Lesson plan

Credentialing & Privileging Portal essentials

Take a practitioner from online application through primary-source verification and committee review to approved privileges, then keep the file current through monitoring, reappointment and surveys.

Back to the course

Product: credentialing-privileging-portal
Level: Foundation
For: Users, Administrators
Total time: 2 hr 20 min
Lessons: 13 in 3 modules
Assessments: 4

Course objectives

Explain how a credentialing file moves from application to an appointment decision, and who acts at each stage
Help practitioners complete, attest to and submit an application, and fix common problems with invitations and submission
Complete and record primary-source verifications, automated or by a specialist, and resolve possible exclusion matches correctly
Prepare a complete file and committee packet, and route privilege requests through the chair, committees and board
Keep appointed practitioners current with expiry reminders, exclusion rechecks, FPPE and OPPE, and reappointment
Produce survey evidence from the audit trail and reports, and give surveyors time-limited read-only access

Before the course

A Moraph client account that belongs to your organization, with a role in the Credentialing & Privileging Portal
A working knowledge of your organization's medical staff bylaws and credentialing policy
Familiarity with records, stages and tasks in Moraph Apps (see Moraph foundations)

Module 1: Files and applications (26 min)

Lesson	Type and time	Learners will be able to	Activity and assessment
How the portal organizes credentialing	Reading 10 min	Name the four record types in the portal and what each one holds Follow a credentialing file through its stages from application to decision Match each role to the work it does and the decisions it cannot make	Reading
The practitioner application	Reading 10 min	Start an application by inviting a practitioner, by hand or from your HR or recruiting system Explain what the practitioner sees, does and attests to before submission Fix the common problems that stop an invitation arriving or an application being submitted	Reading
Module 1 knowledge check	Assessment 6 min	Check your understanding of record types, stages and roles in the portal Check that you can resolve common application problems	5 questions · pass mark 70% · unlimited attempts

Module 2: Verification and review (57 min)

Lesson	Type and time	Learners will be able to	Activity and assessment
Primary-source verification	Reading 12 min	Tell automated lookups apart from specialist verification tasks, and record each correctly Work your verification queue and record the source, date, method and result Resolve a possible exclusion match without recording a false adverse finding Record your organization's NPDB query result in the file	Reading
Completing the file and the committee packet	Reading 10 min	Chase outstanding references and verifications using the right report Resolve or explain flags before a file moves to review Decide when a file is complete, and fix a file that won't move to Committee review Prepare a committee agenda and packet index for a meeting	Reading
Privileges and committee review	Reading 12 min	Explain delineated privileges and how criteria and evidence appear on a privilege request Follow a privilege request through chair, committee and board decisions Record recommendations and decisions with conditions and FPPE requirements Describe how approved privileges reach the EHR access and payer enrollment teams	Reading
Practical: review a file before committee	Practical exercise 15 min	Judge whether a credentialing file is ready for committee review Decide how to handle a possible exclusion match, an unanswered reference and an expiring credential	Practical exercise with a checklist
Module 2 knowledge check	Assessment 8 min	Check your judgment on verifications, exclusion matches and file completeness Check your understanding of who recommends and who decides on privileges	5 questions · pass mark 70% · unlimited attempts

Module 3: Monitoring, reappointment and surveys (57 min)

Lesson	Type and time	Learners will be able to	Activity and assessment
Ongoing monitoring	Reading 10 min	Use expiry reminders and the Expiring credentials report to stop credentials lapsing Explain how periodic exclusion rechecks work and who reviews a match Track FPPE and OPPE as practice evaluation records	Reading
Reappointment	Reading 9 min	Explain how reappointment opens on your bylaws cycle, pre-filled from the current file Run a reappointment file through re-verification and review using the practitioner profile Use the Reappointment compliance report to keep every appointment within its cycle	Reading
Survey readiness	Reading 10 min	Produce primary-source verification evidence for a sample of files Give a surveyor time-limited read-only access and remove it afterwards Use the audit trail and as-of-date reports to show a file as it stood at a decision	Reading
Module 3 knowledge check	Assessment 8 min	Check your judgment on expiring credentials, exclusion rechecks and practice evaluations Check that you can support reappointment and a survey with the right evidence	5 questions · pass mark 70% · unlimited attempts
Final assessment	Assessment 20 min	Show that you can take a credentialing file from application to decision and keep it current Apply the portal's roles, records and reports to realistic situations	12 of 18 questions · pass mark 80% · 3 attempts

Completing the course

Every lesson must be completed: reading lessons are marked complete by the learner, exercises when every checklist item is confirmed, and assessments only when passed. Completing the course issues a certificate of completion with a verification code.