First login: orient to your practice's data

For: Practice Admin · Time: 10 min · Frequency: Once

Trigger

Your billing agency sent you an invite email. You clicked it, set a password, and you're staring at a dashboard.

Outcome

You know where to find: your claims, your patients, your providers' credentialing status, and your outstanding balances. You've bookmarked the URL and confirmed your contact info is right.

Where

• Dashboard — landing page
• Profile — your contact info

Steps

1. Land on Dashboard. What you see:
   • KPI strip — credentialed % of your providers, monthly revenue (collected for your practice), denial count.
   • Action items — anything that needs your attention (most actions are the agency's job, but a few need you: a license renewal coming up, a missing document request).
2. Top nav tour:
   • Dashboard — where you are.
   • Patients — your patient roster with balances per patient.
   • Providers — your provider roster.
   • Applications — payer enrollments in progress.
   • Compliance — your providers' licenses, exclusion screening.
   • RCM — claims, payments, denials, statements (filtered to your practice).
   • Settings — your profile, your users.
3. Bookmark the URL. app.credentik.com/v2/#/dashboard.
4. Profile → confirm contact info. Settings → Profile → verify name, email, phone are right. This is what the agency uses to reach you.
5. Two-factor authentication. Strongly recommended for accessing patient data. Settings → Security → Enable 2FA. The platform uses TOTP (Google Authenticator, Authy, 1Password).

Watch-outs

• You see only YOUR practice's data. Tenant isolation is enforced server-side — you can't accidentally see another practice. If you DO see something that doesn't look like yours (wrong patient, wrong provider), email your agency immediately. That'd be a bug.
• You can read more than you can write. Most "delete" buttons aren't visible to you. Some "edit" buttons are. If something seems read-only that shouldn't be, ask the agency to change your role permissions (rare).
• The agency may be working on your data live. Don't be surprised if a claim's status changes while you're looking at it. The platform is real-time.
• Don't share your login. If a colleague needs access, invite them — don't give out your password. Audit trails depend on knowing who did what.

Related jobs

• Check the status of a specific claim — most common follow-up
• Update your profile or invite a colleague

Something on this page doesn’t match what you see in the app? Email support@credentik.com and we’ll fix the guide.