Demographics
Collect legal name, preferred name, DOB, contact details, Social Security Number or Tax ID when required for background checks and payer records.
A complete, standardized PSQ reduces credentialing delays, supports HIPAA-compliant recordkeeping, and provides consistent evidence for payer enrollment, privileging committees, and audits under federal and state rules.
The PSQ is used by both individual providers and organizational teams to collect credentials and disclosures prior to clinical privileges or contracting.
Templates are often completed online by providers and reviewed by credentialing, HR, compliance, or contracting staff before acceptance.
Collect legal name, preferred name, DOB, contact details, Social Security Number or Tax ID when required for background checks and payer records.
Capture license numbers, issuing state, expiration dates, board certifications and NPI to allow immediate verification against state licensing databases.
List medical school, residency/fellowship, graduation dates and any postgraduate training relevant to privileges or scope of practice.
Request malpractice carrier name, policy limits, claims history, and dates to assess risk and ensure coverage meets organizational requirements.
Document practice address, tax identifiers, payer enrollments, and billing NPI to support contracting and claims submission.
Include explicit attestations, HIPAA authorizations, and signature blocks (with date) to document intent and consent for release of records.
| Field | Configuration |
|---|---|
| Authentication | Email link by default; use SMS code or KBA for higher assurance |
| File format | Accept PDF and DOCX; export signed PDF/A for long-term retention |
| Conditional fields | Show license fields only when 'Provider' role selected |
| Routing order | Route provider → credentialing reviewer → compliance approver |
Integration with record systems and the ability to export signed, tamper-evident PDFs simplifies audits and downstream processes.
Providers should submit PSQ and attachments before clinical start date.
Credential checks commonly complete within 7–30 calendar days.
Most organizations recredential every 2–3 years per policy.
Payer processing can take 30–90 days after submission.
Use prioritized routing for urgent privileging requests.
| 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 | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |