Single Upload for Credentialing

Registration is required for all Practice Managers to obtain access to the CAQH ProView® Practice Manager Module.
 
Existing Practice Managers
For Practice Managers who were previously registered with the CAQH Universal Provider Datasource (UPD), go to the CAQH ProView® Practice Manager Module.  You can initially sign-in and register with CAQH ProView® by entering your UPD username and password and clicking “Sign In”.  You will be prompted to update your username and password at this time.  Refer to “Creating a CAQH ProView® Username and Password” on page 6 of the guide for the next steps in the process.
 
New Users – Administrators
If you were not previously registered with the UPD, you may begin the self-registration process by accessing CAQH ProView® and selecting “Click here to register for CAQH ProView®”.  All users who self-register will automatically be established as Administrator user accounts, which allows for access to add or edit “child” user accounts.  
 
New Users – Child Accounts
Once the Administrator has established an account, the Administrator will be able to add other Administrators or Basic Users to the same account.  A Basic User cannot add or edit other users, but will have all other privileges and views as the Administrator.   
 
When a new user is created in the portal by the Administrator, CAQH ProView® will send an email to the email address of the newly created user.  New users will complete their registration with the CAQH ProView® Practice Manager Module by selecting the link contained in the e-mail.  You will be prompted to update your username and password at this time.  
 
Self-Registration
Users who self-register with the Practice Manager Module will need to complete the CAQH ProView® Practice Manager Self-Registration screen.  This includes completing your practice information. You will also need to provide your user account information.    
 
Creating a CAQH ProView® Username and Password  
CAQH ProView® users will be asked to create a username and password.  If you were an existing UPD registered user, you may also be prompted to update your username and password to meet CAQH ProView® requirements.   
 
CAQH ProView® users will also be asked security questions to facilitate account access in case of a forgotten username and/or password.  Select three security questions and provide unique answers for each.  Then select “Submit”.
 
Forgotten Username and/or Password
If you forgot your CAQH ProView® Username, you may select the “Forgot Username” link on the CAQH ProView® sign-in page.  Enter your email address to receive your username in an email.
   
If you forgot your CAQH ProView® Password, you may select the “Forgot Password” link on the CAQH ProView® sign-in page.  Enter your username and email address to reset password.  An email with a link will be sent to you to reset your password.
 
Once you select the link in the email sent to you, enter and re-enter your new password, then select “Reset Password”.  
 
The Password Change confirmation will appear when your password has been successfully reset. You can then log into CAQH ProView® using your new CAQH ProView® password.

You will see the CAQH ProView® Practice Manager Module “Home” page after a successful login.  
 
The Home page displays five components:
 
1.    Exports
The Exports section displays a summary of recent exports, the related user who performed the export, and the date exported.  
 
2.    Manage Users
This section displays a list of most recent users, their roles and statuses.  Only Administrators can view the Manage Users section.
 
3.    Message Center  
The Message Center section displays messages related to your CAQH ProView® account.
 
4.    Activity Log  
The Activity Log section displays recent users who have logged into the CAQH ProView® account and recent activity within the account.
 
5.    Bulk Upload Exceptions
This section displays a list of Exception Reports from a Bulk Upload processed file.  Only users with Bulk Upload access can view the Bulk Upload Exceptions section.
 
In addition, to these components, across the top of the Home page is a navigation menu, which allows you to navigate to the four sections of the Practice Manager Module

•    Manage Users – Administrator Users can click here to add or edit account users.
•    Manage Practice – Click here to enter information common across multiple dentists.
•    Manage List – Click here to add, edit, and delete dentists on your provider list.
•    Export – Click here to begin the export data process to multiple or individual dentist accounts.
 
A drop-down menu also is available next to the CAQH ProView® User’s name in the upper right-hand corner.  
 
From this drop-down menu, you can perform the following:

•    My Account – Click here to edit or update personal account information.  Note: the fields marked with an asterisk (*) are required. Select “Save” when you are finished updating your information.
•    Resources – Click here to access system reference materials, such as the Bulk Upload File Specifications.
•    Change Password – Click here to update your password.
•    Security Questions – Click here to update your security questions.
•    Activity Log – Click here to view your activity log, which shows you the types of activities you have completed recently, along with the date and time of those activities. You are able to select the arrow next to the “Activity Subject” to expand the activity details.

If you are a CAQH ProView® Administrator, you will have access to the “Manage User” section, where you have the ability to add, edit or delete user accounts.  From the Home Page, click on “Manage Users” on the top navigation bar to begin the process. From the “Manage Users” drop-down menu bar, you can perform the following:

Manage Account
Click here to edit or update your CAQH ProView® personal account information.  Note: the fields marked with an asterisk (*) are required.  Select “Save” when you are finished updating your information.

