SimboVara Workflow Customization: Turn On Verify Date of Birth - Admin Panel

Purpose 

 Increase identity assurance by having Copilot read back and confirm the caller’s date of birth. 

 Behavior 

 

 

 Copilot asks for name and date of birth at the start. 

 

 

 When this option is enabled, Copilot confirms the date of birth back to the caller. 

 

 

 When disabled, Copilot records what the caller says without read-back confirmation. 

 

 

 Steps 

 

 

 Check Verify Date Of Birth on Workflow Customizations . 

 

 

 Click Save . 

 

 

 Tips and Good practices 

 

 

 Keep this enabled for clinics that require stronger verification. 

 

 

 If a caregiver is calling, include instructions in the workflow about verifying the patient’s details.