How do I enable patient authentication or verification?

Patient authentication enables you to send an email verification link to patients prior to filling out forms. You may activate this feature on each of your forms individually.

You can choose which form or booking page need patient authentication. To do this, please refer to these steps:

1. Log in to your Upvio account
2. Go to Forms and click New Form or open an existing form.
3. On the right side, click on the Form tab.
4. Toggle on Require Patient Authentication. Green indicates patient authentication has been enabled.
5. Click Publish to save your changes.

NOTE: The link in the verification email expires in 20 minutes. A new one must be requested upon expiry.

How do I check if the patient is verified?

Verified patients will have the verified badge next to their names. There are 3 ways to look for the badge:

• View the patient’s profile.
• Go to the form submission page and check the form responses.
• Check the patient’s name on an existing calendar booking.