Client Intake form
Credentialing Client Intake Form
Purpose: The Credentialing Client Intake Form is completed and submitted by the new credentialing client after service agreement execution and payment, to capture the essential information needed to confirm project scope and initiate onboarding.
The Sales Department reviews the submission and shares it with the Credentialing Department as the formal project handoff, enabling the client to receive the applicable detailed Client Discovery Form from Credentialing Department to collect comprehensive practice/facility, provider, ownership, payer, service, billing and required documentation information.
Please complete all applicable fields. Fields marked with an (*) asterisk are required.
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