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Provider Help Center

Everything you need to run compliance checks and manage your TeleVerify account.

Getting Started

How do I create an account?

Most providers join TeleVerify by accepting an invite from their organization. Open the invite email and click Accept invite to set a password — your credentials, name, and initial licensed-state list auto-populate from NPPES.

Solo providers can sign up directly at app.televerify.org/signup — enter your NPI, work email, and a password. NPPES validation pre-fills your licensed-state list.

I just accepted an invite — why is my licensed-state list already populated?

When you accepted the invite, TeleVerify pulled your name, specialty, and licensed states from NPPES automatically. Review the Licenses page and confirm or edit anything that's off, then you're ready to run checks.

I work with multiple organizations — how do I switch between them?

Use the org switcher in the top-right of the dashboard. Sessions you run for one org stay private to that org; admins of other orgs can't see them. Your licenses, compacts, and personal settings are shared across all orgs you belong to.

What does the Expand Practice page show me?

A ranked list of state-license or compact moves that would close the biggest coverage gaps in your (or your organization's) practice footprint. Each recommendation shows the dollar exposure it would resolve and the states it would add. Pursue any that align with your growth strategy — the page updates as sessions accrue and the picture changes.

What are Telehealth State Registrations?

Several states (AZ, ID, VT, IN, KS, and others) let out-of-state providers register for telehealth practice without full state licensure. Tick the box on the Licenses page for any you've completed — TeleVerify will treat sessions in that state as compliant.

What information do I need to sign up?

You'll need:

That's all. TeleVerify automatically retrieves your name, specialty, and initial credential information from CMS's NPPES registry. You can update your licensed states after login.

How does NPI verification work?

When you provide your NPI, TeleVerify queries the CMS NPPES registry (the official National Plan & Provider Enumeration System) to verify that the NPI is valid and active. This pulls your official name, specialty code, and credential status. The verification happens in the background — you don't need to upload anything.

This means your account is always using authoritative credential data from the government database, not self-reported information.

How do I review and confirm my licensed states?

When you accept your invite, TeleVerify pre-populates your licensed-state list from NPPES — so when you click Licenses in the sidebar, the states should already be there. Confirm each one, edit if anything is off, and tick the Compacts you're enrolled in (TeleVerify auto-detects which of the 11 compacts apply to your credential family — IMLC, PSYPACT, NLC, ASWB, Counseling, PT, OT, Audiology/SLP, APRN, PA, Dietitians). The Licenses page also lists Telehealth State Registrations (AZ, ID, VT, IN, KS, and others) — check any you hold so TeleVerify treats sessions in those states as compliant.

How do I connect my Zoom account?

Open Integrations in the sidebar. The Zoom card has a Connect Zoom button — click it, authorize TeleVerify on Zoom's OAuth screen, and you're done. The TeleVerify sidebar app shows up automatically in your Zoom meetings.

Can I use TeleVerify without Zoom?

Absolutely. Click Start session from your dashboard and choose Web, Phone, Zoom, or Chrome Extension — Zoom is one of four mediums, not the primary path. You can also run a Web Session as a standalone check without a live patient by sharing the verification link with yourself or skipping the patient SMS.

Running Compliance Checks

How do I run a compliance check?

Four mediums:

What does the patient need to do?

Patients verify their location during the session — that's the canonical flow. They click the verification link (sent over SMS, email, or shown in the call), allow browser location (or pick a state by name as a fallback), and TeleVerify resolves the state. The provider doesn't enter the patient's state in the normal flow.

For true emergencies where the patient can't open the link (e.g., 911-adjacent situation), the provider can record an Emergency Patient Address — GPS-confirmed at the provider's device — so the actual location ends up in the signed record. EPA captures location; it doesn't authorize practicing in an unlicensed state.

How does patient location verification work?

TeleVerify verifies patient location using:

IP-based location is not used as an authoritative signal (cellular and corporate IPs route through regional hubs that don't match where the patient actually is). When GPS isn't available, the verification page asks the patient to pick their current state from a list. The Compliance Verification Record documents which method established the state.

What's the difference between GPS verification and address entry?

