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Ohio Department of Insurance Standardized Credentialing Form

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Ohio Department of Insurance
Standardized Credentialing Form
Part B: Agency/Program/Organization Providers

INS5036 (Rev. 01/2011) — Accredited by the National Association of Insurance Commissioners (NAIC)

Please complete each section leaving no blank spaces. Clearly state if information requested is not applicable or not available and why.

Provider Identification

Legal Name of Applicant:

Federal Tax Identification Number:

Doing Business As (DBA):

Type of Provider:

NPI:

Primary Office Address:

Mailing Address (if different from business address):

City: State: Zip Code:

Date and State of Incorporation or Registration:

List all other states in which applicant is approved to conduct external reviews:

Length of time in business with this legal name and Tax ID:

Credentialing Contact Name:

Year Applicant Opened:

Address (If different from above):

Phone: Fax: Email:

Applicant Owner/Parent Company:

Type of Entity (Check one):

List all memberships in professional organizations and trade associations:

Medical Director

Name (Last, First, Middle):

Degree: Specialty:

Office Address:

Phone: Fax: Email:

Provider Practice Information

Name:

Street Address/PO Box:

City: State: Zip Code:

Phone: Fax: Email:

Website:

Primary Contact Name and Title:

Phone: Fax: Email:

Hours of Operation: Monday Tuesday Wednesday Thursday Friday Saturday Sunday

Included in Provider Directory?

List language and sign language interpreters/contractors:

Is teletype available?

Federal Tax ID number: NPI: Administrator/Site Manager:

Service Areas (Counties):

Handicapped Access: On Bus Route: Number of Beds:

Additional Practice Location

Name:

Street Address/PO Box:

City: State: Zip Code:

Phone: Fax: Email:

Website:

Primary Contact Name and Title:

Phone: Fax: Email:

Hours of Operation: Monday Tuesday Wednesday Thursday Friday Saturday Sunday

Included in Provider Directory?

List language and sign language interpreters/contractors:

Is teletype available?

Federal Tax ID number: NPI: Administrator/Site Manager:

Service Areas (Counties):

Handicapped Access: On Bus Route: Number of Beds:

Billing Information

To whom shall checks be made payable:

Billing Address (Street/PO Box):

City: State: Zip Code:

Phone: Fax: Email:

Type of Claim Form Used:

Accreditation Status

Accrediting Agency Name:

Accreditation Status: Accreditation Date:

Have you ever been denied accreditation by any accrediting body?

If yes, please provide details:

Licensure and Certifications

Medicaid Provider Number and Status:

Medicare Provider Number and Status:

License Number and Status:

CLIA Number:

Scope of Services

List all services offered (attach separate page if necessary):

Does the Provider have a toll free number?

If Yes, please provide number:

Is the Provider staffed 24 hours a day?

Is the Provider part of a national network of providers?

If Yes, please describe:

Does the Provider accept Worker's Compensation patients?

What is the accepted age range of the Provider's patients?

Does the Provider subcontract with other Providers?

If Yes, please provide names, addresses, description of services provided, and a copy of each contract:

Liability Insurance

General Liability Coverage

Name of Carrier: Policy Number:

Street Address/PO Box:

City: State: Zip Code:

Coverage Type:

Effective Date: Expiration Date:

Per Incident: $ Aggregate: $

Professional Liability (Malpractice) Coverage

Name of Carrier: Policy Number:

Street Address/PO Box:

City: State: Zip Code:

Coverage Type:

Effective Date: Expiration Date:

Per Incident: $ Aggregate: $

Staffing

Provide a list of the types, numbers of professional disciplines, licensures and/or certifications represented on the staff:

Provide a list of any special certifications, accreditations, or licensures held by the professional staff of your organization:

Electronic Capabilities

What are the Provider's current electronic capabilities?

What billing and documentation software is the Provider currently using?

What version is the software?

Does the Provider use this to perform eligibility verification?

Sent in groups (Batch)? Or one at a time (Real Time)?

Does the Provider use this to perform electronic claim submissions?

Sent in groups (Batch)? Or one at a time (Real Time)?

Does the Provider use Electronic Medical Records (EMR)?

