The whole walkthrough, as one document

Walkthrough · about 10 minutes

Your providers credentialed, billing, and kept that way.

CredTek is a credentialing team you hand the whole job to: new providers credentialed and enrolled, and your entire roster kept current with every payer. This walkthrough shows the problem we solve and what changes for your group.

What you'll see

  1. The problem. Why credentialing stalls, and what it costs while it does.
  2. What we do. Get new providers billing, keep everyone billing, and never stop chasing.
  3. What it's like for you. Always knowing where things stand, audit-ready any day.
  4. Getting started. Three steps, and what it costs.

Who it's for

Medical groups, behavioral health practices, telehealth companies and MSOs whose credentialing lives with people who have other jobs, or with a coordinator who is underwater.

If your group spends more than a coordinator's salary on credentialing, or loses months of billing to waiting, this is for you.

Prepared Nov 1, 2026 · www.cred-tek.com/walkthrough · Sample screens show a fictional group.

Step 1 of 11

The problem

Credentialing rarely fails because it's hard. It fails because nobody has time to chase it.

The person who owns it has a dozen other jobs. So almost every file runs the same loop.

  1. 1StartedA new hire's file gets opened. Everyone means well.
  2. 2StalledA payer goes quiet. A provider forgets a document. Nobody notices for weeks.
  3. 3ChasedSomeone finally spots it and starts sending reminders. Now you're the one chasing people.
  4. 4LostYour coordinator moves on. Half the file lived in their inbox.
  5. 5RestartedYou hire someone new, train them for months, and the file starts over.

And the next new hire's file starts the same loop. Meanwhile, a clinician who is ready to see patients waits months to bill, and the providers you already have drift out of date one renewal at a time.

We added 80 providers last quarter and our team of 6 is drowning in CAQH attestations and renewals. We're losing clinicians to competitors who onboard faster.
VP, Network Operations · 200-provider multi-specialty group
Optum demanded delegated-credentialing documentation and we're not NCQA compliant. We're rebuilding files from scratch and it's costing us six figures.
Director of Credentialing · MSO

Real quotes from first calls, paraphrased and shared with permission.

In one sentenceThe work isn't the problem; the follow-up nobody has time to make is.

Step 2 of 11

The problem

What it costs while files wait

Three costs show up in every group we talk to. Only the first one is easy to see.

1 · Revenue that waits

~$590 a day

A provider who collects about $18,000 a month leaves roughly $590 unbilled for every day they wait to be credentialed and enrolled. A 90-day wait is about $53,000, for one provider.

Example from our calculator's assumptions. Run your own numbers.

2 · Things that lapse quietly

  • A license, DEA registration or malpractice certificate that expires
  • A CAQH attestation that runs out (every 120 days)
  • A re-credentialing date that passes (every 36 months)
  • A monthly exclusion check that never happened

Each one surfaces as a denied claim, a recoupment, a payer termination letter, or an audit finding, usually after the money is gone.

3 · Rosters payers have wrong

  • A provider who left is still listed
  • A new location or address never reached the payer
  • The NPI or name doesn't match the national registry

Payers pay against the roster they hold, and directory rules now expect provider details confirmed every 90 days.

For a 200-provider group hiring 10 a quarter, our calculator puts about $2.1M of billing a year in the waiting line alone, before anything lapses.

In one sentenceWaiting costs money every day, and lapses cost more, later, when they're harder to fix.

Step 3 of 11

What we do

We take credentialing off your plate. All of it.

CredTek is a team of master credentialers. You hand us your providers; we do the work and keep doing it. Two jobs, one team.

Get them billing

Every new provider, from the first document to the first claim.

  • Collect what we need from the provider, and keep collecting until we have it
  • Verify every license, registration, certification and history with its source
  • Set up or update their CAQH profile
  • Enroll them with every payer you contract with
  • Stay on each payer until the provider is approved and billable
  • Hand off to your billing team the day they're approved

Keep them billing

Your whole roster, kept current, for as long as you work with us.

