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Require client ID verification — portal upload before first appointment

Feature RequestHigh Prioritypractice management

Upheal should be requiring clients to upload a photo of their government-issued ID through the patient portal before their first appointment. This is a standard identity-verification practice in healthcare and is especially critical for telehealth providers who cannot verify identity in person.

Why this matters:

  1. Compliance: Identity verification is a best practice and may be required depending on jurisdiction and type of care provided.

  2. Security: Ensures the person accessing care is who they claim to be.

  3. Efficiency: Collecting ID upfront via the portal is faster and cleaner than requesting it at intake or via email.

  4. Telehealth: For remote sessions, ID verification becomes even more important.

Suggested implementation:

  • Add an ID upload requirement to the client portal onboarding flow

  • Allow therapists to mark ID verification as required or optional per client

  • Store the ID securely and flag in the client profile once verified

  • Optionally, allow therapists to review/approve the ID before the first session

Posted by Liza Shaw ·
2 comments

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Comments2

  • Danaé Behr

    •

    Sep 22

    This would also be benefical for therapists (such as myself) that provide walk & talk and nature-based therapy. Meeting the client in person, this would be helpful for identification, and safety assurance.

  • Upheal Moderator

    Team•

    Aug 24

    Identity verification before a first telehealth session is a valid, compliance-minded ask. We’ll log this as an optional onboarding-flow feature. Not everyone will want it mandatory, so a per-client toggle like you suggested makes sense.