Credentialing tracker
One row per payer and provider, so you always know where each application stands, who owes the next move, and whether you have the effective date in writing.
Checked November 2, 2026 · Billing4ABA · Billing built only for ABA.
billing4aba-credentialing-tracker.xlsx
Opens in Excel, Google Sheets or Numbers. No sign-up.
How to use it
- 1Add a row for each payer, plan or product, and each provider you are enrolling.
- 2Pick the status from the dropdown. Update "Last payer response" and "What they said" after every call or portal message.
- 3Set a follow-up date on every open row. Rows turn red when the follow-up date has passed.
- 4Only schedule billable sessions once "Written effective date" is filled in.
- 5Delete the EXAMPLE rows when you start. Do not enter patient names or member IDs.
What's inside
Tab · How to use
Plain-English instructions and the date the template was checked.
Tab · Tracker
The main log, one row per payer and provider.
- Payer
- Plan/product
- Provider (name or NPI)
- Provider type
- Application status
- Date submitted
- Last payer response
- What they said
- Next action
- Owner
- Follow-up date
- Written effective date
- Notes
Tab · Texas Medicaid
Rows for TMHP enrollment through PEMS (including the site visit) and one row per managed care plan to contract with, with the note that only the LBA enrolls.
A quick look
Illustrative sample · made-up data
Part of the Tracker tab. The real file has more columns, dropdowns and colour flags.
| Payer | Provider type | Application status | Last payer response | Next action | Follow-up date | Written effective date |
|---|---|---|---|---|---|---|
| EXAMPLE Commercial Plan A | BCBA (Type 1 NPI) | Payer requested info | 2026-10-20 | Upload updated liability certificate | 2026-10-27 | |
Example rows in the file are marked EXAMPLE and use made-up data. Do not enter patient names or member IDs. Checked November 2, 2026. Billing4ABA is a billing service, not legal counsel. Payer rules change; confirm with the payer before acting.
Want a second pair of eyes on it?
On a free billing review we walk through where your claims, authorizations and credentialing stand today, and what we would look at first.
Book a free billing reviewNo PHI needed.