3-Part Series: Provider Enrollment and Credentialing Essentials

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Important: Please select a format for each part of this series below. Final discounted rate will be reflected once all selections are made.

Part 1: Speed Up Credentialing & Reimbursement for New Providers

Onboarding a new physician quickly and correctly is essential to making the most of new revenue opportunities. Time new credentialing, Medicare enrollment, hospital privileges, and more for accurate, on-time billing.


Part 2: PECOS: Master CMS Surrogacy Enrollment Requirements

Using your provider’s login to manage Medicare enrollment violates CMS rules. Enrollment expert, David J. Zetter, provides practical tactics to help you comply with CMS requirements for PECOS surrogacy management.


Part 3: Stop Provider Credentialing Headaches w/Proven Tracking Tools

The physician credentialing process is a complicated collection of hoops to jump through and moving parts to track. Get a step-by-step, proven process to help you keep cash flowing.


There is a lot riding on you accurately keeping track of your providers’ numerous provider enrollment and credentialing obligations. If something falls through the cracks, or if the information is not 100% accurate, they can be left with no way to get paid for the services they provide.

Whether you are managing payer credentialing requests, updating PECOS records, or adding a new provider, there are a million places where things can go wrong. Every payer, hospital, and government agency have their own unique requirements, and without the right monitoring tools, it can seem impossible to stay ahead.

Fortunately, credentialing expert David Zetter, PHR, SHRM-CP, CHC, CPCO, CPC, COC, PCS, FCS, CHBC, CMUP, PESC, CMAP, CMAPA, CMMP, CMHP, can help. During his essential 3-part online training series, David will provide you with practical, step-by-step tactics that will help you perfect your private payer and Medicare provider enrollment and credentialing processes so you can get paid faster. These include:

          Part 1: Speed Up Credentialing & Reimbursement for New Providers
          Part 2: PECOS: Master CMS Surrogacy Enrollment Requirements
          Part 3: Stop Provider Credentialing Headaches w/Proven Tracking Tools


Order your 3-Part series in the next 5 days, and you’ll save an additional 15% off the total cost. Discount is already reflected. No code is necessary. Or, if you prefer, you can order each session individually at the regular rate. ORDER TODAY!

PART 1: Speed Up Credentialing & Reimbursement for New Providers

Choose the On-Demand Recording or CD-Rom to Watch at Your Convenience.

When onboarding a new physician to your practice, your process must be flawless. The slightest mistake can result in significant reimbursement delays – or worse, payer rule violations. To get your new provider up to speed fast, there are a million details you must get right the first time. Failure to do so can significantly delay a new provider from being eligible to see patients and get paid. Even simple errors can get your set-up/transfer documents thrown out, and then you have to go through the entire process all over again.

During this training, you’ll get to know each step of creating, implementing, and optimizing your new provider onboarding process. You can make your onboarding process more efficient and accurate, speed up your billing process and get paid more quickly. David’s upcoming online training will give you the proven tactics you need to make this happen.

Provider Enrollment & Credentialing Takeaways:

  • Is it better for a new provider to bill under their personal NPI or your practice’s?
  • When is it possible to start credentialing for a new doctor before they arrive?
  • How can a new physician see patients before they are fully credentialed?
  • When and how must new doctors re-attest with PECOS and CAQH?
  • When can a new provider bill under another physician’s name at your practice?

PART 2: PECOS: Master CMS Surrogacy Enrollment Requirements

Choose the On-Demand Recording or CD-Rom to Watch at Your Convenience

CMS specifically prohibits you from using your provider’s PECOS (Provider Enrollment, Chain and Ownership System) login to manage, verify, update or authorize their Medicare enrollments. Instead, the Agency wants you to use their surrogacy system, which allows you to work on your provider’s behalf using your own login. Failing to comply with these rules, means that you are NOT in compliance with CMS requirements – not somewhere you want to be.

David will walk you through how to set up your I&A and surrogacy accounts to be able to access your provider enrollments in PECOS and their NPPES accounts which contain their NPI information. You will also learn to utilize the new multifactor authentication process and incorporate surrogacy access correctly the first time.

Provider Enrollment & Credentialing Takeaways:

  • Efficiently add, modify and terminate providers from your group login
  • Comply with access rules for the Identify & Access (I&A) Management System
  • Efficiently manage organizational and individual practitioner enrollments in PECOS
  • Create an I&A account to securely access CMS systems such as NPPES & PECOS
  • Easily manage provider NPPES & PECOS accounts with your surrogacy program login

PART 3: Stop Provider Credentialing Headaches w/Proven Tracking Tools

Choose the On-Demand Recording or CD-Rom to Watch at Your Convenience.

The most common physician Medicare provider enrollment and credentialing errors are due to poor processes. Whether it’s a missed deadline or an incomplete application, the result can be financially devastating for your practice. The good news is that with a few process modifications, you can improve the accuracy and timeliness of your credentialing and enrollment compliance and keep your reimbursement flowing.

