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“Credentialing is just a lot of paperwork. And it’s constant.”

That’s what one of our new customers told us recently, and we hear the sentiment a lot. Regulatory compliance in healthcare, and credentialing in particular, can be a tedious, manual process that takes hours of concentration.

Unfortunately, credentialing can also take several rounds of trial and error. 🙁

Since you’re reading this, we know you’re a smartie and are looking for something better. High five!

Wouldn’t it make the medical credentialing process so much easier if you had a credentialing process flow chart that walks you through every required credentials management task step-by-step?

You’re in luck because this already exists with automated credentialing software for healthcare. Double high five!

It is time to start thinking about how you can make moves to get rid of all of those binders, filing cabinets, and even that old-fashioned credentialing tracking spreadsheet.

Farewell to binders and credentialing spreadsheets

Your next step is to select an automated credentialing software platform that will help your facility save the most time and money. You also want to choose one that, simply put, works really really well. Lastly, you’ll need to consider how to persuade your supervisor or the facility owner or executive that the expense is worth it. Let’s tackle the last part first….

Why Your Organization Needs Credentialing Software

At best, your current file system depends on a few individuals familiar with the workings of conventional healthcare management systems. With high turnover industry-wide, that’s ripe for trouble. What happens if a key player quits suddenly? Yikes!

At worst, the old standby file systems can hinder an organization with…

  • Inefficiencies
  • Holes in data continuity
  • Tracking expiration

To put it plainly for the higher-ups, a manual file system can cause an organization to lose out on revenue. Some of our customers have lost out on hundreds of thousands of dollars in potential revenue before they worked with us, solely due to inefficient credentialing.

But you already understand this because you’re here. Fear not!

With an all-in-one software solution, your facility can easily manage provider source credentialing and medical staff credentialing, as well as effectively administer all aspects of your internal organizational processes.

Whether you’re new to the medical credentialing process or have decades of experience managing medical staff credentialing with a manual credentialing process flow chart, you’ll want to keep in mind a few key factors before deciding on a web based credentialing software.

Below are 6 crucial things to keep in mind when weighing your options:

#1 Focus on cloud-based credentialing software.

  • Have a birds-eye view. Administrators can house your facility’s credentialing systems in the cloud and use easy monitoring software to have a clear picture of the activities of your staff and medical credentialing certifications.
  • All-in-one solution. In an ideal world, your credentialing platform also houses all your other compliance systems. As you know, training and regulatory compliance in healthcare is a necessary component for all successful health systems, so use a platform that uses just one login to complete all of your administrative tasks like training, incident reporting, and SDS management. For example, check out a few of these compliance training scenarios.
  • Anytime/anywhere access. Choose one of the online credentialing solutions available 24/7, accessible to your employees anywhere at any time.

#2 Seek a solution with document management.

  • Document management systems improve workflow. Consider a medical credentialing software company with systems offering the ability to automate tasks and stay on top of communication, re-credentialing, and document tracking.
  • Creates an easy enrollment process. With a powerful tool that can simplify the entire enrollment process, you can set up new providers within a provider credentialing process flow, view all tasks, manage background checks, manage all medical credentialing certifications, run reports, and more in just a few easy steps.

#3 Your credentialing software should follow a Credentialing process flow chart.

  • Shows priorities. Your medical staff credentialing needs enrollment processes that have priorities for admins to easily identify which processes require more attention.
  • More efficient task management. A tool, such as an enrollments table, can allow enrollment management on the same screen to make task management more efficient, all in one view.
  • Automated notifications! Automation is a great thing. And automatic notifications are a big part of that. A great credentialing software will send new notifications to inform providers about the enrollment process resolution.
  • Automation using flow charts and checklists. Choosing credentialing software that uses a credentialing process flow chart, used like a credentialing checklist template, walks you and your team through the entire medical credentialing process
  • Never miss expiration dates. Reminders and alerts far approaching the expiration dates of any credentials, all as part of a credentialing process flow chart

#4 Great credentialing software has a robust provider credentialing process flow

  • Auto-generated logs. Look for auto-generated provider profile logs/activity logs according to the modifications performed for the enrollment process.
  • Adaptable enrollment stages. Make sure the medical credentialing software company provides features to adapt to the Enrollment stages in the management software.
  • Check organization-wide status. Take advantage of extra perks of great automated credentialing software for healthcare, such as a provider profile dashboard, including statuses of where your organization is at in the provider credentialing process.

#5 Choose an option that includes automated exclusion screening software.

  • Makes life a breeze. Get reporting updates sent to your email directly and automatically.
  • Automatic task alerts for peace of mind. Receive alerts when a task hasn’t been completed, so you can stay ahead of the curve.
  • Save time with automated screening. Automate provider source credentialing, provider initial screening, and ongoing monitoring for multiple exclusion databases including the federal LEIE OIG database, SAM database, and more.

#6 Lastly, your perfect software will let you take control of the process, how you want.

  • Have control over how involved your team wants to be in your credentialing system.
  • Automated credentialing software for healthcare like MedTrainer software offers both self-managed and fully-managed It’s up to you to decide what fits your needs best.

The most important question to consider when implementing credentialing software is…


Does the added value justify the expense?


The answer is usually a resounding YES when your credentialing software solution has multiple benefits:

  • Saves time (on average, 6 hours a week for MedTrainer customers!)
  • Opens opportunities for more revenue with organized credentialing
  • Makes happier, less-stressed employees, which means increased staff retention
  • Improved continuity when staff changes
  • More flexibility with cloud-based solutions to work from home or rebound in the event of a disaster


By implementing smart software solutions, you can increase your organization’s efficiency and make sure you’re effectively managing provider source credentialing. You’ll also ensure employees get the required medical credentialing certifications, using a reliable medical credentialing software company.


Contact us today for an informational demo because you’re ready.


Putting this in purple just to distinguish from SEO keywords. My intention is for the purple to be bold, not purple. 🙂