Primary-source verification checklist
Plan how to verify a professional credential with its issuing source, rather than accepting an unsupported copy.
Done when: The required source, method, verification status, discrepancy process and review responsibility are documented.
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Credential category and issuer
Identify the type of credential and its responsible issuing authority using public business information only.
Official verification route
Record the issuer's actual verification page or approved method and the person responsible for using it.
Evidence to review
Describe the status, restrictions, expiration and other facts the qualified workflow must check. Do not paste private professional records here.
Result and review status
For a fictional practice case, record verified, unable to verify or discrepancy, with the review date and source reference.
Mismatch and escalation
Define how a conflicting name, status or date is held for the responsible issuer, payer or qualified reviewer.
Retention and recheck
Identify the independent secure evidence location, accountable role and event that triggers another verification.
Reference links and review boundary
Use the current issuer, payer, regulator, platform or qualified professional for your exact activity and location. These links informed the planning questions; they do not make this an official form, full compliance review or permission to operate.
Healthcare businesses are welcome for business education. PublicProof does not receive, store or process patient information. A completed worksheet does not establish HIPAA compliance, transport qualification, professional authority, account approval, a credential, reimbursement or revenue.
Worksheet updated October 20, 2026. Verify changing requirements before relying on them.