Healthcare · Moraph software

Credentialing & Privileging Portal

Verified practitioners, ready to see patients sooner

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Overview

What you are buying

The Credentialing & Privileging Portal takes a practitioner from application to approved privileges in one system. It collects the application, runs primary-source checks against licensing boards and exclusion lists where they can be automated, assembles the file for committee review, and keeps watching licenses, certifications and exclusions after appointment. Every verification is recorded with its source, date and the person responsible, so the file is ready when surveyors ask for it.

The problem it solves

Credentialing is one of the slowest steps between hiring a practitioner and that practitioner seeing patients. Much of the delay is clerical: chasing documents, checking the same sources by hand, and moving paper files between committees.

  • Applications arrive incomplete, and specialists spend their time chasing missing documents by email and phone.
  • Primary-source checks are repeated by hand across many websites, with screenshots saved in shared drives that are hard to audit.
  • Committee packets are assembled manually, so the medical staff office works around meeting dates instead of the file being ready when it is complete.
  • Expiring licenses, certifications and exclusion matches are found late, sometimes only when a practitioner is already scheduled.

Who uses it

  • Medical staff services professionals and credentialing specialists
  • Department chairs who recommend privileges
  • Credentials committees, medical executive committees and boards
  • Practitioners applying for appointment and reappointment
  • Payer enrollment and EHR access teams, who receive verified data

Requirements it supports

The Joint Commission Medical Staff (MS) standardsNCQA Credentialing and Recredentialing standardsCMS Conditions of Participation for hospitals (42 CFR 482.22)OIG exclusion screening (Social Security Act section 1128)National Practitioner Data Bank query requirements (45 CFR Part 60)HIPAA privacy and security rules

The product supports these requirements; meeting them remains your organization’s responsibility.

See how it works

A short walkthrough

Illustrative screens with fictional sample data. They show the workflow, not any client’s data or configuration, and the layout of the product itself differs. A live demonstration uses the product with sample data.

  1. Step 1

    The credentialing queue

    The medical staff office sees every file in progress, its stage and what it is waiting for.

    PractitionerDepartmentTypeStageWaiting on
    Dr. Sample A (fictional)Internal medicineInitialVerificationMalpractice history
    Dr. Sample B (fictional)SurgeryInitialChair reviewDepartment chair
    Sample C, NP (fictional)EmergencyInitialApplication incompletePractitioner
    Dr. Sample D (fictional)RadiologyReappointmentCommitteeCredentials committee
    Dr. Sample E (fictional)PediatricsReappointmentBoardBoard meeting
    The medical staff office sees every file in progress, its stage and what it is waiting for.

  2. Step 2

    The practitioner file

    Every required verification with its status and source, so the specialist sees at a glance what is left.

    ItemSourceResultVerified
    State medical licenseState licensing boardActiveAutomatic
    Board certificationCertifying boardCertifiedSpecialist
    DEA registrationDEAActiveSpecialist
    OIG exclusionsOIG LEIENo matchAutomatic
    SAM.gov exclusionsSAM.govNo matchAutomatic
    Malpractice historyCarrier lettersAwaiting responsePending
    Every required verification with its status and source, so the specialist sees at a glance what is left.

  3. Step 3

    A verification record

    Each check records the source, the date and who verified it, which is what surveyors ask to see.

    Dr. Sample A (fictional) · State license

    License
    Fictional number
    Status
    Active, no actions on record
    Expires
    Fictional future date
    Source
    State licensing board online lookup
    Verified
    Automatically, result saved as a document

    Next

    • Expiry reminder scheduled
    • Included in the committee packet
    Each check records the source, the date and who verified it, which is what surveyors ask to see.

  4. Step 4

    Requesting privileges

    The practitioner requests privileges against the department's criteria, and the chair sees the evidence for each.

