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Operational Readiness Checklists

Educational planning lists. Requirements vary by payer, organization, specialty and agreement.

Credentialing Readiness

  • Current licenses and certifications
  • NPI, taxonomy and demographic data
  • CAQH profile and attestation
  • Education, training and work history
  • Professional liability coverage
  • Ownership and practice information
  • Payer list and participation priorities

Billing Transition

  • Systems and clearinghouse access
  • Payer enrollment status
  • Fee schedules and contracts
  • Open claims, denials and A/R
  • Payment and ERA/EFT workflows
  • Reporting expectations
  • Cutover responsibilities and dates

Practice Launch

  • Entity, tax and location details
  • Provider identifiers
  • Payer enrollment plan
  • EHR/PM and clearinghouse
  • Eligibility and authorization workflow
  • Charge capture and documentation
  • Patient financial communication
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