Provider & Mid-Level Credentialing: Comprehensive Training for Healthcare Professionals

Are you new to provider or mid-level credentialing? Do you want to establish a proven credentialing system, or refresh your existing skills? This webinar is designed for you. Led by credentialing expert Cati Harris, CBCS, this program provides a complete guide to provider and mid-level credentialing, including best practices, compliance requirements, and practical tools for efficient implementation.

Participants will learn how to set up and maintain systems such as CAQH, PECOS, NPPES, and Identity & Access Management (I&A), manage documentation requirements, verify provider credentials, complete payer applications, and submit comprehensive credentialing packets. Attendees will also gain access to customizable tools, forms, and templates for tracking provider documents, verifying credentials, managing payer submissions, and monitoring ongoing re-validation. The session concludes with a live Q&A, ensuring participants leave with actionable insights for immediate application.

Learning Objectives

• Determine when to start credentialing a new physician or mid-level provider.

• Understand the setup, maintenance, and attestation processes for CAQH, PECOS, and NPPES.

• Identify required documents for provider credentialing and how to verify authenticity.

• Complete and submit payer credentialing applications accurately.

• Navigate payer-specific requirements, contacts, and submission procedures.

• Track provider documentation and submitted applications efficiently.

• Recognize common processing timelines and flag potential issues.

• Implement best practices to ensure credentialing is timely, accurate, and compliant.

• Review fee schedules and contracts effectively after credentialing approval.

• Maintain clear communication with payers and providers throughout the credentialing process.

Areas Covered in the Session

• Credentialing fundamentals and keys to success: research, preparation, tracking, and communication

• Starting the provider credentialing process, including provider and payer research

• Essential documentation: Provider welcome packages, enrollment forms, CV requirements, service descriptions, contact information, CAQH attestation forms

• Payer document preparation and submission via email, fax, or payer portal

• Provider and mid-level linking, re-validation, and ongoing compliance

• Tracking systems for provider documentation and application submissions

• Minimizing financial impact and maintaining efficient workflow

• Storing and managing credentialing information securely

• Live Q&A session to address real-world scenarios

Suggested Attendees

• Credentialing and Enrollment Specialists, Experts, and Leaders

• Healthcare Administrative Teams and Office Personnel

• Practice Managers and Clinic Managers

• Billing Specialists and Revenue Cycle Teams

• Staff managing NPPES, CAQH, PECOS, or other enrollment systems

• Allied Health Providers and Advanced Practice Providers

• Clinical Directors, Practice Owners, and Operations Staff

• Claims Teams and Medical Support Personnel

About the Presenter

Cati Harris, CBCS

Cati Harris is a nationally certified credentialing, billing, and coding specialist with over 20 years of experience in the healthcare industry. She currently serves as Director of Provider Credentialing and Contracting at Solor Inc., a full-service revenue cycle management and billing company serving physicians across multiple specialties. Cati’s expertise encompasses managing credentialing operations, implementing enrollment programs, and negotiating contracts and fee schedules with all major payers. Her practical knowledge and proven systems make her a recognized expert in provider and mid-level credentialing, equipping healthcare teams to operate efficiently and compliantly.