Help for agency owners
Run the agency: daily triage, onboarding practices, month-end reviews, branding, staff, invoicing your clients and your own web address.
You run the agency. Your job is to grow the book, keep practices happy, hit cash targets, and not let things slip through the cracks. These playbooks cover the rhythms of running an agency on Credentik.
Your day in 5 minutes
- Morning scan — Open
/command-centerand the Dashboard. Triage the top alerts. - Cash check — Open
/billing-services→ see receivables across all your client practices. - Pipeline check —
/applications?status=in_reviewto see what's moving. - Inbox sweep — Denial Inbox
/tools/denial-inboxif your billers haven't already cleared it.
8 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 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.
See plans and pricing · Already have an account? Sign in