Credentialing Maintenance Tracker for Therapists | CAQH Re-Attestation, Recredentialing & Expirations | Notion + Sheets

Stay on top of the credentialing clocks that keep running after you're paneled.

Log your last CAQH attestation and see the next one worked out for you (on a cycle you can adjust). Track each payer's recredentialing date, with overdue and due-soon flags. Get clear reminders before a license or malpractice policy expires. When something changes — a new address, a new malpractice carrier — a checklist shows every payer and directory you still need to update and logs when each one is done.

Two ways to use it (both included):

- Notion template: one click to Duplicate into your workspace. The Credentialing Hub has 4 linked databases (Credentials, Payers & Directories, Changes, Update Log) with relations, rollups and formulas already set up. Views: All Credentials, Needs Attention, All Payers & Directories, Recredentialing, Open Changes, All Changes and Update Log, plus Needs Attention, Recredentialing and Open Changes lists on the hub page.

- Google Sheet: a Dashboard plus Credentials, Payers & Directories, Changes, Update Log, Change Checklist and Lists tabs, with dropdowns, next-due dates, overdue flags and the change checklist.

What you get (instant digital download, one ZIP):

- Google Sheet tracker (.xlsx; open it in Google Sheets)

- One-page Setup Guide (PDF + DOCX) with the Notion template link

- Backup kit for building the Notion version by hand: 4 CSV files, a database structure doc, and an illustrated step-by-step walkthrough (PDF)

The CAQH cycle (120 days by default), the recredentialing cycle (36 months by default) and the 60-day reminder window are settings you can change. They're reminders you choose, not rules. Fictional sample data is included so you can see how everything works; delete it when you're ready.

Please note: this is a date and admin tracker only. It doesn't tell you what CAQH, a licensing board, or any payer requires. Verify current requirements with CAQH (CAQH ProView: https://proview.caqh.org/) and with each payer.

Fine print

Not HIPAA-compliant storage. Not an EHR. Not legal or clinical advice. This is an organizational template only. Keep client data wherever your own compliance obligations require.

This tracker records dates and admin steps only. It does not tell you what CAQH, a licensing board, or any payer requires. Re-attestation and recredentialing cycles vary and can change, so verify current requirements directly with CAQH (CAQH ProView: https://proview.caqh.org/) and with each payer. The cycle lengths in this template are adjustable settings, not rules.

All sample data is fictional.