Credentialing Boot Camp

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Start Time:12:00 AM
End Time:12:00 AM
Contact Information
Additional Information

Provided by MHA Health Institute
MHA Health Institute Logo

Dates & Location

Tuesday, April 10, and Wednesday, April 11

Courtyard by Marriott
3301 LeMone Industrial Blvd.
Columbia, Mo.

Register on or before Tuesday, March 27.

MHA-member — $375
Nonmember — $475

The registration fee includes continental breakfast, refreshments, lunch and program materials.

This seminar is being offered at a reduced registration fee to MHA-member hospitals because of a contribution from the MHA Management Services Corporation. This seminar also is eligible for use of the MHA Health Institute coupon. Coupons were mailed to MHA-member hospital CEOs in mid-December.

Hotel Reservation

Online hotel registration:
Hotel cutoff date: Tuesday, March 20, 2018
Group code: SBCSBCA (King) or SBCSBCB (Double Queen)
Request MHA Health Institute room rate: $119 + tax for king or double queen


Medical staff services professionals, medical directors, vice president of medical affairs, quality improvement professionals, CEOs, and anyone involved with the credentialing and privileging functions


This program provides a practical, in-depth review of credentialing, recredentialing and privileging, including primary source verification. We will discuss applying criteria for appointment, reviewing the application for completeness, identifying “red flags,” roles in the review and approval process, meeting management, credentialing telemedicine and allied health professionals, coordinating the peer review process, and performing credentials file audits. This program is geared toward those new to these processes but can serve as a great refresher for the experienced credentialing professional. The lecture will be reinforced with table top exercises and other discussion-based sessions. There will be adequate time to discuss issues and answer questions.


Upon completion of this program, participants will be able to:

  • identify the Centers for Medicare & Medicaid Services’ regulations for credentialing and privileging
  • discuss credentialing and privileging requirements of The Joint Commission
  • identify and evaluate “red flags” in an application
  • define appropriate mechanisms for primary source verification and approved secondary or equivalent sources
  • recognize the roles of various persons involved in the review and approval process
  • determine effective mechanisms for credentialing and privileging allied health and telemedicine providers
  • discuss the medical services professional’s role in the peer review and hearing processes
  • evaluate meeting minutes to determine appropriate documentation


Tuesday, April 10

8:30 a.m. — Registration/Continental Breakfast

9 a.m. — Welcome and Introductions

9:15 a.m. — CMS Standards and State Regulations for Credentialing

10:30 a.m. — Break

10:45 a.m. — The Joint Commission Standards for Credentialing and Privileging

11:15 a.m. — Exercise: Whose standard is it?

11:30 a.m. — Roles and Responsibilities (Includes exercise: Whose job is it?)

Noon — Lunch (provided)

12:45 p.m. — Primary Source Verification (Includes exercise: Which secondary sources are appropriate?)

1:45 p.m. — Applying Criteria for Appointment (Includes exercise)

2:15 p.m. — Break

2:30 p.m. — Overview of “Red Flags” (Includes exercise)

3:30 p.m. — Adjournment

Wednesday, April 11

8:30 a.m. — Registration/Continental Breakfast

9 a.m. — Overview of Agenda

9:15 a.m. — Privileging: CMS Regulations, TJC Standards and State Regulations

10:45 a.m. — Break

11 a.m. — Credentialing and Privileging Telemedicine Providers

11:30 a.m. — Credentialing and Privileging Allied Health Professionals

Noon — Lunch (provided)

12:45 p.m. — Medical Staff Meeting Management (Includes exercise on documenting minutes)

1:30 p.m. — Peer Review and Due Process

2 p.m. — Break

2:15 p.m. — Credentials File Audits (Includes exercise in determining how long it will take to audit credentials files)

2:45 p.m. — Understanding Negligence in Credentialing

3:30 p.m. — Adjournment


Kathy Matzka, CPMSM, CPCS
Lebanon, Ill.

Kathy Matzka has authored several books related to medical staff services. For the past eight years, she has been the contributing editor for the credentialing industry’s premier credentialing publication, The Credentials Verification Desk Reference, and recently, its companion website.

Matzka is a highly-regarded industry speaker. She has developed and presented numerous programs for professional associations, hospitals and hospital associations on a wide range of topics, including provider credentialing and privileging, medical staff meeting management, peer review, negligent credentialing, provider competency, and accreditation standards.

Continuing Education

This course has been approved for National Association Medical Staff Services 9.5 continuing education credits. Accreditation of this educational program in no way implies endorsement or sponsorship by NAMSS.

All Other Participants — A certificate for 9.5 clock hours of attendance will be provided to each person who attends this program in its entirety.