MedTrainer Credentialing

Recent Updates

November 2024

Business Entity Completion Tracking & Data Management

With our latest update, managing each business entity's status is now more efficient, with new tools for progress tracking and enhanced data security.

Key Improvements

Enhanced Progress Tracking:

Improved Data Management:

Improved Security:

November 2024

File Staging Area

The File Staging Area in MedTrainer allows you to upload and publish multiple documents into your providers' profiles efficiently—no need for manual uploads or third-party platforms. Follow the steps below to make the most out of this feature.

How to Access the File Staging Area:

What You Can Do in the File Staging Area:

In the File Staging Area, you will find three sections: File, Archive, and Trash.

How to Upload Documents:

Additional Features:

October 2024

Washington License Verification

This feature automates the verification of professional licenses for the state of Washington. This process functions in a similar manner to the existing Florida DEA license verification.

This verification automation process does not support Home Health Aides/Community Health Workers (HA-CWH), Marriage/Family Therapists (MFCT), and Doctors of Psychology (PSYD) in Washington.

To verify licenses in Washington, the fields for "License Type," "Specific License" and “License Number” must be filled before running the automation to verify provider licenses.


September 2024

Simplify Training Management with Employees by Courses Pivot Data Set

Stay on top of employee training compliance with our new Employees by Courses pivot data set. This powerful tool streamlines reporting, identifies gaps in training assignments, and ensures your organization remains compliant.

Key Benefits:

How to Access This Feature:

Tips for Optimized Reporting:


September 2024

Provider Documents Enhancement

We're excited to introduce the redesigned Provider Profiles document section, tailored to simplify your credentialing workflow and ensure compliance with regulatory standards.

What's in it for you?

Key Features:

How to get started:

Tips and Best Practices:

September 2024

New Enrollments Application Details Section

A new page has been created for all your Enrollment Applications. Previously located within Provider Profiles, now each provider’s enrollment will live on this new page. 


How to get to the page:


What’s new?


The Enrollment Applications page uses Enrollment Status and Workflow States to allow you to view tasks that need to be completed and which enrollment applications must be prioritized.


The Enrollment Statuses for the enrollments are: Onboarding, Enrolling, Recredentialing, Approved, Rejected, Appealing, and Terminated.


The Workflow States for the enrollments are: In queue, In progress, Ready for submission, Waiting for payer, Waiting for provider, Waiting for approval, Waiting for admin, Dependent enrollment, and Finished.

September 2024

Privileges & Appointments Improvements

The privileges and appointments page has been improved, giving you the ability to edit completed appointments and appointments in progress. This will ensure that your provider's appointments are up-to-date and compliant, all within MedTrainer.


You now also have an easier way to track and prioritize appointments based on their status (active, pending, terminated, resigned and archived). You can also sort and filter your preferences so that you can immediately see the information most important to you.


What's new?


How does it work?

September 2024

New Org NPI Feature

We're excited to announce an update that streamlines your organization's National Provider Identifier (NPI) management. This enhancement ensures consistency with National Plan and Provider Enumeration System (NPPES) standards and provides a more intuitive experience.


How To Access your Organization's NPI's:

What Can You Do Now?

New Features:

August 2024

Custom Delineation of Privileges (DOP) Form

A Delineation of Privileges (DOP) form is now available in MedTrainer Credentialing! 


This is the initial release of our new Custom Forms module that will let you build, customize, and manage form templates for your credentialing workflows. Stay tuned for future releases which will offer the ability to quickly generate forms without coding, use pre-built templates, reuse forms across workflows, and easily find forms for specific provider categories and specialties.


Managing Form Status


Specialty Dropdown


Important: In this initial release, only the Delineation of Privileges (DOP) form is available.

August 2024

Credentialing In-App Reports: Color Formatting

It is now possible to color code the following fields in the Provider Profile (within MedTrainer Credentialing): overall progress, hire date, birth country, citizenship country, date of birth, practice setting, provider type.  


Here are a few ideas to use this enhancement:


Stay tuned - more color coding will be available soon!

July 2024

Pennsylvania License Verification

This feature automates the verification of professional licenses for the state of Pennsylvania. It works similarly to the existing DEA license verification.

How does it work? 


July 2024

DEA Verification Process Update

We've enhanced the DEA verification process to make it more efficient and compliant. Here's what's changed:

Previous Process:

New Process:

-- Verification date

-- Details

-- Providing a permanent, unalterable record for compliance and audit purposes

How to verify DEA:

Begin by navigating to the Information Tab in the provider profiles.

You will now see a standardized and homologated verification form, similar to the Professional License (PL) form. This form allows you to:

View DEA certificate details

Complete specific verification fields

Add user notes

As you enter information or complete an automation request, the system will auto-save your progress.


July 2024

Provider Documents Update

We're thrilled to announce a major upgrade to our provider documents section, designed to make your experience more seamless and efficient!

Key Enhancements:

What's New:

Updated User Interface: A fresh new look for the provider documents section, designed to improve your overall experience.

