How to Manage/Organize P&C File Folders
LIP: License Individual Practitioners- goes in the Redish-Brown Files w/ 6 sections
Physicians, Dentist, Pharmacists, NP, PA, LCSW, LACs, LCPCs, Locum Tenens, Individual Contractors
Section 1: Verification Checklist for P&C Provider Self Checklist, Approval Letter
Section 2: Application or CAQH , CV
Section 3: Credentials | License, Board Certification, Dimploma, Transcripts
Section 4: Identification (DL or Passport), NPDB, OIG, SAMS, Liability Attestation
Section 5: CE certificates, CE Log Verification (every 2 years)
Section 6: Privilges | Privileging Form, Fit for Duty, Code of Ethics, 340B, Attestation&Liability Form
Hospital Privileges, Immunizations, CPR, Signature Template for releases
THE COMPETENCIES JUST STARTED for MAs/Nurses 6/2022
OLCP: Other Licensed Clinical Practitioners- goes in the Light Blue Files w/ 4 sections
Retail Pharmacists, RN, LPN, Pharmacy Techs, Dental Hygienists, Nutritionist, AMT, MA
Section 1: Verification Checklist for P&C, CV, Application or CAQH
Section 2: Credentials | License, Board Certification, Dimploma, Transcripts
Identification (DL or Passport), NPDB, OIG, SAMS, Liability Attestation
Section 3: CE certificates, CE Log Verification (every two years)
Section 4: Privilges | Privileging Form, Fit for Duty, Immunizations, CPR
OCS: Other Clinical Staff- goes in the Seafoam File w/ 3 sections
MA without certification, Dental Assistants, Community Health Workers, Care Manager
Section 1: Application, Verification Checklist for P&C
Section 2: Credentials | CV any certificates for their job or trainings, Identification (DL or Passport), OIG, SAMS
Section 3: CE Certificates, CE Log (every two years, not everyone will have due to no certifications/license)
Section 4: Fit for Duty, Immunization, CPR
NOT ALL FILES WILL CONTAIN CERTIFICATES
When checking files, put make sureNotes most for completing
recented this:
signed and dated forms are on top of the old
forms
Note what is missing from each file. If file is completed put a check mark in complete.
Attached is a list of all staff that should have files and which file color they should have if in wrong
file color highlight the staff member and change to the correct file color.
How to Manage/Organize P&C File Folders
LIP: License Individual Practitioners- goes in the Redish-Brown Files w/ 6 sections
Physicians, Dentist, Pharmacists, NP, PA, LCSW, LACs, LCPCs, Locum Tenens, Individual Contractors
Section 1: Verification Checklist for P&C Provider Self Checklist, Approval Letter
Section 2: Application or CAQH , CV
Section 3: Credentials | License, Board Certification, Dimploma, Transcripts
Section 4: Identification (DL or Passport), NPDB, OIG, SAMS, Liability Attestation
Section 5: CE certificates, CE Log Verification (every 2 years)
Section 6: Privilges | Privileging Form, Fit for Duty, Code of Ethics, 340B, Attestation&Liability Form
Hospital Privileges, Immunizations, CPR, Signature Template for releases
THE COMPETENCIES JUST STARTED for MAs/Nurses 6/2022
OLCP: Other Licensed Clinical Practitioners- goes in the Light Blue Files w/ 4 sections
Retail Pharmacists, RN, LPN, Pharmacy Techs, Dental Hygienists, Nutritionist, AMT, MA
Section 1: Verification Checklist for P&C, CV, Application or CAQH
Section 2: Credentials | License, Board Certification, Dimploma, Transcripts
Identification (DL or Passport), NPDB, OIG, SAMS, Liability Attestation
Section 3: CE certificates, CE Log Verification (every two years)
Section 4: Privilges | Privileging Form, Fit for Duty, Immunizations, CPR
OCS: Other Clinical Staff- goes in the Seafoam File w/ 3 sections
MA without certification, Dental Assistants, Community Health Workers, Care Manager
Section 1: Application, Verification Checklist for P&C
Section 2: Credentials | CV any certificates for their job or trainings, Identification (DL or Passport), OIG, SAMS
Section 3: CE Certificates, CE Log (every two years, not everyone will have due to no certifications/license)
Section 4: Fit for Duty, Immunization, CPR
NOT ALL FILES WILL CONTAIN CERTIFICATES
When checking files, put make sureNotes most for completing
recented this:
signed and dated forms are on top of the old
forms
Note what is missing from each file. If file is completed put a check mark in complete.
Attached is a list of all staff that should have files and which file color they should have if in wrong
file color highlight the staff member and change to the correct file color.
