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healthcare operations

The paperwork that runs a practice. Not its patient records.

Credentialing packets, payer enrollment, vendor agreements and staff onboarding, filled once and signed once. Patient information stays out of Mezdoc, and this page says exactly where the line is.

belongs in mezdoc

  • Provider credentialing packets
  • Payer enrollment forms
  • Vendor and service agreements
  • Staff onboarding and policy acknowledgements
  • Facility and equipment forms
  • Referral partner agreements

keep out of mezdoc

  • Patient intake and medical history
  • Consent forms with patient details
  • Discharge summaries and clinical notes
  • Referral letters about a patient
  • Anything else that is protected health information

Mezdoc does not sign business associate agreements.

A credentialing packet, start to finish

  1. send

    One link to the provider

    The link can ask for an email code first, expire after a set number of days and stop after one use.

  2. fill

    Answered once

    Name, license numbers, addresses and dates fill every form in the packet, so no two pages disagree.

  3. file

    Signed and returned

    One signature fills every signature line. You get the packet, and your system gets a signed webhook.

Each provider gets the forms that apply to them.

A nurse practitioner, a surgeon with privileges and a locum do not sign the same packet. Write each rule once, and the packet follows the answers.

Your credentialing team decides what each provider needs. Mezdoc applies those rules and records what went out.

Sample include rules for a credentialing packet
When the provider answersThe packet gets
hospital_privileges == trueThe privileges application
provider_type == "NP"The collaborative practice agreement
dea_registered == trueThe DEA registration attestation
malpractice_claims > 0The claims history supplement

Questions from healthcare operations teams.

Can we put patient information in Mezdoc?

No. Mezdoc does not sign business associate agreements, so please keep protected health information (PHI) out of it: no patient intake, consent forms with patient details, clinical notes or discharge paperwork.

Read the security page
What healthcare paperwork fits?

The operations side: provider credentialing and payer enrollment packets, vendor and service agreements, facility forms, and staff onboarding and policy acknowledgements. Paperwork about the practice and its people, not its patients.

Can a provider fill and sign on a phone?

Yes. Send a link that can ask for an email code first. The provider answers once, signs once, and every document in the packet is filled from those answers.

Start with your credentialing packet.

Upload the forms you send providers today, add the rules, and send your first link.

Free plan, no card