  • License, DEA, board and malpractice renewals, started early
  • CAQH re-attestation before the window closes
  • Re-credentialing and revalidation with every payer
  • Exclusion and sanction checks every month
  • Provider directory details confirmed every 90 days
  • Payer roster updates: adds, changes and terms

Your team approves what goes out under your name. Nobody on your side chases anything.

In one sentenceNew providers get billing sooner, and nobody already billing falls out of date.

Step 4 of 11

What we do

We do the chasing. Every file, on a schedule, until it's done.

Persistence is the whole job. This is the schedule our team keeps on every open file, so nothing waits on someone remembering.

  1. Every 2 daysA reminder to any provider with an open item
  2. Every 7 daysA status check with every payer holding an application
  3. After 5 silent daysEscalation on any board or verification source that goes quiet
  4. Before day 120CAQH re-attestation, before the window closes
  5. 90 · 60 · 30 days outLicense, DEA and malpractice renewals, started early
  6. 120 days outRe-credentialing opened, well before it's due
  7. The day they're approvedA billing handoff to your revenue-cycle team

What it looks like in the portal

Lakeview Behavioral HealthAdmin

Follow-ups

7 open for Lakeview Behavioral Health

Open follow-ups

Overdue1
  • Call Cigna provider services about Priya RamanHigh
    Priya Raman, PMHNPCall payerTouch 3Owner: Dana Ruiz

    Submitted Sep 18, 2026, 44 days ago. Ask for the current status and anything they need to keep it moving.

    1 day overdue
    Log it
    How did it go?

    Saved to the timeline. The next touch is scheduled from today.

    Snooze
    Move it to
    More
Due today3
  • Remind Maya Chen about the missing documents
    Maya Chen, LCSWEmail providerTouch 2Owner: Dana Ruiz

    One missing item per email, every two business days until Maya's file is complete.

    Today
    Log it
    How did it go?

    Saved to the timeline. The next touch is scheduled from today.

    Snooze
    Move it to
    More
  • Status request to Aetna for David Okafor
    David Okafor, MDEmail payerTouch 2Owner: Marcus Webb

    Submitted Oct 21, 2026, 11 days ago. Ask for the current status and anything they need to keep it moving.

    Today
    Log it
    How did it go?

    Saved to the timeline. The next touch is scheduled from today.

    Snooze
    Move it to
    More
  • Confirm directory details with James Whitley
    James Whitley, PhDEmail providerOwner: Dana Ruiz

    Ask James to confirm the address, phone, and whether they take new patients, then press Confirmed today on the record.

    Today
    Log it
    How did it go?

    Saved to the timeline. The next touch is scheduled from today.

    Snooze
    Move it to
    More
Next 7 days3
  • Remind Ben Carter: DEA registration expires Dec 12, 2026
    Ben Carter, DOEmail providerOwner: Dana Ruiz

    Renewal has to come from the provider. Once it posts, verify it with the source and update the file.

    Nov 3, 2026
    Log it
    How did it go?

    Saved to the timeline. The next touch is scheduled from today.

    Snooze
    Move it to
    More
  • James Whitley needs to re-attest in CAQH by Nov 21, 2026
    James Whitley, PhDEmail providerOwner: Dana Ruiz

    CAQH asks for re-attestation every 120 days and payers check it. The attestation has to come from the provider.

    Nov 5, 2026
    Log it
    How did it go?

    Saved to the timeline. The next touch is scheduled from today.

    Snooze
    Move it to
    More
  • Chase open verifications for Sofia Alvarez
    Sofia Alvarez, LPCEmail primary sourceOwner: Marcus Webb

    Licensing boards, references, and prior employers that go five business days without answering get a second request, then a call.

    Nov 6, 2026
    Log it
    How did it go?

    Saved to the timeline. The next touch is scheduled from today.