    PrivilegeCriteriaEvidenceChair
    Core internal medicineBoard certified or eligibleCertification verifiedRecommend
    Moderate sedationCompleted sedation trainingCertificate uploadedRecommend
    Central line placementRecent case logCase log missingPending
    Bedside ultrasoundTraining and proctored casesTraining verifiedRecommend with FPPE
    The practitioner requests privileges against the department's criteria, and the chair sees the evidence for each.

  5. Step 5

    Committee review

    The file moves through the department chair, credentials committee and board, with each decision recorded.

    Initial appointment · Internal medicine

    1. File complete, one flag notedCredentialing specialist
    2. Privileges recommended, one with focused evaluationDepartment chair
    3. Recommended for appointmentCredentials committee
    4. RecommendedMedical executive committee
    5. ApprovedBoard
    The file moves through the department chair, credentials committee and board, with each decision recorded.

  6. Step 6

    What is expiring

    Licenses, certifications and evaluations coming due, so nothing lapses unnoticed.

    PractitionerItemDueStatus
    Dr. Sample F (fictional)DEA registrationThis monthReminder sent, no response
    Dr. Sample G (fictional)State licenseNext monthRenewal uploaded
    Dr. Sample A (fictional)FPPE: bedside ultrasoundNext monthIn progress
    Dr. Sample H (fictional)ReappointmentIn two monthsApplication sent
    Licenses, certifications and evaluations coming due, so nothing lapses unnoticed.

Workflows

The principal workflows

  1. Application

    Practitioners complete an online application, attest, and upload documents. Information they have given before is carried forward at reappointment.

    • The medical staff office invites the practitioner by email to a secure application.
    • The practitioner enters education, training, work history, licenses, certifications and references, and uploads supporting documents.
    • Required items are checked before submission, so gaps are fixed by the practitioner rather than chased later.
    • The practitioner signs the attestation and release electronically.
    • The file opens for the credentialing specialist with everything received listed against what is required.

  2. Primary-source verification

    Licenses, board certification, DEA registration and exclusion lists are checked automatically where the source allows it; anything else is queued for a specialist, with the result recorded the same way.

    • The portal runs automated lookups against the sources that support them and saves each result as a document.
    • Sources without automated lookup become tasks for a specialist, with the source and what to record.
    • Reference requests and peer letters go out by email, with reminders until they are returned.
    • Any adverse finding, gap in history or mismatch is flagged for the specialist to review and explain.
    • The specialist confirms the file is complete before it moves to review.

  3. Committee review

    A complete file, with anything needing attention flagged, goes to the department chair, credentials committee and board in turn, with privileges requested against each department's criteria.

    • The practitioner requests privileges on the department's delineation form, with the criteria for each privilege shown.
    • The department chair reviews the file and recommends privileges, with any conditions.
    • The credentials committee reviews the packet and records its recommendation.
    • The medical executive committee and board approve, with each decision and date recorded.
    • The practitioner and downstream teams are notified of the approved privileges.

  4. Ongoing monitoring

    Expiring licenses and certifications, periodic exclusion checks, reappointment cycles, and focused and ongoing professional practice evaluations.

    • Expiry dates for licenses, certifications and registrations trigger reminders to the practitioner and the specialist.
    • Exclusion lists are rechecked on the schedule your policy sets, and any match is flagged immediately.
    • Focused professional practice evaluations for new privileges are tracked to completion.
    • Ongoing professional practice evaluation data is recorded against each practitioner.
    • Reappointment opens on the cycle your bylaws set, pre-filled from the current file.

Roles and permissions

Who does what in the product

Each role below is a starting point. During implementation we set them up to match your teams, and every action anyone takes is recorded in the audit trail.

Practitioner

Physicians, advanced practice providers and other licensed practitioners applying for appointment, reappointment or new privileges (external user)

Supplies the information and documents the organization needs to verify credentials and grant privileges.

