Credentialing Client Discovery Form
(Billing Client)
Purpose:This form focuses on gathering information on EHR/PM software, fee schedule, clearinghouse, and payer set-up, plus payer portal access, payer enrollments, EDI/ERA/EFT set-up, billing workflow, financial reporting, and go-live readiness.
Instructions:
• Complete every applicable field. Select only services currently provided or planned.
• Upload supporting documents through the secure upload fields. Do not email protected or sensitive documents.
• Items marked “if applicable” may not apply to every provider or practice. Upload documentation through the secure portal only.
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Our Billing team will review your information and supporting documentation and contact you if additional information is required.
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