Prerequisites
- The clinician’s Type 1 NPI
- Current license, DEA registration where applicable, board certification
- A malpractice certificate of insurance
- A complete work history with no unexplained gaps
Steps
1
Get the CAQH Provider ID
Either the clinician already has one — most do, from a prior employer — or you register at proview.caqh.org. Some payers can initiate the invitation.Check for an existing profile before creating a new one. Duplicate CAQH profiles cause the same class of problem as duplicate NPIs.
2
Complete every section
3
Upload supporting documents
Current license, DEA certificate, malpractice COI, board certification, CV, and a signed release. Documents must be current — an expired COI stalls the profile.
4
Authorize the payers
Explicitly authorize each payer you intend to enroll with to access the profile. An unauthorized payer cannot see it, and the application sits waiting for information the payer cannot retrieve.Authorize broadly, including payers you might enroll with later. There is no cost to authorization.
5
Attest
The profile is not usable until attested. Attestation is the clinician’s certification that the information is accurate.
6
Calendar the re-attestation
Ongoing maintenance
Update the profile whenever:- A license or DEA registration is renewed
- The malpractice policy renews — the COI must be current
- Board certification is renewed
- The clinician adds a state license
- A practice location is added or changed
- Anything in the disclosure questions changes
Delegating maintenance
For a group with many clinicians, this is a real workload, profiles times clinicians times re-attestation cycles. Options:
Attestation itself is generally the clinician’s act. Everything else can be delegated.
CAQH EnrollHub
A separate product from the same organization, for EFT and ERA enrollment. Submit bank account details once for participating payers rather than a separate form and voided check for each. Not every payer participates, but where they do it saves real time. See Set up EDI, ERA, and EFT.Verify it worked
- No duplicate profile created
- Every section complete
- No unexplained work history gaps
- All documents current and uploaded
- Target payers authorized
- Profile attested
- Re-attestation date calendared with a 14-day lead
- A named owner for ongoing maintenance