    Snooze
    Move it to
    More
The follow-up queue: every touch due on every file, who it's with, and how many times we've tried. When a touch is logged, the next one is booked on the schedule.

The reminders people get

Plain, polite and specific: what's missing, and how to finish it. Providers hear from us every two business days and payers every week, until the file is done.

To a provider · every 2 business daysSample

To Maya Chen

Subject Friendly reminder: your credentialing file is waiting

Hi Maya,

Just a quick nudge. Your credentialing file is open and we're waiting on a few items:

  • Current malpractice certificate
  • Signed attestation page

You can pick up exactly where you left off here: Open your file

Every day we wait pushes your billable date out by one day, so any of these you can knock out tonight makes a difference.

CredTek on behalf of Lakeview Behavioral Health

To a payer · every 7 daysSample

To Aetna Provider Enrollment

Subject Status request: David Okafor, application AET-55120

Hello Provider Enrollment,

Following up on the enrollment application for David Okafor, MD:

  • Payer reference: AET-55120
  • Submitted: Oct 21, 2026
  • Days outstanding: 11

Could you confirm current status and any items needed from us to keep the file moving?

Thanks,
Marcus Webb
Lakeview Behavioral Health

A person makes every touch

Every call, email and payer reference number is logged on the provider's record, so the file never lives in one person's inbox.

Nothing restarts

A team covers every file. When someone is out or moves on, the next touch still happens on time.

In one sentenceWe never let a follow-up slide, and you never have to remember any of it.

Step 5 of 11

What we do

Nothing lapses. Every provider, every requirement, every day.

We check your whole roster against everything that keeps a provider credentialed and billable, and handle what's coming due before it becomes a problem.

Lakeview Behavioral HealthAdmin

Roster

Every provider in Lakeview Behavioral Health, checked against every requirement as of Nov 1, 2026.

Fully current
89%
34 of 38 on the roster
Needs action
1
expired, missing, or overdue
Coming due
3
current, with something due soon
In credentialing
4
not on the roster yet

On the roster

Showing 6 of 38 committee-approved providers, worst first.

ProviderStatusLicensesDEA / CDSMalpracticeCAQHExclusion checksDirectoryRe-credentialingPayers
Priya Raman, PMHNPPsychiatric nurse practitionerNeeds actionThrough May 30, 2027Through Sep 27, 2027Expired Oct 28, 2026Attested, next Dec 17, 2026Checked Oct 31, 2026Confirmed Oct 3, 2026After approval3 of 4 in network
James Whitley, PhDPsychologyComing dueThrough Nov 30, 2028Not neededThrough Jul 29, 2027Re-attest by Nov 21, 2026Checked Oct 31, 2026Confirm by Nov 11, 2026Due Sep 27, 20275 in network
David Okafor, MDPsychiatryComing due2 currentExpires in 41 daysThrough May 20, 2027Attested, next Jan 28, 2027Checked Oct 31, 2026Confirmed Oct 2, 2026Due Feb 12, 20276 in network
Sofia Alvarez, LPCCounselingComing dueThrough Apr 4, 2028Not neededThrough Feb 19, 2027Attested, next Jan 4, 2027Checked Oct 31, 2026Confirmed Oct 27, 2026After approval2 of 4 in network
Ben Carter, DOPsychiatryFully current3 currentThrough Jun 19, 2027Through Jun 19, 2027Attested, next Feb 1, 2027Checked Oct 31, 2026Confirmed Oct 13, 2026Due Mar 15, 20287 in network
Maya Chen, LCSWClinical social workFully currentThrough Aug 2, 2028Not neededThrough Mar 31, 2027Attested, next Feb 9, 2027Checked Oct 31, 2026Confirmed Oct 20, 2026Due May 29, 20294 in network
The roster: every provider against every requirement, worst first. Amber is coming due and already in hand; red is on our list today.

