Credentialing guide

Therapist Insurance Credentialing: What to Expect Before You Apply

A plain-English guide to credentialing, contracting, enrollment, payer follow-up, billing setup, and what happens after approval.

Credentialing, contracting, and enrollment are not the same thing

Credentialing checks who you are and whether you meet payer standards. Contracting sets the participation agreement and rates. Enrollment connects the approved provider or group to the payer's payment and claim systems.

What you usually need

Most payer packets ask for identity, license, education, malpractice, work history, NPI, taxonomy, W-9, practice location, EFT, CAQH, and disclosure data.

  • Individual and group NPI records
  • CAQH profile and attestation
  • License and malpractice documentation
  • W-9 and business details
  • Practice addresses and service locations
  • EHR or clearinghouse billing information

After approval

Approval still needs operational follow-through. You need effective dates, payer IDs, contract details, EHR profiles, eligibility workflows, claim testing, and a process for denials and underpayments. This is where credentialing turns into billing operations.

Where Bomi fits

Bomi can help with CAQH, payer attestations, credentialing follow-up, renewals, demographic updates, and the billing workflow that comes next: eligibility checks, benefits summaries, claim submission, denial tracking, client balances, and revenue reporting.

  • Credentialing and payer follow-up
  • CAQH and payer attestations
  • Eligibility and benefits checks
  • Claims, denials, balances, and revenue management

Credentialing gets messy fast

Bomi can help with credentialing, payer follow-up, and billing setup.

Use Bomi when you are ready to move from launch planning into payer setup, CAQH, insurance billing, claims, denials, balances, and revenue management.