Onboarding a new physician into your practice is one of the most critical and error-sensitive processes in healthcare operations. Even small mistakes in credentialing, enrollment, payer setup, or documentation can lead to rejected submissions, delayed approvals, and significant reimbursement disruptions — and in some cases, compliance exposure.

This training provides a structured, step-by-step framework for creating, implementing, and optimizing a repeatable provider onboarding process that reduces payer rework and accelerates time-to-reimbursement. Participants will learn how to manage the full life cycle of onboarding a new provider, including credentialing timelines, payer enrollment sequencing, Medicare enrollment transfers, portal re-attestation requirements, and documentation tracking. Special attention is given to preventing common payer setup errors, improving approval turnaround times, and understanding compliant approaches for seeing patients before credentialing is finalized.

Learning Objectives:-

By the end of this session, participants will be able to:

• Identify and implement the key steps required to onboard new physicians efficiently, including credentialing workflows, enrollment sequencing, and payer setup best practices.

• Demonstrate how to build an onboarding process that reduces denials and delays through checklists, timelines, submission tracking, and documentation controls.

• Apply compliance-aligned strategies for billing readiness, including when a provider may see patients, how supervision impacts billing, and how to manage PECOS and CAQH re-attestation requirements accurately.

Areas Covered in the Session:-

• Payer Credentialing

• Provider Enrollment

• Medicare Enrollment Transfers

• PECOS

• CAQH

• NPPES / NPI Management

• I&A Account Setup and Access Management

• Telehealth Enrollment Considerations

• EFT and ERA Setup to Prevent Payment Delays

• Documentation Requirements and Submission Standards

• Holding Payors Accountable for Processing Delays

• Billing and Compliance Considerations During Onboarding

• Provider Directory Updates and Data Accuracy

Who Should Attend?

This training is ideal for:

• Healthcare providers and practitioners

• Credentialing specialists

• Provider enrollment specialists

• Practice administrators and office managers

• Revenue cycle team members

• Revenue cycle managers and directors

• Billing managers and billing staff

• Compliance officers and compliance support teams

• PESC and credentialing professionals

• Colleagues who manage CAQH

• Colleagues who manage PECOS

• Colleagues who manage NPI / NPPES information

• Colleagues responsible for EFT and ERA setup