Guided Provider Onboarding

A Smooth Start for Every Provider.

Guide providers through the information and documents required for onboarding, review, and submission.

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Onboarding · Step 2 of 4
38%
3
4
Documents Needed
Passport Type Photo (2x2)
JPEG or PNG
Passport Scan
PDF or JPG
Driver's License
Front and back
Upload
DEA Card
Scanned copy
Undergraduate Diploma
Scanned copy
Graduate Diploma
Scanned copy
Key Benefits

What this unlocks

Step-by-step intake process reduces errors and incomplete submissions

Contextual document upload prompts ensure nothing is missed at onboarding

Real-time progress tracking for both staff and providers

Customizable workflows for different provider types and specialties

How It Works

A simple four-step flow

1

Invite

Send providers a guided onboarding link to complete their profile

2

Guide

Providers follow a step-by-step checklist tailored to their role

3

Review

Staff review submissions and request any missing information

4

Submit

Completed profiles move into the credentialing or enrollment workflow

Ready when you are

See how Licentiam helps move providers from onboarding to billable.

Book a demo to see how teams centralize provider data, reduce handoffs, and reach billing readiness faster.