Credential Syncing allows you to select the credential document type(s), that you wish to have automatically updated and accepted directly from the provider.

To view and customize this setting, simply:

  1. Select the “Settings” tab from the Navigation Bar

  2. Select “Credential Syncing”

  3. Check the box of the credential document(s) you would like to have automatically accepted and updated when a provider makes a change. Uncheck any credential document(s) you’d like to review and manually accept when a provider makes a change. 

  4. Click the green “Save” button to save your changes. 

**Note: All credential types listed are defaulted to be automatically accepted.  

You have the ability to change these settings at any time, remember to save any changes.

In the screenshot above, Medical School has been left unchecked. This indicates that the document will be required to be reviewed by the facility before it is updated in the account. Everything else on the list will be auto - updated without the need for the facility to review. 

If you have any questions regarding this setting, please reach out to 

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