AI-Powered Credentialing Platform

Credentialing forms for every payer,
in one smart workspace.

CredForms by Epicle, Inc. centralizes hospital and physician credentialing forms, auto-fills data, follows up with payers via AI agents, and returns signed-off PDF forms ready to submit.

CredForms Dashboard
247 Active Forms
89 Providers
94% Approval Rate
To Submit
Under Review
Approved
Scroll to explore

Trusted by leading healthcare organizations

Built for every credentialing team

Whether you're a large health system or an individual physician, CredForms adapts to your workflow.

Centralize Enterprise Credentialing

Manage payer enrollment and re-credentialing forms for hundreds of physicians across multiple locations from a single platform.

  • Multi-facility form management
  • Bulk provider onboarding
  • Enterprise-wide dashboards
  • SSO and role-based access
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500+ Providers managed
50+ Payers supported
30% Faster onboarding

Standardize Group Operations

Replace spreadsheet-driven tracking with standardized provider enrollment workflows that scale with your network.

  • Unified credentialing workflows
  • Cross-location visibility
  • Automated task assignment
  • Real-time status tracking
Learn More
75% Less manual work
100% Audit-ready
24/7 AI monitoring

Self-Service Provider Portal

View your forms, update data once, and track payer status through an intuitive self-service portal designed for busy physicians.

  • Single profile, many payers
  • Real-time application tracking
  • Digital document vault
  • Mobile-friendly access
Learn More
1x Enter data once
Real-time Status updates
Secure Document storage

Credentialing shouldn't be this hard

Healthcare organizations waste thousands of hours on manual, error-prone credentialing processes.

Multiple Payer Forms

Each payer requires different PDF forms with unique fields, rules, and formats. No standardization means endless manual work.

Repetitive Data Entry

The same demographic, license, and practice data gets typed into dozens of forms. One provider, one hundred form fields.

Manual Follow-ups

Phone calls, emails, and faxes to check payer status. Hours spent chasing updates with no guaranteed response.

No Single Source of Truth

Scattered spreadsheets and emails leave teams guessing who is credentialed, where, and with which payer.

What is CredForms?

CredForms is a centralized credentialing forms hub that aggregates payer and facility forms, lets teams complete them digitally, imports data from connected systems, and uses AI agents to track and follow up with payers until enrollment is complete.

  • "One pane of glass" for all payer and facility credentialing forms
  • Digital form entry with intuitive, field-level validations
  • Intelligent data imports from files or integrated systems
  • Automated PDF generation that matches payer-specific layouts
  • AI agent-led follow-up with payers, including status tracking and alerts
Collect Data
Map to Forms
Validate
Generate PDFs
Submit & Follow Up
Track Status

Everything you need for credentialing success

A complete platform that handles forms, data, compliance, and follow-ups.

Central Form Library

Unified catalog of payer and hospital credentialing forms including payer enrollment, re-credentialing, and facility privilege forms.

  • Search by payer, geography, specialty, or form type
  • Instant filters for quick access
  • Always up-to-date form versions
Form Explorer
Provider Enrollment Application Aetna | All States
Re-credentialing Form BCBS | Multi-state
Facility Privileges Request Hospital System

Smart Digital Forms

Web-based digital versions of paper/PDF forms with structured fields, field mapping, and conditional logic.

  • Conditional logic based on specialty, practice type, or payer rules
  • Auto-save drafts for each provider and form
  • Role-based permissions for coordinators, providers, and compliance teams
Provider Enrollment Form Auto-saved

Data Ingestion & Auto-fill

Import provider and practice data from HR systems, EHRs, practice management platforms, or structured files.

  • CSV/Excel uploads with mapping templates
  • Pre-populate repetitive fields across all forms
  • Automatic NPI, license, malpractice coverage sync
Provider Data
Name: Dr. Sarah Johnson
NPI: 1234567890
License: MD-12345
DEA: AB1234567
Enrollment Form
Provider Name
NPI Number
State License
DEA Number

Checks, Balances & Compliance

Built-in validation engine ensures completeness and accuracy before submission.

  • Required-field checks per payer form
  • Format validation for NPI, license numbers, dates, tax IDs
  • Completeness score to prevent incomplete submissions
  • Full audit trail for every change
NPI Format Valid
License Number Verified
DEA Expires in 30 Days
Missing Malpractice Info
82%
Completeness Score

Meet your AI credentialing team

Intelligent agents that work 24/7 to keep your credentialing on track.

CredAgent

Conversational AI Agent

Collects and verifies provider data, checks for missing information, and initiates verification tasks with external sources.

