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Credentialing Dashboards 
Keeps Staff on Task, Better 
Communicates Status 
Contact us : 
2222 Morris Ave. 2nd Floor, 
Union, NJ-07083 
Ph: (908)-384-1608 
Email: info@clinicspectrum.com
About Us 
Clinicspectrum is a healthcare services company providing outsourcing/back office and technology solutions for 17+ medical 
billing companies, 600+ medical groups/healthcare facilities including hospitals, and hospital medical records departments.
Dashboards 
Dashboards are a basic concept overview of data in a snapshot for those who have eagerness to view process status at just a 
glance. These dashboards can efficiently communicate data amongst staff and keep them on task and always be efficient. 
60 
% 
20 
% 
10 
% 
10 
% 
Product Services Customer Business
Physician Credentialing 
For Physician Credentialing , communication is a vital part of the process, as everyone needs to know the status of tasks— 
what's in progress and what remains to be completed. 
Provider 
Credentialing Staff 
Physician 
Practice 
Administrator 
Information needs to be shared among various stakeholders, such as the credentialing staff, providers, practice administrators, physician 
and others. For credentialing, communicating this information is vital to practice operations, reducing risk, and ensuring that providers are 
eligible to receive reimbursement for their work.
Credentialing Software 
Using a credentialing software solution with a dashboard display is an ideal way to share information in a format that is 
easily digestible so information becomes actionable. 
Newly 
Assigned 
In 
Process 
On 
Hold 
Past 
Due 
Status
Credentialing Dashboard Properties 
A credentialing system’s dashboard should be easily accessed, and provide an overview snapshot, milestones, drill-down 
capabilities, and the ability to view tasks and processes from different perspectives. 
Easily Accessed 
Overview Snapshot 
Milestone 
Drill-Down Capabilities 
View Tasks and Processes from Different 
Perspective
Easily Accessed 
The easy accessibility of the dashboard allows credentialing staff, practice administrator, physician, providers and other to 
view the following information: 
Communicates status of the tasks. 
Alerts on issues to be solved. 
Eliminates the need for users to click through menus to 
view the information. 
Decreases the chances that important information will get 
ignored, overlooked or simply not communicated.
Overview Snapshot 
Overview snapshot of the dashboard allows credentialing staff, practice administrator, physician, providers and other to 
view the following information: 
Credentialing Staff 
Practice Administrator 
Physician 
Provider 
5 
Status of providers being credentialed (e.g., new, in 
process, on hold, completed, or custom credentialing) 
Counts of providers with insurance. 
Status of the credentialing process by task 
Credentialing task aging (e.g., 0-30 days, etc.)
Milestones 
Dashboards also need to display progress toward, or the completion of, key milestones so users can view specific activities 
within the credentialing process. 
Enables users to quickly know what’s completed. 
Enables users to know what needs to be completed. 
Enables users to know what is past due. 
Enables users to know what are the new tasks 
that are entering the process.
Drill-Down Capabilities 
Drill-down capabilities allow users to click on elements of the dashboard to display specifics, whether it’s information about 
individual providers, payers, or other elements of the process. 
An overview status of processes is valuable, 
but users typically need more information. 
Enables users to efficiently get the 
information they need within one or two 
clicks.
Ability to View Tasks and Processes 
from Different Perspectives 
Not all users of the dashboard are looking for the same type of information. Some may be interested in looking for payer-specific 
details, while others are more focused on working on tasks related to individual providers. The dashboard needs to 
accommodate these perspectives in its display to improve staff efficiency and improved workflow. For example: 
Display payer-related 
information, such as 
payer contact details, 
insurance PDF forms 
specific to the payer, 
web links, 
counts of providers with 
insurance and their 
credentialing status. 
Payer 
Display provider-specific 
information, such as 
number of providers being 
credentialed and the status 
of specific tasks within the 
process, as well as the 
wealth of information 
imported from the Council 
for Affordable Quality 
Healthcare (CAQH). 
Provider
Specialized Capabilities 
It’s important for dashboards to be user friendly and 
include features that make it easier for the staff to 
complete their jobs. 
Leading credentialing solutions include advanced 
features such as the ability to easily attach 
documents to records within screens, and 
capabilities to upload information from other data 
sources (e.g., CAQH and others). 
These capabilities reduce data entry, and make 
documents easier to find. 
With dashboards, everyone remains on the same 
page and is up-to-date with the status of tasks, which 
increases the efficiency and effectiveness of the 
credentialing process.
Start by looking for these items in your dashboard, and watch your credentialing process go more smoothly.
Contact Us 
2222 Morris Ave. 2nd Floor, 
Union, NJ-07083 
Website 
http://clinicspectrum.com/ 
Phone Number 
908.834.1608 
Email 
info@Clinicspectrum.com Clinicspectrum is a healthcare services company providing outsourcing and back office solutions for medical 
billing companies, medical offices, hospital billing departments, and hospital medical records departments.