Sees

  • Their own application, its status and any outstanding items
  • Requests for information from the medical staff office
  • The privilege forms for their department and specialty
  • Expiry reminders for their own licenses and certifications

Does

  • Completes and attests to the online application
  • Uploads licenses, certificates, insurance and other documents
  • Requests privileges against the department's criteria
  • Responds to requests for information or clarification
  • Starts reappointment from a pre-filled application

Cannot

  • See verification results, flags, peer references or committee discussion
  • See any other practitioner's file
  • Change an application after attestation without a new submission
Approvals
None. Submits the attested application that starts the review.
Notified about
When information is requested, when the application moves to a decision, and before their own documents expire.

Credentialing specialist

Credentialing specialists, coordinators and analysts in the medical staff office

Builds each practitioner's file to the point where it is complete, verified and ready for review.

Sees

  • Every file assigned to them, with each item's verification status and source
  • Results of automated source checks and exclusion checks
  • Flags raised on a file and their history
  • Reference responses received

Does

  • Completes verifications that cannot be automated and records the source, date and result
  • Sends reference requests and requests for information
  • Resolves or explains flags before the file moves on
  • Assembles the committee packet
  • Logs National Practitioner Data Bank query results made under the organization's registration

Cannot

  • Recommend or approve privileges
  • Change requirement templates or forms
  • Delete a verification once recorded; corrections are added as new entries
Approvals
Marks a file complete for review. A manager can be required to confirm completeness before routing.
Notified about
When a practitioner responds, an automated check returns a result that needs attention, or a file item is about to expire.

Medical staff services manager

Medical staff services managers and directors, credentialing managers

Runs the credentialing program: workload, requirements, forms and readiness for surveys.

Sees

  • All files in progress, by stage, specialist and department
  • Expiry and reappointment calendars across the medical staff
  • Configuration of requirements, privilege forms and routing
  • Program reports and the audit trail

Does

  • Assigns and reassigns files between specialists
  • Configures requirements, application forms and privilege forms with departments
  • Sets up committee routing and meeting agendas
  • Confirms file completeness where the organization requires a second check
  • Prepares evidence for surveyors and internal audit

Cannot

  • Record a committee or board decision on the committee's behalf
  • Grant themselves clinical-review access to peer review content outside credentialing
Approvals
Approves changes to requirements and forms, and file completeness where that step is enabled.
Notified about
When files are overdue at any stage, when exclusion checks return a possible match, and before committee meetings.

Department chair

Department chairs, section chiefs and their designated reviewers

Gives the clinical recommendation on privileges for practitioners in the department.

Sees

  • Completed files routed to the department, with flags highlighted
  • Privileges requested and the criteria for each
  • FPPE and OPPE results for practitioners in the department

Does

  • Recommends privileges as requested, with conditions, or not recommended, with reasons
  • Sets focused professional practice evaluation requirements for new privileges
  • Returns a file to the medical staff office with questions
  • Records recommendations electronically

Cannot

  • See files outside their department unless assigned
  • Edit verifications or the practitioner's application
  • Approve appointment; that decision belongs to the committees and board
Approvals
Department recommendation on privileges and any conditions.
Notified about
When a file is routed to them and when a recommendation is overdue.

Committee member

Members of the credentials committee and the medical executive committee

Reviews packets and records the committee's recommendation.

Sees

  • Packets on the agenda for their committee
  • Department recommendations and flags
  • Prior committee decisions on the same file

Does

  • Reviews packets before and during the meeting
  • Records discussion notes in the committee record
  • Records the committee's recommendation and any conditions
  • Sends a file back for more information

Cannot

  • See packets not on their committee's agenda
  • Change verifications or department recommendations
  • Download peer review content unless the organization allows it
Approvals
Committee recommendation to the next level, recorded for the committee as a whole.
Notified about
When the agenda and packets for a meeting are published.

Board approver

Governing body members or their designee

Gives the final decision on appointment and privileges.

Sees

  • Files recommended by the medical executive committee
  • The full chain of recommendations and conditions

Does

  • Approves, approves with conditions or declines appointment and privileges
  • Records the decision date that starts the appointment period
  • Returns a file to the committee with questions

Cannot

  • Edit the file or any earlier recommendation
  • See files not presented for a decision
Approvals
Final appointment and privileging decision.
Notified about
When files are ready for a board decision.