What we watch, for every provider

  • A license in every state they practice
  • DEA and state controlled substance registrations
  • Malpractice coverage and board certification
  • CAQH profile and re-attestation
  • OIG and SAM.gov exclusions, every month
  • Medicare opt-out status
  • Their NPI against the national registry
  • Directory details at every location
  • Re-credentialing every 36 months
  • Every payer application, until it's approved

In one sentenceYou find out about a renewal from us, months ahead, not from a denied claim.

Step 6 of 11

What we do

Payers always have the right roster. So claims don't bounce.

Payers pay against the roster they hold. We keep every payer's copy of yours right: who joined, what changed, who left.

Every month, for every payer

  • The adds, changes and terms since the last file they received
  • A full roster whenever a payer asks for one
  • A plain reason on every term, with its date
  • A record of exactly what was sent, and when

Right before it goes out

  • Every NPI checked against the national registry
  • Names that match what payers see
  • Practice addresses and phone numbers confirmed every 90 days
  • Anyone with a problem fixed before the file goes
Lakeview Behavioral HealthAdmin

Payer roster files

The file each payer gets: everyone on their roster, or just the adds, changes and terms since the last file sent.

On this roster
41
rows (provider at a location)
Adds
1
since the last file sent
Changes
1
address, license, DEA, CAQH...
Terms
1
left the roster

Changes since Oct 1, 2026

Compared against the file marked sent Oct 1, 2026.

Prepare changes file
ActionProviderWhereDetail
AddSofia Alvarez, LPCLakeview Main, Tampa FLEffective Nov 15, 2026
ChangeDavid Okafor, MDLakeview North, Clearwater FLChanged: Service Address, Phone
TermAaron Pierce, LMFTLakeview Main, Tampa FLLeft Lakeview Main. Term date Oct 30, 2026.
A payer's roster file: only what changed since the last file sent, with a reason on every term. Download it, send it, mark it sent; the next one compares against it.

In one sentenceEvery payer always knows who works for you, where, and since when.

Step 7 of 11

What it's like for you

You always know where things stand. Without asking.

Your team gets seats in the CredTek portal. Open it any time and see the whole picture: no status meetings, no chasing us for updates.

Lakeview Behavioral HealthAdmin

Good morning, Dana

4 follow-ups due today or overdue for Lakeview Behavioral Health.

Overdue
1
follow-ups past due
Due today
3
5 more this week
In credentialing
4
42 providers on file
With payers
6
1 needs information
In network
151
payer applications approved
Roster current
89%
1 needs action

Your queue

Due today or overdue, yours or nobody's

  • Call Cigna provider services about Priya RamanHigh
    Priya Raman, PMHNPCall payerTouch 3Owner: Dana Ruiz

    Submitted Sep 18, 2026, 44 days ago. Ask for the current status and anything they need to keep it moving.

    1 day overdue
    Log it
    How did it go?

    Saved to the timeline. The next touch is scheduled from today.

    Snooze
    Move it to
    More
  • Remind Maya Chen about the missing documents
    Maya Chen, LCSWEmail providerTouch 2Owner: Dana Ruiz

    One missing item per email, every two business days until Maya's file is complete.

    Today
    Log it
    How did it go?

    Saved to the timeline. The next touch is scheduled from today.

    Snooze
    Move it to
    More
  • Status request to Aetna for David Okafor
    David Okafor, MDEmail payerTouch 2Owner: Marcus Webb

    Submitted Oct 21, 2026, 11 days ago. Ask for the current status and anything they need to keep it moving.

    Today
    Log it
    How did it go?

    Saved to the timeline. The next touch is scheduled from today.

    Snooze
    Move it to
    More
  • Confirm directory details with James Whitley
    James Whitley, PhDEmail providerOwner: Dana Ruiz

    Ask James to confirm the address, phone, and whether they take new patients, then press Confirmed today on the record.

    Today
    Log it
    How did it go?

    Saved to the timeline. The next touch is scheduled from today.

