Optimizing The Use Of Your Credentialing Software

February 17, 2017
Optimize Your Credentialing Software

Credentialing software is quickly moving away from a luxury to an absolute necessity for physicians and providers. If you plan to be reimbursed by payers and minimize risk to your practice, you must find a way to manage and maintain important credentialing information. Without the assistance of sophisticated software, manual entry and upkeep of credential data is a laborious, time-intensive task that lends itself to the pitfalls of human error. With great software, however, your risk of manual errors is greatly reduced, as is the time and effort necessary for this ever-important task.

If your organization has already invested in credentialing software, you’re on the right track. So, what’s the catch?

As with many things in life, your credentialing software is only as good as the effort its users put into it. If your employees don’t fully understand the software, they’re likely not taking full advantage of all of the benefits it has to offer. As such, this optimal tool is probably quite underutilized. If nobody knows how to use this tool to the best of its abilities, what’s the point in having it in the first place?

[QUIZ] — Benchmark your current credentialing software against your competitors

To help you get the most of your credentialing software, here are a few steps you can take to ensure your employees are utilizing all the features it has to offer:

1. Schedule training sessions with your software provider

Your sales representative should know the ins and outs of your credentialing software like nobody’s business. He or she likely knows plenty of things that will save your staff from frustrations and monotonous tasks that you may not have even considered. During implementation, it is imperative that you include as many key players in training sessions as possible. These employees can later distribute their knowledge to the rest of the team and facilitate training as new hires are onboarded.

Consider scheduling annual training sessions with your credentialing software provider to ensure everyone’s kept up to date on the latest enhancements and upgrades. Be sure to include newer team members, as well as those who have been with your company for a while, so everyone can benefit from the knowledge shared during these classes.

2. Keep track manual tasks the right software could do for you

If you want to know what your software can truly do, put your team’s frustrations to the test. Anytime someone says, “There’s got to be an easier way to do this,” there probably is. If you’ve chosen the right software, it may very well have the ability to automate whatever’s ailing your staff. Keep a running list of commonly asked questions and pain points. During periods of downtime, designate a team member or two to investigate the software to see if he or she can come up with solutions to bridge the knowledge gap.

3. Share knowledge

Every team has those curious people who are bound to find interesting shortcuts and helpful hints that nobody else even knows about. Facilitate a forum where employees can ask questions and share their experiences. Chances are, one person’s methods will inspire other ideas and offshoot further learning.

4. Embrace alerts

Be sure your team is utilizing alerts on the software to remind them when it’s time for physicians to be re-credentialed. Notifications will also help keep track of soon-to-expire licenses and certifications. Reminders are a great way to help keep everybody on the same page.


Learning the complete ins and outs of your credentialing software probably isn’t something that’s going to happen overnight, but once you recognize the powers that your tools can bring you, you’ll soon see improved efficiency and productivity. Start small, welcome feedback, and facilitate an environment where learning is encouraged.

Could your medical credentialing software improve

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