Product updates.

CredComply: Provider enhancements

• The Personal information tab is now Overview, with pinned sections open when the tab loads.
• Switch between providers from the provider header without leaving the tab you're on.
• Provider personal information is now stored as records. Existing providers were moved over for you.
• Provider photos no longer flash to initials when the page refreshes.

CredComply: Team enhancements

• The Team tab now shows a change history of invites, access changes, resent invitations, and removals. Filter by member and change type.

CredComply: Record enhancements

• Shorter titles for health, drug screen, vaccination, and case log records.
• Credit hours, coverage limits, and other numeric fields can be cleared and saved blank instead of returning to 0.

CredComply: Form enhancements

• Downloaded form file names no longer repeat the form name.

CredComply: CredAssist enhancements

• The Allow button now follows your organization's brand color.

CredComply: Record enhancements

• New Other record type for provider records that don't fit an existing type, with a Title field and an optional document attachment.
• Contact and demographic information records now include a Gender field.
• Record upload and request dialogs now stay open when you switch to another app.

CredComply: Facilities enhancements

• Editing a facility contact's address no longer adds an unrelated entry to its history.

CredWallet: Record enhancements

• Providers now manage their own personal information in CredWallet. It is no longer copied from an organization's records.

CredComply: Launched Facilities and Appointments

• Track facility privileging from a new Facilities section. Search the Facility catalog to add facilities, then manage them under My facilities.
• Track each provider's facility appointments on a new Appointments tab, as a kanban board or a list, with status, staff category, and effective and expiration dates.
• See where every provider stands with every facility on a new Appointments dashboard tab. Search, filter, and export to CSV.
• Add notes to facility detail sections.

CredComply: Task enhancements

• Assign and reassign tasks to other admins, with every change recorded in task history.

CredComply: Record enhancements

• New Resignation notice record type and document type. Upload a resignation letter to fill in the notice received and effective dates automatically. Resignation notices are not shown to providers in CredWallet.
• The Contact information record is now Contact and demographic information. It adds Profession, Date of birth, Sex, Languages spoken fluently, Ethnicity, and Race fields, organized into Demographics, Contact, and Address sections.
• Records now show their source.
• Copy a locked record to create an editable version.
• Paste dates into any date field in mm/dd/yyyy format.

CredComply: Payer Enrollment enhancements

• New Submission date field on payer enrollments, filled in automatically when an enrollment moves to Submitted pending payer approval. Edit it at any time, with changes recorded in enrollment history.

CredComply: CredAssist enhancements

• CredAssist can create reminders and assign tasks to other admins.
• CredAssist can list your organization's admins and group members.
• CredAssist workflow forms now include searchable pickers and date fields.
• Resolved an error when CredAssist worked with Credentialing Log, Application Form, ECFMG Certification, and Network Acceptance Letter records.

CredComply: Document enhancements

• The provider Documents tab now loads faster.

CredComply: Notifications enhancements

• Weekly compliance summary emails now reflect current data.

CredComply & CredWallet: Help Center enhancements

• The Help icon in CredComply now opens the new help center.
• Support in CredWallet now opens the new CredWallet help center in a new tab.

CredWallet: Account enhancements

• Deleting a CredWallet account no longer affects organization memberships or invitations.

CredComply: CredAssist enhancements

• Write multi-line messages, stop a response before it finishes, and see a warning as you approach the 20,000-character message limit.
• Links in CredAssist replies are now clickable.
• CredAssist workflow forms now support date pickers and multi-select fields.
• CredAssist can add providers to groups.
• CredAssist can deactivate expired records in bulk using a cutoff date you choose. It confirms before making any change, reports how many records moved, and never deletes records.
• CredAssist can look up your organization's activity and CAQH connection history.
• CredAssist replies no longer include internal IDs.

CredComply: Document enhancements

• Upgraded AI document reading for faster, more accurate extraction.

CredComply: Navigation enhancements

• Switch between organizations from the top nav.

CredComply: Payer Enrollment enhancements

• New Termination submitted to payer enrollment status.
• Enrollment matrix CSV export now includes effective dates.

CredComply: Dashboard enhancements

• The dashboard header no longer shows a greeting, leaving more room for your content.

CredComply: CredAssist enhancements

• Onboard a provider end to end from a single preset workflow.
• CredAssist confirms your search criteria, searches NPPES, allows filtering results by state and specialty, then adds the provider to your organization.
• Searches for and creates board certification records.
• Runs exclusion screening for OIG, SAM, WA, CA, and TX with suggested name variants or known aliases.
• Can set provider record requests and admin reminders with optional due dates.
• You confirm each step before it runs.

