Overview:
- The Credentialing Categories section is used to manage the inventory of credentials and certificates required by your organization. These credentials are categorized and tracked for compliance. This section is where you create your inventory, which can then be linked across different payors in the Contracts module. If it’s a company’s internal requirement, it will be marked so in the Basic Clearance Criteria (in Admin).
Accessing Credentialing Categories
- Navigate to the Admin menu and select "Credentialing Categories."
Adding a New Category or Certificate
- You can create a new credentialing category or add a certificate to an existing category. Click on the ‘Add Category’ button on the top right for this. The toggle called ‘Credentialing’ marks whether the compliance items (certificate/degree, etc.) are required by the payors or are an internal company requirement. You can add a description of the compliance items too, which will appear when a user hovers over the compliance name in the Provider module.
Managing Certificates or Compliance Items
- For each certificate, you can define the data fields that need to be collected, such as certification number, issue date, expiration date, and issuing authority. These fields will trigger alerts on the dashboard when they are about to expire. For this, click on the pencil icon in front of the compliance already added to the list
Field Order and Edits:
- You can reorder fields within a certificate to control the data entry process. However, if any changes are needed after a certificate has been added for a provider, you must contact support due to the downstream impacts.
- You can mark fields as mandatory or optional based on your organization’s requirements.
