Product updates.

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.