Manage Users
Click here to add new users to your CAQH ProView® account, edit user roles and privileges, and search and view user profiles.

Add User
An Administrator can create new Administrators or Basic Users by accessing the “Add User” link on the left-hand navigation pane.  The “Add User” screen will appear.

Edit User
The Administrator can edit user information by selecting a user name in the “Manage Users” screen.

The “Edit User” screen will display.  Here you can edit the user’s account information, their user role (Administrator or Basic), and their user status (Pending, Active, or Suspended).
 
Search for User
An Administrator can search for a user by selecting “Search for User” and completing any of the following fields:
•    Username
•    User Type: PM Admin/PM Basic User
•    First Name
•    Last Name
•    User Status: Pending, Active or Suspended
•    E-mail Address

A “Search Results” screen will display a list of users that meet your search criteria.  You are able to select a user’s name to view more details on that user.

From the CAQH ProView® Practice Manager Module Home Page, click on “Manage Practice” on the top navigation bar to begin to enter data common across multiple providers.  

You are able to create and save the four common provider profile information sections which include the following:
•    Credentialing Contact
•    Practice Location
•    Hospital Affiliation
•    Professional Liability Insurance

On the first login, the user will not see any lists or common data.   

Add List
From the screen above, select “Add List” to create a practice group name and its associated practice state. In the CAQH ProView® Practice Manager Module, you will need to maintain state specific lists to drive any state mandated or voluntary form questions.  Once you have added that information, select “Save”.

The following screen will display, summarizing the practice groups you have created.   
•    Click “Add List” to add an additional practice group to your list.
•    Click “Edit” to edit the name of a practice group within your list.
•    Click “Delete” to delete the practice group from your list.
•    Use the “+” sign to expand and view the common sections within each practice group.

Within each practice group, there are four common sections where you may enter data for multiple dentists.   

1.    Credentialing Contact: used to create multiple Credentialing Contacts within each list.  
2.    Practice Location: used to create multiple Practice Locations within each list.  
3.    Hospital Affiliation: used to create multiple Hospital Affiliations within each list.  
4.    Professional Liability Insurance (PLI): used to create multiple Professional Liability Insurance accounts within each list.

The information entered and saved in each of these sections can be exported to a single dentist or multiple dentists.   
•    To expand within each section, use the show more (+) button for a specific list.  
•    To add data to a section, click “Add”.   

When you click on the show more (+) button, the applicable section will expand.  Within each section you can perform the following:
•    Select “Edit” to edit the information within a practice location.  
•    Select “Copy” to create a duplicate of a practice location and its related information.
•    Select “Delete” to remove a practice location.  Please note that by selecting “Delete”, all information entered for that practice location will be deleted.


Credentialing Contact
Select “Add” or “Edit” to enter information for a credentialing contact.  The Credentialing Contact section asks for specific contact information for your dentists’ credentialing contacts, e.g. name, address, phone number, and email.   

Practice Location
Select “Add” or “Edit” to enter information for a practice location.  The Practice Location section asks for detailed information regarding your dentists’ practice location(s) including general contact information, hours, covering colleagues, practice limitations, accessibility and services provided.

Hospital Affiliation
Select “Add” or “Edit” to enter information for a hospital affiliation.  The Hospital Affiliation section asks for detailed information regarding your dentists’ hospital affiliations, including the hospital address, phone number, start and end dates, and department director information.

Professional Liability Insurance
The Professional Liability Insurance section asks for detailed information regarding your dentists’ professional liability insurance.  Select “Add” or “Edit” to enter information for your dentists’ professional liability insurance.

From the CAQH ProView® Practice Manager Module Home Page, click on “Manage List” on the top navigation bar to access and manage the list of dentists associated with your account.   
 
Click on “Manage Provider List” to view the list of dentists associated with your account.   
•    For new users, upon initial login, the “Manage Provider List” will not contain any dentists.  Once a list is established, the “Manage Provider List” will be populated.
•    You can delete dentists from your list by clicking on the selection box next to a dentist and then selecting “Delete”.
•    You can also download the entire list to an Excel sheet by selecting the “Download to Excel” button.

Click on “Search for a Provider” to search for a dentist from the CAQH ProView® database.  This navigates to a search page to enter search criteria, including the dentist’s name, CAQH Provider ID, NPI, etc.  

The “Search Results” page is displayed after a successful search is completed.
 
•    If the selected search criteria filters do not show any results, the system will inform you.   
•    You can select dentists from the search results and add them to your dentist list by selecting the check box next to a dentist and then selecting the “Add Provider(s)” button at the bottom of the results page.  
•    Alternatively, you can utilize the select all checkboxes in the header row to select all dentists at once.