Credentik help center
30 step-by-step guides, organized by the job you are trying to get done. Find your role, then the task.
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Agency owners
Run the agency: daily triage, onboarding practices, month-end reviews, branding, staff, invoicing your clients and your own web address. All guides for agency owners
Start your day at the Command Center
You've seen every alert above a meaningful dollar threshold, every overdue task, and every payer-status anomaly.
Read the guideOnboard a new client practice
The practice exists in Credentik as a BillingClient, has providers loaded, is wired to your scheduling/eligibility integrations if applicable, and has at…
Read the guideRun a month-end revenue review
You have one document (Slack thread, doc, spreadsheet — your choice) per practice with: total collected, total billed, collection %, denial %, A/R aging…
Read the guideBrand the platform so patient artifacts look like YOU
Every customer-facing artifact (patient statement emails, invoice reminder emails, branded print headers on PDFs) uses your logo, your primary color, your…
Read the guideAdd and manage staff users
The right people have the right access. New hires can log in. People who left can't.
Read the guideBill a client practice for your services
Each practice receives a branded invoice email with a clear line-item breakdown of what they're paying for and a "Pay Online" link.
Read the guideDecide which payers to enroll your practices with
A ranked list of 5–15 payers the practice should enroll with, in priority order, with rationale per payer.
Read the guideSet up your own web address
Your sign-in page lives at your own address, shows your branding (with a small "Powered by Credentik" note), and everyone signs in with the same account they…
Read the guideCredentialing coordinators
Move applications from intake to in-network: add providers, run PSV, renew licenses, plan the week and answer payer requests. All guides for credentialing coordinators
Work an application from intake to credentialed
The provider is in-network with the payer, effective date is recorded, the contract is filed, and the practice can bill claims to that payer.
Read the guideTrack a license through renewal
A new license certificate is on file in Credentik with an updated expiration date, the provider's licenses record reflects the new expiration, and all…
Read the guideRun primary-source verification (PSV)
You have current, dated verifications on file for: state license(s), DEA registration, board certification(s), education (medical school + residency)…
Read the guideAdd a new provider to a practice's roster
The provider record exists with NPI, taxonomy, specialty, at least one current state license, malpractice info, and a document folder with starter docs (CV…
Read the guideUse the Kanban board to plan your week
You've moved cards across the board so the status reflects reality, identified the 3–5 apps you're personally pushing this week, and surfaced anything that's…
Read the guideHandle a payer "pending info" request
The requested info is delivered to the payer in their preferred channel (portal, email, fax), the application moves back to in_review, and you have a record…
Read the guideBillers and RCM specialists
Claims, ERA posting, denials, eligibility, A/R, patient statements, underpayments and ERA enrollment. All guides for billers and rcm specialists
Work the Denial Inbox start to finish
Every denial is acted on: auto-appealable ones have an appeal draft generated and queued for review; coding-fix ones are corrected and resubmitted…
Read the guidePost an ERA file
Every claim in the ERA has its payment recorded, allowed amount captured, adjustments split (contractual vs non-contractual), denials extracted (with…
Read the guideSubmit a claim and track it in Credentik
The claim is in Credentik with the right patient, provider, payer, DOS and CPT lines, it passed Check claim (or the credentialing gate was knowingly…
Read the guideVerify patient eligibility before a visit
You know definitively: was this patient covered by this plan on this date of service, what's their copay/deductible/coinsurance, is there a need for prior…
Read the guideWork A/R aging buckets
Every claim aged 60+ days has been touched in the past 14 days — called on, appealed, escalated, or written off with documentation. Nothing rots silently.
Read the guideSend a branded patient statement
The patient receives a tenant-branded email with line-item balance breakdown and an optional "Pay Online" CTA. Statement status flips draft → sent.
Read the guideDetect and recover an underpayment
The underpayment is either (a) recovered via appeal with the payer, (b) confirmed as your fee schedule being wrong, or (c) documented as an acceptable…
Read the guideEnroll a payer for ERA + EFT delivery
For each payer: - ERA files arrive automatically in your clearinghouse (usually Availity) or your SFTP drop instead of you logging into a portal.
Read the guidePractice admins
For practices whose agency gave them a login: claim status, credentialing status, eligibility, patient balances and your team. All guides for practice admins
First login: orient to your practice's data
You know where to find: your claims, your patients, your providers' credentialing status, and your outstanding balances.
Read the guideCheck the status of a specific claim
You know exactly where a specific claim sits: submitted, paid, denied, still in process.
Read the guideSee your providers' credentialing status
You know which providers are in-network with which payers, what's in progress, and what hasn't been started. You can tell a patient or a payer the truth.
Read the guideVerify a patient's eligibility before their appointment
You know: is the patient covered on the visit date, what's their copay, where do they stand on deductible, is prior auth needed for what you're planning to…
Read the guideReview what your patients owe
You know the aggregate patient-responsibility balance on your books, the patients with the largest outstanding balances, and which patients have been billed…
Read the guideUpdate your profile or invite a colleague
Your contact info is current. New team members have their own logins. Departed members are deactivated.
Read the guidePatients
Paying a bill online and opening a document your provider shared with you. All guides for patients
Pay a balance from an emailed statement
Your balance is paid via credit card or bank transfer through Stripe's secure checkout. You receive a receipt. The practice's billing team is notified.
Read the guideSign or view a shared document
You've reviewed the document, signed (or declined), and the practice has been notified of your response.
Read the guideRun 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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