Advanced Filtering Options: Quickly find and manage documents with filters for:

June 2024

Virginia License Verification

This feature automates the verification of professional licenses for the state of Virginia. It works similar to the existing DEA license verification.

What’s new? 


June 2024

Provider Documents Dataset

With this Provider Documents dataset, you can see a list of the type of documents assigned to each provider and its corresponding status.

How to Access:


June 2024

Improved Exclusions List Management

Previously, when a match no longer appeared on the exclusion list (e.g., due to updated user details), the system would assign a "Match removed" status. This status couldn't be changed and might have led to confusion, as it implied the provider had no exclusions.

Now, when the system detects a match no longer aligns with the exclusion list data, the match will be cleared (deleted). This means the record will no longer appear on the match screen, making it easier to manage your exclusion lists. 

June 2024

Enrollment Insurance Pivot Table

This pivot table is designed to help you have better visibility and control on the status of insurance(s) line of businesses directly from enrollment applications. The status of each insurance's line of business will be communicated through three different colors. 

The color coordination goes as follows: 

June 2024

Texas License Verification

This feature automates the verification of professional licenses for the state of Texas. It works similar to the existing DEA license verification.

What’s new? 


   Exclusions Module Enhancements

Our automated exclusions monitoring now provides real-time insights into employee status and credentialing status, enabling you to make informed decisions about your practice. 

With accurate and up-to-date information, you have a complete view of provider and entity information, empowering you to take proactive measures and maintain a compliant and efficient practice.

Centralized Business Entity Information

All your business entities details are now available on the locations page!

Configure your business entity details once and it will show across all associated locations. No more toggling between pages and redundant data entry. Simply Click on "Locations" to view accurate and consistent business entity data.

What's changed:


New York License Verification

This feature automates the verification of professional licenses for the state of New York, enhancing credentialing efficiency. This process functions in a similar manner to the existing Florida DEA license verification.

To verify licenses in New York, the fields for "License Type" and "Specific License" must be filled before running the automation. to verify provider licenses. 

Renew Professional Liability Insurance Faster

Renewing a provider's Professional Liability Insurance is now easier than ever! Simply:

1. Click the "Renew" button.

2. Update the start and expiration dates.

All other fields will remain the same, eliminating redundant data entry, saving you time, and reducing errors.

Colorado License Verification

This feature automates the verification of professional licenses for the state of Colorado, significantly enhancing credentialing efficiency. This process functions in a similar manner to the existing Florida DEA license verification.

This verification automation process does not support Emergency Medical Professionals (EMT and Paramedics) in Colorado, so we have added a banner on the verifications tab to alert you of this. The "user notes" section has been moved to the verifications page to consolidate provider's verification information on one page.

April 2024

California License Verification

MedTrainer now offers automated California professional license verification as part of our credentialing software. A few updates have been made for California compared to automated verifications in other states. When completing verifications for California, you'll see a new tool tips section. The tool tips section includes: 



A message will pop up when there are multiple matches found for a name, allowing you to select the correct provider.


Additionally, the following fields will have their labels updated:


This verification automation process in California does not support Certified Nursing Aides (CNA), Emergency Medical Professionals (EMP), Massage Therapist (MT), Home Health Aide/Community Health Worker (HHA-CHW), and Nursing Home Administrators (NHA). A banner has been added on the verifications tab to alert you of this.

April 2024


Complete DEA Verifications 10x Faster

In-app DEA verifications have been improved to significantly speed up the process time by automatically uploading the necessary documents to the provider profile. 

Save time while gaining peace of mind with a simplified process of managing professional verifications. MedTrainer centralizes verifications in the provider profile, complete with attached documents and automated reminders for upcoming verification expirations.

April 2024

Enrollment Locations Pivot Table

We've added a new pivot table for enrollments that displays enrollments as rows and the locations linked to them as columns.

This pivot table provides visibility to know if the enrollment has been linked to the location indicated or not.

March 2024

Lines of Business

A Lines of Business (LOB) section has been added into enrollment applications so that you are able to immediately view which payer (Medicare, Medicaid, Commercial Types) is used in each enrollment application.  

On a provider's enrollment details page, there's now a "Set Products" button in the Lines of Business section. By clicking on that button, you are able to select the required payer for the lines of business and add an effective date for the payer you selected.

February 2024

Privileges & Appointments

We have a brand new section on the MedTrainer platform that centralizes all of your staff's internal privileging appointments in one place. By attaching a provider's credentialing packet* to their appointments, the new Privileges and Appointments section makes it easy for you to view and track the appointments your providers have inside and outside MedTrainer.

The capabilities this feature provides administrators include:

How To Access It:

1. Log into your MedTrainer account: https://lms.medtrainer.com/

2. Navigate to the mt | credentialing menu and click on the Privileges and appointments module.

*You have the capability to attach a credentialing packet for any new providers added to the platform. However, in this release, it's important to note that any providers currently on the MedTrainer platform will not have their credentialing packet automatically attached within the Privileges and Appointments section. 

February 2024

New Fields in Massive Enrollment Applications

State, enrollment NPI, and location fields are now available to facilitate efficiency in completing multiple enrollment applications.