Read-only reviewer

Surveyors, accreditors, internal auditors and compliance staff, given time-limited access

Checks that files were verified and decided correctly.

Sees

  • Completed files and the sources for each verification
  • Approval history and audit trail
  • Program reports

Does

  • Searches and views files within the scope granted
  • Exports evidence where the organization allows it

Cannot

  • Change any data
  • See files outside the scope granted
  • See peer review content unless specifically allowed
Approvals
None.
Notified about
Not notified; access is granted and removed by the medical staff services manager or an administrator.

System administrator

IT or medical staff office staff responsible for accounts and access

Manages who can sign in and what they can do.

Sees

  • Users, roles and department assignments
  • Sign-in and permission-change history
  • Integration and single sign-on settings

Does

  • Creates and deactivates staff accounts or maps them from the identity provider
  • Assigns roles and department scope
  • Grants and removes time-limited reviewer access
  • Runs periodic access reviews with managers

Cannot

  • View or change practitioner files unless also given a credentialing role
  • Remove entries from the audit trail
Approvals
Role and access changes, which are themselves recorded in the audit trail.
Notified about
When access is due for review or a time-limited access period ends.

Permissions at a glance

ActionPractitionerSpecialistManagerDept. chairCommitteeBoardReviewerAdmin
Complete and attest to an applicationOwn work onlyNo accessNo accessNo accessNo accessNo accessNo accessNo access
View application and documentsOwn work onlyFullFullView onlyView onlyView onlyView onlyNo access
Record a primary-source verificationNo accessFullFullNo accessNo accessNo accessNo accessNo access
View verification results and flagsNo accessFullFullView onlyView onlyView onlyView onlyNo access
Send references and requests for informationNo accessFullFullNo accessNo accessNo accessNo accessNo access
Mark a file complete for reviewNo accessFullApprovesNo accessNo accessNo accessNo accessNo access
Recommend privilegesNo accessNo accessNo accessApprovesNo accessNo accessNo accessNo access
Record a committee recommendationNo accessNo accessNo accessNo accessApprovesNo accessNo accessNo access
Approve appointment and privilegesNo accessNo accessNo accessNo accessNo accessApprovesNo accessNo access
Configure requirements and privilege formsNo accessNo accessFullView onlyNo accessNo accessNo accessNo access
View reports and the audit trailNo accessView onlyFullView onlyNo accessNo accessView onlyView only
Manage users, roles and accessNo accessNo accessNo accessNo accessNo accessNo accessNo accessFull
  • Full
  • Own work only
  • Approves
  • View only
  • No access

How access is controlled

  • Segregation of duties: the people who verify a file do not recommend or approve privileges, and each recommendation and decision is recorded under the name of the person or committee that made it. Peer review content is shown only to roles that need it, so the organization can protect its confidentiality under its own state's peer review law.
  • Roles are scoped by department: a department chair sees only their department's files, and each department can have its own privilege forms and criteria, configured during implementation with the medical staff office.
  • Access is reviewed periodically by managers and administrators, time-limited access for surveyors and auditors ends automatically, and every permission change is recorded in the audit trail with who made it and when.
  • Practitioners are external users: they sign in to see and complete only their own application and documents, and never see verification results, references or committee discussion.

Features

What it does

Online application

A secure application practitioners complete and sign online, with required items checked before submission.

Automated source checks

Checks against state licensing boards, the OIG exclusion list, SAM.gov exclusions and the NPPES NPI registry where automated lookup is available.

Specialist task queue

Verifications that cannot be automated become tasks with the source, instructions and a place to record the result.

Reference requests

Peer references and attestation letters requested and chased by email, with responses attached to the file.

Delineated privileges

Privilege forms per department, with the criteria for each privilege and the evidence that supports it.

Committee packets

Each file assembled with flags for gaps, adverse findings and expiring items, ready for review.

Electronic approvals

Recommendations and approvals from the chair, committees and board recorded with dates and conditions.