GPS: Most reliable. The patient's device shares precise coordinates which TeleVerify reverse-geocodes to a state. Requires the patient to grant browser location permission once.

Address entry: Patient types an address; TeleVerify resolves it. Slightly less reliable than GPS (the patient could enter any address) but works on devices that don't share GPS.

If both are available, GPS wins. The Compliance Verification Record records which method was used and the confidence level.

What happens if VPN or proxy use is detected?

If a patient appears to be using a VPN, proxy, or other IP masking service, the compliance check will flag this as a "suspicious connection." This doesn't automatically fail the check, but it's noted in the result and the Compliance Verification Record so you're aware.

If you can't verify the patient's location reliably, the safest path is to cancel and reschedule. For a true emergency, you can record an Emergency Patient Address (GPS-confirmed, provider-entered) — the session is still scored against licensing rules; the EPA captures the actual location for the record. There is no "click here to proceed anyway" override.

What does COMPLIANT mean?

COMPLIANT means you're licensed to practice in the patient's verified state. The check confirmed:

Proceed with the session. A signed Compliance Verification Record documenting the result is added to your audit log automatically.

What does COMPLIANT_VIA_COMPACT mean?

COMPLIANT_VIA_COMPACT means you don't have a direct license in the patient's state, but you're covered by an interstate compact. The check verified:

You can proceed. The Compliance Verification Record documents that you're practicing under compact authority, not a direct state license. This is fully legal and a common scenario.

What does NON_COMPLIANT mean?

NON_COMPLIANT means you are not authorized to practice in the patient's state. This could mean:

You cannot proceed with the session. You can reschedule, refer the patient, or document an exception (emergency consultation) if your state's regulations allow it.

What should I do if a check returns NON_COMPLIANT?

Several options after a non-compliant verdict:

Whatever you choose, TeleVerify writes the decision into the signed Compliance Verification Record.

Can I run a standalone check without a live patient?

Yes. Click Start session on your dashboard and choose Web Session. You can share the verification link with yourself (or skip the patient SMS) and submit a test location to confirm how your compliance status renders for any state. The check produces the same signed Compliance Verification Record and audit log entry as a normal session.

Useful for verifying you're authorized in a state before accepting a new patient, or auditing your own practice across the states you cover.

Can I run a check ahead of the session as a planning step?

The default TeleVerify workflow is in-session — the patient verifies their location during the live encounter, and you get the result on the spot to choose Continue Session or Discontinue Session. That's how TeleVerify produces an audit-defensible record of where the patient was at the moment of care.

TeleVerify also supports a standalone compliance check (see the Quick Check entry above) that doesn't require a live patient — useful as a planning tool when scheduling a new patient or auditing your own coverage. Important: a planning-time check does not substitute for the live in-session check, because patients travel; a patient whose chart says Texas may be sitting in Ohio at session time. Always run the in-session check.

Interstate Compacts

How does TeleVerify know my compact memberships?

Compact memberships are detected automatically from your NPI credentials and shown on your Licenses page. TeleVerify checks across all 11 compacts we track and surfaces the ones that apply to your credential family. You confirm each detected compact and add details (home state, license number).

Confirming enrollment is what flips a session from NON_COMPLIANT to COMPLIANT_VIA_COMPACT when the patient is in a compact member state — until enrollment is confirmed, TeleVerify can't treat the compact as a valid practice authorization.

Which compacts does TeleVerify support?

TeleVerify recognizes and screens all 11 currently-operating interstate compacts:

  1. IMLC: Interstate Medical Licensure Compact (MDs, DOs)
  2. PSYPACT: Psychology Interjurisdictional Compact (PsyD, PhD-Psychology, LP)
  3. NLC: Nurse Licensure Compact (RN, LPN, LVN, NP family)
  4. ASWB Compact: Social Work Licensure Compact (LCSW, LICSW, LMSW, LSW, etc.)
  5. Counseling Compact: Licensed counselors / therapists (LPC, LMHC, LCPC, LMFT, etc.)
  6. PT Compact: Physical Therapy Licensure Compact (PT, DPT, PTA)
  7. OT Compact: Occupational Therapy Licensure Compact (OT, OTR, OTA)
  8. Audiology & SLP Compact: Audiology and Speech-Language Pathology Compact (AuD, SLP, CCC-A, CCC-SLP)
  9. PA Compact: PA Licensure Compact (PA, PA-C)
  10. APRN Compact: APRN Compact (APRN, NP, CRNA, CNM, CNS)
  11. Dietitians Compact: Dietitians Licensure Compact (RD, RDN, LDN, LD)

