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Format: On-Demand Webinar
Presenter: Cati Harris, CBCS
Time: You can access the webinar anytime
Duration: 60 minutes
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Are you new to credentialing? Has it been a while since you credentialed a provider/ mid-level?  Maybe you were asked to step into a new position in provider credentialing. If you answered yes to one of these questions, then this webinar is for you! Whether you are brand new to provider/ mid-level credentialing or have a few years of experience, the ability to provide Effective Credentialing is the most critical key to provider/ mid-level credentialing. During this session, Expert Cati Harris, CBCS, walks you through each step of the entire credentialing process for providers and midlevel providers (PA, NP, Non-Physicians). You will learn documentation requirements, application requirements, payer-specific requirements, document, and application package prep, credentialing package submission, setup, and maintenance of CAQH, PECOS, tracking of applications submitted to payers, and final steps once approval has been received. This will also include a review of provider revalidations. You will also learn how you can make your onboarding process more efficient and accurate to speed up your billing process and get paid more quickly.

Learning Objectives

  • When is it possible to start credentialing for a new provider/ mid-level?
  • What is the process for Setup/ Maintenance/ Attestation of CAQH, PECOS
  • What are the required documents for credentialing a provider/ mid-level?
  • What are the specific requirements for the collaborative agreements?
  • State licensing requirements for provider/ mid-levels
  • Board Certification requirements for provider/ mid-levels
  • What are the requirements for the (mid-level) supervising physician?
  • What are the credentialing requirements for the (mid-level) supervising physician?
  • How to complete the payer applications for credentialing?
  • How to submit the provider/ mid-levels application package to payers?
  • Payer Specific requirements for applications and submission
  • Payer Specific contacts and submission information
  • How to track provider/ mid-levels documentation and verify authenticity/ activity?
  • How to track submitted payer application packages?
  • Common processing times and how to identify flagged applications
  • Tips to ensure your credentialing process is efficient and timely
  • The process to complete once the payer has approved credentialing
  • How to review the proposed Fee Schedule and Contracts?
  • How to efficiently communicate updates with the payer and provider?
  • How to bill for a midlevel before credentialing is complete?

Areas Covered in the Session

  • Credentialing Keys to Success
  • How do I start the process of credentialing a provider?
  • Provider Research
  • Payer Research
  • Provider Welcome Package Documents
  • Provider Enrollment Information Document
  • Provider Document Checklist
  • Provider CV Requirements
  • Welcome Letter
  • Description of Services
  • Payer Documents
  • Payer/ State Applications
  • Payer Contact Information
  • Tracking Spreadsheet
  • Provider Document Preparation
  • Review All Documents for Accuracy, Dates, Infractions
  • Create a Provider File
  • Access Provider Logins
  • Review Provider CV
  • National Plan & Provider Enumeration System (NPPES)
  • Identity & Access Management System
  • Council for Affordable Quality Healthcare (CAQH)
  • Provider, Enrollment, Chain & Ownership System (PECOS)
  • Payer Document Preparation
  • Application Preparation
  • Payer Application Submission via Email/ Fax
  • Payer Application Submission via Payer Website
  • Linking of Provider/ Mid-Level
  • Linking a Provider already PAR with the Payer
  • Provider Re-Validation
  • Termination of a Provider
  • Document Tracking
  • Application Tracking
  • Provider Document Tracking Tools
  • Provider Document Checklist
  • Excel Tracking Spreadsheet
  • Communication
  • Minimize Impact
  • Steps to Minimize Financial Impact
  • Next Step after Provider Credentialing is Approved
  • Information Storage
  • Important Forms & Sheets

Suggested Attendees

  • Credentialing and Enrollment Specialists
  • Credentialing and Enrollment Experts
  • Credentialing and Enrollment Leaders
  • Healthcare Administrative Teams, Personnel
  • Practice Managers
  • Healthcare Billing Specialist
  • Staff Providing NPI Support, NPPES Support
  • PESC, CPMSM, CPCS
  • Staff Providing CAQH Support
  • Clinic Managers
  • Allied Health Providers
  • Advance Health Practitioner
  • Credentialing
  • Enrollment
  • Office Managers
  • Operations
  • Revenue Cycle
  • Coders
  • Clinical Directors
  • Practice Owners
  • Claims Teams
  • MSPs

About the Presenter

Cati Harris, CBCS is a nationally certified credentialing, billing, and coding specialist, with over 20 years of experience in the healthcare industry. Cati is the Director of Credentialing/ Contracting with Solor, Inc., a third-party billing company providing physicians across all specialties full-service revenue cycle management, billing, and Provider/ Mid-Level Credentialing/ Contracting. Cati’s expertise extends through managing credentialing services and contract/ fee schedule negotiations for providers with all major payers

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Course Content

You can access all the webinar materials after successful payment for life-time

  • Webinar Link + Handouts PDF
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