Expiry monitoring

Reminders to practitioners and staff before a license, certification or registration lapses.

Periodic exclusion checks

Exclusion lists rechecked on the schedule your policy sets, with matches flagged for review.

FPPE and OPPE tracking

Focused and ongoing professional practice evaluations recorded against each practitioner and privilege.

Reappointment

Reappointment applications pre-filled from the current file, on the cycle your bylaws set.

Audit trail

Every verification with its source, date and the person who recorded it, for surveyors and accreditors.

Integrations

How it connects to your systems

Connects toHowWhat flows
State licensing boardsAutomated lookups where a board offers them; specialist tasks where it does not.In: license status, expiry and any public actions, saved as a document.
OIG and SAM.gov exclusionsThe OIG List of Excluded Individuals/Entities and SAM.gov exclusion records.In: match or no match for each practitioner, at appointment and on your recheck schedule.
NPPES NPI registryThe public registry of National Provider Identifiers.In: NPI, taxonomy and practice details, compared with the application.
HR and recruitingNew practitioners created from your HR or recruiting system by file or API.In: name, contact details, department and expected start date.
EHR accessApproved privileges passed to the team that sets up EHR access and order rights.Out: practitioner, approved privileges and conditions, through the Work API or a scheduled export.
Payer enrollmentVerified data handed to your enrollment team or enrollment system.Out: verified licenses, certifications, NPI and practice information.
Single sign-onStaff sign in through your identity provider using SAML or OpenID Connect.Identity only: no clinical data is exchanged.
Work APIFile status, expiries and approvals available to your reporting tools.Out: read access to file, verification and approval records.

Each integration is confirmed in discovery and specified in the design. See how an engagement progresses.

Security and privacy

How your data is protected

Business associate agreement

Where protected health information is involved, Moraph signs a business associate agreement before any data is loaded.

Role-based access

Each person sees only the files and actions their role allows; committee members see only packets assigned to them.

Encryption

Client data is encrypted, with keys Moraph staff cannot access without explicit, time-bound authorization, as described in our Trust Center.

Single sign-on and two-step verification

Staff sign in through your identity provider; practitioners use a secure account with two-step verification.

Complete audit trail

Every view, change, verification and approval is logged with the person and time.

Independent assurance

The product runs under Moraph's company-wide controls, independently audited for SOC 2 Type II and ISO/IEC 27001.

Company-wide controls, independent audits (SOC 2 Type II and ISO/IEC 27001) and data residency are described in our Trust Center, where you can request the evidence pack.

Reporting

What you can report on

12 standard reports, grouped by who uses them. Each shows who it is for, how it can be broken down, how it is delivered and what it is used for. The data behind them is also available to your own reporting tools.

Operational

Files in progress

For medical staff services manager and credentialing specialists

Every open initial appointment and reappointment file, the stage it has reached, who owns it and what it is waiting for.

Break down by
Stage, Credentialing specialist, Department, Appointment type (initial or reappointment), Practitioner category
Delivered as
Live dashboard, with export to spreadsheet
Used for
Balancing workload and spotting files that have stalled before a start date is at risk.

Outstanding verifications and references

For credentialing specialists

Each verification, reference and document still awaited, its source, when it was requested and how long it has been waiting.

Break down by
Verification type, Source, Specialist, Department, Time waiting
Delivered as
Live work queue and a scheduled email summary
Used for
Chasing the items that hold up a complete file, starting with those waiting longest.

Specialist workload

For medical staff services manager

Open files and tasks per specialist, items completed in a chosen period, and items reassigned.

Break down by
Specialist, Task type, Department, Period
Delivered as
Live dashboard
Used for
Assigning new files fairly and covering absences.

Expiring credentials

For credentialing specialists, department chairs and practitioners (their own)

Licenses, board certifications, DEA registrations and other credentials expiring in a period you choose, and whether the renewal has been received and verified.

