Submitting a Credentialing Request – RLDatix Public Knowledge Base

Overview

The Credentialing feature in Intelligentcontract enables users to submit Credentialing Requests directly from a Contract. The guided submission process ensures consistent data capture and links each request to the appropriate Contract and organisation.

Credentialing Requests are reviewed externally, with status updates and notifications handled automatically within the system.

Who Can Submit a Credentialing Request

Users must:

Have access to the Credentialing feature
Be a member of a Security Group permitted to submit Credentialing requests
Have access to the related Contract record

How to Submit a Credentialing Request

Step 1: Start the Credentialing Process

From a Contract record, select Submit for Credentialing via the [...] option

An introduction screen explains the purpose of the credentialing process and what information is required.

Step 2: Select Your Organisation

Choose the appropriate organisation from the dropdown list.
Use the Next and Back buttons to navigate between steps.

Step 3: Complete the Credentialing Application

Complete the full Credentialing form, which is divided into structured sections covering provider, employment, and credentialing details.

Supporting documents can be uploaded (up to four files)

Additional information can be added using Supporting Notes

Field validation ensures mandatory data is provided before submission - if a field has not been completed then a validation message will display if you press [Next].

Step 4: Submit and Confirm

Once submitted:

A Submission Confirmation screen is displayed
A reference number is generated and shown to the User
The request enters review by the Credentialing service

After Submission

The submitter is notified via email that the request has been sent. Any Internal Users linked to the Contract record will also receive email notifications.

The Application Status initially displays Pending

The related Contract record will display the Credentialing Request record in a sub tab

Status updates are received automatically from the external Credentialing service. Once received the Application status field will update accordingly
Relevant Users will receive email notification of the update