Stop guessing. Start getting credentialed the right way.
A clear, practical toolkit for mental health providers to navigate credentialing and contracting without drowning in busywork.
Credentialing feels confusing because payers like it that way.
Where do I even start with NPI, CAQH, Medicare, and Medicaid?
What documents do payers actually require and what gets applications kicked back?
How do I avoid bad contract terms that cut my rates and restrict new patients?
That is why we created the Credentialing and Contracting Toolkit for Providers.
With this free toolkit, you will quickly get:
Checklist — What to Prepare
A clean checklist of required documents so nothing gets missed.
License
NPI 1 (and NPI 2 if needed)
Malpractice certificate
CV in month and year format
W9
DEA (if prescribing)
Entity docs, EIN letter & voided check for EFT
Tracker — Keep Applications Moving
A one-page sheet for payer, submission date, contact info, status, and notes. No fluff, no noise — just what to watch.
Guardrails — Contract Red Flags
Termination terms, panel closure language, rate reviews, telehealth parity, and effective-date traps explained in plain English.
Confidence — Right Amount of Guidance
We show what to do and what to avoid without dumping a full SOP — enough to move forward and know when to call an expert.
No more stalled applications. No more mystery rules. Just structure.
What is inside
The Quick Start Credentialing Checklist
Everything payers expect to see in one place so you stop guessing at requirements.
The Payer Application Tracker
A simple template that keeps follow ups on a schedule and out of limbo.
Contract Red Flags One Pager
The four clauses that quietly cost clinicians the most and how to push back.
Resource Shortlist
NPPES, CAQH ProView, PECOS, state Medicaid, and major commercial portals in one list so you do not hunt for links.
Built for mental health providers
You do not need to be a credentialing expert. This toolkit is written for therapists and behavioral health groups who want clear action and fewer surprises.