Break down by
Credential type, Department, Practitioner, Expiry window, Renewal status
Delivered as
Live list, scheduled email summary and reminders to practitioners
Used for
Preventing a practitioner from working with a lapsed credential.

Committee and board

Committee agenda and packet index

For medical staff services manager, credentials committee and medical executive committee

Files ready for each meeting, with the recommendation from the department chair and any flags the committee should discuss.

Break down by
Meeting, Department, Appointment type, Flagged or unflagged
Delivered as
Generated for each meeting as a PDF and in the portal
Used for
Preparing the meeting and making sure flagged files get proper discussion.

Decision history

For medical staff services manager, committee chairs and the board

Recommendations and decisions at each level for every file, with dates, who decided and any conditions attached.

Break down by
Meeting or decision date, Decision level, Department, Outcome, Conditions
Delivered as
On demand, exportable to PDF and spreadsheet
Used for
Writing minutes and answering questions about how a decision was reached.

Privileges granted

For department chairs, medical staff services and the EHR access team

Current delineated privileges for each practitioner, any limitations or proctoring requirements, and when they were granted.

Break down by
Department, Privilege, Practitioner, Restrictions or proctoring
Delivered as
Live lookup and scheduled export to downstream systems
Used for
Confirming who may perform a procedure, and keeping system access in line with privileges.

Accreditation and survey

Primary-source verification evidence

For medical staff services manager, quality and accreditation staff, surveyors (read-only)

For a chosen file or sample of files, each verification with its source, date, method and the person who recorded it.

Break down by
Practitioner, Verification type, Method (automatic or specialist), Date range
Delivered as
On demand, as a PDF evidence pack
Used for
Answering surveyor file reviews without assembling paper files.

Exclusion monitoring log

For medical staff services manager, compliance officer

Each exclusion check run against the OIG and SAM.gov lists, its date, the results, and how any possible matches were resolved.

Break down by
Check date, List checked, Result, Resolution
Delivered as
On demand and as a scheduled export
Used for
Showing compliance staff and auditors that exclusion checks happened and matches were investigated.

Reappointment compliance

For medical staff services manager, quality and accreditation staff

Upcoming and overdue reappointments against the cycle set in your bylaws, and files reappointed late or with conditions.

Break down by
Department, Due window, Status, Practitioner category
Delivered as
Live dashboard, with export
Used for
Keeping every appointment within its bylaws cycle and explaining any exceptions.

Quality and professional practice

FPPE and OPPE status

For department chairs, quality staff and medical staff services

Practitioners under focused professional practice evaluation, their plans and progress, and ongoing evaluations due or completed.

Break down by
Department, Evaluation type, Status, Reviewer
Delivered as
Live dashboard, restricted to authorized reviewers
Used for
Completing evaluations on time and bringing their results into reappointment decisions.

Practitioner profile

For department chairs and committees, at reappointment

A single view of a practitioner's credentials, privileges, evaluation results and any flags recorded during the appointment period.

Break down by
Practitioner, Appointment period, Department
Delivered as
On demand, as a PDF for the committee packet
Used for
Making reappointment decisions on the full record rather than on memory.

Exports, access and evidence

  • Any report can be exported to spreadsheet or PDF, and recurring reports can be scheduled to arrive by email for the people allowed to see them.
  • Medical staff services managers can build their own filtered views and save them for their team, without asking Moraph to write a report.
  • Report data is available through the Moraph Work API and scheduled extracts, so it can feed your data warehouse or business intelligence tools alongside other hospital data.
  • Reports respect roles: department chairs see their own department, surveyors and auditors get read-only access to the evidence they ask for, and peer-review and evaluation content is limited to the people your bylaws allow.
  • Reports can be run as of a past date, so a file can be shown as it stood at the time of a decision, and every report run and export is recorded in the audit trail.

Deployment

Where and how it runs

Moraph cloud

Hosted by Moraph in the United States region, under a business associate agreement where protected health information is involved.

Dedicated environment

Single-tenant hosting for health systems whose policies require it, scoped in the proposal.