See the per-compact pages at /compacts for member-state lists and enrollment links. Member-state counts change as new states join; TeleVerify uses live data on every check.

A check said COMPLIANT_VIA_COMPACT — what does that mean exactly?

It means you can legally treat this patient because:

Compact coverage is legally equivalent to a state license for the purposes of that encounter. Your signed Compliance Verification Record documents this. You can proceed and bill for the session normally.

What if my compact membership doesn't show up correctly?

Compact memberships live on the Licenses page (not Settings). Open Licenses and check that:

If a compact is missing entirely, TeleVerify may not have detected it from your NPI credentials — email support@televerify.org with your NPI and the compact name; we'll add it manually.

Does compact coverage replace the need for a state license?

No. Compact coverage is not a substitute for licensure — it's an alternative way to be authorized to practice in another state without getting a separate state license. You still need an active, unrestricted license in at least your home state, and you must meet the compact's eligibility requirements.

For example, under PSYPACT, you need a valid license in your home state plus supervised practice hours to be eligible for compact coverage in other states. TeleVerify checks all of this automatically.

What happens if a state leaves a compact?

If a state withdraws from a compact you rely on, you would no longer be authorized to practice in that state under that compact's authority. TeleVerify's data is updated regularly to reflect changes in compact membership.

If a check suddenly returns NON_COMPLIANT for a state where it previously returned COMPLIANT_VIA_COMPACT, it likely means that state left the compact. Contact the Compact Commission directly to confirm, and update your TeleVerify settings accordingly.

Audit Log & Documentation

How do I access my audit log?

From your dashboard, click "My Sessions" in the sidebar. You'll see a chronological list of every compliance check you've run, with results, timestamps, and status. Each entry is clickable to view the full details and download the signed Compliance Verification Record.

What information is in each audit entry?

Each audit log entry contains:

This is complete documentation of the compliance check in a single record.

How long are records kept?

Audit log entries are retained for the life of your account plus 7 years per healthcare-records norms. Raw session data (patient-entered address, GPS reading) is purged within 4 hours of session end; the signed Compliance Verification Record — the regulatory-grade record — persists in your audit log for the full retention window. If you're audited by an insurer or regulator, you'll have the full history of your compliance checks available.

This is by design — your audit trail is your defense in a compliance dispute.

What does "cryptographically signed" mean for my records?

Each Compliance Verification Record is digitally signed using Ed25519 cryptography. This signature mathematically proves two things:

Anyone — an insurer, auditor, or regulator — can verify the signature independently using TeleVerify's public key, without needing access to TeleVerify's systems. This makes your compliance records third-party verifiable evidence, not just self-generated documentation.

Can I export my audit log?

Yes. On My Sessions, click Export CSV (top right of the table). The CSV includes every session with state, status, timestamps, compact pathway, and signature. For individual records as PDF certificates, click into the session and use View Certificate or View Compliance Record.

How would I use audit records in an insurer review?

If an insurer audits a claim, they may ask for documentation that you verified the patient's location and your licensure status at the time of service. Here's how to respond:

  1. Find the relevant check in your Audit Log by date
  2. Download the signed Compliance Verification Record
  3. Provide the packet to the insurer
  4. The insurer can verify the signature independently using TeleVerify's public key

This third-party verification is far stronger documentation than a chart note saying "I asked the patient where they were." Insurers understand this distinction.

Can my records be tampered with?

No. Individual packets are cryptographically signed — any alteration breaks the signature instantly. The audit log is also hash-chained: each record is mathematically linked to the previous one via SHA-256 hashing. Altering, removing, or reordering any record breaks the chain and is immediately detectable.