During this training, David will walk you through each step of a successful credentialing and enrollment management process. Whether you are managing one or 100 providers, he’ll help you determine how you can streamline your current monitoring processes to reduce hassles and improve outcomes.

Provider Enrollment & Credentialing Takeaways:

  • Head off the top barriers to successful enrollment before they’re a problem
  • Overcome the most common application “red flags” to keep revenue flowing
  • Determine whether credentialing software is worth the cost
  • Pinpoint when and what process – enrollment, credentialing, or privileging – you need

Implement the keys that unlock a successful tracking system customized for your practice

Past Webinar Reviews:

“The webinar was extremely useful and clear. The speaker is clearly knowledgeable about this process. This was a great starting tool for me!”
– Marla Brooks, Cape Cod Surgical Associates

“The webinar was very well put together and provided a lot of information.
– Vevica Gray, Valley Health Care

“This was a great, basic training guide for new credentialing and provider enrollment personnel who are unfamiliar with CMSI & A, PECCOS, and NPPES.”
– Marilla Knight, Emergence Health Network

100% Satisfaction Guaranteed or a Full Refund. 

You take no risk whatsoever. If you find this essential session doesn’t meet your expectations or you are not satisfied for any reason, simply let us know.

Meet Your Expert

David J. Zetter
PHR, SHRM-CP, CHC, CPCO, CPC, COC, PCS, FCS, CHBC, CMUP, PESC, CMAP, CMAPA, CMMP, CMHPFounder & President, Zetter Healthcare Management Consultants

David Zetter is the founder and President of Zetter HealthCare, LLC in Mechanicsburg, PA and has over 30 years of operational and healthcare experience. David is nationally recognized for his presentations and expertise. He is well versed in regulatory requirements, revenue cycle management, credentialing and contracting, compliance, coding and documentation. He is considered an expert on Medicare, not only by his clients, but his consultant colleagues across the country. He has evaluated existing ambulatory care facilities and practices with respect to patient flow, operations, marketing, fee structures, use of ancillary services and financial considerations; developing strategic plans to improve profitability and productivity. His activities in management and compliance include physician practices, IDTFs, hospitals, ASCs, pharmacy, DME and other facility types, including coding and broad‐based regulatory issues. David has also conducted chart audits on behalf of Medicare contractors and Blue Cross/Blue Shield early in his career, so he has knowledge of what the expectations are from the payers.

David’s firm works with healthcare professional clients and facilities coast to coast, in all areas of practice and facility management including start‐ups, buy‐ins, compensation, exit strategies, reimbursement enhancement, practice financial modeling, governance documentation, policy and procedure development and implementation, credentialing and contracting, human resources staffing and management, compliance, coding and chart reviews, physician education and many other areas. David has helped to maximize both profitability and reimbursement of physician practices, facility and ambulatory practices, re‐engineered operational and human resources, and addressed coding and billing issues for providers to curtail fraud, abuse, kickback, OIG, and IRS issues. He is also an original member of CMS’ PECOS Power User Group, CMS Compliance Focus Group and MIPS Design Lean Work Group which provides feedback and recommendations to Medicare’s Center for Program Integrity and Provider Enrollment Operations Group on design and improvements to the PECOS enrollment environment, as well as, NPPES and MIPS and conducts beta testing of the EHR/HITECH user interfaces and environments at the request of the Office of e‐Health Standards & Services Director. David is also on the CMS contracted team awarded the PECOS 2.0 contract to rebuild PECOS from the ground up.

David has conducted practice management, human resource, coding and compliance education and seminars in many states over the past twenty‐five years. David speaks often on a variety of practice management subjects at hospital residency programs, the National Society for Certified Healthcare Business Consultants, the Medical Management Group Association, the American Academy of Professional Coders, AHIMA, Florida Institute of Certified Public Accountants, Florida Medical Society, many other venues and is often called upon by the MGMA, HFMA, Decision Health, Part B News, Part B Insider, and many others, to conduct audio conferences and webinars. He has been published in Medical Economics and interviewed and quoted in many publications including Report on Patient Privacy and Report on Medicare Compliance.

David is a past President and current Executive Board Member of the National Society of Certified Healthcare Business Consultants. He has served on the Education Committee for more than twenty years and is a Certified Healthcare Business Consultant. He is a member of the Society for Human Resource Management and is a past Professional Development Chair and past Vice President of Human Resource Professionals of Central PA. David is also a past board member of the Central PA affiliate chapter of the American Academy of Professional Coders and is certified as a Professional Coder for physician practices, hospitals, and facilities. David is also a Certified Compliance Consultant and Officer. David is also a member of the American Health Lawyers Association, the Medical Group Management Association, and the Healthcare Financial Management Association.

David advises on and publishes operations policies and procedures manuals, employee handbooks, compliance manuals, HIPAA and OSHA and has published articles in numerous healthcare and human resource related magazines on subjects like coding and compliance, interviewing, recruitment, evaluations and disciplinary processes.