AI in Action: Real-World Applications for Credentialing and Primary Source Verifications

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Course Description

Credentialing in healthcare demands precision, speed, and strict compliance-especially when patient safety is on the line. In this webinar we will explore how artificial intelligence is reshaping the credentialing process for medical staff offices and healthcare organizations.

Discover how AI-powered tools can point you to new primary source verification sites, reduce administrative burden, and enhance accuracy in provider credentialing. We’ll walk through real-world use cases, discuss implementation strategies, and highlight how AI can support regulatory compliance while improving turnaround times.

Whether you are part of a medical staff office, credentialing team, or healthcare HR department, this session will equip you with practical insights to modernize your workflows and elevate your credentialing standards.

Learning Objectives

• Describe how AI tools (like ChatGPT, CoPilot, Gemini or other search automation platforms) can assist in locating accurate contact information for primary source verification of employment, education, training, and malpractice history.
• Demonstrate methods for verifying whether educational institutions participate in centralized databases such as the National Student Clearinghouse or require direct contact with registrars or GME offices.
• Identify best practices and ethical considerations for integrating AI-assisted research into the credentialing workflow while maintaining NCQA, TJC, URAC, and CMS compliance standards.
• Explore real-world use cases where AI helps reduce turnaround times in credentialing without sacrificing accuracy.
• Recognize risks, limitations, and data privacy considerations when using AI for primary source verification.
• Explain how AI can support documentation and audit readiness for credentialing teams.
• Discuss tips for writing effective AI prompts to get accurate and useful verification information.
• Understand future trends and potential impacts of AI on credentialing processes.

Areas Covered in the Session

• Why use AI for credentialing
• What AI tools are we talking about
• Tips for prompts that yield the best results
• Use case scenarios employment, malpractice, education/training and case logs
• Ethical and compliance considerations
• Risks and limitations
• Best practice for AI use in credentialing
• Future implications that involve credentialing technology
• Live Q&A Session

Suggested Attendees

• Medical Staff Professionals in Hospitals and Clinics
• Payer Enrollment Staff
• Credentialing Staff at Any Other Health Care Organization Including Staffing Agencies
• Compliance Officers Overseeing Credentialing Processes
• Directors and Managers of Medical Staff Services
• Delegated Credentialing and CVO Staff
• Provider Enrollment and Network Management Teams
• Compliance Officers and Quality Assurance Staff Overseeing Credentialing
• Health Information Management (HIM) Professionals Supporting Verification
• Medical Record Supervisors Involved in Verification Workflows
• Practice Managers and Office Managers Responsible for Credentialing
• Human Resources and Provider Onboarding Staff
• Medical Staff Leaders and Committee Members
• NAMSS Members and Credentialing Educators
• IT and Data Teams Supporting Credentialing Systems and AI Tools
• Verification Specialists and Data Analysts Handling Primary Source Checks

About the Presenter

Charlene Frail-McGeever has been highly involved with credentialing and licensing providers since 1996. Her previous positions held include Credentialing Specialist for University of Utah Hospital & Clinics, Manager of Operations for CompHealth CVO, Director of Medical Staff Services for CHG Health Care, Assistant Director for Utah Medicaid, Director of Network Administration for Molina Health Care, and currently serves as the Credentialing Manager for University of Utah Health Plans & Health Choice Utah.

She holds a Master’s Degree in Business Administration with an emphasis in Human Resources Management from Wilkes University, and passed her Certified Provider Credentialing Specialist (CPCS) Exam with the National Association for Medical Staff Services (NAMSS) in 2017.   In 2021 she became a NAMSS instructor teaching Credentialing 101, 201 and the CPCS prep course. This year she will be teaching the Certified Payor Enrollment Specialist (CPES) course and sitting for the certification exam as soon as it is offered.

In March of 2020 she moved full time to her cabin and spends a lot of her time watching her husband Jim, fish the Henry’s Fork in Island Park, Idaho and hiking and biking in Yellowstone National Park any time she can. Mentioning pumpkins or black cats will immediately make her smile.

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Additional Information

After Registration: You will receive an email with login information and handouts (presentation slides) that you can print and share with all participants at your location.

System Requirement:

• Internet Speed: Preferably above 1 MBPS
• Headset: Any decent headset and microphone which can be used to talk and hear clearly

Live Course Cancellation Policy: If for any reason Skillacquire need to cancel this program, Skillacquire will notify participants by email of the cancellation no less than 24 hours prior to the expected start time.

Can’t Listen Live? No problem. You can get access to an On-Demand webinar. Use it as a training tool at your convenience.

For more information, you can reach out to the below contact:

Toll-Free No: 1-302-444-0162

Email: care@skillacquire.com 

This is a Live Virtual session.

A new way of immersive learning that allows you to engage live with our instructor and peers providing you with the flexibility to juggle the new work-life balance.

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