Embedded Files
Client-Exclusive Webinar: Summer 2026: What's New & What's Next | July 21, 2026 at 11 a.m. PT
Task Module is a centralized workflow tool that enables administrators to create, assign, track, and manage tasks across credentialing, compliance, and enrollment processes—streamlining which steps need to be done, by whom, and by when, while capturing accountability and ensuring transparent progress.
Task Module - User Guide
Task Module - User Guide
FAQs
What task types are currently available?
What task types are currently available?
Within the Task module, the following task types are currently available:
Document request
Verification - Board Certification
Verification - Professional License
Verification - Drug Enforcement Administration (DEA)
What is the difference between the Tasks module and the tasks on the Admin Dashboard?
What is the difference between the Tasks module and the tasks on the Admin Dashboard?
The tasks included in the Admin Dashboard are only enrollment tasks. Tasks in the Tasks module include document request and verification. Both types of tasks are available in the Provider’s Profile as well.
Page updated
Report abuse