Providers

The Provider Profile dashboard is the most essential dashboard within MT Credentialing. It allows us to enable, view, and access all Provider Profiles. Provider Profiles house all credentialing related activities and documentation to be logged and performed within the MedTrainer platform.

If you wish to access a full list of all employees (Providers) with enabled profiles or profiles that can be enabled, just go to mt | credentialing > Providers.

Step 1: Log in at MedTrainer

Step 2: Select mt | credentialing > Providers

Step 3: Find the Provider you wish to disable, then in the column Credentialing status change the value to Deactivated

Step 4: Select the Accept button

A deactivated status disables access to a provider profile by removing the provider profile access button and the hyperlink on the provider name. This access can be restored at any time by setting it to active again.

If the user is no longer employed at the organization, a provider profile can be terminated via either the Employee Center or the Provider Profile module. To do so in the Provider Profile module:

Step 1: Log in at MedTrainer 

Step 2: Select  mt | credentialing > Providers

Step 3: Find the Provider you wish to terminate, then in the column Employee status  change the value to Deactivated

Step 4: You will be prompted to select an Employee status reason, choose Terminated 

Step 5: Select the Update button

Step 1: Log in at MedTrainer 

Step 2: Select mt | credentialing > Providers

Step 3: Find the Provider you wish to download files for, and select it using the radio button next to the Provider’s name.

Step 4: In the actions menu above the table, select the Download all files button

On the MT Credentialing platform, provider visibility refers to the ability of administrators and authorized users to view and act on all relevant provider data in real time, from document statuses, application aging, verifications, exclusions, to enrollment progress. Through customizable dashboards and detailed reports, you gain a centralized view into provider activity across locations, specialties and payers, allowing you to monitor where each provider stands, identify bottlenecks, and intervene before issues impact revenue or compliance.

Here are two-three tip bullets to guide admins on how to enhance and leverage provider-visibility features in the system:

• Set targeted filters & alerts — Use location, specialty, document status, or payer filters to create dynamic views of providers who have missing or expiring items. Then set follow-up alerts for “Expiring” statuses so you can proactively intervene before it affects credentialing or revenue.

• Leverage dashboards for real-time oversight — Use customizable dashboards to display key provider metrics (enrollment age, document completeness, exclusions). Pin widgets you use frequently and rearrange your dashboard so the most urgent items show up first.

• Share insights and collaborate across teams — Export filtered provider data or schedule reports so stakeholders (billing, HR, compliance) can stay aligned. Visibility isn’t just for credentialing; other teams benefit when provider status is transparent and actionable.

These actionable tips help turn provider-visibility into proactive management, rather than retrospective tracking.

Providers are added to the Employee Center so that their credentialing, training, policy acknowledgments, and compliance activities can be managed from a single source of truth. When a provider is registered in the Employee Center, the system can automatically trigger onboarding workflows, assign required courses and documents, and streamline data imports so administrators don’t have to maintain separate spreadsheets. By doing this, organizations ensure that provider profiles get created promptly and accurately, enabling credentialing teams to begin verifications, enrollments, and document requests without delay.

When your organization receives an exclusion match in the MedTrainer Credentialing platform, you must act swiftly and follow documented steps to protect compliance, reimbursement and patient safety.

• Review the match details — Open the provider’s exclusion profile and examine the affected database (e.g., Office of Inspector General-LEIE, System for Award Management) to verify the name, NPI, dates and nature of the exclusion.
  
  

• Validate the provider identity — Confirm that the excluded individual’s demographic details (name, NPI, date of birth) align exactly with your provider’s record; in some cases fuzzy matches may appear that are not true exclusions.
  
  

• Suspend billing and services — If the match is confirmed, immediately suspend the provider’s ability to treat patients under federal/state funded programs and halt claim submission until resolution or oversight direction is provided.
  
  

• Document all actions — Record the match, your review steps, and subsequent actions in the provider’s profile and the Exclusions module logs; this creates an audit-ready trail of compliance.
  
