Loading...

Run: Medical Staff Credentialing File Review

Review each medical staff file against bylaws, CMS Conditions of Participation, and internal policy. Use it to catch missing credentials, privilege mismatche...

Fill this out, get a PDF emailed to you. No account required. Want to run it with your team and track results? Sign up free →

Audit Scope and File Identification

Record the provider's full legal name, credentialing file ID, specialty or role, and review period.
Select the type of file review being performed.
Confirm the file contains the minimum required documents for a meaningful review.
Enter the date and time the file review was completed.
Enter the reviewer name, title, and department or committee affiliation.

Identity, Appointment, and Governance

Verify identity documentation is present and matches the provider file.
Confirm the application is complete, signed, and dated.
Confirm acknowledgment or attestation to comply with current medical staff bylaws and rules/regulations.
Verify governing body or delegated committee approval is documented with date and scope.
Confirm the file shows a clear match between requested, recommended, and approved privileges.

Licensure, Certification, and Registration

Verify active licensure in all applicable jurisdictions and note expiration date.
Confirm DEA registration is present, current, and consistent with the provider's scope of practice when required.
Verify board certification evidence or approved exception is documented.
Confirm exclusion, sanction, and disciplinary checks were completed per policy and are current.
Verify any required specialty registrations, prescriptive authority, or controlled substance authorizations are present.

Education, Training, and Competency

Confirm primary source verification of education is present.
Verify training history aligns with the requested specialty and privileges.
Review case logs, proctoring, FPPE/OPPE, peer review, or other competency evidence as applicable.
Confirm continuing education, CME, or maintenance of certification evidence is present when required.
Verify required hospital orientation, safety, infection prevention, and mandatory training records are current.

References, Background Checks, and Professional History

Confirm the number and type of references required by bylaws or policy are present and reviewed.
Check for unexplained gaps, inconsistencies, or missing chronology in the professional history.
Verify malpractice history, settlements, judgments, and explanations are documented where required.
Confirm background screening is present and current according to policy and applicable law.

Privileges, Committee Review, and Final Disposition

Confirm requested, reviewed, and approved privileges are clearly documented and signed.
Verify recommendation is present, dated, and consistent with the file evidence.
Confirm committee review, discussion, and recommendation are documented in the file.
Verify final approval, denial, or conditional approval is documented with effective dates.
Record missing, expired, inconsistent, or late items and the corrective action plan.

Get your results

Enter your email — we'll send you a PDF of your filled-out template, plus the occasional MangoScoop newsletter (templates, workflow tips, product updates). Unsubscribe anytime — link is in every email.

Generated with MangoApps Templates — browse 250+ free
Ask AI Product Advisor

Hi! I'm the MangoApps Product Advisor. I can help you with:

  • Understanding our 40+ workplace apps
  • Finding the right solution for your needs
  • Answering questions about pricing and features
  • Pointing you to free tools you can try right now

What would you like to know?