This makes your entire audit trail cryptographically immutable.

Exceptions & Emergency Handling

What is the Emergency Patient Address feature?

Emergency Patient Address (EPA) lets a provider record a GPS-confirmed location for a true emergency where the patient cannot use the normal verification flow (for example, a 911-adjacent situation, or a phone session where the patient can't open a verification link). The provider enters the patient's address, TeleVerify confirms it via GPS, and the location becomes part of the signed compliance record.

The session is still scored against the licensing rules — EPA does not change the compliance verdict. It only captures an accurate location for the audit trail when the standard patient-verification flow isn't usable. There is no "click here to proceed anyway" override in TeleVerify.

Important: Use EPA only when the normal patient flow can't be completed. It records what happened — it does not authorize practicing where you aren't licensed. Document the clinical reason in your own notes.
What about established-patient exceptions?

Some states permit limited cross-state care for established patients under specific conditions (for example, follow-up visits from a state you previously practiced from). TeleVerify does not auto-apply this exception — document the rationale in your own clinical notes and consult the patient's state board guidance before relying on it.

Reference information — not legal advice. Always confirm current requirements with your compliance officer, state licensing board, or a telehealth attorney before relying on this for clinical or business decisions.

When should I proceed despite a NON_COMPLIANT result?

The default answer is: Don't proceed. If a check returns NON_COMPLIANT, reschedule, refer to a licensed provider in the patient's state, or — if you may be eligible for an interstate compact that covers the state — confirm your enrollment in Settings (which converts the result to COMPLIANT_VIA_COMPACT).

Real emergencies are documented via the Emergency Patient Address flow (above). Other proceed-anyway scenarios are clinical judgment calls outside TeleVerify's scope — your audit log will accurately reflect what was checked and what wasn't.

Are exceptions documented in my audit trail?

Yes. Every compliance check is logged regardless of outcome — COMPLIANT, NON_COMPLIANT, REVIEW_NEEDED, or COMPLIANT_VIA_COMPACT. If you use Emergency Patient Address, the EPA capture is part of the signed compliance record alongside the verdict. The audit log shows the verdict, the inputs, the method, and the timestamp — your protection in any subsequent audit.

OIG Exclusion Screening

What is OIG exclusion screening?

The HHS Office of Inspector General maintains the List of Excluded Individuals & Entities (LEIE), which contains NPIs of healthcare providers who have been:

TeleVerify automatically screens every compliance check against this list (8,375+ excluded NPIs, updated daily). If a provider is on the LEIE, billing federal programs for their services is prohibited.

What happens if I'm flagged on the OIG exclusion list?

First, verify it's real. Go to the official HHS OIG Exclusions Database and search for your NPI. If you're listed, you need to:

Until you're delisted, TeleVerify compliance checks will flag the exclusion. You can't be reinstated without OIG approval.

How often is the exclusion list updated?

TeleVerify pulls the OIG exclusion list daily and compares it against your NPI. The OIG updates their list continuously as exclusions are added and providers are reinstated.

If you were recently excluded, it may take up to 24 hours to appear in your TeleVerify checks. If you were recently reinstated, the same — typically within a day.

What should I do if I believe a screening result is incorrect?

If you believe you're on the LEIE in error, or if the information is outdated:

  1. Check the official HHS OIG Exclusions Database
  2. Contact the OIG directly (they manage the list and requests for correction)
  3. Once the OIG corrects their records, TeleVerify will reflect the change within 24 hours

If you believe TeleVerify's screening is wrong even though the OIG database is correct, email support@televerify.org with your NPI.

Privacy & Data

What patient data does TeleVerify store?

TeleVerify stores only state-level location data. We do not store:

Location resolves to a state code in the Compliance Verification Record. That's all. This minimalist approach is intentional — the less data we store, the less you have to worry about HIPAA, breach notification, or data loss.

Does TeleVerify access my EHR or clinical notes?

No. TeleVerify never accesses your EHR, EMR, or clinical documentation. We only interact with you (the provider) and the compliance check (state verification). We have no connection to your practice management system, billing system, or patient records.

