Mandatory Documents Template

The Mandatory Documents Template is a centralized configuration tool that lets Admins and Super Admins define and manage the documents required for providers across an organization.

Templates can be scoped by state, practice location, specialty and provider type, and act as the authoritative source for document expectations used throughout credentialing workflows.

By defining mandatory document requirements in one place, organizations reduce repetitive setup and manual errors, improve compliance, and ensure each provider type and location requests the documents needed.

Mandatory Documents Template - User Guide

FAQs