Verify Existing Patient via Morf Forms

Setup

1. Create hidden fields

verify_patient
morf_token

2. Set `morf_token` in your Environment logic rule

Add morf_token to your existing Set Environment Variables logic rule. Reach out to your Morf POC to generate the token values.

View code

if (feathery.isTestForm()) {
  morf_token.value = 'morf_sandbox....';
} else {
  morf_token.value = 'morf_production....';
}

3. Create logic rule: Existing Patient Check

Trigger: when DOB or email fields are changed

View code

/* -------- Build the payload for Morf's verify patient endpoint -------- */
const params = {
  lookup_type: 'LOOKUP_TYPE_PATIENT',
  email_address: email_address.value,
  'property_assertions.date_of_birth': dob.value,
  multiple_profiles_action: 'MULTIPLE_PROFILES_ACTION_CHOOSE_PATIENT'
};

/* -------- Convert params to query string -------- */
const queryString = new URLSearchParams(params).toString();
const url = `https://api.morf.healthcare/v1/profiles/verify?${queryString}`;

console.log('verify patient url:', url);

/* -------- Call Morf's verify profile API -------- */
const response = await feathery.http.get(url);
const data = response.data;
console.log('verify patient response: ', data);
console.log('customer id: ', data?.customer?.id);

/* -------- Store customer ID to verify_patient variable -------- */
verify_patient.value = data?.customer?.id;

4. Create an API Connector

Add an API connector for https://api.morf.healthcare/v1/profiles/verify with method GET.

5. Add step logic based on `verify_patient`

On the step where DOB and email are entered, create a connection based on whether verify_patient is filled or empty. The specifics depend on your use case. Example: if you want to prevent existing patients from booking through a sign-up form, navigate them to a step indicating they already have an account.

Testing

Test both as a new lead and as an existing patient. Test as a new lead

Start a new form (use an incognito window or clear cookies).
Enter a new email and DOB.
Validate you are directed through the form as a new lead.

Test as an existing patient

Find a patient profile in the Morf dashboard. Confirm the profile has both a DOB and email.
It’s important this is a patient profile, not a lead.
Start a new form (use an incognito window or clear cookies).
Enter the email and DOB from that patient profile.
Validate you are directed through the form as an existing patient.

Integration Guides

Morf Forms

White Labeling

Verify Existing Patient via Morf Forms

Setup

1. Create hidden fields

2. Set `morf_token` in your Environment logic rule

3. Create logic rule: Existing Patient Check

4. Create an API Connector

5. Add step logic based on `verify_patient`

Testing

​Setup

​1. Create hidden fields

​2. Set morf_token in your Environment logic rule

​3. Create logic rule: Existing Patient Check

​4. Create an API Connector

​5. Add step logic based on verify_patient

​Testing

Setup

1. Create hidden fields

2. Set `morf_token` in your Environment logic rule

3. Create logic rule: Existing Patient Check

4. Create an API Connector

5. Add step logic based on `verify_patient`

Testing