Credential tracking checklist
A practical list for building a dependable credential process.
Learn moreClear playbooks, checklists and answers that help you build a calmer, more reliable compliance process.
A practical list for building a dependable credential process.
Learn moreSet a schedule that gives your team room to act.
Learn moreUnderstand what to check and how to document it.
Learn moreList each team member and required credential. Record its issuer, number, expiration date and supporting evidence. Assign a reviewer and keep the record current when details change.
Configure reminders 90, 60, 30 and 7 days before expiration. Confirm recipient addresses and permission to send SMS, assign someone to follow up, and review delivery logs.
Keep accurate provider names and NPI numbers where available. Import the screening source, run the check, review possible matches against source evidence, and preserve the dated results. An unavailable source is not a clear result.
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