CredComply: Payer Enrollment enhancements

• Upload documents to a provider's payer enrollment, with full upload history.
• The list and board hide Terminated and N/A enrollments by default. Toggle them back on at any time.
• "Re-enrollment" is now "Re-credentialing" everywhere it appears.

CredComply: Groups enhancements

• Upload documents to a Group from a Documents tab, with full upload history.
• Filter the Providers and Payers tabs by Location.

CredComply: Members enhancements

• New Enrollment Viewer role gives read-only access to just the enrollment matrix.

CredComply: Calendar enhancements

• Track records, provider tasks, and admin tasks by due date on a dedicated Calendar tab.

CredComply: Provider Records enhancements

• New Controlled substance registration record type, covering registration type, schedule, registration number, issuing state, issue and expiration dates.
• Board certification records now include Status field.
• Compact and professional license records now include Issuer and Verified at fields.
• Contact records now include mobile phone, work phone, work fax, work email, alternate email, and county fields.
• Practice records now include Date of hire, Office hours, mailing phone, fax, and email, and billing address, phone, fax, email, and NPI fields.
• Every address across record forms and payers now has a Street 2 field for suite, apartment, and floor.
• Clearing an optional text field now allows the record to save.

CredComply: Payer Enrollment enhancements

• Payer enrollment now uses ten statuses: Not started, Pending provider info, Preparing, Submitted pending payer approval, Enrolled, Rejected, Appealing, Lapsed, Terminated, and N/A. These display everywhere enrollments appear.

CredComply: Notifications enhancements

• Notifications now support scroll to load more.
• Notifications in trash delete permanently after 7 days.

CredComply: Dashboard enhancements

• Admin reminders without a provider association now appear on the Dashboard.

CredComply: CredAssist enhancements

• Public lookup now returns results for APO addresses without a ZIP, so you can review them and create the provider.

CredComply: Notifications enhancements

• See record submissions and task notes in a notification bell in the top nav, with an unread count.

CredComply: Groups enhancements

• Manage a Group from a details panel with statuses, dates, locations, and change history.

CredComply: Provider Information enhancements

• Add a profile photo to a provider, with crop and zoom during upload.

CredComply: Stage enhancements

• Track where every provider sits in the credentialing lifecycle on a dedicated Stage tab, as a kanban board or a list.
• Set a provider's stage by dragging their card on the board or from the dropdown on their profile.
• Stage now shows on the provider profile header and in the provider table.

CredComply: Overview enhancements

• Filter Overview by stage, group, and profession.
• Stage chips default to No stage, Onboarding, and Maintenance, so offboarded and terminated providers no longer count toward your totals.

CredComply: Interface enhancements

• Every page now resizes with your browser zoom instead of staying a fixed width. Zoom out on tables to see more rows and columns at once.

CredComply: Payer Enrollment enhancements

• Track payer enrollments on a dedicated tab, as a kanban board or a list.

CredComply: Provider Information enhancements

• Added SSN and Notes fields to provider personal information.

CredComply: Activity Log enhancements

• The member filter now lists every member in your organization.
• Setting a date range keeps your other filters in place.

CredComply: Interface enhancements

• Dropdown menus now use your organization's brand color, including in dark mode.

CredComply: Exclusion Lookup enhancements

• Restored the OIG exclusion and reinstatement imports after a source file rename.
• Restored the Mississippi Medicaid exclusion imports after a source file rename.

CredComply: Dashboard enhancements

• The dashboard now has tabs. Overview keeps everything you had before, and a new Enrollment tab has been added.
• Total Tasks: see a summary of both your own reminder tasks and provider record requests in one place.

CredComply: Enrollment enhancements

• The new Enrollment tab tracks where every provider stands with every payer in a matrix. Filter, page through results, and export to CSV.

CredComply: Activity Log enhancements

• A new drawer showing organization-wide activity, filterable by team member, category, provider, and date.

CredComply: Record enhancements

• Education records now support adding levels of education completed: High School, Undergraduate, Graduate, Doctorate, Professional, and Other.

CredComply: Payer enhancements

• Payer notes now wrap in full instead of getting cut off.

CredComply: Exclusion Lookup enhancements

• Kentucky provider exclusions imports now handle the source PDF's shifting page layout.