  

• Notify relevant stakeholders — Inform compliance, credentialing, billing and leadership teams as required by your organizational policy so they can address risk and prevent reimbursement penalties.
  
  

• Monitor and follow up — Set a reminder to revisit the provider’s status, verify whether the exclusion has been lifted or when re-enrollment becomes permissible, and track appropriately.
  
  

• Update and educate — Use the incident as an opportunity to review your exclusion-monitoring controls, make any needed adjustments in the Exclusions module settings or policies, and train your team on best practices.
  
  

By following these structured steps, you’ll ensure your exclusion process is consistent, defensible and aligned with regulatory requirements, safeguarding your organization and providers from unnecessary risk.

The Provider Profile dashboard will show the overall status of verifications, enrollments, and documents that have been logged for the selected provider.

The Information tab will allow the administrator to log all information related to as a provider as well as give the administrator the ability to request that the provider fill out the information digitally through their MT Account and send it back for verification to the administrator. It also allows the Administrator or authorized user to Import the Provider’s information from CAQH profile if they have it.

Yes. In the Information Tab of the Provider's Profile, there is a button titled Export Report, where the system will generate a report (PDF File) of the data given.

The National Practitioner Data Bank (NPDB) is a confidential, federally-mandated clearinghouse created by Congress to enhance healthcare quality, protect the public, and reduce fraud and abuse in the U.S. health system. It collects reports from eligible entities such as hospitals, health plans and licensing boards that document medical malpractice payments, adverse licensure or privileges actions, exclusions from federal healthcare programs and other critical provider disciplinary events. Although individual practitioners can query their own records, general public access is restricted—only authorized healthcare organizations may query the NPDB to support credentialing, privileging, employment or licensing decisions. 

Council for Affordable Quality Healthcare, Inc. (CAQH) is a non-profit organization that created a database for providers to store their credentialing information. It is the closest thing the healthcare industry has to a centralized place for providers to store the information needed for credentialing.

MedTrainer’s CAQH Import feature allows you to import provider information from CAQH in 30 seconds or less, saving time and effort by reducing the need for manual data entry.

Provider enrollments that take hours to fill out can NOW take minutes with MedTrainer’s CAQH Import feature.

• Personal information

• Professional IDs, including Professional licenses, DEA certificates and more 

• Educational information 

• Professional training 

• Specialties 

• Hospital affiliations 

• Professional liability insurance 

• Employment history

• Professional references

• Universal disclosure (not state-by-state)

• Attestation date

No documents will be imported, only data fields. 

The import replaces any information already in the associated fields in MedTrainer.

While MedTrainer’s direct CAQH integration automatically imports many standard provider fields, some data must still be manually entered or verified within your MedTrainer account. Typically, document files (such as the actual/scanned copy of the certificate or license) are not imported—only the field values (e.g., license number, expiration date) are pulled in. Additionally, custom fields you’ve created in MedTrainer (e.g., internal tracking attributes or organization-specific metadata) will not map automatically from CAQH and must be filled in manually by your team.

Step 1: Select mt | credentialing > Providers
Step 2: Select the provider's profile you wish to access
Step 3: Select the information tab

Step 4: Enter at least one of the following:

• CAQH ID

• NPI number

• CAQH username and password

Step 5: Select the Import from CAQH button on the top-right

Yes! Since Dental Providers’ information is accessed through the ADA Portal, you must make sure to select Dental in the Provider scope field to indicate the correct source for this provider’s information. Then, select the Import from CAQH as usual. 

Through the Provider Type, Provider scope and NUCC Grouping fields.
Step 1: Select mt | credentialing > Providers
Step 2: Select the provider's profile you wish to access
Step 3: Select the information tab, then the Personal information tab on the left
Step 4: In the form, select Dental in the Provider scope field. Then, enter the information that pertains to the dental provider Provider Type field.
Step 5: Select the Specialties section on the left
Step 6: In the data field, enter the information that pertains to the dental provider Specialty field. The NUCC Grouping will be automatically populated with the correct grouping.