Setup
| Time to Complete | 5 minutes |
|---|---|
| Skills Required | No technical skills! |
Complete this Setup guide before following the 1-Click Health SDK Integration or API Integration guide.
1. Access the Dashboard.
Create or log into your Verified Dashboard account.
How to Create a Dashboard Account
a. Enter your email and click the 1-Click Login button.
We'll send you a verification code by email.
Use your work email. We use AI to auto-magically set brand information based on your email domain, so you don't have to manually enter it!
b. Complete the verification step.
Click the verification button in the email or enter the verification code. We'll automatically log you in. It's a 1-click experience, as promised!
c. (optional) Set up MFA.
Set up multi-factor authentication with an authenticator app. This is optional until you request approval for Production access, at which point it's required.
d. (if necessary) Confirm your company name.
If you're creating the Dashboard account for your company, we'll ask you to confirm your company name. If someone on your team has already created your account, you won't need to do this.
If your account doesn't have a brand yet, we'll automatically create one for you and take you to its Brand Details page.
Your company account can have one or more brands. Generally, you'll only need one brand, but there are some cases where it's helpful to use multiple. For example:
- If you have multiple products: If you have products that go by different names, it can be useful to create different brands to help users know which product they're using 1-Click Signup for — and to help your team track metrics specific to that product.
- If you want to try different brand settings: If you want to change brand settings without affecting your existing implementation (even in Sandbox), you can duplicate your brand and configure different settings on the new brand.
e. (optional) Invite team members.
Invite your team members to join your Dashboard account.
2. Configure brand settings.
On the Brands page, click the Create button to create a new brand, or click Brand Details to access brand settings for an existing brand.
Brand Name
Choose an external name for your brand. This will be used elsewhere in the Dashboard (for example on the Metrics page) and displayed to users in the SDK (if you choose to use the SDK).
The internal brand name is separate, and you can edit it at the top of the page. You can use this to label brands created for testing purposes, for example.
Integration Type
Choose how you'll integrate 1-Click Health: with our SDK or our API.
The SDK integration type is by far the easier option, and we strongly recommend using it. The SDK handles almost everything for you and is highly customizable, so you can use it to exactly match your branding and desired user experience. It implements our recommended user experience, which is hyper optimized from our experience verifying millions of users.
With the API integration type, you need to handle everything yourself, and you need approval from us to go live.
1-Click Health Settings
Click the 1-Click Health tab to access these settings.
Check After Autofill
Autofill and check are the two core capabilities of 1-Click Health:
- Insurance autofill: Autofilling a user's insurance info based on their PII (Name, Birthday, etc.) and optionally payer.
- Eligibility check: Running an eligibility check for the user's insurance.
Choose whether to automatically run an eligibility check for a user's insurance after we successfully autofill it:
| Option | Description |
|---|---|
| On Recommended | Automatically run eligibility check after autofill |
| Off | Don't automatically run eligibility check after autofill |
If you set this to On, we will run an eligibility check and return full insurance details: a 271 in raw and parsed form.
Most use cases require running an eligibility check for the user's insurance. We can do this automatically for you, after autofilling the insurance, so you don't have to make another API call to do it.
Providers
A provider is a covered health care provider identified by a National Provider Identifier (NPI).
Click the Add Provider button to add one or more providers with the following fields:
For an Individual type provider:
| Field | Description | Example |
|---|---|---|
| First Name | First name of provider (e.g. from NPPES registry) | Richard |
| Last Name | Last name of provider (e.g. from NPPES registry) | Hendricks |
| NPI | National Provider Identifier (10 digits) | 0123456789 |
| SSN | Social Security Number (9 digits) | 000-45-6789 |
| Email address of primary contact | richard@hoolihealth.com | |
| Phone | Phone number of primary contact | +1 (212) 555-0010 |
| Address | (Physical and/or mailing) Address of primary contact | 5320 Newell Rd Palo Alto, CA 94303 |
| Line 2 | Line 2 of address of primary contact | Apt 1 |
For an Organization type provider:
| Field | Description | Example |
|---|---|---|
| Name | Name of provider (e.g. from NPPES registry) | Hooli Health |
| NPI | National Provider Identifier (10 digits) | 0123456789 |
| EIN | Employer Identification Number (9 digits) | 00-456789 |
| Email address of primary contact | richard@hoolihealth.com | |
| Phone | Phone number of primary contact | +1 (212) 555-0010 |
| Address | (Physical and/or mailing) Address of primary contact | 5320 Newell Rd Palo Alto, CA 94303 |
| Line 2 | Line 2 of address of primary contact | Apt 1 |
If necessary, click the star icon button to set one provider as the default. You can override this default by specifying a different provider npi in the request body of POST /1-click/health: see the API Integration guide for details.
Webhook
Optionally, click the Add Webhook button to add a webhook, and fill out the following fields:
| Field | Options | Description | Example |
|---|---|---|---|
| URL | Any URL | The endpoint URL to send webhook requests to | https://hooli.com/1-click-health |
| Authentication |
| How to authenticate requests to your webhook | API Key (Bearer token, etc.) |
| Header Name / Username | Any string | Name of the authentication header / Basic auth username | Authorization |
| Header Value / Password | Any string | Value for the authentication header / Basic auth password | - |
Using a webhook is optional: it's just one way to receive output 1-Click Health data. You can alternatively poll the GET /1-click/health endpoint to achieve the same thing.
Enable/Disable Toggle
Click this to enable or disable 1-Click Health for your brand. It will be enabled by default when you add a provider.
Styling Settings
Styling settings only apply to 1-Click Health using the SDK because they affect the user interface the SDK displays. (They also apply to Text to Signup.)
So, if you are only using 1-Click Health with the the API, you can ignore these settings.
We use AI to auto-magically configure styling settings based on your email domain, so you don't have to do so manually from scratch!
Click the Styling tab to access these settings.
Choose how to style the SDK:
| Setting | Options | Default | Description |
|---|---|---|---|
| Logo | Any square image (max size 200 KB, JPG or PNG) | - | Logo displayed to users |
| Alignment |
| Center | Alignment used for most text, buttons, and the powered by Verified graphic |
| Font Family | Any Google font | Lato | Font used for all elements |
| 1-Click Word |
| Signup | Word that appears after "1-Click" in the powered by Verified graphic |
| Input Border Radius | Any number | 4 | Border radius used for all inputs |
| Button Border Radius | Any number | 4 | Border radius used for all buttons |
| Success Animation |
| Full | Whether to show the success animation |
| Primary Color | Any hex code | #0DBC3D | Color used for primary buttons and success indicators |
| Error Color | Any hex code | #EB0D28 | Color used for errors |
| Muted Color | Any hex code | #BDBDBD | Color used for secondary buttons and text |
| Background Color | Any hex code | #FFFFFF | Color used for background |
| Graphic Color |
| Green | Color of the Verified logo in the powered by Verified graphic |
| Advanced Styling | Custom JSON | - | Custom JSON configuration that allows fine-grained control over any SDK component styling, using the MUI theme system |
The SDK will automaticallly adjust the color of text to achieve good contrast, given the color of an element. For example:
- If you set Background Color to be dark, the SDK will adjust text on the background to be light.
- If you set Primary Color to be light, the SDK will adjust text on buttons to be dark.