Provider Profiles
Get provider data in — fast
CredPilot gives you three ways to populate a provider profile without manual field-by-field entry. Import from a CAQH export, paste from a spreadsheet, or describe the provider in plain text and let AI structure it for you.
CAQH Profile Export
Upload a CAQH Data Summary Form PDF and CredPilot extracts all structured fields — personal info, licenses, malpractice, work history, and more — in seconds.
Spreadsheet Import
Paste rows from Excel or Google Sheets and map columns to provider fields. Ideal for onboarding a panel of providers at once.
AI Text Extraction
Paste any unstructured text — an email, a resume, a CV — and AI Import identifies and fills the relevant provider fields automatically.
Manual Entry
Fill in fields directly across tabs: Personal, Prof. IDs, CAQH, Specialties, Licenses, Malpractice, Practice, Education, Work History, Hospitals, and References.
Provider profile — Personal, Licenses, Malpractice, and 8 more tabs
Insurance Payer Tracker
Know exactly where every payer stands
Stop tracking credentialing status in spreadsheets. CredPilot's payer tracker gives each provider their own insurance panel — with status badges, revalidation due dates, last-contacted dates, and notes for every carrier.
- Status badges: Credentialed, Submitted, Not Started, Revalidation
- Revalidation due dates with overdue alerts (shown in red)
- Last Contacted column — know when you last followed up
- Notes column — log follow-up details per carrier
- Add custom carriers not in the built-in list
- Summary counts at a glance: 2 Credentialed, 1 Submitted, etc.
- Per-provider tracker — manage your entire panel from one view
Insurance payer tracker — Anthem, Aetna, Cigna, and more