Establishing secure connection…Loading editor…Preparing document…

Credentialing Services Agreement

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

CREDENTIALING SERVICES AGREEMENT

This Credentialing Services Agreement (the "Agreement") is made and entered into as of Effective Date: by and between Client Name: , Entity Type: , Principal Place of Business: (hereinafter "Client"), and Service Provider Name: , Entity Type: , Principal Place of Business: (hereinafter "Service Provider"). Client and Service Provider may each be referred to herein individually as a "Party" and collectively as the "Parties."

RECITALS

WHEREAS, Client engages or employs health care practitioners and seeks to obtain and maintain credentialing, privileging, enrollment and payer panel participation for such practitioners; and

WHEREAS, Service Provider is experienced in performing credentialing, provider enrollment, recredentialing, and related administrative services and possesses the personnel, systems and expertise necessary to perform such services in compliance with applicable laws and payer requirements; and

WHEREAS, the Parties desire to set forth the terms under which Service Provider will provide credentialing services to Client.

NOW, THEREFORE, in consideration of the mutual covenants and agreements set forth herein, the Parties agree as follows:

1. DEFINITIONS

For purposes of this Agreement, the following terms shall have the meanings set forth below:

"Credentialing" means the processes by which Service Provider obtains, verifies, and maintains required practitioner credentials, qualifications, licensure, education, training, work history, and payer enrollment necessary for practitioner participation in payer networks and clinical privileging.

"Provider Data" means all practitioner-specific information, documents, and materials provided by Client or collected by Service Provider in connection with performing the Services, including but not limited to applications, licenses, sanctions history, DEA numbers, malpractice history, curriculum vitae and references.

"Confidential Information" means all nonpublic information exchanged by the Parties related to this Agreement, including Provider Data and business processes, as further described in Section 7.

2. SERVICES

2.1 Scope. Service Provider shall perform credentialing services described in Exhibit A and the scope summary below, which may include initial credentialing, recredentialing, primary source verification, payer enrollment, application preparation and submission, follow-up with payers and facilities, and maintenance of credentialing status. Specific services to be provided under this Agreement:

2.2 Performance Standard. Service Provider shall perform the Services in a professional and workmanlike manner consistent with industry standards and applicable payer and regulatory requirements. Service Provider will use reasonable efforts to meet deadlines agreed in writing by the Parties.

3. CLIENT OBLIGATIONS

Client shall timely provide accurate Provider Data, complete authorizations for Service Provider to act on Client's behalf for credentialing and enrollment matters where permitted, and notify Service Provider of any changes to a practitioner's status or information. Client is responsible for obtaining and maintaining all practitioner consents required by payers or regulators.

4. FEES AND PAYMENT

4.1 Fees. Client shall pay Service Provider the fees set forth below and in any applicable fee schedule. Fee structure (select one or describe):

4.2 Expenses. Client shall reimburse Service Provider for reasonable out-of-pocket expenses and third-party fees (such as payer enrollment fees and primary source verification fees) incurred in performing the Services, provided such expenses are pre-approved in writing when reasonably practicable.

5. RECORDS, AUDIT AND REPORTING

Service Provider shall maintain records of credentialing activities and Provider Data in accordance with applicable law and industry practice. Client may audit Service Provider's records relevant to Services upon reasonable prior notice and during normal business hours; such audits shall not unreasonably interfere with Service Provider's operations and may be subject to confidentiality obligations.

6. COMPLIANCE WITH LAWS AND PAYERS

Each Party shall comply with all applicable federal, state, and local laws, payer requirements, and accreditation standards applicable to credentialing and enrollment, including privacy and security obligations relating to Protected Health Information where applicable. Service Provider shall not knowingly submit false or misleading information to any payer or licensure authority.

7. CONFIDENTIALITY

Each Party agrees to maintain the confidentiality of Confidential Information of the other Party and to use such information only to perform obligations under this Agreement. Confidential Information shall not include information that is or becomes publicly available other than by breach of this Agreement or is rightfully received from a third party without restriction. Obligations of confidentiality survive termination for a period of three (3) years, except that Provider Data and PHI shall be retained in accordance with applicable law.