Your current process for completing these applications remains unchanged, the introduction of these new fields is designed to save you valuable time by providing readily accessible and standardized information fields.



February 2024

Customize & Save Enrollment Dashboards

Customize your dashboards specific to your needs to prioritize information most valuable to your organization. 

Utilize widgets and relevant metrics to display your data. Additionally, dashboards can now be saved and referenced for future use.


February 2024

Streamline your Business Entities

The new business entities feature allows grouping providers by NPI and TIN under business entities instead of just by location.


How's it changing?

We've gathered all the essential details about each organization's entity in one convenient spot – the "business entity main page." Here, you'll get a close-up view, including vital info like locations, org NPI, tax IDs, and more, so you don't have to look around different areas.

What you need to know:


February 2024

Florida Verification Automation

Florida license verifications can now be completed automatically on the MedTrainer platform, similar to the automated DEA license verification process. This can be done when you add a provider to MedTrainer, or you can choose to initiate the verification process manually for any state whenever needed.

Our automated verification process not only ensures accuracy but also saves valuable credentialing time. It automatically validates the license and adds necessary data to the platform, freeing up more time for increased productivity in other aspects of your work.

Stay tuned for more states coming soon.

*FL ABA licenses cannot be automated.

February 2024

Delete Mandatory Provider Verification

When credentialing providers, you are now able to rectify errors, update outdated information, and remove irrelevant verifications with the newly added "Delete Mandatory Verifications" functionality. 

What's new?

You can now remove a mandatory verification from a provider’s profile. This is possible even if a verification has been set from the locations module. If you remove verifications from the location module, this will only impact newly assigned providers. The verification templates of your current providers will be unaffected. You can still assign verifications to providers from the locations module in the same process you currently use.

Important note

This improvement has also led to the previously available "Not Applicable" option being removed (since its purpose was to remove a verification).

February 2024

New Supervising Physician Field in Provider Profile

A new supervising physician field has been added to the MedTrainer Credentialing provider profile. Using this field, you can easily report on supervising physicians and ensure credentials are up to date.

Here are three ways to fill in this info in “Practice Information”

February 2024

In-App Reports - Pivot Data Sets

We're excited to introduce a valuable enhancement to our in-app reports – Pivot Data Sets. This feature empowers administrators to explore data in a more summarized and insightful manner by adding pivot columns and pivot values.

Key Features:


February 2024

Filter Chips

A new feature, filter chips, has been added in our in-app reports. These filter chips offer administrators a convenient way to view the active filters on a report without the need to open the filter panel.

With this enhancement, you can effortlessly see which fields the report is currently filtered by, as this information is always visible to you. However, please be aware that if you wish to modify or remove any filters, you will need to open the filters panel by clicking on the filter chips.

This update aims to simplify your reporting experience by providing quick access to filter information, enhancing the usability of our platform.

February 2024

“Comments” Field in provider profile

We're excited to introduce a new feature – the "Comments" field in provider profiles. This enhancement provides the ability to easily keep track of upcoming tasks and pending steps when credentialing providers.

How to Use this Feature:


February 2024

Org NPI Catalog 

Introducing our new Org NPI catalog! Experience seamless credentialing with accurate provider data, expedited processing, compliance, and enhanced patient care quality.

This menu is available under Organization management, when accessed it will display the Company’s Org NPI catalog table.

The screen has the following elements:

November 2023 

Create Enrollment Applications Faster

Save time by creating multiple enrollments simultaneously with the same basic enrollment information, such as state, location, and insurances, eliminating the need for repetitive data entry.

Provider information will auto-populate when creating an enrollment application from the provider profile to ensure consistency and accuracy throughout the enrollment process, reducing the margin for error.

There are two places where you can create mass enrollments: 

View the user guide

September 2023 

Provider Profile Completion Indicators

Easily identify missing information in a provider's profile long before you're ready to submit an application. 

New completion indicators are available for all information in the provider profile. 

If the number is less than 100%, you know there is information missing. 

Check out the one-minute video for a quick look.

September 2023 

One-Stop Multi-Location Control

Save time and ensure accurate credentialing by configuring mandatory documents and payers for multiple locations at once. View and edit crucial location information for all locations in one user-friendly table. 

Hear from a colleague:

"It’s convenient having all the locations together. You can quickly look and make changes like updating addresses and accessing providers and payers. This will make updating location information faster for sure.”

-Kathleen Sheridan-Dotson, Credentialing Director at BlueSprig

Check out the video for a quick overview.

August 2023 

CAQH Profile Management for Dental Providers

MedTrainer’s CAQH Profile Management feature is now available for Dental providers. This feature allows you to streamline provider information in 30 seconds or less, saving time and lowering the risk of errors by reducing the need for manual data entry. 

Store CAQH username and password in Provider Profiles under the Information Tab > Personal Information

June 2023

Enrollment Applications Dashboard

Efficiently achieve your enrollment goals with MedTrainer's Enrollment Applications Dashboard. Gain valuable insights, track metrics like application age and time-to-complete, and make informed decisions with ease. Say goodbye to manual data collection and streamline your enrollment process for maximum efficiency.