You always know where things stand
  1. The problem
  2. What we do
  3. What it's like for you
  4. Getting started

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.