Feature · Delegation audits

A delegation audit portal for health-plan auditors

If a health plan delegates credentialing to you, it will audit your files. Credentik gives the auditor a time-limited, read-only login scoped to the files in the audit, with sampling, requests, findings and an activity log.

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Delegated credentialing

Audits without the shared-drive scramble

Under a delegation agreement, a health plan relies on your credentialing and checks it periodically by reviewing a sample of files. Most small agencies prepare by exporting PDFs into a shared folder and answering questions by email.

In Credentik, the auditor signs in to a portal that shows only the files under review. Your team answers requests and responds to findings in the same place, and the results export when the audit closes.

What the portal covers

  • Audit engagements with a start and end date
  • Random file sampling
  • Auditor invitations and revocation
  • Requests and answers
  • Findings and your responses
  • Export of the audit results
  • A log of the auditor’s activity
For CVOs and delegated agencies

The file is the evidence

Audits look at whether each file shows the right verifications, from acceptable sources, inside the required time limits, with committee or designee decisions on record. Credentik keeps that on every file as the work happens, so preparing for an audit is mostly choosing the sample.

Supporting reports

The monthly exclusion screening attestation report and committee minutes are ready to share alongside the sampled files.

Questions

Frequently asked

Which plans include the audit portal?
The Growth plan, $549 a month for up to 120 providers.
What can the auditor see?
Only the files in the audit's scope, read-only, until the engagement ends. Their activity is logged.
Does this make us NCQA accredited or certified?
No. Accreditation and certification come from NCQA's own survey process. Credentik helps you keep complete, consistent files and an audit trail, which is what a delegation audit looks at.

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