state_board_email_verificationCVO
State board · email verification
Verify a clinician's license with a state board that requires email or fax verification. Specialist sends the request, awaits response, captures structured result.
Steps
- Send verification request to state board
- Await response (typically 3-5 business days)
- Capture verification details
- Upload board response email/PDF
Result schema
license_numberstring
license_statusenum:active|expired|disciplinary|not_found
verification_datedate
verified_by_emailstring
verification_artifact_keystring
Required artifacts
board_response_email_or_pdf
Note: 30-state coverage by state board. NJ, MD, CT, NY, AL, MS still require this template; the rest have web-portal Tier 3 agents.
state_medicaid_mco_enrollmentCVO
State Medicaid MCO enrollment
Full enrollment of a provider with a state Medicaid managed-care organization. Multi-stage with portal submissions, additional info responses, and committee review.
Steps
- Submit provider application
- Receive application acknowledgement
- Respond to additional info requests
- Receive contracted-effective-date letter
- Update CredTek profile + fire webhook
Result schema
mco_provider_idstring
effective_datedate
network_statusenum:in_network|pending|denied
contracting_letter_artifact_keystring
Required artifacts
application_submissionack_lettercontracting_letter
Note: Most variability of any template — state Medicaid timelines range from 30 to 120+ days. Margin on this template is thinnest; flag for renegotiation if cost trends 2x estimate.
payer_escalation_callINTERNAL
Payor escalation call
When a portal submission stalls past its SLA, internal ops calls the payor's provider relations team to unblock. Typically 1-2 calls + email follow-up.
Steps
- Pull payor portal status + reference number
- Call payor provider relations (M-F 9-5 ET typical)
- Capture escalation reason + contact name
- Update job status with new ETA
Result schema
payer_deptstring
contact_namestring
reference_numberstring
call_outcomeenum:in_review_committee|additional_info_requested|denied|approved|voicemail_left
updated_etadate
Required artifacts
call_notes_pdf
Note: Auto-escalates when Tier 3 jobs stay in submitted > 45 days. Most-used template — accounts for ~30% of Tier 4 volume.
notarized_document_coordinationCVO
Notarized document coordination
Schedule a notary appointment via NotaryCam, coordinate with the provider, receive the notarized PDF, upload to CredTek.
Steps
- Send notary scheduling link to provider
- Provider books notary appointment
- Receive notarized PDF from notary service
- Upload to CredTek + fire job webhook
Result schema
document_typestring
notary_servicestring
appointment_datedate
statusenum:scheduled|completed|no_show|rescheduled
notarized_pdf_artifact_keystring
Required artifacts
notary_booking_confirmationnotarized_pdf
reference_check_outreachCVO
Reference check outreach
Email each reference (typically 2-3 contacts), follow up after 5 days, capture responses in a structured rubric.
Steps
- Email each reference
- Follow up on day 5 if no response
- Capture responses in structured form
- Mark complete or escalate after 2 attempts
Result schema
reference_1_namestring
reference_1_outcomeenum:positive|neutral|no_response|concerning
reference_2_namestring
reference_2_outcomeenum:positive|neutral|no_response|concerning
reference_3_namestring
reference_3_outcomeenum:positive|neutral|no_response|concerning|n_a
summarystring