    Snooze
    Move it to
    More
My day, the first screen your team sees: what's due, where every provider stands with payers, and how current the roster is.

What your team sees

  • Every provider's stage and how long they've been there
  • Which payer each application is waiting on, and the last time we checked
  • What's coming due, and what we're doing about it
  • Every call, email and reference number on the provider's record

What your team does

  • Approve submissions that go out under your name
  • Tell us when someone joins, moves or leaves
  • That's it

Every touch, on the record

Lakeview Behavioral HealthAdmin

Priya Raman, PMHNP

Psychiatric nurse practitioner · Lakeview Behavioral Health

Credentialing file
  1. Intake
  2. Verification
  3. Privileging
  4. Committee
  5. Payer enrollment
  6. Approved
Payer enrollment3 of 4 payers in networkNext: Call Cigna provider services about Priya Raman

Follow-ups

1 open for Priya

  • Call Cigna provider services about Priya RamanHigh
    Call payerTouch 3Owner: Dana Ruiz

    Submitted Sep 18, 2026, 44 days ago. Ask for the current status and anything they need to keep it moving.

    1 day overdue
    Log it
    How did it go?

    Saved to the timeline. The next touch is scheduled from today.

    Snooze
    Move it to
    More

Timeline

Calls, emails, notes, and every status change

  • Called Cigna provider services: application in final review, nothing missing. Ref 88213.
    Reached them · Dana Ruiz · 2 hr ago
  • Status request sent to Cigna (touch 2).
    Sent · Dana Ruiz · 7 days ago
  • Aetna application now in network, effective the 1st.
    Marcus Webb · 9 days ago
  • DEA registration verified with the DEA.
    Dana Ruiz · 12 days ago
  • Status request sent to Cigna (touch 1).
    Sent · Dana Ruiz · 14 days ago
  • Priya confirmed she sees patients at the North location on Tuesdays and Thursdays.
    Marcus Webb · 3 weeks ago
A provider's record: where the file stands, what's next, and every call, email and reference number, logged by the person who made it.

In one sentenceYou see everything we see, whenever you want, without lifting a finger to keep it current.

Step 8 of 11

What it's like for you

Audit-ready, any day. Not after a scramble.

Every provider has a complete credentialing file you can hand an auditor, a payer or your committee on the spot, kept to the timing credentialing reviews look for.

Lakeview Behavioral HealthAdmin

Credentialing file: Maya Chen, LCSW

Prepared Nov 1, 2026 from CredTek. Lakeview Behavioral Health

Print or save as PDF

Primary source verification

How old each verification was at the decision. NCQA counts a verification for 120 days.

ItemExpiresAt the decision
FL license, verified with the boardExpires in 21 months42 days before
Malpractice insuranceExpires in 5 months30 days before
OIG exclusion check-11 days before
SAM.gov exclusion check-11 days before
NPDB query-18 days before

Ongoing monitoring

Every check since the decision. Exclusion lists have to be checked at least every 30 days.

ListChecksLapses over 30 days
OIG exclusions10None
SAM.gov exclusions10None
Medicare opt-out10None
The credentialing file: every verification and how old it was at the decision, monitoring since with no gaps, and the change history. Prints to PDF in one click.

What's in every file

  • Every verification, its source, and how old it was at the decision
  • Every exclusion check since, with no gap over 30 days
  • Screening results, payer applications, locations and documents
  • A change history that can't be quietly edited

When you need it

  • A delegated-credentialing audit
  • A payer asking for a provider's file
  • Your credentialing committee
  • An acquisition or a new contract

In one sentenceWhen someone asks for a file, you send it the same day.

Step 9 of 11

What it's like for you

Why groups hand it to us. Your team has other jobs. This is ours.

There are three ways to solve this. Only one takes the work off your plate.

