Integrate IdentityCheck with EasyPractice for Seamless Workflows

EasyPractice is a trusted platform for therapists and clinicians, streamlining everything from calendar management to online bookings and invoicing. When coupled with IdentityCheck, EasyPractice users can ensure a streamlined, secure experience by integrating robust ID verification processes. By combining these systems, practitioners not only optimize administrative efficiency but also enhance client trust through thorough KYC checks.

Why Connect IdentityCheck to EasyPractice

Integrating IdentityCheck with EasyPractice transforms how clinics handle client onboarding and identity verification. By leveraging IdentityCheck’s capabilities, therapists can seamlessly perform KYC checks, reducing instances of identity fraud and providing peace of mind. For example, one consultancy firm recorded substantial savings and reduced client onboarding time leveraging these technologies together. This efficiency makes handling personal client data safer and more compliant with industry standards.

Setting Up the Integration

1. Log in to your EasyPractice account and navigate to the integrations tab.
2. Select IdentityCheck from the list of available integrations.
3. Click “Connect” and follow the on-screen steps to authorize the integration.
4. Configure the ID verification settings to tailor the setup according to your practice’s needs.
5. Run a test verification to ensure everything is working smoothly before going live.

How It Works in EasyPractice

Once integrated, IdentityCheck operates smoothly in the background. As appointments are scheduled through EasyPractice, ID verification prompts are sent automatically to clients, ensuring identity checks are completed prior to visits, thereby enhancing trust and compliance. For instance, a therapist can verify client identities automatically, enabling secure access to video consultations and private notes. This seamless process enhances both security and client experience.

Frequently Asked Questions

• Where is my data stored? Data is stored securely in compliance with GDPR regulations, ensuring client privacy is maintained.
• Can I customize the verification message? Yes, customizing the verification message to align with your practice’s tone is easy and straightforward.
• What if someone doesn’t complete the ID check? You can configure reminders or manual follow-ups to ensure the verification process is completed.

The Smart Way to Verify in EasyPractice

Integrating IdentityCheck with EasyPractice is a strategic move toward more efficient and secure practice management. By automating the identity verification process, clinicians free up valuable time to focus on providing exceptional care. This seamless integration not only simplifies administration but also fortifies client trust, ensuring a streamlined path to success for both client and clinician alike.