Salesforce Health Cloud Developer Guide
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Identity Verification
Use these resources to verify the caller's identity. For example,
the call center agent can ask the person to confirm their social security number, birth date,
insurance details, or driver’s license number.
The person contacting the call center could be a patient, a parent or guardian if the patient’s a minor, the authorized representative of a patient, or a provider. No matter who the caller is, if they want sensitive information, an agent must verify the caller’s identity first. If the inquiry concerns information in the public domain (for example, the location of a hospital), then verification isn’t required.
Available resources are:
| Resource | Description |
|---|---|
| /connect/identity-verification/build-context/${processDefinitionName} | Build the context required to perform identity verification. |
| /connect/identity-verification/verification | Verify the caller's identity. |
| /connect/identity-verification/search | Search the Salesforce record to verify a caller’s identity. |