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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?

Visit app.televerify.org and click "Sign Up." You'll provide your National Provider Identifier (NPI), email, and a password. Your credentials are automatically pulled from the NPPES registry — no manual verification needed. Once verified, you're ready to run compliance checks immediately.

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 add my licensed states?

After signing up, click "Licenses" in the sidebar. You'll see your licensed states and can add or remove them. You can also configure interstate compact memberships here if you belong to IMLC, PSYPACT, NLC, PT Compact, ASWB Mobility Compact, or the Counseling Compact.

TeleVerify uses this information to determine whether compliance checks will return COMPLIANT or COMPLIANT_VIA_COMPACT.

How do I connect my Zoom account?

Click "Integrations" in the sidebar and select "Zoom." Click "Connect" and you'll be redirected to Zoom's OAuth screen to authorize TeleVerify. Once authorized, the TeleVerify sidebar will appear automatically in your Zoom meetings. No additional setup needed.

Your Zoom OAuth tokens are encrypted and stored securely. You can disconnect at any time, and all Zoom data will be deleted immediately.

Can I use TeleVerify without Zoom?

Absolutely. You can run compliance checks directly through the TeleVerify web app anytime — before a session, during it, or even in "Quick Check" mode without a live patient. Zoom integration is optional and only adds convenience if you use Zoom for telemedicine.

Running Compliance Checks

How do I run a compliance check?

There are three ways to run a check:

  1. In Zoom: When a meeting starts, the TeleVerify sidebar appears automatically. Enter the patient's state and click "Check." The result appears in under 2 seconds.
  2. Web app (with patient): Go to your dashboard, click "Run Check," enter the patient's state (or let the patient verify their location), and you'll get an instant result.
  3. Quick Check: Run a check without a live patient present — useful for pre-screening or planning. Go to Settings > "Quick Check Mode" to enable it.

Each check produces a signed compliance packet automatically logged to your audit trail.

What does the patient need to do?

If you enter the patient's state on their behalf, they don't need to do anything. However, TeleVerify can also send the patient a verification link (or code) so they can confirm their location themselves. This is useful for privacy — the patient confirms their own location without telling you where they are.

The patient clicks the link, verifies their location (via IP geolocation, GPS, or self-report), and you receive confirmation that the verification is complete. The check then proceeds automatically.

How does patient location verification work?

TeleVerify verifies patient location using one or more of these methods:

TeleVerify uses whichever method is available and documents which was used in the compliance packet.

What's the difference between IP verification and GPS verification?

IP Geolocation: Fast, passive, but approximate. A patient's IP address resolves to a general location (usually accurate to a city or region). Border areas and VPNs can cause inaccuracy.

GPS: Precise, active (requires the patient's device GPS to be enabled), and creates a record of the patient's exact coordinates at time of check. If the patient has GPS enabled, TeleVerify will use it for higher confidence.

Most checks use IP geolocation first, then overlay GPS if available. The compliance packet documents which methods were used.

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 packet so you're aware.

If you can't verify the patient's location reliably, you have the option to cancel the check and reschedule, or proceed with an emergency consultation or established patient override (if enabled).

What does COMPLIANT mean?

COMPLIANT means you are licensed to practice in the state where the patient is located. The check verified:

You can proceed with the session with confidence. A signed compliance packet documenting this result is automatically added to your audit log.

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 packet 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?

You have several options:

Whatever you decide, TeleVerify documents it in your audit log. Having a documented NON_COMPLIANT check is far better than operating without any verification at all.

How do I use Quick Check mode?

Quick Check lets you run a compliance check without a live patient session present — useful for pre-planning or testing. To enable it:

  1. Go to Settings > "Quick Check"
  2. Toggle it on
  3. Return to your dashboard and click "Quick Check"
  4. Enter a state and run the check

The check produces the same signed compliance packet and audit log entry as any other check. You might use this to verify you're licensed in a state before accepting a new patient, or to audit your own practice.

Can I run a check before the session starts?

Yes, absolutely. You can run a compliance check at any time — hours before, minutes before, or during the session. There's no requirement to wait until the patient is on the call. Many providers run checks when they first schedule the patient, before the appointment.

Keep in mind that if a patient travels between states, a new check should be run when they connect — but you can pre-check using their expected location.

Interstate Compacts

How does TeleVerify know my compact memberships?

You configure your compact memberships on the "Licenses" page in the sidebar. For each compact you belong to (IMLC, PSYPACT, NLC, PT Compact, ASWB Mobility Compact, Counseling Compact), you check the box and select which states you've designated under that compact.

