What is Practice Better?

Practice Better is an all-in-one practice management platform designed for health and wellness professionals. It streamlines client management, scheduling, billing, and communication, making it easier for professionals to manage their practice efficiently.

Why Use ID Verification with Practice Better?

Implementing ID verification within Practice Better can significantly enhance the security and trustworthiness of your practice. Ensuring that clients’ identities are verified can prevent fraud, maintain compliance, and foster a safer environment for both practitioners and clients.

Utilize ID Checks for New Client Onboarding

When new clients sign up, ID verification can help ensure that they are who they say they are. This step builds trust right from the start and safeguards sensitive information.

Enhanced Security in Communications

Integrating ID verification can add an additional layer of security when you are sharing sensitive information or documents with your clients via Practice Better.

Compliance and Authenticity in Virtual Consultations

With the rise of virtual consultations, verifying the ID of your clients can be crucial in ensuring compliance and authenticity during remote sessions.

Setting Up IdentityCheck with Practice Better and Zapier

Follow these steps to set up the integration efficiently:

1. Create Accounts: Ensure you have active accounts on IdentityCheck and Zapier.
2. Connect Apps on Zapier: Log in to your Zapier account and navigate to the ‘Make a Zap’ page. Select ‘Practice Better’ and ‘IdentityCheck’ as the apps you want to integrate.
3. Set Up Triggers and Actions: Define the triggers on Practice Better (e.g., new client sign-up) and map them to corresponding actions on IdentityCheck (e.g., initiate ID verification).
4. Authorize Accounts: You may be required to authorize both your Practice Better and IdentityCheck accounts within Zapier to enable the integration.
5. Test and Activate: Run a test to ensure the integration is working correctly. Once verified, activate the Zap to start using the integrated services.

Using ID Verification in Practice Better

Once set up, using the ID verification process is straightforward:

1. Add a New Client: When adding a new client in Practice Better, the predefined triggers will activate the ID verification process through IdentityCheck.
2. Initiate ID Check: The client will receive instructions to complete their ID verification, which might include uploading identification documents or taking a live photo.
3. Receive Verification Results: Once the ID is verified, the results will be available in your Practice Better client profile, ensuring you can proceed with a verified and secure client.
4. Regular Usage: Regularly perform ID checks for new sign-ups or sensitive actions to maintain a secure practice environment.

Integrating ID verification with Practice Better through IdentityCheck and Zapier leverages the best of both platforms, ensuring a seamless and secure experience for health and wellness professionals.