📋 Before you start: what a complete file looks like (2-minute read - saves weeks later)
What a complete file looks like
One standard drives every payer review: month + year on every date, full address and phone on every institution, and your CV matching this information exactly. Files that meet it clear reviews with few or no follow-up requests; files that don't get correction letters that each add weeks.
Education & training
- Professional school: name, full address, degree, start/end month + year.
- Internship, residency, and fellowship - each program separately: institution, full street address, phone number, specialty, month/year start and end, completion status, and the program director's name. Rigorous plan reviews verify directly with the program office.
- Make sure all of this appears on the CV you upload - if anything is missing there, add it to the notes box in the Documents section.
Licenses & registrations
- Every license you have ever held, in every state - including expired and inactive ones. Number, issue date, expiration.
- DEA and any state controlled-substance (CDS) registrations, with expirations.
Work history
- At least the last 5 years, every position: employer name, full address, phone, your title, start/end month + year.
- Every gap of 3 months or more needs a written explanation (parental leave, education, relocation - one sentence is enough). Unexplained gaps are the #1 correction request.
- Dates here, on your CV, and in CAQH must agree exactly.
Practice locations
- Practice legal name and address exactly as they appear on your W-9 - payers match them character for character.
- Per location: phone, fax, office contact person, office hours, whether you accept new patients, and ages treated.
Malpractice insurance
- Carrier, policy number, per-occurrence and aggregate limits, effective and expiration dates - plus the certificate itself.
- If you changed carriers recently, prior carrier details for the review window.
- Any past claim or settlement: dates, status, amounts, and a short factual narrative.
Hospital privileges
- Where you hold privileges: hospital, department, status, since when.
- No privileges? That's common and fine - but payers ask for your admitting arrangement (which hospital or covering physician admits your patients). Name it.
Disclosure questions
- Answer honestly. A "yes" is rarely disqualifying - an unexplained yes always stalls the file. Attach a short written explanation with dates and resolution.
Documents
- Current, legible copies - nothing expiring within 30 days if a renewal is available.
- The CV is the anchor document: month/year dates, program addresses and directors, no gaps - reviewers cross-check everything against it.
- Billing through an entity? Payers match three documents against each other: your IRS CP 575 / Letter 147C (Legal Business Name + Tax ID), your bank letter or voided check, and your W-9. The name and address must agree exactly across all three - ideally matching your practice address too. One mismatched suite number is a classic silent delay.
1Who is this intake for?
You are a solo practitioner enrolling yourself with payers.
5What services are you interested in?
Pick everything you want handled. The form asks for the complete file regardless of selection - everything you provide now is information we never have to come back and ask you for later, and it shortens every future service.
Medicare DMEPOS enrollment, revalidation, added locations and DME contracting have their own form: the DME supplier intake.
Estimated fees
Estimate only - assumes the same payer list for every provider. Your exact quote is confirmed in the service agreement before any work begins.
2Practice / Group information
Primary service location
Billing / correspondence
Authorized contact for this engagement
2Your billing setup
3Provider(s) to credential
4Which plans do you want to be in network with?
Pick what you already know. If you are not sure yet, leave it and we will work it out with you after the intake. Medicare and Medicaid are $500 each per provider; each commercial plan is $200 per provider.
If you pick Medicare or Medicaid too, we also join each plan's Medicare Advantage or Medicaid network for you. No need to list those separately.
6Documents: file rules & anything extra
Document upload boxes appear throughout the form next to the information they belong to. Anything you can't upload today, we'll request through a secure channel after intake - please don't email documents unencrypted. CAQH or portal passwords are never uploaded here; we collect login access separately through a secure channel.
8Authorization & payment consent
Typing your name above constitutes your electronic signature on this intake. The formal service agreement follows separately for e-signature.
✓Finish
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