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Feature · Client portals

A white-label client portal for every practice you serve

Stop answering “any update?” emails. Each practice client gets a portal to follow their providers' enrollments and talk to your team, providers get a portal to keep their own profile current, and both carry your agency's name, logo and colors.

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  • Plans from $79/mo
Many clients, one workspace

Each client separate, all of them in one place

Your team works every practice client from one workspace: one board, one work queue, one inbox. Each practice client only ever sees their own providers, enrollments and messages.

That is the difference between a credentialing tool and a credentialing service tool. You are not one practice managing its own providers; you are a business serving many practices, and the software should be shaped that way.

Practice-client portal

  • Their providers and the status of every enrollment
  • A secure message thread with your team

Provider portal

  • Self-service profile updates
  • Document uploads in answer to your requests
  • E-signature for attestations and forms
Your brand

Portals your clients will think you built

Add your logo and colors, and the portals, sign-in page and emails carry your agency’s name. Serve the app at your own subdomain if you want the address to match too.

For a small agency, that matters: the portal becomes part of the service you sell, not a link to someone else’s product.

Included on Agency and Growth

  • Logo, brand color and accent color
  • Branded emails to providers and clients
  • Custom domain for the app (a subdomain you own)
  • Per-practice branding for billing clients
Messaging

Client updates out of personal inboxes

Staff, practice-client and provider conversations live in one secure inbox, threaded by client and provider. Replies that arrive by email land in the right thread, so nothing depends on who happened to be copied.

Taking on a new client? Use our new practice client onboarding checklist to collect everything in the first week.
Questions

Frequently asked

Is white-label branding an extra cost?
No. Custom branding, white-label and a custom domain are included at no extra cost on the Agency and Growth plans.
What does a practice client see?
Their own providers and the status of their enrollments, plus a secure message thread with your team. A practice client's login is limited to that client's own records; they never see your other clients.
What can providers do in their portal?
Keep their profile up to date, upload documents your team asks for, sign forms sent for e-signature, and message your team.
Can the portal run on our own domain?
Yes. Agencies can serve the app at their own subdomain, such as portal.youragency.com, with their name, logo and colors on the sign-in page. A small “Powered by Credentik” note stays in the footer.

Keep reading

Who it’s forCredentialing software built for credentialing companiesMany clients, one workspace: portals, reminders, recredentialing and client billing.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 GuideNew practice client onboarding checklistAgreements, practice and provider documents, access, audit and reporting in the first week.Read more

Run every client from one calm workspace

Try Credentik free for 14 days with your own providers and clients. No credit card, no sales call.

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