New Hire On-boarding: Get Reps Credentialed from Day One

March 27, 2012 at 3:05 pm Leave a comment

A new hire = paperwork.  I-9s. Insurance forms.  Confidentiality agreements.

But while you’re plowing through the new hire paper, don’t overlook what your new account reps need for vendor credentialing. Getting the newly hired sales or service reps credentialed right away means they can get into the field faster and with fewer hurdles.

Some of our customers even start the credentialing process before day one.  For example, giving the candidate a list of immunizations that need to be documented.  Or making sure any background check documentation is available for the credentialing program.

Whether you do it on day one or before, create your on-boarding credentialing checklist and make sure HR, hiring managers, or anyone else involved in on-boarding, know what you need.

Here’s a list of things to include:

  • Contact information for your company’s credentialing lead.  Who should the rep contact now and in the future with any questions?  Include name, email, phone numbers, hours of availability, response times, and a backup contact in an emergency situation
  • Reference guide to any document repositories or credentialing tools your company uses
  • Checklist of common credentialing requirements.  Which ones can a rep sign and which ones need to be reviewed by someone else?  Who handles the review?
  • What to do about one-off or unusual credentialing requests
  • Training resources.  Does your company provide this, or does the rep need to handle this on their own?  What’s your reimbursement policy?
  • Immunization or other medical resources.  Again, does your company use specific providers?  What’s your reimbursement policy?
  • Quick reference guide to credentialing organizations.  Does your company have a corporate agreement with a VCO that will benefit the rep?

Entry filed under: vendor credentialing, vendor credentials.

Joint Commission Adds Usability Test to Vendor Credentialing Four Models for Managing Vendor Credentialing

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