Help for practice admins

You're the owner or office manager of a practice that's outsourced its credentialing and/or billing to an agency. The agency uses Credentik to do that work. You have a login so you can see your own practice's data without having to ask them for reports.

You're a "client user" with role=organization. That means:

• You see only YOUR practice's data, never other practices.
• You can read most things, but write actions are limited (you can't delete claims, edit fee schedules, or change agency settings).
• Patient PHI is visible because it's YOUR patients.

Your week in 15 minutes

1. Dashboard — top-line view of credentialing and revenue for your practice.
2. RCM → Claims — what's in flight, what was paid, what was denied this week.
3. RCM → Statements — outstanding patient balances for your patients.
4. Applications — where is each provider in payer enrollment?