Something that we are frequently asked is how we organize our credentialing. With so many documents required and providers to keep track of it can be easy to feel overwhelmed. So we asked our credentialing team.
How to organize and streamline the process:
Most individual providers and groups are not able to afford special credentialing software for their practice. One tool I’ve found useful and CHEAP in helping to organize the whole process is just a basic Microsoft Excel spreadsheet. Formatting it to list the insurance companies you are working with helps you to stay on top of credentialing and re-credentialing, including hospital privileges. Use the spreadsheet to notate what date you submitted the application and by what means (fax, email, or online website). You can also keep notes on your follow-up noting whom you spoke with at the insurance company and approximate how much longer until the provider is in-network. Microsoft Excel tools are also able to highlight columns or specific blocks to jump out at you as you are going through your week. You can highlight one color to term providers, one color to follow-up with insurance companies, etc. It’s a great way help you plan your schedule at a glance.
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