NextGen Knowledge Center

Credentialing Tab

The Credentialing tab in the Location and Provider master files enable you to track the credentials, such as certificates and licenses, of your locations and providers. You can report on credentialing for Locations in the Location master file report by selecting credentialing-related columns. You can also report on Providers in the Provider With Credentialing report on the Providers master file.

  1. Create the credentials in the Credentialing master list.
  2. Open the appropriate location or provider master file, and then select the Credentialing tab.

  3. Do one of the following:
    • To add a new credential, select Open Menu, and then select New.
    • To modify a credential, select it in the list, select Open Menu, and then select Open.
    The Credentialing window opens.

  4. In the Effective Date field, enter the date that the credential becomes effective.
  5. In the Expiration Date field, enter the date that the credential expires.
  6. In the Credentialing Type field, select the type of credential.
  7. In the Number field, enter the number, such as a license number, associated with the credential.
  8. If necessary, you can enter additional information in the Notes field.