TeleVerify then uses this configuration to determine whether a patient in another state is covered by one of your compacts. If they are, the check returns COMPLIANT_VIA_COMPACT.

Which compacts does TeleVerify support?

TeleVerify recognizes and screens the following interstate compacts:

If your profession is covered by one of these compacts and you're a member, configure it in your Settings. TeleVerify will evaluate compact coverage automatically 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 packet documents this. You can proceed and bill for the session normally.

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

First, verify that you've entered it correctly in Settings. Double-check that you selected the correct compact and the correct states.

If you know you're a member but it's still not showing, check:

If there's a discrepancy, email support@televerify.org with your NPI and the compact name. We can help debug it.

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 packet.

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 records are retained indefinitely for compliance purposes. Your provider account and all associated records persist until you manually delete your account. 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 packet 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. From your Audit Log, there's an export button (usually in the top right). You can export to CSV or PDF format. The exported file includes all audit entries with full details and compliance packet links.

This is useful for your own records, annual reviews, or providing to auditors/insurers.

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 packet
  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.

Overrides & Exceptions

What is an emergency consultation override?

An emergency consultation override allows you to proceed with a session in a state where you're not licensed if you can document that the situation qualifies as an emergency. Examples include:

If your account has emergency consultation override enabled, you can use it when a check returns NON_COMPLIANT. You'll be asked to document the reason, which becomes part of the compliance packet.

Important: Emergency overrides don't eliminate legal liability — they document an exception. Use them only when the emergency is real and you can justify it if audited. Most of the time, you should reschedule or refer.
What is an established patient override?

An established patient override allows you to proceed with a NON_COMPLIANT check for a patient you've already treated in a licensed state, where you're continuing an ongoing relationship.

For example: You have a patient in Pennsylvania (where you're licensed). They travel to Ohio (where you're not licensed) and want a follow-up. An established patient override documents that this is a continuation of an existing therapeutic relationship, which some states' regulations allow.

Again, this documents an exception — it's not a blank check to practice unlicensed. Use it only when you genuinely have an established relationship with the patient.

When should I use an override vs. not proceeding?

The default answer is: Don't proceed. If a check returns NON_COMPLIANT, reschedule, refer, or ask the patient to verify their location manually.

Use an override only if:

When in doubt, err on the side of caution. Your audit log will show you documented the exception.

Are overrides documented in my audit trail?

Yes. If you use an override, it's explicitly recorded in the compliance packet and audit log. You'll be asked to note the reason (emergency vs. established patient), and that reason becomes part of the permanent record.

This documentation is your protection — if audited, you can show that you identified the compliance gap and made a deliberate, documented exception. That's far better than operating with no documentation at all.

Who controls whether overrides are available?

Overrides are controlled by your account administrator (if you're part of an organization) or by TeleVerify's default policy for individual providers. Some organizations disable overrides entirely for stricter compliance. Others enable them with audit requirements.

Check your Settings to see whether overrides are available on your account. If you think an override should be enabled, contact your organization's admin or email support@televerify.org.

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 packet. 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?

Click "Licenses" in the sidebar to manage your licensed states. Check the boxes for every state where you hold an active, unrestricted license. For states where you hold a license but it's restricted or limited, leave it unchecked — TeleVerify will treat you as unlicensed in those states.

You can update this anytime. Changes take effect immediately.

How do I change my email or password?

Go to Settings > "Account." You'll find options to update your email address and password. For security, you'll be asked to verify your current password before changing either one.

How do I cancel my account?

Go to Settings > "Account" and scroll to the bottom. You'll find a "Delete Account" button. This will:

This action is irreversible. Consider exporting your audit log first if you need records for compliance purposes.

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 will use GPS instead of IP geolocation.
  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

Try these steps:

  1. Disconnect and reconnect: Go to Settings > "Zoom Integration" and click "Disconnect." Then click "Connect" and go through the OAuth flow again.
  2. Check Zoom permissions: Make sure you're authorizing TeleVerify to access your meetings. The OAuth screen shows what permissions are being requested — approve all of them.
  3. Check browser cookies: Make sure third-party cookies are enabled in your browser (needed for OAuth).
  4. Try a different browser: If the issue persists, try a different browser (Chrome, Safari, Firefox) to rule out browser-specific issues.

If the integration still won't connect, email support@televerify.org with your NPI and a screenshot of the error.

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

There are a few possibilities:

If you believe the result is truly wrong, email support@televerify.org with your NPI, the patient's state, and the check result. Include a screenshot if helpful.

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: Check your Settings > "Licensed States." 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.