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For ops managers & credentialing specialistsLicense expiries in a spreadsheet, payer status by phone call, offboarding as a Notion checklist someone forgets. Here, every hire opens the right onboarding track, every credential carries its primary-source verification, the provider matrix shows per-state eligibility as dots — and when something is about to expire, the alert opens the exact drawer where you fix it.
What tracks provider credentialing for a cash-pay clinic? A system where credentialing is a pipeline, not a spreadsheet: role-appropriate onboarding tracks, primary-source verification recorded per credential (NPI against NPPES live), a per-state eligibility matrix, and a schedule that refuses bookings the credentials can't support. That's the Ops console in CareOS.
Staff vetting, internal clinical credentialing, or credentialing plus payer enrollment — every hire gets the checklist their role needs, with days-to-first-patient tracked.
NPI verifies against NPPES live; state boards, OIG LEIE, DEA, and malpractice record source URL, reference, and evidence per credential.
Every provider × every operating state, practice and controlled-substance eligibility as dots — click through to the credential drawer.
An expiring license opens tasks for provider and ops, blocks booking past expiry, and the alert row opens the renewal drawer in one click.
Licenses, DEA certificates, COIs, contracts — expiry-tracked against the same engine that gates care.
Departure checklists with access removal — the workforce front door and back door in one console.
Yes — live. NPI verification calls the NPPES registry, matches the provider name and status, and records the result with source URL and timestamp as a primary-source verification.
The eligibility engine computes per-state practice eligibility from licenses, verifications, and expirations — and the scheduler blocks bookings a provider's credentials can't support, including dates past an expiry.
Yes. Non-clinical roles get the Ops console and the business surfaces their staff roles grant — patient charts don't render for them, enforced at the route level.
Also on the team: Medical directors · Finance · Physicians
Setup walkthrough · Month-to-month, no annual contracts · Your data is exportable anytime