CREDENTIALING REVIEWS - VENDOR SELECTION CHECKLIST
Updated October 8, 2026
Operated by Alevated Holdings LLC.
A buying aid, not a rating. Compare the same scope across candidates.
PRACTICE / PROVIDERS / LOCATIONS:
WORK NEEDED / INTERNAL OWNER:
CANDIDATE / PROPOSAL DATE:

[ ] Fit and coverage. Confirm provider types, practice size, states, locations and payers. Identify exclusions before requesting a price.
[ ] People or software. Name who collects records, submits, follows up and handles exceptions. Separate managed services from software access.
[ ] Scope and completion. Get included tasks, exclusions and the evidence that marks work complete in writing.
[ ] Total cost. Compare the same quantities and period: setup, recurring charges, transactions, integrations, training, extras and renewal changes.
[ ] Implementation. Request milestones for cleanup, migration, training, acceptance testing and handover. Name owners on both sides.
[ ] Support. Confirm hours, time zones, response targets and escalation. Ask for written confirmation of U.S.-based support if it matters to you.
[ ] Progress reporting. See a sample showing last action, blocker, next owner and follow-up date; confirm your access between reports.
[ ] Systems and data. Demonstrate the required connections, permissions and change history. Confirm implementation costs and responsibilities.
[ ] Exit and continuity. Request a usable export of documents and history; clarify notice, handover, open tasks and any exit charges.
[ ] Evidence and references. Check source dates, relevant customer experience and review volume. Company testimonials and sparse ratings are not typical-outcome evidence.

COMPARISON WORKSHEET
C = confirmed; Q = question open; X = outside scope. Record the evidence.
Requirement | Vendor A | Vendor B | Vendor C
Company / product | | |
Scope and coverage | | |
Responsibilities and support | | |
Total cost / billing unit | | |
Implementation and training | | |
Integrations / reporting | | |
Export / exit arrangements | | |
Open mandatory requirements | | |

DEMO: Using fictional records, identify a missing document, assign work, escalate a delay and export the result.
PREFERRED OPTION / REASONS:
UNRESOLVED REQUIREMENT / OWNER / DUE DATE:
NEXT ACTION / DECISION-MAKER:

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Do not include patient details, passwords or confidential documents in this worksheet.