PPS working resources
Know what is ready before a new provider starts.
See what is confirmed, what is still missing and who owns the next step before promising an in-network start date.
4-page PDF + editable Excel tools
No charge. Your download links appear after you submit the form.
Before a new provider starts
New Provider Start-Date Readiness Kit
- Six separate readiness checkpoints
- Completed fictional case with the right handoff decision
- Editable status worksheet and evidence prompts
- A scheduling and billing handoff script
Put it to work
- Pick one provider, payer and location.
- Separate approval, affiliation, agreement and effective date.
- Assign the next action before handing off to scheduling.
Credentialing approval, payer enrollment and practice affiliation, applicable agreements, and effective dates are separate checkpoints. Confirm the relevant payer requirements and evidence before making a participation or billing decision.
The Excel workbook includes both PPS enrollment tools. Start with the “Start-date readiness” tab.
Working on a different problem?
Stalled Enrollment Triage WorkbookMake the next handoff clearer.
Bring the worksheet to the people who own the next step.