Credentialing Tracking Spreadsheet Template

Credentialing Tracking Spreadsheet Template for ABA & BCBA Clinics

Stay ahead of deadlines and simplify the BCBA credentialing process with this all-in-one credentialing tracking spreadsheet template. Built for ABA practices, BCBA managers, and clinic administrators, this credentialing spreadsheet keeps every provider’s information, insurance status, and license dates in one easy-to-manage place.

✅ What This Credentialing Tracking Spreadsheet Includes

This ready-to-use credentialing spreadsheet template comes pre-set with dropdowns, date pickers, and conditional formatting for seamless use in Google Sheets or Excel. You’ll be able to track:

• Provider Name & Credentials (dropdown)

• NPI Number & License Number

• License Expiry (with visual date picker)

• License State

• CAQH ID & CAQH Status (dropdown)

• Insurance Company (dropdown)

• Application Status (dropdown)

• Effective Date & Recredentialing Expiry (with visual date picker)

• Notes & Admin/Responsible Person

• Recredentialing Status (dropdown)

This makes credentialing BCBA providers and managing multiple insurance company applications far easier.

📊 Dashboard for Credentialing Tracking

The credentialing tracking template also includes a built-in dashboard that gives you a quick glance at where things stand:

• Pending Applications by Insurance Company

  • Use a dropdown filter to view all providers with applications still pending.

  • Get an instant breakdown of application status across insurance payors.

• Applications by Status

  • Summarize providers in any status (e.g., Pending, Approved, Denied).

  • Great for tracking the entire credentialing BCBA workflow.

• Insurance Recredentialing Expiration

  • See providers approaching recredentialing deadlines grouped by:

    • <30 days (red alert)

    • 31–90 days (yellow warning)

    • 90 days (green / upcoming)

• Pre-set conditional formatting in both Google Sheets and Excel.

• Provider License Expiration

  • Monitor licenses nearing expiration so you can remind providers to renew.

🌟 Why Choose This Credentialing Spreadsheet Template?

• Specifically designed for the BCBA credentialing process and ABA clinics

• Easy-to-use credentialing tracking spreadsheet with dropdown menus and automation

• Dashboard view shows deadlines and statuses at a glance

• Prevents missed deadlines, claim denials, and compliance risks

• Save hours of admin time and keep your credentialing organized

👉 Whether you’re a solo BCBA or managing a clinic, this credentialing tracking spreadsheet template is the easiest way to stay organized, compliant, and stress-free.