Credentialing Services

I’d be glad to support clinicians with credentialing services. Navigating insurance panels can be overwhelming, time-consuming, and often confusing, especially while managing other aspects of having a private practice and seeing clients. My goal is to simplify this process for you, making it feel more manageable and less stressful. I offer support with CAQH setup and maintenance, initial insurance panel applications, panel additions, and ongoing follow-ups throughout the credentialing process. I bring both clinical understanding and attention to detail to the process. My focus is to keep things clear, thorough, and collaborative so clinicians can feel informed and supported every step of the way.

 

The Process

I meet with you to go over your credentials and your private practice goals, including which insurance companies you’re considering credentialing with. I then provide personalized recommendations tailored to your specific goals and situation.

Step 1 - Initial Consultation

Step 2 - Document Preparation

I gather the necessary information needed for your credentialing documents, including your NPI, TIN, practice address, taxonomy, and any other details required to complete the process.

I prepare and submit your applications to the insurance carriers you’ve chosen, ensuring everything is complete and accurate. I also stay in contact with insurance companies and follow up as needed, responding promptly to any questions or requests they have.

Step 3 - Application and Follow Up

Step 4 - Approval and Next Steps

After approval, I can support you with the setup process, including EFT/direct deposit, ERA enrollment in your EHR, and ensuring your billing is properly set up within your EHR.

Detailed Process Overview

CAQH Set Up

  • CAQH setup and initial profile completion

  • Ongoing CAQH maintenance and attestations (done every 120 days)

  • CAQH updates when needed such as getting licensed in another state or change in demographics

Insurance Panel Applications

  • Initial insurance panel applications for major commercial payers, which include Providence Health Plan, United Healthcare/UMR/Optum, Aetna, Pacific Source, Cigna/Evernorth, First Choice Health (Includes Kaiser Added Choice, PPO Plus, and Dual Choice PPO), Moda Health

  • Adding additional insurance panels to an existing private practice

  • Assistance completing and submitting credentialing applications

  • Support with responding to payer requests for additional information

Application Tracking, Follow-Up & Status Updates

  • Organized tracking of all credentialing applications

  • Regular follow-ups with insurance panels to check status

  • Status updates shared in a clear, easy-to-follow document

  • Spreadsheet-based tracking system for transparency and organization

Payment System Setup Support

  • Setup guidance for electronic funds transfer (EFT) / direct deposit with insurance companies

  • ERA (Electronic Remittance Advice) enrollment and set up in EHR

  • Assistance organizing payment systems for clarity and efficiency

  • Troubleshooting common EFT / direct deposit issues

Guidance on Insurance Information & Client Marketing

  • Support for clinicians with questions about offering insurance within their private practice

  • Exploration of how insurance participation may impact practice structure and finances

  • Considerations when transitioning clients from private pay to insurance coverage

  • Review of website and marketing language to clearly and accurately communicate insurance acceptance and attract insurance clients

If you are already credentialed with an insurance but need additional support, I also offer consultation services. Learn more here.

Cost of Credentialing

The cost of credentialing with is $150.00 per insurance company.

I accept all major credit/debit cards. Payments are made through HIPAA-compliant practice software.