The fastest way to onboard a new clinician is the
Invite flow at /invite. Most coordinators
can complete a single invite in under 30 seconds; provider intake
averages 11 minutes on their phone.
Steps
- Go to /invite in your CredTek workspace.
- Fill in the provider's first/last name, email, and phone. Pre-licensed? Set "Pre-licensed (under supervision)?" to Yes — the next page will assign their supervisor.
- Click Send intake link. Both an SMS and an email go out within 3 seconds.
- The provider taps the link, takes photos of their license, DEA, COI, and CV, and signs attestations. Average completion: 11 minutes.
- You see the provider appear in your Dashboard pipeline as soon as they submit. The PSV agent and payor enrollment agents start drafting immediately.
What if the provider doesn't respond?
CredTek auto-resends the invite every 48 hours, up to 3 times. If they still haven't completed after a week, the link goes to a "Stalled" status and we ping you for a manual follow-up.
Multi-state providers
If your provider holds licenses in multiple states, list the primary state on the invite — they'll add the others during intake. The PSV agent verifies all of them in parallel.
Bulk invite (Modio import)
To invite many providers at once, use the Modio import flow at /welcome → step 4. Drop your Modio CSV and our intake agent matches existing records, flags anomalies, and creates new invites for the rest.