Patient Identity Verification

Last updated: 13 October 2026

Overview

Jump has an Identity tab on the patient sidebar which shows a patient's current verification status, the actions available to verify their identity, and the full audit trail of previous verification events.

When a patient has been successfully verified, an ID Verified pill appears next to their name on the patient card and header, alongside the existing Active badge, so the status is visible at a glance across the app.

Setting up ID checks

Photo ID checks run through Stripe Identity: the patient takes a photo of their ID and a selfie, and Stripe checks them. To use them you need two things.

  1. Stripe connected. Go to Apps → Stripe and connect your practice's Stripe account if you haven't already.
  2. ID checks switched on. In Apps → Stripe, open the ID Verification tab and switch on Enable ID Verification under ID Verification Settings.

If the tab shows Identity Permissions Required, your Stripe account was connected before ID checks were available. Click Reconnect Stripe Account and approve the extra permission in Stripe, then switch ID checks on.

On the same tab you can choose what happens When a photo ID check matches and buy ID check credits (see below).

Asking for an ID check on online bookings and forms

To ask for an ID check automatically when a patient books online or fills in a public form, also switch on More control over public forms in Settings → Jump Beta. Then:

  • Appointment types: in Configuration → Appointment Types, open a type and choose its ID check: No ID check, Before booking (after signing in, the patient does the photo ID check before answering questions or paying, and can't book without it), or After booking (the check is added to the patient's appointment tasks, on the booking confirmation and in the confirmation email). Patients who are already verified, or whose check is waiting for your review, aren't asked again.
  • Public form links: in the link's setup, under Access, choose an ID check: No ID check, Before the questions (they confirm who they are, do the photo ID check, then answer), or After they submit (offered on the thank-you screen; if they skip it, they're sent an invite to do it later).

The ID check options only appear once both More control over public forms and Enable ID Verification are on.

Verifying a patient's identity

  1. Open the patient in the sidebar and switch to the Identity tab.
  2. Click Verify identity to start a check.
  3. Choose the verification method. A Stripe photo ID check is offered once ID checks are switched on (see Setting up ID checks); you can also record a check you did in person.
  4. Follow the prompts to complete the check.

The Identity tab remains available even before any verification has been run, with a clear empty state explaining what the tab is for.

Audit trail

Every verification attempt, successful or otherwise, is recorded in the Identity tab's audit trail. Each row is clickable and opens the detail view for that event so you can review exactly what happened, when, and by whom.

Tips

  • Patient emails are treated case-insensitively, so verifications and identity links don't miss matches on casing differences.
  • If Verify identity doesn't offer a photo ID check, check both steps in Setting up ID checks: Stripe connected, and Enable ID Verification switched on.

Patient form links follow your practice-wide identity-verification setting automatically, so patients get the same verification step whether they reach you through a booking link or a form link, with no separate configuration.

To keep bookings and forms protected, at least one verification method is always kept active. If you try to switch both off, the platform will keep one enabled.

Reviewing an ID check

Open the patient, go to Access and then Identity. A check waiting for you shows as ID check to review at the top of the page; click it to open the check.

The check shows the patient at the top and a sentence explaining what Stripe confirmed and what doesn't match. Below it, the name and date of birth on the ID are set beside the patient's record, with a tick or cross for each.

Click Review ID check to decide:

  • Accept: this is the patient, for example when you've confirmed a change of name.
  • Reject: this doesn't establish who they are. You'll need to give a reason.

While a check is waiting for your review, the patient isn't asked for another one on a form and automatic ID check invites are held. You can still send one yourself. If you reject the check, the patient is asked again next time.

ID check credits

ID checks are paid for with prepaid credits. Every practice starts with 5.

  • When a credit is used: when a check produces a result, whether it passes or fails. A check the patient abandons costs nothing.
  • Buying more: go to Apps → Stripe → ID Verification and choose a pack of 10 or 50 credits. Credits are added as soon as payment completes, and a paid invoice is emailed to you. Only people who manage billing can buy credits.
  • Running low: people who manage billing are emailed at 2 credits and again at 0, and Control Centre → Needs attention shows when you've run out.
  • At zero: staff can't send a new ID check or invite until more credits are bought.

When a photo ID check matches

Under Apps → Stripe → ID Verification, choose Accept it automatically or A staff member approves each one for checks where the name and date of birth on the ID match the patient's record. This applies to every ID check: forms, invites and record access.

Starting a check with a QR code

In Verify identity, choose QR code to show the patient a code there and then. They scan it with their phone and start the check, and the page updates when it's done.

Adding a missing mobile or email

If the record has no mobile number or email to send an ID check invite to, you can add one while sending it, as long as you can edit patient details. It's saved to the record.

Letting patients skip a check

A public form link and an appointment type can each let people skip an ID check they can't complete, for example if they have no photo ID. It's off by default. Staff can see on the appointment when a check was skipped.

Online bookings and forms

Jump recognises someone booking or filling in a form online as an existing patient only once they've proved it, by signing in or through a secure link. If someone books against a record with contact details that differ from it, the appointment shows a Contact differs pill: confirm who they are when they arrive. Settings → Audit log → Online identity lists how each online entry was identified.