Two-Factor Authorization (2FA)

Navigate to Clinic Settings
Select the Edit Clinic button
Select the Mandatory 2FA checkbox
This enables 2FA for all users, and every user will, from that point, need to set up 2FA to access the information in the application
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Steps for Staff to Enable 2FA
This loads the Set up Two-Factor Authentication page on login.
You have to set up an Authentication app, and we recommend:
- Google Authenticator
- Microsoft Authenticator
- Twilio Authy
Scan the QR Code via one of these apps or enter the code seen manually.
Now that you have a code for your login in your Authentication app, enter that code in the Verification Code section.
Select the Enable 2FA button and 2FA is now active.

Select My Profile (top-right-hand corner with image).
Navigate to the Two-Factor Authentication.
Select the Enable Two-Factor Authentication.
This loads the Set up Two-Factor Authentication page.
You have to set up an Authentication app, and we recommend:
- Google Authenticator
- Microsoft Authenticator
- Twilio Authy
Scan the QR Code via one of these apps or enter the code seen manually.
Now that you have a code for your login in your Authentication app, enter that code in the Verification Code section.
Select the Enable 2FA button and 2FA is now active.

Mandatory 2FA

Individual 2FA

Navigate to Clinic Settings.
Select the Edit Clinic button.
Select the Users drop-down and select Users.
Search for the patient and select the View button for that patient to the right.
Select Disable Two-Factor Authentication in the Disable 2FA section.