Require Email/Phone Confirmation for Your Public Forms

PracticeQ offers two ways to get an intake form to your clients. Send them a private invitation through PracticeQ or use the form's public URL.

• The disadvantage of making your forms public is that anyone can log in and submit them, even if they are not your clients. If you use our forms in your website, you can require that your clients confirm their email address or phone number before initiating the intake.
• The system will use the client's phone number to send an SMS when there is no email address on file. The client needs a phone number on file in this case.

This method offers three advantages:

1. Authenticating the user email/phone helps validate the user’s identity.
2. It prevents spammers from filling out your forms.
3. The client can come back to complete an unfinished form at anytime.

The only drawback of enabling this confirmation is that it will require your clients to perform an extra step in order to fill out your form.

How it works:

Enable Confirmation

1. Click My Forms and locate the form you wish to edit.
2. Click the three dots icon → Get URL.
3. Check the box labeled I want this form to be accessed through my website or tablet.
4. Check the box labeled Require email or phone confirmation.
5. Click Close.