CredComply: Record enhancements

• Import provider records directly from CAQH. Records sync automatically in a daily background job and keep a per-record edit history.
• Added a free-form Notes field to every record type, so you can capture context right where you're working.
• Added five education record types: teaching, internship, residency, fellowship, and preceptorship.
• Added Licensed Mental Health Counselor (LMHC) to the professional license dropdown.

CredComply: Exclusion Lookup enhancements

• Restored Mississippi provider exclusions imports after the state changed its source file format.

CredComply: Interface enhancements

• Organizations can set a custom primary color and dark-mode logos.

CredComply: Public Lookup enhancements

• Record a Clear (no match found) screening result, with notes and attachments.
• Importing an organization NPI no longer creates a blank provider.

CredComply: Chat with CredAssist enhancements

• Use CredAssist to search licenses for the New York medical board.

CredComply: Document enhancements

• Rename documents. Downloads save with the correct file name.

CredComply & CredWallet: Help Center enhancements

• The help center now opens with you already signed in.

CredComply: Task enhancements

• Redesigned the Tasks experience with a dedicated tasks page, a guided creation wizard, and a dashboard widget.

CredComply: Groups enhancements

• Added a Groups column in the dashboard to sort and filter records and payer enrollment lists.

CredComply: Payer Enrollment enhancements

• Payer enrollment lists now sort alphabetically.

CredComply: Chat with CredAssist enhancements

• After an exclusion search, CredAssist can create a clear result record for each source it checked, once you approve.

CredWallet: Connection enhancements

• View incoming organization connection requests from the dashboard and Share Profile screen.

CredWallet: Log In enhancements

• Resolved a sign-in issue affecting mobile users.

CredComply & CredWallet: Record enhancements

• New ECFMG Certification record type, available in CredComply and CredWallet.

CredComply: Record enhancements

• New Network Acceptance Letter record type, available in CredComply.
• New Credentialing Log record type, available in CredComply.

CredComply: Exclusion Lookup enhancements

• Use CredAssist to search for exclusions from Hawaii, Nebraska, Alaska, Kentucky, Oregon Medicaid, Colorado, North Carolina, and Georgia.

CredComply: Chat with CredAssist enhancements

• Use CredAssist to search licenses for the Oregon, Arkansas, and Oklahoma medical boards.
• Audit history now shows when CredAssist acted on behalf of a user.

CredComply: Clients & Payers enhancements

• Improved payer dialog validation.

CredComply: Log In enhancements

• Resolved a sign-in issue after accepting an email invitation.

CredComply: Interface enhancements

• Refreshed CredComply with an updated look and feel.

CredComply: Chat with CredAssist enhancements

• CredAssist is now always available in a side panel.

CredComply: Provider enhancements

• Invite providers by email, including before they have created an account.

CredComply: Record enhancements

• Compact license document type is now available.

CredComply: Log In enhancements

• Resolved sign-in issues when using multiple browser tabs.

CredWallet: Record enhancements

• Mark documents and records as active or inactive.

CredWallet: Document enhancements

• Documents now upload in the background.

CredComply: Dashboard enhancements

• Improved dashboard data accuracy with corrected record bucketing.

CredComply: Exclusion Lookup enhancements

• Look up and save exclusions directly to a provider record.
• Search for exclusions from the State of Texas.

CredComply: Chat with CredAssist enhancements

• CredAssist can now assist with onboarding a provider by looking up provider information and checking for exclusions from external data sources.
• Arizona license lookup and NPI lookup by name or number.

CredWallet: Record enhancements

• Mark documents and records as inactive.

CredComply: Record enhancements

• New Application Form record type and document type.

CredComply: Task enhancements

• Administrators can delete pending tasks.

CredComply: Provider enhancements

• Quickly filter visible providers by name or email alongside the existing client filter.

CredComply: Chat with CredAssist enhancements

• Visual formatting updates including tables, lists, and strikethrough.

CredComply & CredWallet: Status Page

• Launched a public status page at status.credentialnetwork.com to monitor platform availability.

CredComply: Dashboard enhancements

• Completely redesigned dashboard cards with a new pie chart visualization.

CredComply: Clients & Payers enhancements

• Updated look and feel with a new side detail panel, access control improvements, and expanded State selection to include US Territories.

CredComply: Exclusion Lookup enhancements

• Search for exclusions from the State of Washington (WA and WA-DSHS).

CredComply: Navigation enhancements

• Updated look and feel for navigation and page layouts, including a new tabbed view when viewing a provider.

CredComply: Exclusion Lookup enhancements

• Search for exclusions from the State of California.

CredComply: Notifications

• Subscribe to weekly compliance summary emails.

