Help for credentialing coordinators
Move applications from intake to in-network: add providers, run PSV, renew licenses, plan the week and answer payer requests.
You move applications from intake to in-network. Your day is a mix of triage (what's blocked, what's expiring), execution (submitting, following up), and compliance (license renewals, exclusion screens). These playbooks cover the most common workflows.
Your day in 10 minutes
- Workspace → Tasks — what's overdue, what's due today
- Licenses sorted by expiration — anything in the next 60 days
- Applications filtered to status=in_review or pending_info — follow-ups due
- Compliance → Exclusions — monthly screen if it hasn't run
6 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 guideRun every client from one calm workspace
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