As you begin your onboarding process for insurance credentialing, having all necessary documents on hand will streamline the procedure and make the transition smoother. Below, we outline a comprehensive checklist of information and documents you should have ready:
Personal Information
Full Legal Name – including any suffixes (Jr, Sr, III, etc.) and prefix (Dr., Mr., Mrs., etc.)
Contact Details – including a valid email address and phone number.
Date of Birth – to validate your identity.
Social Security Number – a critical identifier in the credentialing process.
Driver's License – for identity and address verification.
Educational Background
Education Credentials – degrees, diplomas, and certificates with graduation dates.
Transcripts – official transcripts from all educational institutions attended.
Professional Details
Resume or CV – detailing your work history and educational background.
Work Gap Explanation – any gaps in employment longer than three months should be explained.
Licensure and Certification
State Medical License – a current and valid license to practice in your state.
Board Certification – if applicable, details and copies of your board certifications.
DEA or CDS License – if applicable, a copy of your current DEA or CDS license.
Professional Liability Insurance
Certificate of Insurance – a copy of your current professional liability insurance certificate.
Practice Information
Practice Address – the physical location of your practice.
Tax ID – a copy of your practice’s tax identification number (TIN).
IRS Form W-9 – a completed W-9 form for tax reporting purposes.
NPI Number – National Provider Identifier for both the individual and the practice (if applicable).
Banking Details
Bank Account Verification Letter – a letter from your bank verifying your account details.
Voided Check – to facilitate reimbursement from insurance payers.
Other Documents
Immunization Records – updated records of your vaccinations.
References – contact details for professional references.
Continuing Education – documentation showcasing your ongoing educational endeavors.
Conclusion
Having this comprehensive list of documents ready will facilitate a smooth onboarding process with pie Health. This proactive preparation ensures that you can quickly navigate the insurance credentialing pathway, moving you one step closer to serving patients with in-network benefits.
Should you have any queries or need further clarification on any of the documents listed, do not hesitate to reach out to our support team. Welcome to pie Health, where we simplify the credentialing process for healthcare providers!