Data Collection PSV Requests Missing Info Alerts

FollowAgent

Conversational AI Agent

Automates status checks with payers, logs call outcomes, and updates application stages without manual chasing.

Status Tracking Call Logging Auto Updates

LicenseAgent

Conversational AI Agent

Monitors DEA, state licenses, and certifications. Runs scheduled checks and produces audit-ready logs.

Expiry Monitoring Renewal Alerts Audit Logs

AI Agent Activity Dashboard

3 Agents Active
To Submit 4
Dr. Martinez Aetna
Ready to send
Dr. Wilson Cigna
Pending signature
Under Review 7
Dr. Johnson BCBS
AI tracking
Dr. Chen United
Follow-up sent
Pending Info 2
Dr. Thompson Humana
Missing docs
Approved 23
Dr. Williams Aetna
Enrolled
Dr. Davis Cigna
Enrolled

The Complete Credentialing Journey

From application to approval, CredForms supports every step.

Day 0

Application Initiated

Provider data collected, forms assigned, and initial documents uploaded to the secure vault.

Auto-fill from existing data sources
Day 1-7

Education & Licenses

Education history, training records, and licensure information captured and verified.

Smart field mapping across all forms
Day 7-21

Primary Source Verification

PSV requests sent to boards, educational institutions, and previous employers.

AI agents track PSV responses
Day 21-45

Committee Review

Application prepared for committee with all verified documentation in one package.

Audit-ready reports generated
Day 45+

Enrollment Complete

Provider fully credentialed and ready to render services with all payers.

Automated re-credentialing reminders set

PDF Generation & Proprietary .fpdf Sharing

Pixel-Perfect PDF Rendering

CredForms takes validated digital data and prints it back into payer-specific PDF forms exactly as required, including checkboxes and signature blocks.

Proprietary .fpdf Format

Encrypted, shareable file that opens only inside CredForms. Preserves structure and field mappings while keeping PHI controlled.

Flexible Sharing Options

Direct download, secure links for external recipients, or internal sharing with permissions to colleagues' CredForms accounts.

Dr. Sarah Johnson, MD
1234567890
Internal Medicine
California
PROVIDER ENROLLMENT APPLICATION
1. Provider Name: Dr. Sarah Johnson, MD
2. NPI Number: 1234567890
3. Primary Specialty: Internal Medicine
I certify this information is accurate

From data to approval in five steps

01

Connect Your Sources

Onboard provider rosters, HR data, and historical forms via integrations or file uploads.

02

Configure Payers & Forms

Choose payers, facilities, and specialties. Enable the forms you use most.

03

Complete Digital Forms

Use guided digital workflows with validations, assigning tasks to coordinators and providers.

04

Generate & Send PDFs

Auto-generate compliant PDFs and send them securely to payers or export as .fpdf.

05

Track to Approval

Let AI agents chase statuses, log responses, and notify you when providers are cleared.

Transform your credentialing operations

Outcome
Without CredForms
With CredForms
Time to Enroll
Weeks of manual data entry and follow-ups
Shortened cycles with auto-fill and AI follow-ups
Error Rates
Frequent missing fields and rejected forms
Built-in validations and standardized data
Team Workload
Heavy repetitive admin work
Automation of routine tasks, focus on exceptions
Visibility
Scattered spreadsheets and emails
Central dashboards and real-time status

A portal providers actually want to use

Self-service onboarding that respects physicians' time.

Provider View
SJ

Welcome, Dr. Johnson

3 applications in progress
Under Review
Pending Docs
Approved
Admin View
SJ

Dr. Sarah Johnson

NPI: 1234567890
5 Active Apps
12 Completed
94% Complete
Verify state license
Confirm DEA registration
Review malpractice coverage
Audit Trail
License verified by System - 2h ago
Form submitted by Dr. Johnson - 1d ago

Real scenarios, real results

New Hospital Opening a Service Line

A regional hospital expanding into cardiology needed to credential 15 new specialists across 8 payers in record time.

30% Faster onboarding
90% Less data re-entry
Zero Rejected applications

Multi-Location Group Consolidating Operations

A physician group with 12 locations replaced fragmented spreadsheets with a unified form library and shared dashboards.

50% Reduced admin time
100% Visibility across sites
1 Single source of truth

MSO / Centralized Credentialing Office

An MSO managing credentialing for 40+ affiliated practices now has consistent controls, reporting, and AI-powered follow-ups.

40+ Practices managed
24/7 AI agent monitoring
Real-time Consolidated reporting

Built for healthcare security standards

CredForms is designed with PHI protection at its core, ensuring your credentialing data stays safe and compliant.

Role-Based Access

Least-privilege model with detailed audit logs for every action.

