Case identifiers are unique pieces of information (e.g. DOB, provider number, etc) that verify the guest's identity. When guests initiate a chat, they can be prompted to provide specific identifiers to verify their identity quickly and securely.
💡 You can create as many custom case identifiers as needed depending on your verification process. These identifiers can be marked as either required or optional.
👉 Setup
1. Go to the Team's Settings and select the Guests Tab.
2. Scroll down to Template Identifiers and click on Manage
3. Click on the blue plus icon to create a custome identifier. You can choose, between Text, Date, Phone or Advanced.
💡Under Advanced you'll find pre-configured identifiers such as DOB, Gender, Medicare number, Name and Phone number etc.
💡 Please be aware that the fields for Patient Name and Guest Phone can be automatically populated using the information provided during the patient's login. This functionality allows for a smoother experience, as patients will not need to re-enter this information if these identifiers are included.
However, if there is a possibility that the patient may not be the individual initiating the chat, it is advisable to disable the Prefill toggle. This will allow the guest to manually enter the patient's name.
5. Toggle: Ask and Required
- Choose "Ask" to prompt the patient to enter the identifier.
- Select "Required" if you want to make it mandatory for the patient to complete this field before they can continue with the chat.
6. Add as many identifiers as needed and click Done. You can rearrange the sequence via the drag icon.
7. Don't forget to save!
Patient View:
