Healthcare: templates, review and renewals

Maintain your templates

Create a reusable template for each document collection workflow. Add required or optional uploads and instructions, then publish it. Existing providers keep their assigned version; publishing does not silently update their requirements.

For an individual provider, adjust their assigned requirements without changing the template used by others.

Collect structured answers

1. 1Choose an Information form requirement in your template.
2. 2Design questions for provider qualifications and practice locations, marking necessary answers as required.
3. 3Save and publish. The recipient completes the form in the client portal.
4. 4Review the structured answers and privately stored PDF through the document review workflow.

Email intake and review

Copy the provider's inbox address from their page and share it with them. Email attachments are saved and matched to open requirements for review; the inbox address does not grant portal access.

Check each document, then approve it or request changes with a note. A submitted document is not the same as an approved document.

Agreements signed by both sides

1. 1Add a Contract requirement for your provider agreement and upload the PDF.
2. 2Place fields for the invited party and your company, then save and publish.
3. 3The invited party chooses Review & sign in the portal. Your team countersigns from Documents.
4. 4Both sides can download the completed PDF. If changes are requested, the invited party can review and sign again.

Renewals and inactive records

Track dated documents on Expirations and use the notification settings for upcoming or lapsed documents. Credentialing deadlines are separate from document expiry dates.

Search Providers by name, contact, email, reference or industry. Archive inactive providers; Include archived brings them back into view, and Restore makes them active again.