Credentialing 102 – A Detailed Guide to Provider Enrollment 2025 + Credentialing and Provider Enrollment 103

Presented by Yesenia Servin
Duration – 120 Minutes

📘 Credentialing 102: A Comprehensive Guide to Provider Enrollment 2025

As the second installment in our Credentialing and Enrollment training series, this session is designed to give you the tools and knowledge to manage the credentialing process for both physicians and mid-level providers.

Led by credentialing expert Yesenia Servin, CPMSM, PESC, this in-depth session walks attendees through the complete provider enrollment process. From documentation and form templates to verification procedures and payer communications, you’ll walk away with the practical tools needed to manage enrollment efficiently.

✔️ What’s Covered:

• Required provider documentation and credentialing file setup

• Verification of credentials and supporting documents

• Tools to track documents and application status

• Management of CAQH, PECOS, NPPES, and Identity & Access (I&A) accounts

• Building and maintaining provider portals and payer profiles

• Preparing and submitting payer-specific applications

• Medicare and Medicaid enrollment process

• Linking providers to payers post-approval

• Clear, consistent communication strategies

• Access to downloadable templates, forms, and tracking spreadsheets

🧭 Credentialing & Provider Enrollment 103: Mastering NPPES & I&A

The CMS National Plan and Provider Enumeration System (NPPES) and I&A system are essential to maintaining accurate and compliant provider data—but navigating these tools can be difficult. This session breaks it all down into manageable steps, making it easy to take control of your organization’s NPI accounts.

Whether you manage one provider profile or dozens, this webinar—again led by Yesenia Servin—provides expert insights to avoid common pitfalls, prevent application rejections, and ensure provider records are accurate across all CMS systems.

💡 Learning Highlights:

• Step-by-step creation and management of I&A and NPPES profiles

• Completing payer enrollment applications and ensuring they meet specific submission guidelines

• Follow-up strategies to reduce delays in enrollment approvals

• Identifying and correcting taxonomy or specialty mismatches

• Using CMS’s surrogacy program to control multiple accounts through a single login

• Accurate setup of NPPES on the first attempt

• Managing multiple NPI records under one account

• Preventing out-of-network issues due to misalignment in enrollment or taxonomy data

👥 Who Should Attend

These sessions are ideal for professionals involved in credentialing, provider onboarding, or revenue cycle management, including:

• Credentialing Specialists

• Practice Managers

• Revenue Cycle Staff

• Enrollment Coordinators

• CPMSM & PESC Credentialed Professionals

• CFOs & Operational Directors

• EFT & Provider Enrollment Teams