CAQH ProView Quick-Start Checklist

Complete setup or update guide — the 12 fields most commonly missed and the attestation schedule that keeps your applications moving.

Why this matters: CAQH ProView is the central credentialing hub used by most commercial payers. An incomplete or expired CAQH profile will automatically stall applications at every payer that queries it — often without notifying you. This checklist ensures your profile is complete, current, and will pass a payer data pull.

📋 Section 1 — Account Setup

Create CAQH ProView account at proview.caqh.org

Use provider's individual NPI as the primary identifier. Each provider needs their own account — do not share logins.

Enter and confirm correct Individual NPI (Type 1)

Must match NPPES exactly — including name spelling. Middle name/initial discrepancies cause holds.

Critical

Set practice location(s) — every location where services are rendered

Each payer application is location-specific. Missing a location = not credentialed there.

Common miss

Grant data authorization to all target payers

In the Authorizations tab — payers cannot pull your data unless you've authorized them. Many providers skip this.

Critical

🪪 Section 2 — Professional Information

Upload current medical license (front + back if applicable)

Must be unexpired. Upload new license immediately upon renewal — do not let it lapse in CAQH even if the physical license arrived.

Critical

Upload DEA certificate (if applicable to specialty)

DEA address must match the practice address on the CAQH profile. If you have DEA in multiple states, upload all of them.

Enter all board certifications with exact dates

Initial certification date and expiration (for time-limited certs). Board-certified providers often see faster approvals.

Complete education and training history — all medical schools, internships, residencies, fellowships

Dates must match your CV exactly. Gaps or mismatches trigger additional verification requests from payers.

Common miss

List all hospital affiliations and privileges

Include current affiliations only. Some payers require hospital privileges for credentialing — check payer requirements.

📄 Section 3 — Insurance & Malpractice

Upload current malpractice certificate of insurance

Most payers require minimum $1M per occurrence / $3M aggregate. Certificate must name the practice entity as additional insured.

Critical

List all prior malpractice carriers (last 5 years)

Include tail coverage if you switched carriers. Gaps in coverage history are a credentialing red flag.

Disclose any malpractice claims, settlements, or actions

Omission is worse than disclosure. Payers run independent verifications — undisclosed claims will surface and cause denial.

Do not skip

✅ Section 4 — Attestation & Maintenance

Review entire profile for accuracy before attesting

Read every field. CAQH attestation is a legal statement that information is accurate and complete.

Complete attestation — profile status must show "Authorized"

Unattested profiles cannot be queried by payers. "Authorized" status is required for any payer to access your data.

Critical

Set a calendar reminder to re-attest every 90 days

CAQH attestations expire. An expired attestation during an active application can reset your timeline at any payer querying your data.

Critical

⚠️ The 12 Most Commonly Missed CAQH Items These are the fields that cause the most application delays. Double-check each one:

#	Missed Item	Why It Matters
1	Payer authorization not granted	Payer literally cannot see your profile
2	Practice location missing or wrong address	Credentials tied to wrong location
3	License uploaded but expired	Triggers immediate hold
4	DEA address ≠ practice address	Mismatch = additional verification
5	Malpractice cert not uploaded (only policy number entered)	Payers require the certificate, not just the number
6	Training gaps in education history	Triggers manual verification
7	Board cert expiration date missing	System flags as incomplete
8	Profile attested but not re-attested after 120 days	Status reverts; applications stall
9	Name spelling doesn't match NPPES exactly	Identity mismatch triggers hold
10	Hospital privileges listed incorrectly or outdated	Payers verify directly with hospitals
11	Prior malpractice carriers not listed	Omission discovered in background check = denial risk
12	Group NPI vs. Individual NPI confusion	Wrong NPI type on profile causes claim routing errors