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Credentialing Dashboards Keep Staffs on Task, Better Communicate Status

  • 1. Credentialing Dashboards Keeps Staff on Task, Better Communicates Status Contact us : 2222 Morris Ave. 2nd Floor, Union, NJ-07083 Ph: (908)-384-1608 Email: info@clinicspectrum.com
  • 2. About Us Clinicspectrum is a healthcare services company providing outsourcing/back office and technology solutions for 17+ medical billing companies, 600+ medical groups/healthcare facilities including hospitals, and hospital medical records departments.
  • 3. Dashboards Dashboards are a basic concept overview of data in a snapshot for those who have eagerness to view process status at just a glance. These dashboards can efficiently communicate data amongst staff and keep them on task and always be efficient. 60 % 20 % 10 % 10 % Product Services Customer Business
  • 4. Physician Credentialing For Physician Credentialing , communication is a vital part of the process, as everyone needs to know the status of tasks— what's in progress and what remains to be completed. Provider Credentialing Staff Physician Practice Administrator Information needs to be shared among various stakeholders, such as the credentialing staff, providers, practice administrators, physician and others. For credentialing, communicating this information is vital to practice operations, reducing risk, and ensuring that providers are eligible to receive reimbursement for their work.
  • 5. Credentialing Software Using a credentialing software solution with a dashboard display is an ideal way to share information in a format that is easily digestible so information becomes actionable. Newly Assigned In Process On Hold Past Due Status
  • 6. Credentialing Dashboard Properties A credentialing system’s dashboard should be easily accessed, and provide an overview snapshot, milestones, drill-down capabilities, and the ability to view tasks and processes from different perspectives. Easily Accessed Overview Snapshot Milestone Drill-Down Capabilities View Tasks and Processes from Different Perspective
  • 7. Easily Accessed The easy accessibility of the dashboard allows credentialing staff, practice administrator, physician, providers and other to view the following information: Communicates status of the tasks. Alerts on issues to be solved. Eliminates the need for users to click through menus to view the information. Decreases the chances that important information will get ignored, overlooked or simply not communicated.
  • 8. Overview Snapshot Overview snapshot of the dashboard allows credentialing staff, practice administrator, physician, providers and other to view the following information: Credentialing Staff Practice Administrator Physician Provider 5 Status of providers being credentialed (e.g., new, in process, on hold, completed, or custom credentialing) Counts of providers with insurance. Status of the credentialing process by task Credentialing task aging (e.g., 0-30 days, etc.)
  • 9. Milestones Dashboards also need to display progress toward, or the completion of, key milestones so users can view specific activities within the credentialing process. Enables users to quickly know what’s completed. Enables users to know what needs to be completed. Enables users to know what is past due. Enables users to know what are the new tasks that are entering the process.
  • 10. Drill-Down Capabilities Drill-down capabilities allow users to click on elements of the dashboard to display specifics, whether it’s information about individual providers, payers, or other elements of the process. An overview status of processes is valuable, but users typically need more information. Enables users to efficiently get the information they need within one or two clicks.
  • 11. Ability to View Tasks and Processes from Different Perspectives Not all users of the dashboard are looking for the same type of information. Some may be interested in looking for payer-specific details, while others are more focused on working on tasks related to individual providers. The dashboard needs to accommodate these perspectives in its display to improve staff efficiency and improved workflow. For example: Display payer-related information, such as payer contact details, insurance PDF forms specific to the payer, web links, counts of providers with insurance and their credentialing status. Payer Display provider-specific information, such as number of providers being credentialed and the status of specific tasks within the process, as well as the wealth of information imported from the Council for Affordable Quality Healthcare (CAQH). Provider
  • 12. Specialized Capabilities It’s important for dashboards to be user friendly and include features that make it easier for the staff to complete their jobs. Leading credentialing solutions include advanced features such as the ability to easily attach documents to records within screens, and capabilities to upload information from other data sources (e.g., CAQH and others). These capabilities reduce data entry, and make documents easier to find. With dashboards, everyone remains on the same page and is up-to-date with the status of tasks, which increases the efficiency and effectiveness of the credentialing process.
  • 13. Start by looking for these items in your dashboard, and watch your credentialing process go more smoothly.
  • 14. Contact Us 2222 Morris Ave. 2nd Floor, Union, NJ-07083 Website http://clinicspectrum.com/ Phone Number 908.834.1608 Email info@Clinicspectrum.com Clinicspectrum is a healthcare services company providing outsourcing and back office solutions for medical billing companies, medical offices, hospital billing departments, and hospital medical records departments.