Before Day 1: New Provider Onboarding Checklist

Practicefirst wants to help you stay informed and prepared when onboarding new providers.

Early planning is one of the most effective ways to avoid credentialing delays, enrollment backlogs, and billing interruptions once a provider starts. Having required documentation ready early allows credentialing and payer enrollment to move forward efficiently and helps support a smoother onboarding experience.

To help keep onboarding on track, practices should ensure the following items are available for each new provider:

  • Current CV (complete and up to date work history, in MM/YY format)
  • Government‑issued photo ID (passport or driver’s license)
  • Social Security number (securely maintained)
  • Copies of degrees or diplomas
  • Residency and/or fellowship completion certificates
  • Training certificates relevant to specialty, if applicable
  • Licensure & Certifications
  • DEA registration (if applicable)
  • Controlled Substance Registration (if required by the state)
  • Board certification(s), if applicable
  • Insurance & Compliance
  • NPI (National Provider Identifier)
  • Medicare and Medicaid enrollment status (if applicable)
  • CAQH profile completed and attested (provide username and password)
  • Hospital privileges or admitting arrangements, if required
  • Practice locations and contact details confirmed

Credentialing timelines can vary significantly by payer. While many carriers complete credentialing and enrollment in approximately 90–120 days, some may take up to six months or longer, depending on the payer, specialty, and application volume.

If a provider sees patients under a payer before credentialing is complete, those services may not be eligible for reimbursement. Planning ahead and initiating credentialing well before a provider’s start date can help reduce the risk of unpaid claims and revenue disruption.

If you are planning to add a provider or have questions about onboarding readiness, Practicefirst is here to help guide you through the process and support a smooth transition. Contact us today to learn how our solutions make credentialing and enrollment simple for your practice.