Mental & Behavioral Health Provider/Group Credentialing - Client Discovery Form

Mental & Behavioral Health Provider/Group Credentialing

Client Discovery Form

Purpose:

This form focuses on gathering information on the wound care providers, practice, services offered, location, documentation, and payer details needed to assess Medicare/Medicaid, Medicare Advantage, Medicaid MCO and commercial payers credentialing and enrollment requirements.

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.

• Submission does not guarantee payer approval, network participation, or reimbursement.

Step 1 of 14Practice & Organization Information

Section 1 - Practice & Organization Information

Section 2 - Contact Information

Physical Practice Address

Billing Address

Mailing Address

Section 3 - Practice Identifiers & Enrollment Status

Section 4 - Ownership, Management & Administrative Structure

Providers Requiring Credentialing / Enrollment

Section 5 - Patient Populations Served

Check all populations served.

Section 6 - Mental Health & Behavioral Health Services Rendered

Section 7 - Practice Operations & Service Delivery

Section 8 - Facility, Program, Licensure & Accreditation Considerations

Section 9 - Billing, Coding & Enrollment Details

Section 10 - Payer Network & Contracting Goals

Commercial Plan Details
Medicaid Details
Medicaid MCO Details
Medicare Advantage Details
Exchange / Marketplace Details
EAP Details
Behavioral Health Carve-Outs
Medicare Details
Workers Compensation Details

Section 11 - Scope of Work Requested

Section 12 - Required Credentialing Documentation

Organization-Level Documents

Provider-Level Documents

Section 13 - Authorization & Acknowledgment

HIPAA / Secure Upload Requirement: To maintain privacy and security, credentialing documents containing protected, personal, or sensitive information should be uploaded through TriumpHealth’s HIPAA-compliant secure portal. Do not email, fax, or mail sensitive credentialing documents unless specifically instructed through a secure process.

Use your mouse, touch screen, or stylus to sign inside the box below.

Section 14 - Discovery of Services Rendered (Detailed Worksheet)

Thank You — Your Discovery Form Has Been Submitted

Your Mental Health & Behavioral Health Credentialing Discovery Form has been received.

Please keep your submission reference for your records. Our credentialing team will review the information and contact you if clarification or additional documentation is required.

Secure document reminder: Do not email sensitive credentialing documents. Use the approved HIPAA-compliant secure upload process.

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