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Compliance & audit

Generating an NCQA audit binder for delegated credentialing

5 min read

Delegated credentialing is the highest-leverage move a mid-market BH group can make. Once a payor delegates, you skip their credentialing process entirely — you credential providers yourself and they accept it. Optum and Carelon both offer this if your group is NCQA-compliant.

What goes in the binder

NCQA's standards (specifically CR 1–6) require:

  • Primary source verification of license, DEA, board cert, education, work history
  • NPDB query within 180 days
  • OIG and SAM.gov screening within 30 days
  • Provider attestations (clinical privileges, signed within 365 days)
  • Sanctions and disciplinary action screening
  • Re-credentialing within 36 months (24 months for some payors)

Generating the binder in CredTek

  1. Open the provider's record at /providers/[slug]?tab=documents.
  2. Scroll to Generate audit binder.
  3. Click — CredTek assembles a 12-30 page PDF (length depends on tenure) with every required artifact in NCQA's expected order.
  4. Review and either download for your records or send directly to the payor's delegated credentialing reviewer.

For the whole roster (full audit)

When a payor (or NCQA itself) audits your delegated arrangement, you'll need binders for a sampled subset of your providers. /ops/audit shows the audit log; we'll add a roster-wide binder export in a future release. For now, the per-provider binder is the fast path.

Why this matters financially

Delegated credentialing typically takes 30-60 days off time-to-active per provider for that payor (you skip their credentialing committee). For a 200-provider group adding 40 providers a year, that's roughly $300K in pulled-forward revenue.

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