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Feature · Reminders & automation

Automatic reminders and chasers, instead of spreadsheets

A small team can only chase so many providers by hand. Credentik keeps one list of what needs attention today, sends the reminders, and lets you write simple rules for the follow-ups you repeat every week.

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Work queue

One list of what needs you today

Expiring credentials, stalled applications, missing documents, CAQH attestations coming due, recredentialing deadlines and, if you bill, denials and unpaid claims: all in one queue, filtered to each person’s work and each client.

Nothing waits on someone’s memory or on who happened to own the spreadsheet.

Chasers that run themselves

  • Document requests with automatic reminders to the provider
  • Signature nudges for unsigned forms
  • License, DEA and board expiration reminders
  • Recredentialing alerts at the lead times you choose
  • Text reminders to opted-in providers (Agency and Growth, coming soon)
Automation rules

“When this happens, do that”, without code

Rules follow a simple shape: when something happens, if it matches your conditions, then take an action. Start from a template or build your own.

Examples: when an application has been in review for 21 days, create a follow-up task for its owner. When an enrollment is approved, email the practice. When a provider uploads a malpractice certificate, notify the credentialing lead.

Triggers

Application status changes and stalls, enrollment approvals, new providers, document uploads and expirations, e-signature results, overdue tasks, readiness gaps, and claim denials or credential risks.

Actions

Create a task, assign, send a branded email to staff, the provider or the practice, post a notification, add a note, request a document, text an opted-in provider, change an application status along an allowed path, or call a webhook.

Digests

A summary instead of a status meeting

Scheduled digest emails summarize what moved and what is due, for your team and for clients. Each person sets their own notification preferences.

Still on spreadsheets? See spreadsheets vs credentialing software for an honest look at when a spreadsheet is enough and when it stops being.
Questions

Frequently asked

Which plans include automation rules?
The work queue, document requests, expiration alerts and digests are on every plan. No-code automation rules are on the Agency and Growth plans. Text message reminders are coming soon to the same plans.
Can a rule approve or deny an application?
No. Rules can move an application along allowed steps, assign it, create tasks, add notes and send messages, but they never approve, deny or credential anyone. Those decisions stay with a person.
Will providers get texts without agreeing?
No. Text reminders (coming soon) will go only to providers who opt in, and they can opt out at any time. Email reminders are unaffected.
Can we test a rule before turning it on?
Yes. You can dry-run a rule to see what it would have done, and every run is logged.

Keep reading

GuideCredentialing spreadsheet vs software: when to switchWhen a spreadsheet is enough, where it breaks, and how to migrate.Read more FeaturePayer enrollment tracking for every client, on one boardEvery payer application for every client on one board, with follow-ups and effective dates.Read more FeatureRecredentialing and revalidation deadlines, never missedA cycle for every provider, payer and state, with state Medicaid schedules built in.Read more

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