How long are sessions stored?

Session data (compliance check results) are automatically deleted after 4 hours. This is for privacy — once the session is over and documented in your audit log, the raw session data is purged.

Your audit log records persist indefinitely, but the underlying session data doesn't.

Is there a BAA available?

Yes. TeleVerify's Business Associate Agreement (BAA) is available for organizations that require HIPAA covered entity status. Since TeleVerify stores minimal patient data (state only, no PHI), most organizations don't require a BAA, but one is available upon request.

Email support@televerify.org if you need a BAA.

Who can see my compliance check results?

Only you (and anyone you explicitly share the packet with). Your audit log is private to your account. No one else can access your compliance history unless you download and share a specific packet.

If an insurer or regulator asks for compliance documentation, you decide what to share. TeleVerify doesn't sell, share, or disclose your data.

Account & Billing

How do I update my licensed states?

On the Licenses page, you'll see three sections: State Licenses (each with home-state, license number, and expiration), Compacts (auto-detected from your NPI; confirm + add details), and Telehealth State Registrations (AZ, ID, VT, IN, KS, and others — check any you've completed). Changes take effect on your next compliance check.

How do I change my email or password?

Name, credentials, or contact email: these come from NPPES and are read-only in the dashboard. To change them, email support@televerify.org.

Password: use /forgot-password to request a reset link — that's the canonical password-change flow.

How do I cancel my account?

To cancel a paid subscription, open Settings → Billing & Plan and follow the cancellation path there (the cancellation takes effect at the end of your current billing period). Your signed Compliance Verification Records remain accessible during the 7-year retention window.

To delete your account entirely (separate from cancelling billing), email support@televerify.org from the account email — we'll confirm and process the deletion within 5 business days. This is irreversible, so export your sessions as CSV first.

Who do I contact for billing questions?

Email support@televerify.org with your question. Include your account email and NPI. Our team will get back to you within 24 hours with answers about subscription, invoicing, or payment methods.

Troubleshooting

A patient's location verification isn't working

Try these steps:

  1. Ask the patient to enable GPS: If their device has GPS, enabling it usually resolves the issue. TeleVerify uses GPS as the primary location signal.
  2. Ask the patient to refresh: Have them reload the verification page in their browser and try again.
  3. Check for VPN/proxy: Ask if they're on a VPN. If so, ask them to disable it and try again. VPNs mask location and cause verification to fail.
  4. Manual confirmation: As a last resort, ask the patient to manually confirm their state (self-report). This creates documentation that the patient claimed to be in that state.

If none of these work, email support@televerify.org with the patient's state and the error message they see.

My Zoom integration isn't connecting

Go to Integrations in the sidebar. If the Zoom card shows Disconnected, click Connect Zoom and re-run the OAuth flow.

A compliance check seems incorrect — wrong state or wrong licensure data

A few possibilities:

I'm getting an error when I try to log in

Try these steps:

  1. Reset your password: Go to the login page and click "Forgot Password." Enter your email and follow the reset link.
  2. Clear your browser cache: TeleVerify uses local storage for session data. Clear your browser cache and cookies and try logging in again.
  3. Try a different browser: If the issue persists, try a different browser to rule out browser-specific problems.
  4. Check your email: Make sure you're using the email address you signed up with.

If you still can't log in, email support@televerify.org with the email address on your account and the error message you're seeing.

The patient says they're in my licensed state but the check says NON_COMPLIANT

This usually means one of three things:

  1. Location verification is failing: The patient's IP or GPS isn't confirming their state. Ask them to enable GPS, disable any VPN, or manually confirm their state.
  2. Your licensed states are wrong: Open the Licenses page (sidebar). If you don't have that state checked, the check will fail. Update it and run the check again.
  3. Patient's location data is inaccurate: If the patient is in a border area, they might be slightly across the state line (GPS is precise to within meters). Ask them to confirm their exact address or state.

If you've done all of this and the result still seems wrong, email support@televerify.org with:

We can help debug it.

Still have a question?

If you don't find the answer here, email our support team at support@televerify.org. We typically respond within 24 hours.