Planning
 Effective | September 14, 2001

Verification of Credentials Information

Q. Can a documented phone conversation be utilized as primary source verification for licensure, education, training and experience, competence and peer references?
 
A. A documented telephone conversation can be utilized as primary source verification for all information including licensure, education, training and experience, competence and peer references. When verifying information via telephone the following information should be documented:

  • the date of the conversation
  • the name and title of the person providing the information
  • the name of the organization when appropriate, e.g., the school, certifying board, employing organization, etc.
  • the specific information provided
  • the date and signature of the person receiving the information