Credentialing Packets Compiled Instantly + Updated in Real Time

There’s a lot of pressure riding on every credentialing packet. Whether it’s used to secure committee approval or payer enrollment — it unlocks revenue for your organization and the provider.

Some part of this process is manual for nearly every healthcare organization. Maybe you’re combining PDFs, sending individual emails, or tracking expiration dates on a spreadsheet. Worst case scenario is that everything you’ve collected is jammed into a manilla folder on your desk. In any of these situations, it’s easy to miss something or get sidetracked causing long delays. Calculate how much it’s costing your organization.

MedTrainer is all about making life easier for our users. Our platform compiles your credentialing packets for you — with your own customized list of required documents. The best part is that when you (or the provider) upload new documents that should be in the packet, the packet updates in real time! 

How Does It Work?

The credentialing packet template consolidates all of a provider’s essential qualifications and credentials into an automated system that produces a single PDF for download. It’s fully-customizable, so you can create templates for any scenario that requires compilation of multiple documents.

1. Customize the template.

Set up your templates by provider location, category (allied health, physician, etc.), specialty, and more. Then select required document types — from licenses to peer references, payer documents, and more.

2. Select your template.

When you’re ready to compile a packet, just choose one of your pre-defined templates and MedTrainer will automatically compile the documents that are required in the template, as long as the documents are stored in the provider profile. The system shows a real-time list of document status, expiration date, and more so you know everything is ready for the packet.

3. Generate your packet.

With just a few clicks, the documents are compiled into a single, cohesive packet that is automatically saved as a PDF in the provider profile. No more copying, pasting, or manual compilation — it’s all automated.

What’s So Great About MedTrainer’s Credentialing Packet Templates?

In a nutshell, it’s the feeling of confidence that MedTrainer’s credentialing packet templates offer. You no longer have to juggle separate files, wonder if you have everything, or worry that you’re sending an expired license. Everything is in one place and compiled on demand.

Here are some of the things I love:

• At-a-glance view: Immediately see everything required — what’s missing, what’s expiring soon, and more. 
• Automatic file replacement: When you upload a new license or board certification, if the document type is required in the packet template, the document is automatically updated.
• Auto-form fill: Forms that are already mapped to data in the provider profile will automatically fill within the packet.
• Preview documents: Open document files right from the credentialing packet template to ensure they’re readable and accurate.
• Reusable: You’re not recreating the wheel every time you need to create a packet. Just select the right template and the work is done for you!
• Reorder your packet: It’s easy to move documents around if you need them in a different order. 
• Real-time status: See all status of all required documents, updated in real-time so that you can generate the packet as soon as it is complete.

Next Level Credentialing Packets

Of course you can take your credentialing packets to the next level with MedTrainer.

Need a face sheet? In one click, you can generate a Provider Credentialing Report from the Provider Profile Dashboard to include as the first page of your packet. This report includes provider information, locations, enrollments, included documents, verifications, and exclusions.

Ready to send for comments and signature? Use MedTrainer Document and Policy Management to add fillable forms and collect electronic signatures from the committee or governing board. 

Time to enroll? Customize credentialing packet templates for each payer to get the same peace of mind that you have all the needed documents and they’re valid. Once you download the packet, you can upload directly to the payer’s portal. 

Want a completely hands-off process? Use MedTrainer’s electronic document requests to have providers upload their own documents. As long as the document type is specified, they’re automatically added to the credentialing packet template for that provider. You can verify the information with the preview screen right in the packet document list.

Ready to simplify your credentialing packet creation? Book a demo with a MedTrainer expert.