CredComply: Provider enhancements

• Record type titles now displayed in Provider Overview for easier navigation.

CredComply: Chat with CredAssist enhancements

• CredAssist now shows thought bubbles while processing and confirmation buttons for key actions.

CredComply: Exclusion Lookup enhancements

• Search for exclusions from OIG and SAM federal databases.

CredComply & CredWallet: Notifications

• Weekly compliance summary emails now available.
• Push notification support added for iOS and Android.

CredComply: Record enhancements

• Extract multiple records from a single resume upload.
• Taxonomy and license type selectors now use known lists for faster, more accurate entry.

CredComply: Chat with CredAssist enhancements

• Conversations now display descriptive titles.
• AI Summary now includes links and visual highlights for faster review.

CredComply: Record enhancements

• Download records directly from the platform.

CredComply: Task enhancements

• Create tasks directly from the Provider Overview.
• Task review and approval workflow now available.

CredComply: Chat with CredAssist enhancements

• AI Summary is now production-ready.
• CredAssist is aware of the current date and time for more accurate responses.

CredWallet: Document enhancements

• Upload multiple documents at once with real-time progress tracking.
• Tasks now available in CredWallet.
• Expiration dashboard on iOS and Android.
• Prompts to complete your provider profile.

CredComply: Launched Tasks

• Administrators can request and accept multiple records from Providers.

CredComply: Payer Enrollment enhancements

• More accurate payer enrollment filtering by associating Clients to Payers.

CredWallet: Record Sharing enhancements

• Include Shared Records in counts and display shared expired/expiring items.

CredComply & CredWallet: HIPAA & SOC2 compliance

• Require BAA to use PHI-containing records/documents.
• Strengthened audit and security posture by tracing all incoming requests from CredComply.

CredComply & CredWallet: HIPAA & SOC2 compliance

• Database enhancements to enable mandatory and strongly recommended security features.

CredComply: Record enhancements

• Mark records/documents as inactive so expired or expiring items can be filtered out of the dashboard.

CredComply: Chat with CredAssist enhancements

• Answer questions regarding provider records and documents.

CredComply: HIPAA & SOC2 compliance

• Admin pages now consistently require an Organization and Admin role.

CredWallet: Home Page enhancements

• Launched a refreshed home screen with Expirations and Tasks that open details in a slide-out drawer.

CredWallet: Document enhancements

• PDFs now preview correctly during uploads, and uploaded document loading is much faster.

CredWallet: HIPAA & SOC2 compliance

• Strengthened audit and security posture by tracing all incoming requests from CredWallet.

CredComply & CredWallet: HIPAA & SOC2 compliance

• Patched critical security vulnerabilities as recommended in public notices.

CredComply: Payer Enrollment enhancements

• Added CAQH as a known nationwide Payer.
• Added a new "Business Note" field for Payers.
• Added an "Effective Date" field for Payer Enrollments.
• Improved tracking for Date changes in enrollment history.

CredComply: Record enhancements

• Added the ability to attach supporting evidence to records.

CredComply: Chat with CredAssist enhancements

• Chat now includes user and organization context, with more secure backend routes.

CredWallet: Android enhancements

• Terms of Use enhancements.
• Updated upload permissions (per Play Store requirements).
• Enabled direct uploads up to 20MB.
• Ensured PDF previews load for past uploads.

CredWallet: iOS enhancements

• Terms of Use enhancements.
• Delete Account support (per App Store requirements).
• Enabled direct uploads up to 20MB.
• Updated the Professional Liability card to show Policy number.

CredComply & CredWallet: Terms of Use enhancements

• Accept the Terms of Use once and avoid prompting again until Terms of Use are updated.

CredComply: Launched Chat with CredAssist

• Administrators can now chat with the Credential Network AI Assistant, CredAssist, and get answers to frequently asked questions.

CredComply: Dashboard enhancements

• The dashboard highlights expired claims, document drawers preload instantly, and third-party packages/guardrails were strengthened to address a security advisory and off-topic behavior.

CredComply: Document enhancements

• Administrators can review document extraction in a single panel next to a preview.

CredComply: HIPAA & SOC2 compliance

• Require MFA for every organization.

CredWallet: Android/iOS enhancements

• Backwards compatible document upload API.

CredWallet: Home Page enhancements

• Alerts open a details modal with the related form and documents, and refresh immediately after updates.

CredWallet: Record Sharing enhancements

• The listing of shared records is more reliable.

