The Credentialing Solution

Everything Medical Staff Leaders and Medical Services Professionals Need to Know

Sound credentialing and privileging are crucial to the success of any healthcare organization. However, challenges such as negligent credentialing, physician reentry, matching competencies to privileges, expanding scopes and roles for APPs, cross-specialty disputes, and the growing number of employed physicians can destabilize policies and practices and put the organization at risk. This session offers practical solutions to challenging credentialing and privileging issues, using interactive case studies and proven principles.

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Professional Education - National Seminars

Why consider this course:

Medical staff leaders and professionals will gain the skills and knowledge needed to build and sustain a credentialing and privileging program that protects patients, ensures fairness for physicians, and addresses today’s complex challenges.

Protect Yourself and Your Organization: Minimize personal and organizational risk by understanding today’s most common credentialing and privileging pitfalls—and how negligent credentialing cases are being judged.
Navigate Increasingly Complex Credentialing Decisions: Gain practical guidance on low and no volume practitioners, telemedicine, employed physicians, and evolving scopes of practice.
Pressure to “Rush” a Provider Through: Handle last minute demands to credential “by tomorrow” while managing red flags (e.g., malpractice history) without compromising standards.
Unclear Regulator/Accreditor Expectations: Get clarity on what regulators and accreditors allow/expect for temporary privileges and privileging approvals—so you don’t get caught out of compliance.
High stakes Gray Areas with No Easy Answer: Build confidence in making fair, defensible decisions when credentialing issues aren’t black and white—without eroding trust or safety.

Who should attend:

CMO/VPMA
Medical Staff & APP Leaders
Credentials Committee Chairs & Members
Department Chairs
Board Members
Medical Services Professionals
Risk Managers
Hospital Counsel
Recruiters & Healthcare
Administrators

Credentialing can be overwhelming and fraught with anxiety over risk exposure and missteps. Greeley is on your side with clear and useful education.

”

Keith Williamson, MD , Chief Medical Officer, United Regional

Course modules and what you will learn in each section:

The following modules are designed for a 12-hour course from our national seminar. For a custom education engagement we will work with you to select modules and modify them based on your needs.

MODULE

WHAT YOU WILL LEARN

Landmark Cases Establishing Legal Precedent

Explain the implications of landmark cases on credentialing practices today

Principles of Effective Credentialing & Privileging

Set up effective strategies for minimizing the risk of negligent credentialing lawsuits

Roles and Responsibilities in Credentialing

Define the roles and decision-making responsibilities of key stakeholders in credentialing and privileging and how they interact to ensure quality and due process

The Greeley Pyramid

Identify strategies for physicians to hold their peers accountable while helping them improve performance

If You Don’t Ask, They Don’t Have to Tell

Apply best practices for obtaining and evaluating application disclosures, verifications, and peer references to strengthen credentialing decisions and reduce risk

How do you know what to look for when Analyzing a Credentials File?

Identify common credential-file red flags and determine appropriate follow-up steps to resolve concerns and mitigate legal and patient-safety risk

Performance Monitoring for Credentialing and Privileging

Illustrate a practical approach to effective initial focused professional practice evaluation (FPPE)

Managing Imperfect Practitioners: Navigating the Path to Proficiency

Evaluate credentialing and privileging options for practitioners with nonstandard practice patterns (e.g., low volume, re-entry, limited scope) while maintaining fairness and patient protection

Dealing with the Evolving Landscape of Employed Practitioners

Formulate options for managing dual (management, medical staff) responsibilities related to employed physicians

How to Run a Meeting

Describe practical techniques for planning, leading, and documenting effective credentialing-related meetings to support sound decisions and reduce organizational risk

How to Create Privileging Criteria from A To Z: New privileges, technology, services, specialties, expanding scopes of practice

Identify best practices for aligning privileges with competency

How to manage temporary privileges and locum tenens

Gain practical strategies to apply compliant, defensible processes for temporary privileges and locum tenens—reducing risk, avoiding common pitfalls, and protecting patient safety

How to manage the expanding clinical role of APPs

Identify governance and privileging strategies to manage APP scope expansion, including competency validation, policy design, and liability considerations

Telemedicine: Credentialing by Proxy

Confidently leverage credentialing by proxy to expand telemedicine access

Featured speakers

Joe Cooper

Senior Consultant

Sally Pelletier, CPMSM, CPCS

Chief Credentialing Officer

Sally Pelletier serves as Senior Partner, Chief Credentialing Officer, and a dyad leader over the Greeley line of business within Chartis, where she provides strategic oversight and executive leadership for all Greeley consulting and managed services.

Frances Ponsioen, CPMSM, CPCS

Associate Partner

Frances Ponsioen is an Associate Partner with Greeley. She brings more than 25 years of healthcare experience to the firm, particularly in the areas of accreditation, regulatory compliance, credentialing, privileging, medical staff services operations, and centralized credentialing operations.

Laura Rife, MD, MBA

Senior Consultant

Raúl Zambrano, MS, MD, FAAFP, FACHE, MRO

Senior Consultant

Dr. Raúl Zambrano is a Senior Consultant with Greeley and Program Director at Marion Health Family Residency Program. He brings more than 20 years of consulting and healthcare experience to the firm, particularly in the areas of credentialing, medical staff relations, hospital operations, quality improvement, coaching, and telehealth.