Use our provider onboarding tools and resources 2025

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by filling out the 'General Information' section. Enter your Corporate Name, Federal Tax Identification Number, and NPI Number. Ensure that the Effective Date is formatted as mm/dd/yyyy.
  3. Indicate whether the facility is owned in whole or part by a hospital system by selecting 'Yes' or 'No'. If applicable, specify the Hospital System name.
  4. In the 'Organizational Provider Type' section, select all relevant types of services your facility provides. This includes options like Ambulatory Surgery Center, Home Health, and more.
  5. Complete the 'Demographic/Location Information' section by providing details for up to three addresses. Specify if each address is a Primary Office or Mailing address and include contact information.
  6. Fill out the 'Payment/Billing Information' with your Reporting Name, Corporate Name, Tax ID Number, and Billing Contact details.
  7. Provide necessary Licensure/Certification/Accreditation details including State License Number and Medicare/Medicaid participation status.
  8. Complete the 'Liability Insurance' section with your Insurance Carrier details and attach a copy of your current insurance policy.
  9. Answer questions in the 'Attestation Questionnaire', providing additional details on a separate sheet if any questions are answered ‘Yes’.
  10. Finally, review all sections for accuracy before submitting your application through our platform.

Start using our platform today to streamline your provider onboarding process for free!

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Onboarding is a fairly broad term, but whats healthcare onboarding? Like in other industries, healthcare onboarding familiarizes new hires with their role and the companys policies in order to equip them to perform their duties successfully.
Onboarding is a human resources industry term referring to the process of introducing a newly hired employee into an organization. Also known as organizational socialization, onboarding is an important part of helping employees understand their new position and job requirements.
Onboarding is the final step before a new physician becomes a full-time employee, and your investment in hiring them pays off. An effective process ensures that who you recruited is fully integrated into the facility and ready to provide quality care.
Provider onboarding software automates the process of adding new healthcare providers to a network, replacing manual tasks with digital workflows. This technology helps reduce administrative burdens, speeds up credential verification, and ensures regulatory compliance.
The phases of onboarding Preboarding or preparation phase - time before the 1st working day. Orientation phase - from the 1st working day to approx. 3rd month. Integration phase - from the 3rd month to approx. 6th month.