CredWallet: Document enhancements

• Enabled direct uploads up to 20MB.
• Doc preview now preserves taxonomy selections and taxonomies are extracted properly.

CredComply: Payer Enrollment enhancements

• Administrators can now manage the Payers that their organization targets for Payer Enrollments.

CredComply: Dashboard enhancements

• Show provider names in record lists.
• Expiration dialogs are wider, dashboard pop-ups scroll properly (especially on small screens), and liability insurance forms now include an expiration date field.

CredComply: Record enhancements

• Only records with an expiration date will show an Active status in Records Overview.
• Delete individual records directly from the provider overview page.
• Fixed browser compatibility issues when editing records.
• Improved sorting behavior.
• Improved navigation.

CredComply: Record Sharing enhancements

• After copying a shared record, return to the overview.

CredWallet: Record enhancements

• Improved form rendering and validation.

CredWallet: Record Sharing enhancements

• "Shared With Me" reconnection and error handling.
• "Shared With Me" menu shows org count, preserves submenu state, and auto-opens on refresh.
• Improved zip filenames when downloading all records.

CredWallet: Log In enhancements

• Collect first/last name when a user is created via WorkOS without names.
• Providers now see a proper Loading page while logged in.
• Avoided login loops with stronger session creation/validation and error handling.

CredComply: Dashboard enhancements

• Improved dashboard reporting accuracy, with more reliable charts and metrics.

CredComply: Record Sharing enhancements

• Enhanced shared-record handling, making shared forms read-only and adding clear copy actions (e.g., copy to organization / my records).

CredComply: Document enhancements

• Added AI-assisted document processing improvements to speed up extraction and handling of uploads.

CredWallet: Home Page enhancements

• Updated the home page experience to prioritize alerts over tasks and show clearer empty states when there's nothing to review.

CredWallet: Record Sharing enhancements

• Added the ability to download a single ZIP containing a provider's records and documents for easier export and sharing.

CredComply & CredWallet: HIPAA & SOC2 compliance

• Stricter access controls.
• Strengthened password and session policies (complexity rules, password reuse prevention, shorter token/session timeouts, and enforced MFA in production).
• Strengthened file upload validation.

CredComply: Launched Record Sharing

• Administrators can connect with a Provider to view and copy shared records.
• Providers can connect with an Organization to view and copy shared records.

CredComply: Document enhancements

• Administrators can select the document type that AI will use to process an uploaded document.

CredWallet: Launched CredWallet

• New Home menu item to view Tasks and Alerts.
• New Upload menu item to upload a batch of documents that will be automatically processed and extracted to pre-fill the corresponding record's form.
• New Records menu item to view all the records collected with counts for number of records and number of expiring records.
• New Share menu item for connecting with an Organization and downloading a zip of all records and documents.
• New Shared with Me menu item for viewing and copying shared records from the organization.

CredComply: Launched CredComply

• New Dashboard menu item to view the counts for number of providers, records, expiring records, etc.
• Enhanced Public Lookup menu item that can be used to find and create providers with records from existing information stored in NPI.
• New Provider Records menu item to view all the providers that have been created.
• New Overview menu item to view 50 record types that can be collected for a provider.
• New Payer Enrollment menu item to keep track of the enrollment progress with Payers.
• Enhanced Documents menu item to upload a batch of documents for 50 record types for a specific provider that will be automatically processed and extracted to pre-fill the corresponding record type's form.

Document enhancements

• Administrators can use AI to extract values from uploaded documents and prefill form fields.
• Support reclassification of documents.
• Support a document approval process.

Record enhancements

• Create Certificate, License, Continuing Medical Education, and Insurance records from documents.
• Open an associated document from a record.
• Support for Dates and Certificate Numbers.

Reliability enhancements

• 3rd party library updates.

Document enhancements

• Support JPEG, PNG, and WebP Organization logos.

Security enhancements

• Stricter Content Security Policy.

Public Lookup enhancements

• Create a provider from NPI.

Reliability enhancements

• Update 3rd party libraries.

Public Lookup enhancements

• Detailed View for NPI lookups.
• New OIG lookups.

Launched Document Uploader

• Administrators can now upload and manage documents directly within the platform.

Updated Terms of Use

Public Lookup enhancements

• Improved search accuracy, responsiveness, and user experience.

Record enhancements

• Expanded field robustness and intuitive design elements.

Soft Launch of Credential Network

• Early access opened to Evaluation clients with public lookup tool.

Entered SOC 2 Monitoring Window with Auditor

• Vanta implementation.
• Monitoring process officially initiated.