Hire another coordinatorBuy credentialing softwareCredTek
Who does the chasingYour coordinator, when there's time between other jobsYour team still does; the software reminds themOur team, on a schedule, until each file is done
When someone leavesThe file stalls, or starts overSame: the software doesn't do the workNothing restarts. A team covers every file
Getting startedMonths to hire and trainWeeks of setup, then your team runs itWorking your roster within 48 hours
A hiring wave or a new stateOvertime, or another salary you carry foreverMore work for the same peopleWe scale up for it, month-to-month
What you pay forA salary, plus turnover and retrainingLicenses, plus the people to use themOne monthly program. Keeping your roster current is never metered

Who we are

Master credentialers with 20+ years across medical credentialing, healthcare technology and provider-network builds, from inside enterprise health systems to the payer side of the table. We don't get pulled into other fires, we don't let a follow-up slide, and nobody takes your files with them when they move on.

In one sentenceWe scale up when the work does, get the job done, and stay only as long as we're earning it.

Step 10 of 11

Getting started

Questions groups ask. Straight answers.

What comes up on almost every first call.

Do we lose control of our providers' files?

No. Your team approves anything that goes out under your name and sees every file in the portal. You can download your payer roster, the compliance report, and any provider's credentialing file whenever you want.

Who actually does the work?

Master credentialers on our team. A person makes every call and sends every email, and logs it on the provider's record.

What do our providers have to do?

Only what only they can do: sign attestations, re-attest in CAQH, and send renewal documents. We tell them exactly what is needed and when, and keep reminding them until it is done.

Do we have to install anything or switch systems?

No. We take your roster as it is (a spreadsheet is fine) and work in the CredTek portal, where your team gets seats.

What about HIPAA?

We sign a BAA with you before we touch a single file.

Which payers do you work with?

Every payer you contract with: commercial plans, Medicare, Tricare, and state Medicaid and its managed care plans.

How soon do we see a difference?

We start working files within 48 hours of the BAA. Every open file gets its next touch on our schedule from the first week.

What about new hires?

The same team credentials and enrolls them, for a one-time fee per provider, quoted as you need them: about $1,500 each.

We have fewer than 100 providers. Does it still make sense?

The program is $3,997 a month for up to 100 providers. If your roster can't justify that, we'll tell you on the first call.

Can we leave?

Yes. It's month-to-month, with a 30-day out for the first 90 days, and your roster and files go with you.

In one sentenceYou keep control and visibility; we do the work and the chasing.

Step 11 of 11

Getting started

Three steps to providers who can bill. Starting this week.

  1. 1Book a 20-minute callBring your roster and your worst file. We'll tell you straight whether we're a fit, and if your group is too small for us, we'll say so.
  2. 2We plug in within 48 hoursWe sign the BAA, take your roster as it is, and start working files. No software rollout, no new hire to train.
  3. 3Watch your providers go liveEvery stage and every follow-up shows up in your portal. You approve submissions; we do the rest.

What it costs

From $3,997 a month

Keeps your first 100 providers credentialed and current: re-credentialing and revalidation with every payer, CAQH re-attestation, renewals, exclusion monitoring and payer roster updates. $35 per provider per month above 100. No setup fee, and keeping your roster current is never metered.

New providers are credentialed and enrolled by the same team for a one-time fee per provider, quoted as you need them: about $1,500 each.

Month-to-month, with a 30-day out for the first 90 days.

What success looks like

  • New providers billing as soon as they're approved
  • Nothing lapsing, and no surprise denials
  • Every payer holding the right roster
  • An audit any day, without a scramble
  • Your team back on the work they were hired for

Your ballpark budget

The program$3,997 a month keeps your first 100 providers credentialed and current
$3,997 a month
Onboarding new providersCredentialing and enrollment for each new hire, quoted per provider: about $1,500 each
$18,000 a year
First-year ballpark
$65,964

A ballpark, not a quote: we confirm it against your roster on the first call. Keeping your roster current is never metered. Facilities are a separate program. See what faster billing is worth to you.

In one sentenceHand us your roster this week, and your files are moving within 48 hours.