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

 

1. Check Verify Date Of Birth on Workflow Customizations.

2. 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.