\n\n\n- Define target (specialty, geography, setting)<\/li>\n
- Build a contactable list (email\/phone) in Heartbeat.ai, then store the identity packet fields in your ATS\/CRM<\/li>\n
- Outreach sequencing and follow-up<\/li>\n
- Qualify interest, availability, comp expectations<\/li>\n
- Capture identifiers: NPI<\/strong>, license<\/strong> state\/number, legal name variants<\/li>\n<\/ul>\n<\/td>\n
\n\n- Identity resolution (match person to records)<\/li>\n
- Verification<\/strong> of license status and details<\/li>\n
- Document verification source link + date\/time<\/li>\n
- Record NPI\/license match rationale when multiple similar records exist<\/li>\n
- Track required documents (as facility requires)<\/li>\n
- Flag discrepancies (name mismatch, multiple NPIs, inactive license)<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
\n\n Output<\/strong><\/p>\n\n- Interested candidate + minimal identity packet<\/li>\n<\/ul>\n<\/td>\n
\n Output<\/strong><\/p>\n\n- Verified, documented packet ready for submission steps<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
\n\n Handoff fields (copy\/paste into your ATS form)<\/strong><\/p>\n\n- Full legal name + known variants<\/li>\n
- NPI (or \u201cunknown\u201d + best match clues)<\/li>\n
- License: state + number (if available)<\/li>\n
- Primary practice city\/state<\/li>\n
- Specialty\/subspecialty<\/li>\n
- Preferred contact channel + opt-out notes<\/li>\n<\/ul>\n<\/td>\n
\n Ops verification fields (credentialing-owned)<\/strong><\/p>\n\n- Verification source link(s)<\/li>\n
- Verification date\/time<\/li>\n
- Verifier initials<\/li>\n
- Discrepancy notes + resolution status<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
Uniqueness hook (COMPACT_TABLE):<\/strong> Make the \u201cHandoff fields\u201d list above a required form in your ATS\/CRM. It prevents the most common failure mode: interest is real, but ops can\u2019t confidently match the right clinician record to verify.<\/p>\n<\/span>Weighted Checklist:<\/span><\/h2>\nUse this to assign ownership fast. Score each question; if one column totals 6+ points, that team owns the task. If it\u2019s split, define the exact handoff field and \u201cdone\u201d condition.<\/p>\n | | | | | |
![\"54363\"](\"http:\/\/hc.heartbeat.ai\/wp-content\/webp-express\/webp-images\/uploads\/2026\/02\/credentialing-vs-sourcing-whats-different-0c6ff1d0.png.webp\")
<\/p>\n