Overview
Effective credentialing and payer enrollment are essential for a healthcare organization’s financial success. Missteps in these processes can cause delays, denials, or revenue losses. This three-part expert-led training series—facilitated by credentialing authority Yesenia Servin, CPMSM, PESC—delivers a thorough guide through every phase of provider credentialing and enrollment.

You’ll learn how to navigate critical components like CMS-855 forms, revalidation, PECOS, and NPPES management. With practical tools and real-world insights, this program is designed to help healthcare professionals ensure accurate and compliant provider onboarding and maintenance.

Session 1: Medicare Enrollment 101—Essentials of Enrollment & Credentialing

🕛 Time: 12:00 PM EST

This foundational session covers the role of payer enrollment in driving your revenue cycle. You’ll understand how accurate enrollment ensures in-network reimbursements and why timely updates and verifications across directories and provider profiles are crucial.

Explore widely used enrollment portals and forms, as well as the full CMS-855 form suite required for Medicare participation. Learn how to manage provider records within PECOS and handle the differences between application types for facilities, individuals, and organizations.

Key Takeaways:

Introduction to Medicare enrollment and CMS 855 application process
Understanding forms for Part A (facilities) and Part B (organizations and individual providers)
Updates, revalidation, and avoiding application errors
Compliance guidelines and submission best practices
Managing provider profiles and reassignments

Topics Include:

Health attestations, application stages, and portal usage
CAQH, NPI, PECOS, I&A setup
Discovery phase analysis (why, who, where, when)
Delegated vs. non-delegated credentialing
Documentation, fee schedules, specialties, and payer platform access

Session 2: Credentialing & Enrollment 102—Step-by-Step Provider Credentialing

🕜 Time: 1:30 PM EST

In the second installment, you’ll dive deeper into the step-by-step execution of provider credentialing. Yesenia shares actionable strategies, customizable templates, and tracking tools to manage documentation, application submissions, revalidations, and payer-specific requirements with confidence.

Key Takeaways:

Setting up and maintaining CAQH, PECOS, I&A, and NPPES accounts
End-to-end provider file management
How to complete and follow up on payer applications
Understanding Medicare, Medicaid, and commercial payer differences
Communication and tracking tools to streamline credentialing

Topics Include:

Provider documentation & validation
Credentialing workflows and portals
Medicare DME and revalidation processes
Mental health provider enrollment (LCPC, LMFT, etc.)
Organizational ownership, EFT, and MAC-specific items

Session 3: Credentialing & Enrollment 103—Advanced Account Management & NPPES Walkthrough

🕝 Time: 2:30 PM EST

Managing CMS accounts can be a time-consuming and complex task. This session demystifies the process with a guided walkthrough of I&A and NPPES portals. Whether you’re managing one or dozens of provider accounts, this course empowers you to handle profile maintenance and error resolution efficiently.

Key Takeaways:

Create and manage I&A accounts for CMS system access
Navigate and update NPPES accounts with confidence
Troubleshoot claim rejections and out-of-network status issues
Use the surrogacy program to oversee multiple provider accounts
Understand the link between taxonomy and specialties

Who Should Attend?

This series is ideal for professionals responsible for credentialing, compliance, billing, operations, and provider management, including:

Credentialing & Enrollment Coordinators
Revenue Cycle Managers
Practice Managers & Office Administrators
Billing & EFT Specialists
Provider Relations Specialists
Network & Compliance Officers
Healthcare Consultants & Analysts

Meet the Expert: Yesenia Servin, CPMSM, PESC

With over two decades of hands-on experience, Yesenia Servin is a trusted authority in credentialing and enrollment strategy. She’s a national speaker, industry trainer, and the founder of YS Credentialing PLLC, where she helps healthcare organizations streamline processes and remain compliant.

Yesenia’s work spans payer enrollment for hospitals, DME companies, behavioral health clinics, and national provider networks. She currently serves on the NAHRI Leadership Council, teaches at CharterOak University, and collaborates with multiple professional organizations, offering expert-level instruction and consultation.