How it Works

Step 1: Intake & Documentation Collection

This is where we gather the information and documents needed to start your credentialing. We keep this part simple and straightforward so you can get started quickly.

What we collect:

Basic provider information
License details
Practice information
Required documents (ID, license, insurance, etc.)
Any payer-specific forms

What you do: Submit your intake form and upload your documents.

What we do: Review everything for accuracy, identify missing items, and prepare your file for credentialing.

Step 4 : Contracting & Follow-Ups

We stay on top of every payer after your applications are submitted. This is where most delays happen, so we handle all communication to keep your credentialing moving forward.

Includes:

Regular follow‑ups with each insurance payer
Responding to requests for additional information
Monitoring application status
Moving your file into contracting once approved

Step 2: CAQH Setup & Clean up

We make sure your CAQH profile is complete, accurate, and fully updated. A clean CAQH prevents delays and reduces the chance of denials during credentialing.

Includes:

Creating or updating your CAQH profile
Uploading required documents
Fixing missing or incorrect information
Ensuring attestations are current

Step 5: ERA & EFT Setup

Once you’re approved, we help you set up electronic payments and remittance so you can actually get paid. This ensures your billing system is connected correctly and ready to receive claims and payments.

Includes:

Completing ERA/EFT forms for each payer
Submitting forms and required documents
Coordinating with payers and clearinghouses
Verifying activation and payment routing

Step 3: Application Submission

We prepare and submit your credentialing applications to each insurance payer. Everything is double‑checked for accuracy to prevent delays and reduce the chance of rejections.

Includes:

Completing all payer applications
Verifying all required fields and documents
Submitting applications to each insurance panel
Tracking submission dates for follow‑ups

Step 6: Approval & Billing Services

Once you’re approved with each payer, we make sure everything is fully activated so you can begin seeing clients and getting paid without delays.

Includes:

Confirming payer approvals
Verifying your effective dates
Ensuring ERA/EFT is active
Making sure you’re ready for billing and claims submission

FAQs

Frequently Asked Questions

1. How long does credentialing take?

Most payers take 60–120 days, depending on the insurance panel and how quickly they process applications.

2. Do you work with solo clinicians?

Yes — we specialize in supporting solo providers and small practices.

3. What documents do I need to start?

You’ll need your license, malpractice insurance, ID, resume/CV, and basic practice information.

4. Do you clean up my CAQH?

Yes — we update, correct, and fully clean your CAQH profile before submitting any applications.

5. Do you follow up with insurance companies?

Absolutely — we handle all follow‑ups, requests for information, and contracting communication.

6. Do you help with revalidations or recredentialing?

Yes — we manage revalidations, updates, and renewals to keep you active with payers.

7. Do you work with Medicare or Medicaid?

Yes — we assist with Medicare and most state Medicaid programs.

8. How many insurance panels can I apply to?

As many as you choose — we help you select panels based on your practice needs.

9. Do you help with ERA/EFT setup?

Yes — we complete and submit ERA/EFT forms so you can receive payments electronically.

10. When can I start billing?

You can begin billing once your payer approvals and effective dates are confirmed and ERA/EFT is active.