business of Medicine


Onboarding Practice Managers Toolkit


Credentialing of healthcare providers

All physicians and licensed professional medical office staff members must be appropriately credentialed. It is important to annually verify that each licensed professional working in the practice, including the physician(s), have timely renewed their licenses, as well as have maintained unrestricted privileges at the healthcare facilities in which they provide care to their patients. Practices may benefit from having licensure and credentialing tracking systems in place. It is also important for the practices’ patients to be able to distinguish the professional roles each employee plays in the practice. For example, midlevel providers should wear name tags, and introduce themselves to patients accordingly to avoid the impression that they are physicians; the other employees in the practice should do likewise.

Staff Credentialing

Each medical practice should have a procedure in place to screen future and current employees. In addition, it is particularly important to screen each independent contractor before he/she begins work. The person responsible for managing the office personnel and hiring independent contractors should do the following:

  • Verify education and licensing.
  • Keep a current copy of each employee or independent contractor’s professional license status (i.e., nursing). Check renewal status.
  • Check employment history, including references.
  • Inquire about any lawsuits or formal complaints arising within the scope of his/her professional activities.
  • Investigate any patient complaints or attitude problems.
  • Verify professional liability insurance coverage. Obtain a certificate of insurance.
  • Determine whether the employee’s limits of coverage are adequate.
  • Have a written policy that requires a probationary period in which the new employee and/or independent contractor must satisfy and complete a skills evaluation.


The information provided in this resource does not constitute legal, medical or any other professional advice, nor does it establish a standard of care. This resource has been created as an aid to you in your practice. The ultimate decision on how to use the information provided rests solely with you, the PolicyOwner.