Multi-facility setup

One instance for a health system with several hospitals or medical staffs, each with its own forms, committees and approvals.

With a managed service

Optionally run alongside a Moraph managed service for platform administration and configuration changes.

Security controls, independent audits and data residency are set out in our Trust Center. Engagement models and what drives a quotation are on Working with Moraph.

Implementation

What a rollout involves

The general phases are on Working with Moraph. For this product, they involve the following.

Bylaws and policy review

We map your bylaws, credentialing policy and rules and regulations to the workflow, approval steps and reappointment cycle.

Application and forms

We configure the application, attestation questions and required documents for each practitioner type, with your medical staff office.

Privilege forms

Department delineation forms and criteria are set up with each department chair, who approves their own.

Verification sources

We confirm which sources can be checked automatically for your states and specialties, and set up specialist tasks for the rest.

Data migration

Current practitioner files, expiry dates and approved privileges are moved from your existing system and reconciled with your team.

Training and go-live

Specialists, managers, chairs and committee members are trained on their own part of the workflow before go-live.

Limitations

What it does not do

Worth knowing before you evaluate it.

  • Some licensing boards and certifying bodies offer no automated lookup. Those verifications are completed by a specialist and recorded in the portal.
  • National Practitioner Data Bank queries are made by your organization under its own NPDB registration. The portal records the result.
  • It hands verified information to payer enrollment but does not submit enrollment applications to payers.
  • It is not a credentials verification organization. Moraph does not perform verifications on your behalf or certify your files.
  • Professional practice evaluation data is recorded in the portal; it does not extract quality measures from your EHR.
  • Privilege criteria and forms are owned by your departments and must be kept current by your medical staff office.
  • It does not manage practitioner scheduling, payroll or contracts.
  • The workflow supports accreditation standards; meeting them remains your organization's responsibility.

Evaluation checklist

What to test in a demonstration or pilot

Questions worth putting to us, and to any other vendor you are considering.

  1. Which of your verification sources can be checked automatically, and how are the rest handled?
  2. How does the portal reflect your bylaws, committees and reappointment cycle?
  3. How are department privilege forms and criteria set up and maintained?
  4. What does a surveyor see when asking for evidence of a verification?
  5. How are approved privileges passed to the EHR access and enrollment teams?
  6. How are existing practitioner files migrated and reconciled?

Questions

Frequently asked questions

Which sources can the portal check automatically?

State licensing boards that offer online lookup, the OIG exclusion list, SAM.gov exclusions and the NPPES NPI registry. During implementation we confirm which sources apply to your states and specialties; anything without automated lookup becomes a specialist task recorded the same way.

Can we query the National Practitioner Data Bank from the portal?

Queries are made by your organization under its own NPDB registration. The result is uploaded to the practitioner's file and included in the committee packet.

Can it handle several hospitals or medical staffs?

Yes. Each facility or medical staff can have its own forms, privilege criteria, committees and approval steps, while shared verifications are done once.

How do practitioners use it?

Practitioners complete their application and privilege requests online through a secure account, and receive reminders when documents are about to expire or reappointment opens.

Can we bring our existing files across?

Yes. Current practitioner records, expiry dates and approved privileges are migrated during implementation and reconciled with your medical staff office before go-live.

Does it replace our credentialing staff?

No. It removes repetitive lookups and document chasing so specialists spend their time on review, follow-up and judgment.

Next steps

Evaluate Credentialing & Privileging Portal

Book a demonstration

See the product working with sample data, focused on your workflows.

Request a demonstration

Request a technical briefing

Architecture, integrations, security and hosting, with our engineers and your technical team.

Request a briefing

Factsheet

This page on two sides, to share with colleagues or add to your evaluation file.

Open the factsheet

Buying through a formal procurement? See How to buy for purchasing routes, accessibility conformance reports and company information. Documentation: Credentialing & Privileging Portal guides on docs.moraph.com (getting started and security guides are public; setup, administration and integration guides are for client accounts). Support: Credentialing & Privileging Portal support guide.

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