has more than 10 years of professional experience in clinical pharmacy, academia, and research.

This article is part of the PlexusDx Education Hub — evidence-based guidance on GLP-1 therapies and weight-management care. Browse all Peptides & GLP-1 education

Editorial note: PlexusDx publishes this editorial review and offers one of the programs discussed. PlexusDx is not affiliated with MEDVi and has no commercial relationship with the companies named in this article; there are no affiliate links. Information is based on the sources and dates shown.

A provider switch goes smoothly when you treat it as four separate tracks: the records you hand to a new clinician, the clinical review itself, the pharmacy and shipping steps that follow approval, and the MEDVi subscription you manage under MEDVi's own rules. This checklist covers those tracks in order. It does not tell you when to take or stop any medication; a new PlexusDx clinician independently decides whether to prescribe, what, and when, and the same medication, dose, pharmacy, or delivery date is not guaranteed. Costs are compared in Switching From MEDVi to PlexusDx: Costs, Records, and Next Steps; this page is the working list.

Before starting: gather treatment and order details

A new clinician cannot see your MEDVi chart, and you will be asked for specifics during intake. Collect these before you begin, from your pharmacy labels, MEDVi portal, order emails, and card statements.

• Medication as labeled: the name and form on the current pharmacy label (for example, compounded semaglutide injection), the dispensing pharmacy's name, and the strength and directions exactly as printed.
• Treatment history: your start date with MEDVi, each documented change and its date, side effects and how they were addressed, and your recorded weight history during treatment.
• Supporting documents: the metabolic report or personalized plan MEDVi provided, any lab results, and a list of other medications, supplements, allergies, and conditions.
• Order details: the date of your most recent MEDVi shipment, how much supply is on hand, whether an order for the current cycle has already been processed, and your next MEDVi billing date.
• Account details: the email on your MEDVi account and how you have contacted support before, since cancellation requests go through hello@medvi.org or the patient-portal chat.

You can request copies of your records from MEDVi's support channels. If you cannot locate your next billing date, ask MEDVi for it in writing; the 72-hour cancellation rule is measured from that date.

Questions for the new clinician

Intake at PlexusDx takes about 60 seconds and costs $0 until a provider approves a prescription. The review is done by an independent U.S.-licensed clinician through a state-licensed telehealth platform, and five states require a scheduled video consultation. Use the intake and any follow-up to ask, rather than assume:

• Given my records, are you able to prescribe, and if so, what are you prescribing and in what form?
• How should I handle the supply I still have from MEDVi? (This is a clinical decision; do not decide it yourself.)
• What timing do you want between my last MEDVi shipment and any new prescription?
• What should I report to you during the change, and how do I reach you?
• Does my state require a video visit, and when will it be scheduled?
• Will the product from a state-licensed 503A compounding pharmacy differ in presentation from what I have now, and what should I expect in the package?

Compounded semaglutide and tirzepatide are not FDA-approved drug products and are not the same as Wegovy®, Ozempic®, Zepbound® or Mounjaro®; the FDA's statement explains why a product from a different pharmacy is not interchangeable on a patient's own judgment. Treatment decisions are made by your independent prescribing clinician.

Track approval, pharmacy processing, and shipment separately

Three different parties handle three different steps, and each has its own status. Log each one with a date so you are never guessing where an order stands.

PlexusDx publishes this comparison and offers one of the programs discussed. Information is based on the sources and dates shown.

Checked September 22, 2026 against PlexusDx product pages and MEDVi's cancellation and refund policy. PlexusDx charges $0 until the clinician approves a prescription; the first charge follows approval.

Use the confirmation and tracking messages you actually receive as your timeline, not a generic estimate. If a step stalls, contact the party responsible for that step. For how MEDVi's own approval, dispensing, and delivery sequence typically runs, see MEDVi Shipping Time: Approval, Dispensing, Delivery, and Refills.

Confirm the old subscription status

Nothing you do at PlexusDx changes your MEDVi account. If you decide to leave MEDVi, the timing rules come from MEDVi's cancellation and refund policy, read September 22, 2026:

• Notice: the cancellation request must arrive at least 72 hours before your next billing date. Count back from the billing date MEDVi confirms, not from your last delivery.
• Channel: email hello@medvi.org or use the patient-portal chat. Keep the sent message and ask for written confirmation.
• Service after cancelling: continues to the end of the billing cycle already paid for.
• Refunds: a full refund applies only within the first 72 hours without receiving services or on medical disqualification. There is no refund for the month in which cancellation occurs. Multi-month plans are refundable only for months with no medication shipped. Consultation fees are non-refundable, and prescription medication cannot be returned.
• Verification: after the confirmed final billing date, check your card statement for any further MEDVi charge and raise it with MEDVi immediately if one appears.

Whether to send that notice before or after you know the outcome of the PlexusDx review is a financial choice; many people prefer to know the outcome first, which can mean one more MEDVi cycle if the review runs past the 72-hour window. The treatment timing inside that choice belongs to your clinician. MEDVi's account, billing, pause, and refund mechanics are covered in MEDVi Subscription: Billing, Cancellation, Pauses, and Refunds. For MEDVi portal or refill-form help, contact MEDVi directly at help@medvi.org, hello@medvi.org, or (323) 690-1564.

A checklist of unresolved items

Some items cannot be settled by reading. Carry them as open until the right party answers.

