The Credentialing Process

A simple summary of your journey from initial consult to ongoing support.

Overview

Our Credentialing Process: Step-by-Step

Step 1: Initial Consultation

Purpose: Understand your goals and needs.

What to Expect:

• 30-minute meeting to discuss your practice and credentialing questions.

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Step 2: Market Research & Launch Plan

Purpose: Give you a clear credentialing roadmap.

What to Expect:

• We research your market and payor landscape.

• You receive a custom Market & Launch Plan.

• We review the plan with you in a follow-up meeting.

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Step 3: Agreement & Onboarding

Purpose: Formalize our partnership and gather information.

What to Expect:

• Sign Services Agreement and SOW.

• Pay initial research and onboarding fees.

• Practice and provider profiles set up in our system.

• 30-minute onboarding walkthrough.

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Step 4: Payor Discovery Report & Onboarding Review

Purpose: Present research findings and confirm all documentation.

What to Expect:

• Receive your personalized Payor Discovery Report.

• Web conference to review findings and onboarding documentation.

• Begin Primary Source Verification (PSV) for providers.

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Step 5: Payor Selection & Application Submission

Purpose: Choose payors and launch credentialing.

What to Expect:

• You select payors to pursue.

• We invoice for selected applications.

• Upon payment, we submit applications and start follow-up.

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Step 6: Application Follow-Up

Purpose: Proactively manage your applications.

What to Expect:

• Scheduled outreach to payors, status updates, and clarifications.

• One resubmission per payor included.

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Step 7: Monthly Maintenance

Purpose: Keep your credentialing current and compliant.

What to Expect:

• Ongoing services: CAQH, directory attestations, document tracking, PSV updates, status reports, and monthly check-ins.

• Add providers or group contracts as needed.

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Your Role

• Provide documents promptly

• Engage with our portal

• Attend scheduled meetings