1. The problem
  2. What we do
  3. What it's like for you
  4. Getting started

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.