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Office & Team Member Credentialing & Doc Manager Onboarding Guide

Set up and manage the Credentialing & Documents your organization wants to track.

Keep critical credentials and documents organized, current, and visible across your organization. CE Zoom provides two Credentialing & Document Compliance Managers designed to track requirements based on who is responsible for maintaining them.

Office Credentialing & Document Compliance Manager
Track credentials and documents maintained at the office or organization level, such as business licenses, facility permits, insurance policies, certifications, and other operational documentation. Monitor expiration dates, identify missing items, and maintain visibility into your organization’s document compliance.

Team Member Credentialing & Document Compliance Manager
Track credentials and professional documents that individual employees are required to maintain, such as CPR certifications, DEA registrations, malpractice insurance, radiology credentials, and other employment or professional requirements. Monitor completion and expiration status across your team and quickly identify employees who are missing required documentation or need to renew.

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Understanding Team Member Credentialing & Doc Compliance Manager

Learn how to read your dashboard, understand compliance statuses, identify team members needing attention, and manage credential and document requirements.

Knowledge-based Article

Video Tutorial
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Understanding Office Credentialing & Doc Compliance Manager

Learn how to read your dashboard, understand compliance statuses, identify requirements needing attention, and manage your office credentials and documents.

Knowledge-based Article

Vidoe Tutorial
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How to Add a Credentialing & Doc Compliance Group

Select a credential or document your organization wants to monitor. Once added, CE Zoom tracks team members who have that credential or document on their account, providing visibility into compliance, expirations, and upcoming renewals.

How-to Article

Video Tutorial
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How to Remove a Credentialing & Doc Compliance Group

Remove a credential or document requirement your organization no longer needs to track. Once removed, the requirement will no longer be included when monitoring credential and document compliance.

How-to Article

Video Tutorial

Get Your Team Set Up for Credential & Document Monitoring

Use the ready-to-send email template to request the credentials and documents your team members need to add to their CE Zoom accounts.

How to Customize & Send the Email Template

  1. Select Copy Email Template to copy the complete email to your clipboard.
  2. Paste the email into your preferred email application.
  3. Personalize the email by replacing all fields shown in bold brackets, such as [Employee Name], [Organization Name], and [Date].
  4. Customize the required credential and document list. We've included commonly monitored credentials and documents as a starting point. Remove any that don't apply to your organization and add any additional items your team members are required to maintain.
  5. Review and customize the message with any additional instructions or organization-specific information you'd like to provide.
  6. Send the email to the applicable team members so they can add and begin monitoring the required credentials and documents in their CE Zoom Professional accounts.

 

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Email Template

Hi [Employee Name],

As part of our organization’s CE Zoom setup, we are using the Credential & Document Compliance Manager to help keep required professional credentials and documents current and organized.

Please add the credentials and documents you maintain to your CE Zoom Professional account so our organization can view their compliance status and help stay ahead of upcoming renewals and expirations.

Please add the following required items to your account:

  • DEA
  • NPI
  • Radiology Badge
  • Disability, Malpractice, Liability Insurance

Once added, CE Zoom will help us identify when these items are current, approaching renewal, expired, or missing updated information. This gives our organization the visibility needed to coordinate renewals and maintain accurate compliance records.

To Get Started

How to Add Credentials & Documents

→ How-to Article
→ Video Tutorial

Full Onboarding Guide

Please complete this by [DATE].

If you have already added these items to your CE Zoom account, please take a moment to confirm that the information and renewal/expiration dates are current.

Thank you,

[Organization/Executive Suite Name]