Provider Credentialing · 2026 Edition

Avoid the #1 reason payer applications get rejected

It's almost never the credential itself. It's the paperwork around it — and credentialing staff catch it in step five of a six-step review. CredRight is the checklist that makes sure you never miss it.

Instant download · PDF + XLSX + Web App · Educational reference
CredRight checklist app preview
The rejection nobody plans for

Every file goes through the same six steps

Steps one through four are database work you can't influence. Step five is where applications actually die: staff lay your disclosures next to what the databases returned. Any gap between the two stops the file.

1
Search
2
Identity match
3
Resolve
4
Document
5
Correlate
6
Escalate
Your file stops here — an unexplained "yes," an old action, or a name you no longer use sends it to compliance review.
Every one of these is preventable

The five flags that trigger nearly every delay

Application

Stale attestation or one unanswered question.

NPDB

A reportable action with no written explanation.

Exclusions

An unresolved OIG, SAM, or state Medicaid match.

Liability

Expired, not yet effective, or under the minimum.

Education

Unverifiable source or a future completion date.

Inside the guide

Written for your practitioner type

12
baseline requirements, with the exact flag for each
33
practitioner types mapped, plus "Other" for full flexibility
6
special scenarios decoded
5
authoritative sources checked before anyone reads your file
Three formats, one checklist

Use it however you actually work

PDF

The guide

An 8-page printable reference: the rule hierarchy, the 12 baseline requirements, all 33 practitioner types plus a flexible "Other" option, special scenarios, and the six-step review — in plain language.

XLS

The spreadsheet

Provider, payer, and date fields. Mark items N/A or Done. Edit any row to match your payer's exact wording, or add your own for payer-specific requirements.

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The web app

The same working checklist in your browser — no install. Fill it out per submission, print or save as PDF for your records, then clear it for the next payer.

See it in action

Built to be used every time, not read once

CredRight Start Here screen
Start Here. The rule hierarchy, the legend, and how a file actually gets reviewed — before you touch the checklist.
CredRight Checklist screen
The Checklist. Provider, payer, and date fields, plus your practitioner type snapshot — updates automatically.
Who it's for

Built for the person actually filing the paperwork

Individual providers

Preparing a first payer enrollment and want to know exactly what's coming.

Anyone re-credentialing

Who's done this before but doesn't want to rely on memory this time.

Practice managers & credentialing VAs

Filing on behalf of a provider, across multiple payers and practitioner types.

Get the full checklist

Printable 8-page PDF, the editable XLSX tracker, and the web app. 2026 edition. Instant download — yours to keep.

Questions

Before you download

An 8-page PDF guide, an editable XLSX spreadsheet, and access to the CredRight web app — all covering the same 12 baseline requirements, 33 practitioner types (plus a flexible "Other" option), and 6 special scenarios.

No. CredRight is an educational reference reflecting common industry practice. It does not replace the specific instructions of the payer, health plan, or facility you're applying to — always follow their governing requirements.

33 types are mapped directly, from MD/DO and NP/APRN through psychologists, LCSWs, BCBAs, and peer support roles — each with its own license, education, and DEA/CDS snapshot. Don't see your exact role? The "Other" entry covers you too, since the 12 baseline requirements apply regardless of type.

Yes — save a copy per payer, or clear the provider/payer/date fields and status columns to start fresh. Every row is editable, and you can add rows for payer-specific requirements.

No — the web app version works in any browser, no software or install required. The XLSX is there if you prefer to work in a spreadsheet.

Get in touch

Contact us

Questions about a specific practitioner type, a payer edge case, or the guide itself? Send us a note.

Sent straight to CredRight — no email app required.