Credentialing Tracking Template for Mental Health Therapists
Stay organized and never miss a deadline with this all-in-one credentialing tracking spreadsheet template for mental health therapists, private practices, and clinics. Designed to streamline your credentialing process, this credentialing spreadsheet helps you track licenses, insurance applications, CAQH info, and recredentialing deadlines all in one place.
✅ What’s Included in This Credentialing Tracking Spreadsheet
Provider Name & Credentials (dropdown options for LCSW, LMFT, LPC, Psychologist, etc.)
NPI Number
License Number & Expiry (with visual date picker in Google Sheets/Excel)
License State
CAQH ID & CAQH Status (dropdown from setup tab)
Insurance Company (dropdown)
Application Submitted Date & Application Status (dropdown)
Effective Date & Recredentialing Expiry (with visual date picker)
Notes
Recredentialing Status (dropdown from setup tab)
Admin / Responsible
This credentialing tracking template allows therapists and clinic managers to keep all provider credentialing information in one easy-to-use spreadsheet.
📊 Dashboard Overview
Pending Applications by Insurance Company: Quickly filter to see which providers still have applications pending for a specific insurance company.
Applications by Status: Get a summary of providers in any status (Approved, Pending, Denied).
Insurance Recredentialing Expiration: See how many providers are approaching their recredentialing deadlines, broken down by <30 days, 31–90 days, and >90 days. Pre-set conditional formatting highlights approaching deadlines automatically.
Provider License Expiration: Track upcoming license renewals to remind providers and maintain compliance.
🌟 Why You’ll Love This Credentialing Spreadsheet
Save hours of admin work and prevent missed deadlines
Built specifically for mental health therapists, private practices, and clinics
Dropdowns, date pickers, and automated formatting make tracking fast and accurate
One spreadsheet to manage licenses, insurance applications, and recredentialing all in one place
This credentialing tracking spreadsheet template is perfect for therapists managing multiple providers or solo practices looking to simplify their credentialing workflow.
Credentialing Tracking Template for Mental Health Therapists
Stay organized and never miss a deadline with this all-in-one credentialing tracking spreadsheet template for mental health therapists, private practices, and clinics. Designed to streamline your credentialing process, this credentialing spreadsheet helps you track licenses, insurance applications, CAQH info, and recredentialing deadlines all in one place.
✅ What’s Included in This Credentialing Tracking Spreadsheet
Provider Name & Credentials (dropdown options for LCSW, LMFT, LPC, Psychologist, etc.)
NPI Number
License Number & Expiry (with visual date picker in Google Sheets/Excel)
License State
CAQH ID & CAQH Status (dropdown from setup tab)
Insurance Company (dropdown)
Application Submitted Date & Application Status (dropdown)
Effective Date & Recredentialing Expiry (with visual date picker)
Notes
Recredentialing Status (dropdown from setup tab)
Admin / Responsible
This credentialing tracking template allows therapists and clinic managers to keep all provider credentialing information in one easy-to-use spreadsheet.
📊 Dashboard Overview
Pending Applications by Insurance Company: Quickly filter to see which providers still have applications pending for a specific insurance company.
Applications by Status: Get a summary of providers in any status (Approved, Pending, Denied).
Insurance Recredentialing Expiration: See how many providers are approaching their recredentialing deadlines, broken down by <30 days, 31–90 days, and >90 days. Pre-set conditional formatting highlights approaching deadlines automatically.
Provider License Expiration: Track upcoming license renewals to remind providers and maintain compliance.
🌟 Why You’ll Love This Credentialing Spreadsheet
Save hours of admin work and prevent missed deadlines
Built specifically for mental health therapists, private practices, and clinics
Dropdowns, date pickers, and automated formatting make tracking fast and accurate
One spreadsheet to manage licenses, insurance applications, and recredentialing all in one place
This credentialing tracking spreadsheet template is perfect for therapists managing multiple providers or solo practices looking to simplify their credentialing workflow.
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