Credentialing Status

Sets carriers on clinicians/{email}, which is the field the new-appointment-requests page reads to decide whose requests a clinician can see. Someone with none sees an empty board. Match to credentialing grants exactly the carriers their credentialing supports and takes back the ones it does not, so nobody picks up a referral for a plan they cannot bill. Add and remove by hand for anything credentialing cannot answer; those edits save immediately.

Creates the two documents a new clinician needs: their profile at clinicians/{email} and an empty credentialing record at credentialing/{email}. Without the second one they never appear in the Clinician dropdown, which is the usual reason a new hire signs in and sees nothing. Emails are lowercased for you, since the document ID has to match the sign-in address exactly. Onboarding tracking is switched on for everyone created here. Preview first; nothing is written until you press Create.

Only email and name are required. Commas or tabs both work, so you can paste straight out of a spreadsheet. tier is np, psychologist, or masters; leave it blank and it will be guessed from the license, which the preview flags so you can check it. Anything you leave off can be filled in later.

Assign the role field on a clinicians document. biller grants the read-only roster, credentialing, and rate views. admin grants full edit. clinician is the default (own row only). Preview first to see the current value; nothing is written until you press Apply.