Submitting additional documentation for credentialing

Updated

To ensure a smooth credentialing process and maintain your active status on Headway, we may occasionally request additional information or updated documentation after your initial intake. 

These requests are managed through a streamlined task system designed to keep your credentialing or re-credentialing process moving forward without unnecessary delays.
 

Identifying required action

If we need more information to proceed with your applications, we will notify you through two primary channels:

  • In-product banners: Log in to Sigmund and check your Insurance status page. A red Action Required banner will appear, and specific insurance carrier cards will be marked with an Action needed flag. 
     
  • Email notifications: Watch for an initial email outlining the specific information or document needed. We will also send periodic reminders for any tasks that remain open.

 

Understanding the request

We generally request additional documentation for one of the following reasons:

  • Incomplete initial submissions: Information provided during intake was incomplete or lacked specific details required by insurance carriers.
  • Document non-compliance: A submitted document (e.g., a Certificate of Insurance/COI) did not meet specific payer requirements.
  • Expired documentation: A previously submitted document is now expired, and an updated copy is required for your file.
  • Role-specific requirements: Certain roles, such as Nurse Practitioners in specific states, require the submission of supervising physician details.
     

Submitting documentation

To resolve tasks as quickly as possible, use the submission tools in your provider portal rather than sending documents directly via email.
 

Option 1: Submit via the Insurance status page (recommended)

The most efficient way to resolve a request is directly through Sigmund, the provider portal.

  1. Navigate to the Insurance status page in Sigmund

  2. Click the Submit here or Submit login button located within the red banner

  3. Use the window that appears to securely enter credentials (such as CAQH or Medicaid logins), or drag and drop files (such as an updated COI)
     

Option 2: Submit via email links

Every notification email you receive includes a Submit your documentation here button. Click the link to route directly to the appropriate secure form, or Sigmund, to complete the requirement.

A note for Nurse Practitioners (NPs)

If you are an NP with independent practice authority and do not require a supervising physician, upload a copy of your license in place of the collaborative agreement to satisfy the system requirement.

 

Resolving submission errors

Our system performs an automated review of certain uploaded documents. If a submission fails this automated check, the system will prompt you to try again.

If you are certain your document is compliant, or if you experience technical issues:

  1. Open the submission pop-up in Sigmund
  2. Click the Contact us button located in that window

 

Please note: Using this specific button submits your information directly to our credentialing team for a manual review, bypassing automated blocks. Please double check that the information you submit via these forms is complete to avoid further delays.

Disclaimer: This document is for educational purposes only and is not intended as professional or legal advice. It may contain errors or missing information, and recent changes in policies, regulations, or payer requirements may not be reflected. Because requirements vary by organization and jurisdiction, please consult legal counsel, the appropriate regulatory or licensing authority or your designated Headway contact for guidance specific to your situation.

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