Enrollment Dashboard

Payer Enrollments
Track all of your enrollments from a single screen. Plus, know who’s enrolled and when they expire.

What are Enrollment applications?

Enrollment applications refer to the process of requesting a Provider to be enrolled with a particular Insurance/Payor.

How to add an Enrollment to a provider?

Enrollment applications can be created for your providers from 2 different screens:

From Provider Profile:

Step 1: Log in at MedTrainer

Step 2: Select MT Credentialing

Step 3: Select Provider Profile

Step 4: Select the Provider

Step 5: Select the Enrollments tab

Step 6: Select + Create enrollment

Step 7: Select the Location that is associated with the desired Enrollment to be added

Step 8: Select the Insurance to be added, you will see the Insurance is highlighted once selected.

Step 9: Select Continue


From Credentialing Admin Dashboard:

Step 1: Log in at MedTrainer

Step 2: Select MT Credentialing

Step 3: Select Admin Dashboard

Step 4: Select + New Enrollments

Step 6: Select the Location that is associated with the desired Enrollment to be added

Step 7: Select the Insurance to be added, you will see the Insurance is highlighted once selected.

Step 8: Select the Providers, the providers selected must have configured the selected Location to have the enrollment application created.

Step 8: Select Continue


Note: If an Insurance is not available please ensure that the Insurance has been configured to the Location.

How to add an Insurance that does not appear on the existing listing?

If the required Insurance does not exist please contact support@medtrainer.com.

How to modify Enrollment status or Workflow state?

Enrollment applications can be modified from 2 different screens:

From Provider Profile:

Step 1: Log in at MedTrainer

Step 2: Select MT Credentialing

Step 3: Select Provider Profile

Step 4: Select the Provider

Step 5: Select the Enrollments tab

Step 6: Select the Enrollment application that is desired for modification

Step 7: Select View detail

Step 8: Select the desired Status and/or Workflow state from its corresponding drop-down menu

Step 9: Configure the transition modal with its mandatory fields

Step 10: Select Save


From the Enrollment applications table:

Step 1: Log in at MedTrainer

Step 2: Select MT Credentialing

Step 3: Select Enrollments

Step 4: Search for the Enrollment application that is desired for modification

Step 5: Select the desired Status and/or Workflow state from its corresponding drop-down menu

Step 6: Configure the transition modal with its mandatory fields

Step 7: Select Save


For additional information on the Enrollment status or Workflow states, see the user guide.

Note: If the required document does not exist please contact support@medtrainer.com.

How to log different Enrollment dates?

Step 1: Log in at MedTrainer

Step 2: Select MT Credentialing

Step 3: Select Provider Profile

Step 4: Select the Provider

Step 5: Select the Enrollments tab

Step 6: Select the Enrollment application that is desired for modification

Step 7: Select View detail

Step 8: Enter the desired Dates within the various available date fields


How to create an Enrollment related note?

Step 1: Log in at MedTrainer

Step 2: Select MT Credentialing

Step 3: Select Provider Profile

Step 4: Select the Provider

Step 5: Select the Enrollments tab

Step 6: Select the Enrollment application that is desired for modification

Step 7: Select View detail

Step 8: Select the Notes tab

Step 9: Select + Add note button

Step 10: Input all desired/required information

Step 11: Select Save


Additionally, whenever an enrollment application's Status or Workflow state is modified, the system allows to enter a user note.

How to create an Enrollment related task?

Step 1: Log in at MedTrainer

Step 2: Select MT Credentialing

Step 3: Select Provider Profile

Step 4: Select the Provider

Step 5: Select the Enrollments tab

Step 6: Select the Enrollment application that is desired for modification

Step 7: Select View detail

Step 8: Select the Tasks tab

Step 7: Select Add Task button

Step 8: Input all desired/required information

Step 9: Select Save

How to add an Enrollment related document?

Step 1: Log in at MedTrainer

Step 2: Select MT Credentialing

Step 3: Select Provider Profile

Step 4: Select the Provider

Step 5: Select the Enrollments tab

Step 6: Select the Enrollment application that is desired for modification

Step 7: Select View detail

Step 8: Select the Enrollment Document tab

Step 9: Select Add Document button

Step 10: Input all desired/required information

Step 11: Select Upload

How to view all Enrollment listing at once?

Step 1: Log in at MedTrainer

Step 2: Select MT Credentialing

Step 3: Select Enrollments