What is the name of the EMR software?

What version is the EMR?

Is the EMR software compatible with your billing and documentation software?

Disclosure Questions

Have criminal proceedings ever been initiated against the Provider or its authorized representatives?

Has the Provider ever been the subject of an investigation or ever been terminated, suspended, sanctioned or otherwise restricted from participating in any private or public program?

Has the Provider's professional liability coverage ever been restricted, limited, denied, not renewed, or special rated?

Has the Provider ever been notified that staff information has been reported to the National Practitioner Data Bank, Healthcare Integrity and Protection Data Bank or professional state licensing boards or registries?

In the last five years, have there been any professional liability suits, or are there currently any pending or threatened suits?

Is there currently any pending or threatened licensing or disciplinary action against the Provider?

References

Name: Company:

Address: Phone:

Name: Company:

Address: Phone:

Name: Company:

Address: Phone:

Standard Authorization, Attestation and Release

I am the authorized agent of the Applicant named below and have the authority to execute this document on behalf of the Applicant. I understand that as part of the credentialing application process, all Applicants are required to provide sufficient and accurate information for evaluation of eligibility for participation.

I acknowledge and understand that my cooperation in obtaining information in connection with this application and my consent to the release of information does not guarantee participation.

Authorization of Investigation Concerning Application for Participation.

The following individuals including, without limitation, the Contracting Entity and its representatives are hereby authorized to investigate information concerning this application.

Authorization of Third-Party Sources to Release Information Concerning Application for Participation.

The Applicant hereby authorizes third parties to release information concerning the qualifications of this Applicant and any other information reasonably having a bearing on the Applicant's qualifications.

Release from Liability.

The Applicant hereby releases from all liability and holds harmless any Contracting Entity, its Agents, and any other third party for their acts performed in good faith and without malice.

Signature (Do not stamp):

Date:

Name (print):

Title (Print):

Name of Applicant (Print):

Enter text✕

What the Ohio Department of Insurance Standardized Credentialing Form Is

The Ohio Department of Insurance Standardized Credentialing Form is a state-specific template used by insurers, managed-care organizations, and credentialing departments to collect consistent practitioner qualifications and licensure data for provider network enrollment. The form standardizes core items—professional identifiers, licensing numbers, education, practice locations, malpractice history, and attestation statements—so carriers and third-party administrators can evaluate credentials against Ohio regulatory standards. Using a standardized form reduces rework, improves auditability, and creates a single source of truth for credentialing records required under Ohio administrative rules and payer contracts.

Why a Standardized Credentialing Form Matters

The Ohio Department of Insurance Standardized Credentialing Form ensures consistent data capture across applicants, speeds credential review cycles, supports regulatory compliance, and simplifies recordkeeping for payers and provider organizations. It reduces duplicate requests and helps internal audits and external reviews proceed more efficiently.

Why a Standardized Credentialing Form Matters

Who Typically Completes and Uses This Form

Typical users include insurance credentialing teams, provider enrollment staff, and managed-care organization administrators who process provider applications.

  • Insurance carrier credentialing departments that verify licensure, sanctions, and malpractice history.
  • Third-party administrators and MSOs handling network enrollment and credential file management.
  • Individual practices and group managers submitting provider credentials for payer contracts.

Use this form to centralize credential records, minimize follow-ups, and maintain consistent evidence for audits and regulatory reporting.

Core Sections to Expect on the Form

Core sections of the Ohio Department of Insurance Standardized Credentialing Form define provider identity, licensure, practice locations, professional education, malpractice history, and attestation statements.

Provider Identity

Collect full legal name, previous names, NPI, state license numbers, DEA where applicable, date of birth, and SSN or TIN if required for background checks and credential verification.

Education & Training

List medical school, residency, fellowship details, board certifications with dates, accredited training programs, continuing education, institution names and locations, and timelines for licensure maintenance.

Practice Locations

Provide all service addresses, primary practice location, billing address, telephone numbers, and FQHC or hospital affiliations with effective dates used for directory listing and claims routing.

Malpractice History

Disclose prior claims, settlements, judgments, and professional liability policy limits, including dates, court jurisdictions, and current carrier information to assess risk and for payer underwriting reviews.

