Credentialing Checklist for Mental Health Clinicians
Written by Kelsey Someliana-Lauer, Therapy Practice Solutions Virtual Assistant
Research Who You Want, and Who Wants You
Update Your CAQH Information
CAQH is a website that almost all insurance companies utilize to complete your credentialing process. Your CAQH profile stores your license information, employment history, liability insurance, and more. It’s vital that this directory is updated with the following at minimum:
Your current workplace (where you’re trying to become credentialed at!)
Your last 5-10 years of employment history
Your most current license in the state you’re trying to become credentialed in
Your updated liability insurance
You should ensure your CAQH is up to date and accurate for insurance companies to be able to credential you without any delays.
Gather Your Records
Insurance panels, or at least your CAQH, will ask for several records. You’ll need either a picture of your license or a license verification printout and a copy of your current liability insurance, at minimum. You’ll also need your W9 for almost all insurance applications. If you don’t have copies of these records on hand, you’ll need to get them before you start your credentialing process!