8. DATA SECURITY AND PRIVACY

Service Provider shall implement and maintain appropriate administrative, technical and physical safeguards designed to protect Provider Data and any protected health information (PHI) against unauthorized use or disclosure. In the event of any actual breach of security involving Provider Data or PHI, Service Provider shall notify Client without unreasonable delay and shall cooperate in mitigation and any required notifications.

9. REPRESENTATIONS AND WARRANTIES

Each Party represents and warrants that it has the full corporate power and authority to enter into this Agreement and to perform its obligations hereunder, and that performance will not violate any other agreement or applicable law. Service Provider further represents that it will perform the Services in compliance with applicable payer rules and professional standards.

10. INDEMNIFICATION

Client shall indemnify, defend and hold harmless Service Provider and its officers, employees and agents from and against any third-party claims, losses or liabilities arising from Client's breach of this Agreement, Client's provision of inaccurate Provider Data, or Client's negligent or willful acts. Service Provider shall indemnify, defend and hold harmless Client from third-party claims arising from Service Provider's negligent performance of the Services or breach of its representations.

11. LIMITATION OF LIABILITY

Except for breaches of confidentiality or indemnification obligations, neither Party shall be liable to the other for consequential, special, incidental, punitive or exemplary damages. Each Party's aggregate liability arising out of this Agreement shall not exceed the fees paid by Client to Service Provider under this Agreement during the twelve (12) month period preceding the event giving rise to the claim.

12. TERM AND TERMINATION

12.1 Term. The initial term of this Agreement shall commence on the Effective Date and continue for (the "Initial Term"), unless earlier terminated as provided herein.

12.2 Termination. Either Party may terminate this Agreement for material breach by the other Party if the breach remains uncured thirty (30) days after written notice. Either Party may terminate without cause upon days' prior written notice. Sections concerning confidentiality, indemnification, payment of fees, and records survival survive termination.

13. TRANSITION ASSISTANCE

Upon termination or expiration, Service Provider shall provide reasonable transition assistance to transfer active credentialing matters to Client or a successor provider. Transition assistance and related fees, if any, shall be negotiated in good faith and reflected in a separate transition statement of work.

14. INSURANCE

Service Provider shall maintain professional liability and general commercial liability insurance in amounts customary for credentialing service providers. Upon Client's request, Service Provider shall provide certificates of insurance evidencing coverage.

15. NOTICES

All notices under this Agreement shall be in writing and delivered to the addresses set forth below or as otherwise designated by the Parties in writing. Notice shall be effective upon receipt.

16. GOVERNING LAW; VENUE

This Agreement shall be governed by and construed in accordance with the laws of the state of , without regard to its conflicts of law principles. The Parties submit to the exclusive jurisdiction of the state and federal courts located in that state for disputes arising out of this Agreement.

17. ENTIRE AGREEMENT; SEVERABILITY

This Agreement, together with any exhibits and statements of work executed by the Parties, constitutes the entire agreement between the Parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements. If any provision of this Agreement is held invalid or unenforceable, the remaining provisions shall remain in full force and effect.

18. AMENDMENTS; WAIVER; COUNTERPARTS

No amendment or waiver of any provision of this Agreement shall be valid unless in writing and signed by authorized representatives of both Parties. Failure to enforce any right shall not constitute a waiver. This Agreement may be executed in counterparts, each of which shall be deemed an original and all of which together shall constitute one agreement.

19. MISCELLANEOUS

The Parties are independent contractors. Nothing in this Agreement creates an employer-employee relationship, joint venture, or partnership. Each Party shall obtain and maintain all permits, licenses and approvals required to perform its obligations under this Agreement.

Client

Printed Name:

By:

Date:

Service Provider

Printed Name:

By:

Date:

Enter text✕

What a Credentialing Services Agreement Covers

A Credentialing Services Agreement is a contractual document that defines the scope, responsibilities, and procedures for obtaining, managing, and maintaining professional credentials and network privileges for healthcare providers or other credentialed professionals. It typically sets performance standards, timelines for application and renewal, fees, document exchange, confidentiality obligations, and dispute resolution. Organizations use it to delegate credentialing tasks to third-party vendors or internal credentialing teams and to establish who bears liability for inaccuracies or omissions during verification, enrollment, or payer enrollment processes.

Why this Agreement Matters for Credentialing Operations

A Credentialing Services Agreement clarifies responsibilities, timelines, and data handling to reduce credentialing delays, ensure regulatory compliance, and limit liability. It standardizes documentation exchange, sets service levels for verifications and renewals, and establishes remedies for missing or inaccurate credential data.

Why this Agreement Matters for Credentialing Operations

Who Typically Prepares and Signs This Agreement

Hospitals, medical groups, health plans, and credentialing vendors rely on a Credentialing Services Agreement to assign responsibilities for provider enrollment and verification.

  • Hospitals and health systems: manage privileging, payer enrollment, and vendor oversight.
  • Medical groups and clinics: centralize credentials, reduce onboarding time, and ensure payer access.
  • Third-party credentialing firms: provide verification services under specified SLAs and data protections.

Signatory roles include credentialing managers, compliance officers, CFOs, and authorized vendor representatives identified in the agreement.

Essential Sections to Include in the Agreement

Core sections define scope, performance standards, data protections, payment terms, change control, and remedies — each shaping operational responsibilities and compliance obligations.

Scope of Services

Defines specific credentialing activities the vendor will perform, required deliverables, enrollment types covered (for example payer and hospital privileging), timelines, and performance metrics used to measure completion and quality.

Service Levels

Specifies SLAs for verification turnaround, renewal reminders, error correction timelines, remedies for missed SLAs, and escalation procedures to address delayed or incomplete credential files.

Fees & Billing

Describes fee schedule, invoicing cadence, reimbursement of third-party charges, billing dispute resolution processes, and conditions for fee adjustments or contract suspension for nonpayment.

Data Security

Requires HIPAA compliance when PHI is handled, specifies encryption and access controls, breach notification obligations, audit logging, and the requirement for a signed Business Associate Agreement where applicable.

Term & Termination

States contract duration, renewal mechanics, termination for convenience or cause, notice and cure periods, transition assistance obligations, and secure return or destruction of confidential records on termination.

Liability & Indemnity

Allocates responsibility for errors, sets damage caps where permitted, details indemnification for third-party claims, and lists carve-outs for gross negligence or willful misconduct.

Step-by-Step: Prepare and Execute the Agreement

Follow these steps to prepare and execute a Credentialing Services Agreement accurately and efficiently.

  • 01
    Gather Documents: Collect licenses, NPI, malpractice certificates, and board records.
  • 02
    Draft Scope: Define services, SLAs, and deliverables clearly.
  • 03
    Confirm Compliance: Ensure HIPAA, state law, and credentialing standards are met.
  • 04
    Execute & Store: Obtain signatures, notarize if required, and archive securely.

Online Workflow Settings to Collect Credentials and Signatures

Configure an online workflow to collect credentials, route approvals, and capture signatures with verification and audit capabilities.

Field Configuration
Authentication Email OTP, SMS code, or ID verification.
Conditional Fields Show fields based on role or answer.
Attachments Require uploads of licenses and certificates.
Bulk Send Send identical packets to many signers.
Expiration & Reminders Set automatic reminders and expiry rules.

Where Credentialing Packets Are Sent and Tracked

Credentialing packets typically move from vendor preparation through verifier review to payer or facility submission; tracking and audit trails are critical at each handoff.

  • Prepare Packet: Assemble documents and complete fields.
  • Verify & QA: Primary-source checks and document validation.
  • Submit to Payer: Use payer portals or mail per instructions.
  • Archive Record: Store signed agreement and packet securely.

Technical Requirements and Common Integrations for eSubmission

Required technical features and common integrations enable secure eSubmission and efficient credentialing workflows.

  • Integrations: Salesforce, NetSuite, Google Workspace, Microsoft 365
  • Supported Formats: PDF, DOCX, HTML, XLSX accepted
  • Authentication: Email OTP, SMS, SSO, KBA options

Timelines and Typical Processing Expectations

Typical deadlines and processing expectations for credentialing activities, including initial verification, renewals, and payer enrollments.

Initial Verification Timeline:

30–60 days typical for primary-source checks.

Provider Enrollment to Payer:

60–120 days until payer credentialing completes.

Renewal Reminders:

Trigger 90 and 30 days before expiry.

Document Corrections:

Allow 5–10 business days for reprocessing.