Data Encryption

Encrypted at rest and in transit, plus secure .fpdf packaging.

Regulatory Alignment

Workflows designed to support HIPAA and payer credentialing standards.

Security Checklist
HIPAA Compliant Infrastructure
SOC 2 Type II Certified
256-bit AES Encryption
Multi-Factor Authentication
Complete Audit Trails
Regular Penetration Testing

Connects with your existing stack

REST/GraphQL APIs for pushing and pulling provider data and statuses.

EHR & Practice Management

HRIS & Payroll

Document Storage

REST & GraphQL APIs

Full API access for custom integrations and automation workflows.

Webhooks

Real-time notifications for status changes and events.

File Drops

Automated file ingestion from SFTP and cloud storage.

Insights that drive action

Credentialing Operations Dashboard

Last 30 days
23 Avg. Days to Credential 15%
89 Active Applications 0%
94% First-Pass Approval 8%
7 Expiring Licenses Action
Aetna
BCBS
Cigna
United
Humana
Applications by Payer

Go live with confidence

Our structured onboarding ensures a smooth transition to CredForms.

Phase 1 Days 1-30

Discovery & Design

  • Map existing credentialing workflows
  • Identify forms and payer requirements
  • Design CredForms configuration
  • Define integration points
Phase 2 Days 30-60

Data Migration

  • Import current provider rosters
  • Migrate historical credentialing data
  • Clean and normalize records
  • Validate data accuracy
Phase 3 Days 60-90

Training & Go-Live

  • Role-specific training sessions
  • Sandbox environment practice
  • Parallel run validation
  • Full production launch

Plans for every organization size

Starter

For small practices

  • Up to 10 providers
  • 5 payer forms included
  • Core digital forms
  • PDF generation
  • Email support
Get Started

Enterprise

For health systems

  • Everything in Professional
  • Custom workflows
  • SSO / SAML
  • Dedicated environment
  • Advanced analytics
  • Dedicated success manager
Contact Sales

Frequently asked questions

Yes! CredForms uses digital mapping and PDF overlay technology to support virtually any payer form. We digitize your existing forms and map fields to our data model, preserving the exact layout payers expect.

CredForms is purpose-built as a multi-payer forms hub with AI-powered follow-ups, proprietary .fpdf sharing, and deep automation. While EHRs manage clinical data and basic credentialing, CredForms specializes in the forms workflow across all payers.

Absolutely. CredForms supports all provider types including nurses, physician assistants, therapists, behavioral health providers, and allied health professionals. Our forms library covers credentialing requirements for all disciplines.

Most organizations go live within 90 days. This includes discovery, data migration, configuration, and training. Complex enterprise deployments may take longer depending on integration requirements and data volumes.

CredForms maintains SOC 2 Type II certification and operates on HIPAA-compliant infrastructure. We use 256-bit AES encryption, support MFA, and maintain comprehensive audit trails for all PHI access.

Yes. CredForms offers REST and GraphQL APIs, webhooks, and pre-built connectors for popular EHR, HRIS, and document storage systems. Our team can help design custom integration workflows for your specific stack.

Didn't find your answer?

Contact Us

Learn and grow with CredForms

Blog

A practical guide to multi-payer credentialing automation

Learn how leading organizations are streamlining credentialing across dozens of payers.

Read more
Blog

How AI agents cut credentialing turnaround time for hospitals

Discover how AI-powered follow-ups are reducing enrollment cycles by weeks.

Read more
Download

Credentialing forms checklist for new providers

Comprehensive checklist to ensure nothing is missed during provider onboarding.

Download PDF
Download

Integration blueprint: Connecting CredForms to your stack

Technical guide for IT teams planning CredForms integrations.

Download PDF

How mature is your credentialing process?

Take our quick assessment and get personalized recommendations on how CredForms can help.

Take the Assessment

Product roadmap

Join our customer council to influence what we build next.

Now
Shipping

Enhanced PDF generation

Shipping

Bulk provider import

In Development

Deeper payer portal sync

In Development

Smart license verification

Later
Planned

Advanced analytics suite

Planned

Mobile provider app

Built by Epicle, Inc.

Epicle, Inc. builds automation-first healthcare operations products focused on credentialing, revenue integrity, and provider onboarding.

Our mission is to eliminate administrative burden in healthcare so organizations can focus on what matters most: patient care.

500+ Healthcare organizations
50K+ Providers credentialed
1M+ Forms processed

"CredForms reduced our enrollment time by 40%. The AI follow-up agents alone save us 20 hours per week."

JM
Jennifer Martinez Director of Credentialing, Pacific Health System

Ready to transform your credentialing?

See CredForms in action with a personalized demo for your organization.

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