Credentialing Reports

Reports in MedTrainer Credentialing provide powerful, customizable analytics and data insights that let administrators monitor every aspect of provider credentialing, such as document expirations, enrollment status, provider activity, and more in real-time. These reports can be filtered, sorted, saved, scheduled (daily/weekly/monthly) and exported (CSV/XLSX) to be shared with stakeholders or presented in audits. The system offers “highly-customizable reports with real-time visibility across providers, payers and locations” so teams can spot bottlenecks, track trends, and improve compliance and operational efficiency.

In practice you’ll navigate to the Reports module, select your desired dataset (e.g., Providers, Documents, Enrollments), apply filters (e.g., status = “Expiring”, date range = last 30 days), use optional pivot capability for deeper insight, then either view the results in the platform or export for external use. Logs and audit trails are recorded automatically so you can trace changes and ensure accountability.

In the MedTrainer Credentialing platform, reports provide a detailed view into every facet of your credentialing and enrollment workflows. You can access data sets that include provider profile information (demographics, NPI, specialty, assigned locations), document statuses (type, status Active/Expired/Expiring, expiration dates), verification outcomes (date verified, source URL, verification status), enrollment application status (submitted date, payer, workflow state, timeline/aging), exclusions and sanctions (OIG/SAM matches, status), privileging and appointment details (privilege type, approval status, effective and expiration dates), and organizational metrics (business entity, location, payer performance). These details can be filtered, sorted, exported and scheduled to help you monitor workflow health, identify bottlenecks, and demonstrate audit-readiness. 

Yes — when using pivot data sets in the MT | Credentialing module of MedTrainer, there is a practical column limit to maintain performance and usability: most accounts are configured with a limit of 50 columns for pivot data sets. At present, one report in use has reached 200 columns, and the system is capable of supporting up to 2,000 columns for “regular” data sets (non-pivot).

If you anticipate needing more than 50 columns in a pivot data set, consider breaking the report into multiple pivot views or switching to a regular data set type, which supports higher column counts.

 Tip: Use filters and aggregation instead of simply adding more columns to keep dashboards and reports easier to read and faster to load.

Yes — while you can schedule reports for regular delivery (e.g., daily, weekly, monthly) in the MedTrainer Credentialing platform, there is a limit on how many records a scheduled report can contain. According to the latest update, scheduled reports are capped at 2,000 records when exported in either CSV or Excel format.