• Clinical: whether you are approved, what is prescribed, and how existing supply and timing are handled. Owner: your PlexusDx clinician.
• State requirement: whether your state needs a scheduled video visit. Owner: your provider advises at intake.
• Next MEDVi billing date and cycle length: MEDVi does not publish its cycle length. Owner: MEDVi support, in writing.
• MEDVi multi-month plan terms: if you are on one, which months have shipped and which are refundable. Owner: MEDVi, under its policy.
• Written cancellation confirmation and final charge: owner: MEDVi; verify on your statement.
• PlexusDx plan terms: if you choose a 3- or 6-month plan, the payment schedule and any refund terms shown at checkout. Owner: you, before paying.
• Records copies: whether MEDVi has sent the records you requested. Owner: MEDVi support.

When every line has an owner and a date, the switch is under control even before all the answers arrive.

A note on genetics (optional)

PlexusDx offers compounded semaglutide and tirzepatide through its Weight Management Protocols. Separately, and only if it interests you, the GLP-1 & Peptide Pathways Genetic Test ($298) analyzes 14 pathways, 49 peptides, 150+ genetic insights, including variants in FTO, MC4R and TCF7L2 that relate to appetite and glucose-handling pathways. It does not predict how you will respond to any medication and does not tell you which drug, dose or provider is right for you; it is context for a conversation with your clinician. Test before you invest, and treat genetics as a guide, not a guarantee.

This article is educational. PlexusDx is not affiliated with MEDVi and has no commercial relationship with the companies discussed. PlexusDx offers compounded semaglutide and tirzepatide through its own Weight Management Protocols; this article compares approaches in the GLP-1 telehealth space. The GLP-1 & Peptide Pathways Genetic Test analyzes how your genes influence peptide-related biological pathways. It does not predict response to any specific medication and does not recommend, prescribe, or determine which peptides you should use. Consult a qualified healthcare provider before beginning any peptide protocol. Compounded semaglutide and tirzepatide are not FDA-approved drug products; they are prepared by state-licensed compounding pharmacies under federal compounding rules and are not the same as Wegovy®, Ozempic®, Zepbound® or Mounjaro®. Zepbound® and Mounjaro® are registered trademarks of Eli Lilly and Company; Wegovy® and Ozempic® are registered trademarks of Novo Nordisk A/S. PlexusDx is not affiliated with or endorsed by either company.

Frequently Asked Questions

What records should I gather before switching from MEDVi to PlexusDx?

Collect the medication name, form, strength, and directions as printed on your pharmacy label, the dispensing pharmacy, your start date and documented changes, side effects, any MEDVi metabolic report or labs, your other medications and conditions, your most recent shipment date and supply on hand, and your next MEDVi billing date. Request copies from MEDVi support if you lack them.

When do I need to send MEDVi my cancellation notice?

MEDVi's cancellation and refund policy requires the request at least 72 hours before your next billing date, by email to hello@medvi.org or through the patient-portal chat. Count back from the billing date MEDVi confirms. Service continues to the end of the paid cycle, and there is no refund for the month in which you cancel, so confirm the date in writing first.

Does completing the PlexusDx intake cancel my MEDVi subscription?

No. The two accounts are unrelated. Completing a PlexusDx intake does not notify or cancel MEDVi, and cancelling MEDVi does not enroll you at PlexusDx. PlexusDx cannot access or modify a MEDVi account. If you leave MEDVi, you send the cancellation request yourself under MEDVi's 72-hour rule and keep the written confirmation.

What happens at the PlexusDx intake and review?

The intake takes about 60 seconds and costs $0 until a provider approves a prescription. An independent U.S.-licensed clinician reviews your answers and records through a state-licensed telehealth platform; five states require a scheduled video visit. The clinician may approve, ask for more information, prescribe something different, or decline. Pharmacy processing and shipment follow approval as separate steps.

Will my dose and timing carry over from MEDVi?

Not automatically. Your new clinician independently decides whether to prescribe, what to prescribe, and how any remaining MEDVi supply and timing should be handled. Bring your labels, shipment dates, and supply on hand to intake and ask those questions directly. This checklist does not give dosing, overlap, or stopping instructions; those decisions belong to your treating clinician.

How do I track a PlexusDx order after approval?

Record each step separately: the date the clinician approved, the date the state-licensed 503A compounding pharmacy confirmed the prescription, and the carrier's tracking number with ship and delivery dates. Approval is not a shipment, and a pharmacy confirmation is not a delivery date. Use the confirmations you actually receive as your timeline, and contact the responsible party if a step stalls.

Sources and dates checked

• MEDVi cancellation and refund policy (home.medvi.org), read September 22, 2026
• MEDVi program page (glp1.medvi.org), read September 22, 2026
• PlexusDx weight-loss intake, verified live September 22, 2026
• PlexusDx Semaglutide Injection product page, read September 22, 2026
• FDA: FDA's concerns with unapproved GLP-1 drugs used for weight loss

This article is part of the PlexusDx Education Hub. Browse all Peptides & GLP-1 education

Medical and Editorial Standards

Medical review process: This article was reviewed for medical accuracy, scientific clarity, evidence alignment, and appropriate discussion of genetics, medications, supplements, biomarkers, and health-related claims.

Sources and evidence: PlexusDx educational content is developed using peer-reviewed research, clinical literature, reputable medical references, and, where applicable, public health or regulatory guidance. Sources and the dates they were checked are listed at the end of the article.

Commercial transparency: PlexusDx offers genetic testing, blood biomarker testing, personalized supplement recommendations, and related precision wellness services, and offers compounded GLP-1 programs through its Weight Management Protocols. Product mentions are intended to help readers understand available options and should not be interpreted as medical advice.

Important disclaimer: PlexusDx educational content is for informational purposes only and should not be used as a substitute for professional medical advice, diagnosis, or treatment. Always consult a qualified healthcare provider before making decisions about medications, supplements, genetic testing, lab testing, or health-related care.