Getting started with Credentialing & Privileging Portal

The Credentialing & Privileging Portal takes a practitioner from application to approved privileges in one system. It collects the application, runs primary-source checks against licensing boards and exclusion lists where they can be automated, assembles the file for committee review, and keeps watching licenses, certifications and exclusions after appointment. Every verification is recorded with its source, date and the person responsible, so the file is ready when surveyors ask for it.

What it is for

Credentialing is one of the slowest steps between hiring a practitioner and that practitioner seeing patients. Much of the delay is clerical: chasing documents, checking the same sources by hand, and moving paper files between committees.

• Applications arrive incomplete, and specialists spend their time chasing missing documents by email and phone.
• Primary-source checks are repeated by hand across many websites, with screenshots saved in shared drives that are hard to audit.
• Committee packets are assembled manually, so the medical staff office works around meeting dates instead of the file being ready when it is complete.
• Expiring licenses, certifications and exclusion matches are found late, sometimes only when a practitioner is already scheduled.

Who uses it

• Medical staff services professionals and credentialing specialists
• Department chairs who recommend privileges
• Credentials committees, medical executive committees and boards
• Practitioners applying for appointment and reappointment
• Payer enrollment and EHR access teams, who receive verified data

Before you start

• Your organization licenses Credentialing & Privileging Portal from Moraph.
• A Moraph client account in that organization, signed in.
• Access to Credentialing & Privileging Portal in Moraph Apps, given by an administrator in the Moraph Portal under People and access.
• For setup: the product administrator role.

Steps to get started

1. Sign in at app.moraph.com with your Moraph account.

2. Open Credentialing & Privileging Portal from the launcher. The first time anyone opens it, its workspace is created from the default described in Workspace reference.

3. Check your role: what you can see and do depends on it. See Roles and permissions.

4. Product administrators: work through Set up Credentialing & Privileging Portal before your team starts.

5. Everyone else: start with Everyday tasks.

Where to go next

• Set up Credentialing & Privileging Portal
• Everyday tasks
• Connect your systems
• Security, data and compliance
• Troubleshooting and the support guide
• Product overview on moraph.com