Licensure Status

List active, inactive, pending, or restricted licenses by state; include license numbers, issue and expiration dates, and any disciplinary actions or suspensions with supporting documentation.

Attestation & Signature

Include signed attestations that all information is true, consent to primary source verification, authorizations for background checks, and clear signer identification with date and printed name.

Step-by-Step: How to Complete and Submit the Form

Follow these steps to complete and submit the Ohio Department of Insurance Standardized Credentialing Form accurately.

  • 01
    Prepare documents: Gather licenses, diplomas, malpractice history, and government ID copies.
  • 02
    Enter data: Complete fields using MM/DD/YYYY and official names.
  • 03
    Sign & attest: Sign form and consent to primary source verification.
  • 04
    Submit: Send to payer or upload via designated portal with attachments.

Typical Online Submission Configuration

Configure online submission fields and validation rules to reduce errors and accelerate credentialing workflows for payers.

Field Validation
Provider Name Required; auto-format to Title Case
Date Fields Required; enforce MM/DD/YYYY
License Numbers Required; numeric only; duplicate check
Attachments PDF or image; max 10MB; required for claims history

End-to-End Routing for Electronic Credential Submissions

Typical routing steps for electronic credential forms from completion through primary source verification to payer acceptance and enrollment.

  • Upload: Signer uploads completed form and supporting documents.
  • Verify: Payer performs primary source verification and credential checks.
  • Approve: Credentials reviewed for network criteria and insurance panels.
  • Enroll: Provider added to directories and claims routing after approval.

Platform and Integration Considerations

Platform integrations and file formats affect how the Ohio Department of Insurance Standardized Credentialing Form is transmitted and processed.

  • File Formats: PDF, DOCX, or scanned image accepted.
  • Integrations: Connectors for EHR and payer portals.
  • Authentication: Email, SMS, or federated SSO options.

Timing Expectations for Credentialing and Renewals

Key dates and processing expectations for credentialing submissions, license renewals, and revalidation cycles used by payers and regulatory reviews.

Submission Window:

Allow 30–60 days for primary source verification.

License Renewals:

Submit renewals at least 45 days before expiration.

Recredentialing:

Typically every 24–36 months per payer policy.

Urgent Requests:

Expedited handling may take 7–14 days with documentation.

Record Updates:

Report address or licensure changes within 30 days.

Key Milestones From Application to Enrollment

Milestones tracking the credentialing lifecycle from initial application through verification, committee review, enrollment, and periodic revalidation to maintain network status.

01

Application Received

Intake acknowledged and file opened for verification.

02

Primary Source Verif.

Licenses and certifications confirmed with issuing authorities.

03

Committee Review

Credentials committee assesses qualifications against network criteria.

04

Enrollment Complete

Provider added to payer rosters and online directories.

Common Preparation Pitfalls to Avoid

  • Incomplete attachments cause delays when copies of license, malpractice declarations, or board certifications are missing or illegible, requiring manual follow-up and extending review time.
  • Mismatched names between license, W-9/TIN, and submitted ID often trigger identity verification holds and can lead to backup withholding or delayed paneling.
  • Incorrect date formats, missing expiration dates, or unclear practice addresses lead to rejection and repeat submissions increasing administrative burden and payer backlog.
  • Failure to disclose prior disciplinary actions or claims can result in late-stage denial, rescission of approval, or recoupment actions by payers.

Potential Consequences of Inaccurate or Incomplete Submissions

Credential Denial: Application rejected for noncompliance.
Contract Delay: Enrollment and payment delayed.
Audit Findings: Regulatory audit citations possible.
Financial Penalties: Fines or contract penalties by payer.
Claims Disruption: Claims may be rejected or delayed.
Legal Exposure: Liability for undisclosed disciplinary history.

eSignature Vendor Pricing and Feature Snapshot for Credentialing Workflows

Comparison of eSignature vendor pricing and core features relevant to credentialing form submissions for payers and providers.

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 Varies Varies Varies
Bulk Send Yes (plan dependent) Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently Asked Questions About Using the Form

Answers to common questions about completing, signing, and submitting the Ohio Department of Insurance Standardized Credentialing Form.


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