Emergency Privileging:

Expedited review may complete in 24–72 hours.

Key Milestones from Contract to Onboarding

Key milestones from contract execution through full provider onboarding, shown as sequential stages for operational planning.

01

Contract Execution

Agreement signed and effective date established.

02

Data Collection

Provider documents gathered and uploaded.

03

Verification

Primary-source checks completed and discrepancies resolved.

04

Payer Enrollment Complete

Provider added to payer networks and billing enabled.

Common Preparation Mistakes to Avoid

  • Incomplete or inconsistent provider identifiers (name, NPI, license numbers) cause duplication and credentialing delays with payers and hospitals; verify primary-source matches before submission.
  • Missing or expired supporting documents such as malpractice certificates, board certifications, or DEA registrations often trigger rejections and require reprocessing under tight deadlines.
  • Failing to include a HIPAA Business Associate Agreement or adequate data security clauses when PHI is exchanged exposes both parties to regulatory risk and complicates incident response.
  • Unclear SLAs, vague deliverables, or missing notice periods create disputes over responsibility for delays and can increase overall credentialing cycle time.

Security and Compliance Essentials to Include

Encryption in Transit: TLS 1.2/1.3 required for data in transit.
Encryption at Rest: AES-256 recommended for stored documents.
Business Associate Agreement: BBA required when PHI is shared.
Audit Trail: Capture timestamps, IPs, and actions.
Access Controls: Role-based access and MFA required.
Certifications: SOC 2, ISO 27001 support compliance posture.

Penalties and Operational Risks of Errors

Delayed Enrollment: Lost revenue and payer access.
Claim Denials: Denied claims and retroactive recoupment.
HIPAA Breach: Civil penalties and breach notifications.
Tax Penalties: IRC §6721 fines for incorrect returns.
Contract Disputes: Potential indemnity claims and legal costs.
Exclusion Risk: Provider exclusion from payer networks.

Real-World Examples of Use and Impact

Examples showing how organizations use Credentialing Services Agreements and eSignature workflows to streamline credentialing and reduce administrative burden.

Tech Data

Tech Data centralized credentialing processes across business units to speed approvals and standardize vendor responsibilities.

  • Reduced onboarding time by consolidating documents and approvals.
  • Technology integrations tied credential files to contract systems, improved auditability, and reduced manual follow-up; legal and compliance teams retained visibility into SLAs and renewal schedules without in-person routing.

Fertility Centers of Illinois

Fertility Centers of Illinois adopted electronic agreements to manage provider documentation and credential renewals across multiple clinic locations.

  • Enabled mobile signing and offline access.
  • This reduced administrative overhead, accelerated signature turnaround, and ensured consistent security controls for sensitive medical records; staff reported improved responsiveness for renewals and patient authorizations.

eSignature Vendor Comparison for Credentialing Workflows

Comparison of common eSignature vendors and feature tiers relevant to executing Credentialing Services Agreements; signNow is listed first for consistent vendor comparison.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Available (tier-dependent) Available Available Available Limited
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No envelope cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Practical Tips to Reduce Errors and Accelerate Processing

Practical recommendations to reduce errors, speed processing, and strengthen legal defensibility of the agreement.

Confirm exact legal names, NPIs, and license numbers
Before submission, cross-check names against government-issued IDs, state licensure databases, and the NPI registry; mismatches are a primary cause of payer enrollment delays and may trigger backup withholding or claim denials.
Use standardized templates with version control and approvals
Maintain a single approved master agreement with tracked changes, require version numbering and sign-off for amendments, and include an approvals log to avoid ambiguity over effective terms and unapproved scope changes between parties.
Attach HIPAA and data-protection clauses when PHI is involved
Include a signed Business Associate Agreement when PHI is exchanged, specify encryption and breach-notification procedures, limit vendor access to minimum necessary data, and require security attestations or audits as appropriate.
Define SLAs, remediation, and transition assistance clearly
Specify measurable SLAs, remedies for missed deadlines, dispute resolution steps, and transition support obligations to minimize service interruptions and clarify financial responsibilities during changeover or termination.

Common Questions and Practical Answers

Answers to frequent questions about completing, signing, and maintaining a Credentialing Services Agreement, focusing on legal validity and operational clarity.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users