For credentialing teams and administrators
Getting started with CredComply.
Get your team signed in, set up your organization, and bring your provider roster into CredComply. Day-to-day administrator documentation lives inside the product.
Sign in to CredComplyGetting access
Sign in for the first time and see the whole onboarding path in order.
- Your CredComply Onboarding RoadmapSee the whole onboarding path in order, from your first sign-in through connecting your providers, with the guide for each step.Read guide
- Getting Access to CredComplySign in for the first time, understand which sign-in belongs to your team and which belongs to your providers, and clear the most common sign-in problems.Read guide
Setting up your organization
The records CredComply needs before you start adding providers.
- Organization SetupThis guide takes you step by step through adding your organization's essential information, uploading your organization's logo so your branding is accurately represented, and configuring your notification settings to receive weekly compliance summary emails. By the end, your organization profile will be complete and you will stay informed on compliance without extra effort from your team.Read guide
- Adding a New PayerThis guide walks you step by step through adding a new payer to your organization: selecting a payer from the catalog (or adding a custom one), recording its business information, and confirming it in your Payers list.Read guide
- Adding a New GroupIn this guide, you will learn how to add a new group to CredComply and how groups connect your providers and payers for enrollment tracking. By the end, you will know how to read the Groups list, create a group, and manage its details across the Overview, Locations, Contacts, Providers, and Payers tabs.Read guide
Adding your providers
Build your roster and link it to the provider accounts in CredWallet.
- Adding a ProviderThis guide walks you through adding a provider to your organization: manually, through the public lookup function, or by importing from CAQH.Read guide
- Linking a Provider to a GroupThis guide walks you through linking a provider to one or more groups in CredComply. You will learn where group memberships appear on the provider profile, how to manage them with the "Manage" button, how to review a group's roster from its "Providers" tab, and why group membership matters: it keeps each provider organized with the groups and payers they work under.Read guide
- Connecting to Provider AccountsThis guide walks you through sending connection invitations to your providers. Once a provider accepts, their CredWallet account is linked to your organization in CredComply. You can see the records they share, send record requests and reminders straight to their wallet, and manage documents for your whole roster in one place.Read guide
Finding your way around
A quick tour of where everything lives.
Looking for a different product? See CredWallet.
Still stuck?
Our team answers onboarding questions directly. Reach out and we will get you moving.
Monday to Friday, 9am to 5pm PT. We typically reply the same business day.