Browse by topic

Each topic is a buyer's home: guides, tools, and a few directory listings.

Independent guidance on the services practices actually buy. The full provider directory sits behind every topic.

Credentialing & Enrollment

Paneling, payer enrollment, CAQH, timelines, vendor selection.

13 guides · 2 tools →

Medical Billing & RCM

In-house vs outsource, pricing models, coding, payer contracts.

21 guides · 4 tools →

EHR & Practice Software

EHR selection by specialty, migration, practice-management software.

9 guides · 2 tools →

Practice Startup & Consulting

Starting a practice, consultants, MSOs, vetting and costs.

6 guides →

HIPAA Compliance, Risk & Legal

HIPAA rules, malpractice coverage, healthcare counsel, verified vendors.

10 guides · 1 tool →
Start here
How we evaluate vendors Free decision tools Search the full directory Get matched free
Topics
Credentialing & Enrollment Medical Billing & RCM EHR & Practice Software Practice Startup & Consulting HIPAA Compliance, Risk & Legal
Browse
Buyer guides Decision Tools How We Evaluate Research Directory Partners
Get MatchedList Your Firm

Credentialing / Credentialing Status Check

How to use the optional credentialing tracker template

One case covers one provider, one insurance plan, one practice business and one service location for this application. Use another case when any of these change. Keep your own list of which provider each label represents.

Use the template; don't include names, IDs or patient details. Keep insurance company documents and the link between labels and real names in your own records. Choose a listed value in each category. Fill only dates you know; blank means unknown. You do not need to locate all 12 dates before preparing your application answers. Dates describe administration only. The template has no free-text note field. Do not add attachments or identifier columns. All dates must describe this same application.

Download the CSV template | Tab-separated TXT template | How to use the optional tracker template

Application code
case-1 through case-10, a different code in each row
Insurance company label
payer-1 through payer-10; keep the list that links these codes to real names in your own files
Insurance company guidance
Aetna; UnitedHealthcare medical; Other or not sure
Status you use now
Not sure; Pending; Approved; Active; Rejected
Credentialing status
Not sure; Profile complete only; Application acknowledged; More information requested; Insurance company approved credentialing; Insurance company denied credentialing
Contract status
Not sure; Not started; Practice signed only; Both parties signed
Claims-system setup status
Not sure; Not requested; Claims-system setup requested; Directory listing only; Insurance company confirmed claims-system setup
In-network start-date status
Not sure; Requested date only; Insurance company confirmed effective date; Conflicting dates
Same provider and plan
Not sure; Records differ or one is missing; Provider, plan, business and location checked
Requested item
Not sure; None reported; Profile access authorization; Current license; Current liability coverage; Agreement signed by both sides; Roster or affiliation; Correction to provider, practice or location details
Who will follow up
Unassigned; Enrollment coordinator; Practice manager; Contracting lead
Application submitted
YYYY-MM-DD preferred; US M/D/YYYY is also accepted and normalized. Blank means unknown.
Insurance company confirmed application complete
YYYY-MM-DD preferred; US M/D/YYYY is also accepted and normalized. Blank means unknown.
Last practice follow-up
YYYY-MM-DD preferred; US M/D/YYYY is also accepted and normalized. Blank means unknown.
Last insurance company request
YYYY-MM-DD preferred; US M/D/YYYY is also accepted and normalized. Blank means unknown.
Credentialing approval
YYYY-MM-DD preferred; US M/D/YYYY is also accepted and normalized. Blank means unknown.
Contract sent for signature
YYYY-MM-DD preferred; US M/D/YYYY is also accepted and normalized. Blank means unknown.
Signed contract received by insurance company
YYYY-MM-DD preferred; US M/D/YYYY is also accepted and normalized. Blank means unknown.
Contract signed by both sides
YYYY-MM-DD preferred; US M/D/YYYY is also accepted and normalized. Blank means unknown.
Claims-system setup confirmed
YYYY-MM-DD preferred; US M/D/YYYY is also accepted and normalized. Blank means unknown.
Effective date
YYYY-MM-DD preferred; US M/D/YYYY is also accepted and normalized. Blank means unknown.
Other effective date
YYYY-MM-DD preferred; US M/D/YYYY is also accepted and normalized. Blank means unknown.
Next practice review
YYYY-MM-DD preferred; US M/D/YYYY is also accepted and normalized. Blank means unknown.
Unanswered follow-ups
0 through 10 only when known; blank means unknown, not zero.
Need hands-on help
Not sure; Staff time available; Hands-on help needed

Provider, plan, business and location checked means your practice checked that the records concern the same provider, insurance plan, practice business and location. It does not mean GetPracticeHelp checked the records.

A submitted application is different from a complete application acknowledged by the insurance company. Signed-contract receipt is different from the date you sent it. Keep both conflicting effective dates, if known. Choose only what your records confirm. Do not assume a later step is complete because an earlier step is complete. A requested date belongs in Requested date only; directory visibility belongs in Directory listing only.

Last updated: October 24, 2026. Return to the preview.