Physician Credentialing & Onboarding Checklist - Download Your Own Guide

The credentialing process can be complex. Our checklist is full of tips to help you prepare.

Submitting a Pre-Application

Depending on the healthcare facility or covering provider, physicians may be required to submit a pre-application. This is done to eliminate any unqualified or ineligible doctors from the provider credentialing process. The pre-application process functions as a background check and covers concerns such as criminal records, disciplinary actions and board certifications (or lack thereof).

Submitting an Official Application

For the official credentialing application, physicians will be required to provide professional information.

Entering the Formal Application Phase:

1. Complete Professional History

2. Educational History and Transcripts

3. Provider's License to Practice Medicine and Board Certification

4. Proof of Continual Malpractice Coverage or Professional Liability Insurance Coverage

5. Personal Health History

6. Professional References

The information provided in your application must be supported by copies of the relevant documents, letters of recommendation and a copy of your CV.

Verification of Receipt

Once you’ve submitted your application, the medical staff services office will begin to verify the information provided. At this time, it’s a good idea to follow up with a call or email to confirm receipt of your application.

Evaluation and Approval

Department heads and hospital boards will meet to evaluate your application and approve your employment. Some healthcare organizations will make employment decisions based on the medical staff services office’s approval without the need for board evaluation. This process may take weeks or longer.

Download Our Guide and Learn More

Once you’ve accepted an offer and onboarding begins, the credentialing process is the next step in verifying you for employment, staff privileges, EMR access, etc.

Avoid surprises by using this physician credentialing process checklist outlining the paperwork that’s likely to be requested by your new employer’s HR department to gather your documents.

Download: Sample onboarding checklist for Residents transitioning to practice.

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Want some guidance on your completed self-assessment? PS&D (Provider Solutions & Development) offers complimentary resources, including one-on-one career coaching, toolkits, seminars and training. Reach out to our advisors for support.

PS&D Can Help You Find the Right Job, the First Time

At Provider Solutions & Development, we help physicians like you take the next step in your career.

We support dozens of health systems and serve physicians and advanced practice clinicians with heart, from residency to retirement, so they can do the same for their patients. With exclusive access to hundreds of positions across the nation, we offer holistic recruitment advice and placement that puts clinicians’ needs first.

If you’re a physician in residence transitioning to practice, download our Sample Physician Credentialing Checklist today.