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Credentialing Categories

Credentialing Categories let admins create and manage the inventory of credentials, certificates, and compliance items required for providers. This includes defining whether each item is payor-required or internal, adding descriptions, and configuring the data fields that must be collected (like issue dates and expiration dates). 

 

Overview

Credentialing Categories allow your organization to organize, track, and maintain the credentials, certificates, and compliance items required for providers. This inventory ensures all required documents, whether mandated by payors or internal policy, are set up correctly and consistently.
Accurate configuration here ensures clean downstream workflows in Contracts and Provider management and prevents compliance gaps. A well-organized credentialing inventory makes everyone’s life easier. Providers know what’s expected, compliance stays ahead of deadlines, and your billing stays smooth. When this area is configured cleanly, the entire workflow becomes clearer, faster, and less stressful.

This article applies to: Admins or anyone responsible for managing provider compliance and credentialing requirements.

Accessing Credentialing Categories

  1. Navigate to the Admin menu.

  2. Select Credentialing Categories.


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Adding a New Category

  1. Click "Add Category" in the upper-right corner.

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  2. Enter the name of the new credentialing category, and select whether it is a new category or if it falls within an existing category.

  3. Use the Credentialing toggle to specify whether this item is:

    • Required by payors (toggle "Yes")

    • An internal company requirement (toggle "No")

  4. (Optional) Add Credentialing Information in the text box—this appears as a hover tooltip in the Provider module.

  5. Save your changes.

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Managing Compliance Items

  1. Locate the compliance item you want to edit.

  2. Click the pencil icon to open field settings.

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  3. Drag and drop items from the Credentials List to the Compliance Field List as desired to add that item to the compliance requirements. 

  4. Reorder the Compliance Field List by dragging and dropping items within the list.

  5. Toggle Compliance Field List items to "Yes" if they are mandatory or "No" if they are optional.  This information comes from the organizational or payor requirements.

  6. Save your updates.

     

 

Important: If you need to edit a compliance item after it has been assigned to a provider, contact Support!   Edits can affect downstream workflows.

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Note: These fields generate dashboard alerts when expiration dates approach, helping maintain compliance.

 

Related Resources


 

Updated 1/28/26 by Amanda Kelly