Smarter Week

How to automate it

How to automate “keep licenses and payer credentialing up to date”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

120 min
typically, once a month
50%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Software feature

Track credentialing and license renewals in credentialing software

Credentialing tools keep CAQH profiles, licenses and payer enrolment in one place, check expiry dates and send reminders automatically.

Typically saves about 45% of the time4 h to set up
  1. 1Keep every provider's CAQH ProView profile current and attested.
  2. 2Use a credentialing tool (Medallion, Verifiable, symplr or your PM system's module) to track expiry dates.
  3. 3Set reminders 90 days before anything expires.
  4. 4Store all documents in one place.

Tools: CAQH ProView · Medallion · Verifiable · symplr

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Practice / clinic managerDental office manager / treatment coordinator

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

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Answers are anonymous. Leaders only see team totals.

Other common tasks for Practice / clinic managers