When you are viewing an employee’s profile, you will see multiple tabs, including "Documentation" as the default tab selected.
The Documentation section has three types of expected documents:
The first will always show license information if the employee’s role matches a license we are able to verify. For more information, please visit our In App Credentialing Help Center Article.
There will be a list of forms in your onboarding packet shown next.
By default, these will always show either a red or green symbol identifying whether the document is missing or completed:
You will be able to view/download the completed documents in the “Download” section. This will show you all documents that have been submitted:
The last type of documents are those you add to the system.
You have the ability to add any type of documents you’d like, especially ones that have expiration dates. You can add these by clicking on “Add Document” and filling out the information needed, including adding an attachment
If you need to edit or add additional document or expected documents, please reach out to your Customer Success Manager or our Customer Support team.