Identity and Contact
Full legal name, known-as names, DOB, SSN or TIN where required for background checks, mailing and practice addresses, phone and email for follow-up.
A complete, standardized Healthcare Credentialing Request reduces processing time, lowers the risk of credentialing denials, and helps ensure compliance with payor and institutional requirements.
Organizations and individuals involved in provider onboarding and network management commonly use this request to start credentialing and enrollment workflows.
Accurate completion by the clinician or authorized representative supports faster verification, fewer follow-up requests, and timely access to patient panels and reimbursement.
The clinician (physician, APRN, PA) signs to attest that the information provided is accurate and complete; the signature indicates consent for primary source verification and release of credentialing records.
A designated practice or hospital administrator may sign when authorized to submit the clinician's packet on their behalf and to attest that supporting documents are enclosed and verified for completeness.
Full legal name, known-as names, DOB, SSN or TIN where required for background checks, mailing and practice addresses, phone and email for follow-up.
State medical license numbers, issue/expiration dates, DEA and state controlled substance registration numbers, and any specialty board certifications.
Employment history with dates, reasons for leaving, gaps explanation, hospital privileges, and references for credentialing verification.
Current malpractice insurer, policy limits, tail coverage details, and any claims, suits, or settlements with dates and outcomes.
Criminal history, sanctions, exclusions (OIG/GSA), controlled-substance actions, and any administrative or disciplinary actions.
Attestation language authorizing primary source verification, release of records, and signature block with date and printed name.
| Field | Configuration |
|---|---|
| Intake Form | Required fields, conditional sections for specialties |
| Verification Tasks | Auto-generate PSVs and vendor queries |
| Approver Roles | Credentialing specialist, medical director |
| Notifications | Email/SMS reminders on incomplete packets |
Ensure your platform supports secure upload, role-based access, audit trails, and the authentication methods required by your organization and payors.
Usually 30–90 days for verification
Typically every 24–36 months
45–120 days depending on payer
Follow state board expiration dates
Every 3 years; plan ahead
Complete intake and submit all required documents for initial review.
Credentialing staff confirm packet and request missing items if any.
External verifications are requested and responses logged.
Medical staff committee reviews verifications and makes privilege decisions.
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |
A hospital network standardized intake across 20 clinics to centralize verifications
A multi-specialty practice used a single packet template for all hires