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Start the Provider Credentialing Process
As a provider who is recruited into a provider network, you receive an email with instructions to log into the Provider Portal experience cloud site and start your credentialing application process. Enter information about your education, training, or practice standards, and professional qualifications (licenses, certifications, education, and registrations).
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To start credentialing: | Provider Network Management for Experience Cloud Sites permission set |
- Provider Network Management’s built-in integration with NPI helps you retrieve information from the provider’s NPI profile. If you have an NPI number, your credentialing application form is automatically updated with the information from your NPI profile and you only need to verify it.
- Provider Network Management isn’t integrated with CAQH by default and requires additional configurations. If you have a CAQH number and your payer has set up CAQH integration, all your information is automatically updated from the CAQH profile.
- Log in to the provider portal using the credentials shared with you by email.
- Click Start Credentialing next to your application, and click Next.
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Do one of the following:
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If you have a CAQH Number, click Yes and verify that your
CAQH number is correct.
Your information is automatically updated in the credentialing application based on your CAQH profile and you just need to verify the details in the following screens.
Note You can’t add or modify any of the information that is displayed. If any of your professional or education information is incorrect, you need to get it changed in the CAQH system. -
If you don’t have a CAQH number, click No.
Salesforce proceeds to retrieve information from your NPI profile. Your information is automatically updated in the credentialing application and you just need to verify the details in the following screens.
Note You can’t add or modify any of the information that is displayed. If any of your professional or education information is incorrect, you need to get it changed in the NPI system.
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If you have a CAQH Number, click Yes and verify that your
CAQH number is correct.
- Verify the specialty, board certification, work history, and other details in the following screens.
- Provide your answers in the questionnaires for disciplinary actions, professional liability, health status, and Medicare.
- Verify or change details of your billing address and click Next.
- Read the consent form and agree to the terms.
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Click Sign Application Electronically.
Salesforce generates a DocuSign document with all your credentialing information and creates an application. The credentialing workflow creates the document based on the DocuSign template that your admin configured for your org.
- Review the information in the credentialing application form.
- Sign the application form.
That's it! You've completed your credentialing application form. Salesforce creates a Case record and updates the Individual Application record. You can track your application’s status using the Case record.
