Complete provider profiles
Keep NPI, taxonomy, CAQH, license, DEA, malpractice and practice information organized with profile-completeness scoring.
Credentialing workflow workspace
Run provider credentialing without living in spreadsheets.
Provider profiles, payer enrollment pipelines, follow-up tasks, credential deadlines, document readiness and revenue-risk visibility in one focused workspace for small practices.
Built for provider workflow data. Never store patient information, SSNs, payer passwords, tax IDs or bank details.
Needs attention7
Open tasks12
Enrollment pipeline18
Profiles ready86%
Estimated delayed collections exposure$28,600Illustrative workspace example
A real working system
More than a status dashboard
Payer enrollment pipeline
Move every Provider × Payer record from preparing through submission, credentialing, contracting and effective status.
Task & follow-up center
Turn next follow-up dates into actionable tasks and see overdue work before it becomes a revenue problem.
Document center
Track license, malpractice, CV, board and DEA documents. Private file uploads are enabled only when the host can store them outside the public web root.
Enrollment timeline
Log payer calls, reference numbers, requests and status changes in a chronological enrollment history.
Secure provider requests
Send time-limited upload links so providers can return requested credential documents without needing an Ultra account.
Smart credential review
Compare profile fields, credential dates and required document records before an enrollment can be marked Ready to Submit.
Payer verification workflows
Create payer-specific QA steps, record evidence and require current human sign-off before an enrollment passes the submission gate.
Templates & automation
Reuse payer playbooks to prepare tasks, document requests, verification steps and follow-up dates when a new enrollment is created.
Bulk intake & onboarding
Preview CSV or Excel rosters, match existing providers, launch payer enrollments and prepare onboarding work in controlled batches.
Provider self-service intake
Send a secure link so providers can review profile data, upload requested credentials and submit a dated attestation without an Ultra account.
Renewal & recredentialing center
Turn credential expirations and payer recredentialing dates into renewal cycles, tasks, provider requests and roll-forward tracking.
Primary source verification
Record source checks, reviewer evidence, re-verification dates and payer-specific PSV requirements with a preserved verification history.
Submission packet builder
Freeze the current credential review, selected credential files and verification evidence into a controlled payer handoff with submission history.
Payer response & deficiency management
Track requests for additional information, correction deadlines, returned applications, resubmissions, approvals and denials after the first payer handoff.
Enrollment outcomes & contracts
Carry approved enrollments through agreement execution, effective-date confirmation, fee-schedule review, operational go-live and recredentialing handoff.
Network participation matrix
See provider × payer coverage, active participation, pipeline gaps, recredentialing risk and executive completion percentages in one portfolio view.
Directory accuracy & network maintenance
Track payer-directory reviews, demographic corrections, roster submissions, recurring attestations, location closures and provider terminations after go-live.
Change management & bulk rosters
Record a provider demographic change once, identify every affected payer, group updates into roster batches and track payer confirmation.
Secure client reporting
Create frozen executive snapshots, share them through expiring links and schedule monthly credentialing status updates for each client workspace.
SLA & operations performance
Measure first-touch speed, days to submit, workload, overdue queues, payer turnaround and client-service KPIs against configurable internal benchmarks.
Daily operations planner
Build a focused personal day plan, forecast dated work 7/14/30 days ahead, rebalance unassigned work and review team capacity signals.
Client CRM & communication
Manage practice contacts, communication history, meeting notes, promised actions, service requests and a secure client-facing status inbox.
Multi-location practice structure
Model legal entities, service sites, provider-location affiliations and location-specific payer participation without flattening every provider into one address.
Credentialing forms & data reuse
Map reusable provider, entity, location and enrollment data into standardized application worksheets, flag missing answers and preserve frozen historical snapshots.
Payer application workspace
Prefill configurable payer questions from current credentialing data, maintain provider-specific reusable answers and require human review for disclosure-sensitive items.
Secure provider application review
Send selected prepared payer answers through a time-limited link, collect corrections and preserve a dated provider attestation before payer entry.
Universal workspace search
Find providers, enrollments, payers, tasks, applications and client records from one access-aware search, with a Ctrl/Cmd+K command palette available throughout the workspace.
Alerts & notification center
Prioritize due work, credential expirations, payer deadlines and client commitments in a personal inbox with snooze, read/unread state and configurable daily or weekly digests.
Document intelligence & validation
Compare human-reviewed credential values with provider profile data, flag mismatches and preserve review history without treating unverified extraction as authoritative.
Master data quality & duplicate review
Find duplicate providers and enrollments, invalid identifiers, orphaned records and cross-workspace conflicts, then document time-bound exceptions or create remediation tasks.
Integration Hub & API/webhooks
Connect approved external systems using scoped REST API keys, client-level permissions, signed outbound webhooks, retries and delivery logs.
Security & access hardening
Add email two-step verification, session controls, login throttling, security activity, team 2FA policy and access-consistency checks.
Revenue visibility
Estimate delayed collections exposure from pending applications using your own operational assumptions.
Pricing
Start small. Upgrade when you need to.
Solo
$9/month
- Up to 3 providers
- Up to 1 client workspace
- 1 workspace seat
- 1.0 GB private storage
- Complete credentialing operations workspace
- Provider, payer, enrollment, task & deadline workflows
- QA, reporting, document intelligence & integrations
Most popular
Practice
$19/month
- Up to 10 providers
- Up to 3 client workspaces
- 1 workspace seat
- 5.0 GB private storage
- Complete credentialing operations workspace
- Provider, payer, enrollment, task & deadline workflows
- QA, reporting, document intelligence & integrations
Team
$39/month
- Up to 30 providers
- Up to 20 client workspaces
- 5 workspace seats
- 20.0 GB private storage
- Complete credentialing operations workspace
- Provider, payer, enrollment, task & deadline workflows
- QA, reporting, document intelligence & integrations
- Up to 5 team seats with role-based assignments
Security scope
Credentialing data, not clinical records
This workspace is intentionally not an EHR or patient-management system. Do not enter patient information, Social Security numbers, payer portal passwords, tax IDs, bank details or clinical records.
Uploaded credential files, where private storage is supported by the server, are delivered through authenticated downloads rather than public Media Library URLs.
Commercial-ready operations
Security, billing, backups and support are built into the product
Audited access
Two-step verification, session controls, granular roles, client/location scope and security-event history support least-privilege operations.
Production billing
Stripe-hosted subscriptions support monthly/annual plans, trials, dunning, plan changes, invoices and cancellation-at-period-end.
Portable backups
Workspace/offboarding exports preserve operational records and private evidence while excluding passwords and environment-bound secrets.
Customer support
In-app support, sanitized diagnostics, release notes and short-lived audited support access help troubleshoot without requesting customer passwords.