DirectTrust Activation
AKA "Vetting" Process
Description
In order for a practice/site to become part of the DirectTrust trust bundle, at least one user per practice/site must successfully go through vetting process as defined by DirectTrust.org.
The verification is broken into 4 sections on our self service verification page:
- Identity Verification
- Government Verification
- Financial Verification
- Voice Verification
The identity section is populated with general information about the person undergoing the verification like name, address, and dob.
The government verification today can be done using the provider's unique National Provider Identifier (NPI) number or their Social Security Number.
The financial verification can be verified by personal phone number, credit card number, or knowledge based questions related to financial history.
The voice verification is an automated phone call that will ask the receiving part to identify themselves and the entity they are representing and attest that they are HIPAA compliant.
Updox partners with Equifax and Experian to accomplish these verifications and do not in any obtain an actual credit report for the person verifying, nor will it negatively impact a person's credit score.
Testing
In order to support testing and development, we have enabled access to two QA-only features. The first feature is a set of test data that will allow you to step through the DirectTrust activation process and obtain realistic results. The second feature is an API call that will allow you to directly toggle the Vetted value for any of your practices/accounts. By combining these two features, you should be able to test your workflow end-to-end in a production-similar manner.
DirectTrust Activation Walkthrough
DirectTrust Activation Test Cases
API page for the PracticeVettedToggle API method
Samples and examples using the PracticeVettedToggle API method
DirectTrust Address Bound Certificate Activation Information
