Provider Credentialing Training Manual – Complete &
Detailed Notes
This manual is designed for medical billing professionals, credentialing specialists, and RCM teams. It provides
end-to-end credentialing workflows, compliance guidance, payer-specific rules, and best practices used in U.S.
healthcare reimbursement.
1. Credentialing Fundamentals
- Credentialing verifies a provider’s education, training, licensure, and professional history.
- It is a prerequisite for submitting claims and receiving reimbursement.
- Credentialing differs from enrollment; credentialing validates qualifications, enrollment activates billing.
2. Provider & Entity Types
- Individual Providers: MD, DO, NP, PA, LCSW, LPC, PT, OT.
- Group Practices: PLLC, LLC, PC.
- Facilities: Hospitals, ASCs, Diagnostic Labs.
- Billing Entities: Type 2 NPI organizations.
3. National Provider Identifier (NPI)
- Type 1 NPI is assigned to individual providers.
- Type 2 NPI is assigned to organizations or groups.
- NPI data must match credentialing and claims data exactly.
4. CAQH ProView – Step-by-Step
- Create CAQH account and obtain CAQH ID.
- Enter education, training, practice locations, and insurance.
- Upload all supporting documents.
- Authorize payers and attest every 120 days.
5. Medicare Credentialing – PECOS
- CMS-855I: Individual enrollment.
- CMS-855B: Group enrollment.
- CMS-855R: Reassignment of benefits.
- CMS-588: Electronic Funds Transfer.
- Revalidation is required every 5 years.
6. Medicaid Credentialing
- State-specific enrollment requirements.
- May require fingerprinting and site visits.
- Revalidation timelines vary by state.
7. Commercial Payer Enrollment
- Common payers: Aetna, UHC, Cigna, BCBS, Humana.
- Enrollment via CAQH or payer portals.
- Credentialing committee review is required.
8. Taxonomy & Practice Address Rules
- Taxonomy must match provider specialty.
- Practice address must align with payer records.
- Incorrect taxonomy causes claim rejections.
9. Credentialing Timelines & Follow-ups
- Medicare: 30–90 days.
- Commercial: 60–180 days.
- Follow up every 14–21 days.
10. Common Denials Related to Credentialing
- Provider not enrolled.
- Incorrect billing NPI.
- Inactive or expired credentialing.
11. Retroactive Billing Rules
- Medicare allows limited retroactive billing.
- Commercial payer policies vary.
- Claims submitted before approval may be denied.
12. Revalidation & Ongoing Maintenance
- Track license and insurance expirations.
- Maintain credentialing calendars.
- Keep documentation audit-ready.
13. Delegated Credentialing
- Organizations credential internally.
- Requires payer approval and audits.
- Strict compliance standards apply.
14. Compliance & Audit Readiness
- Maintain provider files for audits.
- Ensure data consistency across systems.
- Non-compliance leads to payment holds or termination.
15. Best Practices for Credentialing Teams
- Use credentialing trackers.
- Centralize documentation.
- Communicate approvals to billing teams.