Once staff credentialing is live, you can track who has started, who has submitted, and who still needs a reminder. You can also review submissions, verify them, or reject them if updated documentation is needed.
What you’ll find in this article
Where to find all credentialing templates and their status
How to view staff submissions for a specific template
How to filter by completion, verification, and Ankored status
How to send reminder emails
How to verify or reject submissions (individually or in bulk)
Before you start
This is available on the web browser only.
Step 1: Open the Staff Credentialing dashboard
In the left navigation menu, go to Staff > Credentialing.
You will see a list of your Staff Credentialing templates, each with a status:
Active: The template is within the Start Date and End Date window and is open for staff to complete.
Inactive: The template is outside the window and is closed for staff completion.
Note: Admins can also view completion on their Admin Dashboard in the Staff Credentialing card.
Step 2: Understand the links next to each template
Next to each credentialing template, you will see:
Settings: Opens the credentialing template form so you can update what staff are asked to complete or upload.
View: Opens the staff list for that template so you can review completion and submissions.
Tip: Clicking the template name opens the template details where you can adjust the Start Date, End Date, and the roles assigned to that template.
Step 3: View staff submissions for a specific template
From Staff > Credentialing, click View next to the credentialing template you want to review.
A staff list will open showing each staff member tied to that template, along with:
Completion Status
Approval Status
Ankored Status (if applicable)
Step 4: Filter and find the right staff members
At the top of the staff list, you can search for a specific staff member by name and filter using any combination of the filters below.
Completion Status
Complete
Incomplete
Not Started
Approval Status
Pending Verification
Verified
Ankored Status (if applicable)
Cleared
Incomplete
Optional
No Requirements
Not Activated
Not confirmed
Disqualified
If you want more detail on what each Ankored status means, refer to Ankored’s definitions here:
Step 5: Follow up with staff who are not done
See where someone stopped
If a staff member is marked as Incomplete, you can click into the Incomplete status to see which step of the credentialing form they stopped on.
Send reminder emails in bulk
At the top of the page, you can send reminder emails using a dropdown selection. You can choose to email:
Not Started or Incomplete
Incomplete only
Not Started only
After you select a group, Sprocket opens a draft email screen so you can write and send a reminder to that bucket of staff for that specific credentialing template.
Step 6: Verify or reject completed submissions
What “Pending Verification” means
Once a staff member submits their credentialing form, their Approval Status moves to Pending Verification. This indicates the submission is ready for admin review.
Verify, reject, or email one staff member
Use the three-dot menu next to the staff member to:
Verify
Reject
Send Email (an individual email)
Verify or reject multiple staff members at once
To take action in bulk:
Select staff using the checkbox next to each name.
Choose Verify or Reject to apply that action to everyone selected.
What happens if you reject a submission
Rejecting a staff member’s credentialing:
Moves them back to Incomplete
Reopens the credentialing banner for them
Allows them to update their information and submit new documentation for review
If you run into issues
If a staff member is not listed under View, confirm they have a role included in that credentialing template and that the template is within the active date window.
FAQs
Where do I find credentialing templates and their status?
Go to Staff > Credentialing to see all templates and whether each is Active or Inactive based on the Start Date and End Date window.
How do I review submissions for one template?
From Staff > Credentialing, click View next to the credentialing template you want to review.
How do I send reminders to staff who haven’t completed credentialing?
Use the reminder dropdown at the top of the staff list to email Not Started and/or Incomplete staff. Sprocket will open a draft email screen for that template.
What happens when I reject a submission?
The staff member is moved back to Incomplete, the credentialing banner reappears for them, and they can update their information and resubmit for review.