Free operating files

Track the work outside the portal.

These files are intentionally simple: no macros, no hidden logic, and no fake automation. They are designed to make owners, dependencies, effective dates, source records, and next actions visible.

01CSV

Provider Enrollment Master Tracker

A payer-by-payer operating tracker with stages, owners, application IDs, effective dates, blockers, and next actions.

ProviderPayer / ProgramProduct / PlanStageSubmission DateTracking ID
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02CSV

Credentialing Source Packet Index

A document-control sheet for the evidence behind repeated payer answers.

Provider / EntityRecord TypeSource SystemCurrent ValueEffective DateExpiration Date
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03CSV

Medicare Revalidation Calendar

A lightweight monitoring sheet for CMS due dates, preparation windows, and revalidation evidence.

Provider / EntityNPIEnrollment TypeCMS Due DateLookup DatePrep Start
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04CSV

CAQH Maintenance Calendar

A calendar for 120-day credentialing attestation, 90-day location confirmation, and document expirations.

ProviderLast Credentialing AttestationNext 120-Day ReviewLast Location ConfirmationNext 90-Day ReviewDocument
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05CSV

New Clinician Enrollment Checklist

A practical onboarding control covering identifiers, Medicare, CAQH, payer applications, effective dates, and billing activation.

WorkstreamTaskOwnerDependencyTarget DateCompleted Date
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