Providers
Name, credential, NPI, specialty, location, start date, employment status, notes. Every other tab pulls names from here, so they stay consistent instead of drifting into three spellings of the same person.
Free template
Six tabs: providers, credentials, payer enrollment, CAQH, a dashboard that counts what is overdue, and a page on how to use it. Excel or Google Sheets.
Inside the file
Name, credential, NPI, specialty, location, start date, employment status, notes. Every other tab pulls names from here, so they stay consistent instead of drifting into three spellings of the same person.
Type, issuing state or body, ID number, issue date, expiration date, days left, status, renewal started, responsible person, notes. Days left and status calculate themselves.
Payer, plan or network, request type, submitted date, how it was submitted, confirmation number, payer contact, status, last follow-up, days since follow-up, next follow-up due, effective date, payer provider ID or PTAN, group TIN, claims being held, notes.
CAQH provider ID, last attestation date, next attestation due, days left, status, profile complete, documents expiring inside the profile, notes. Next due is the last attestation plus 120 days, calculated for you.
What you read on a Monday: what expired, what expires in 30, 60 and 90 days, attestations overdue, applications open, applications where the payer is waiting on you, applications quiet for 30 days, pairs with claims held.
Limits
It is a real tool and it will hold a small practice together. The limits below are structural, not a formula problem.
The dates are right and nothing tells you about them. You have to open it.
Someone overwrites a status and the previous one is gone for good.
The COI and the payer letter sit in a folder. The row holds a number.
Two disagreeing NPIs both sit there quietly. The payer will not.
Room for a small practice, not for a growing one.
That is the failure mode, and it is not a wrong date sitting in the file. It is a right date sitting in a file nobody opened that week.
When to switch
Two providers and three payers is six pairs plus a handful of credential rows. The sheet is the right tool for that, and buying software for it would be silly.
Eight providers across twelve payers is 96 pairs, and this file holds 40 rows a tab. Add multi-state licensure and you are re-sorting every time someone asks a question. At that point the sheet is not tracking anything — it is where the tracking used to happen.
There is a version that works longer: auto-calculated windows, separate views by role, escalation rules. Some practices build it. What it costs is the weeks spent building and maintaining it, on top of the work you already have.
Sokndall is that, already built: the same fields, the same logic, plus the email on Monday morning that a file cannot send you.
FAQ
At minimum: one row per credential per provider with an expiration date and a calculated days-left column, and one row per provider per payer for enrollment, with a submitted date, a status, and the date of the last follow-up. Most homemade trackers have the first and not the second, which is why they catch expirations and miss applications that stopped moving.
This one. Six tabs, the formulas already written, and no account required — an email address and the file arrives. It covers providers, credentials with calculated expiry windows, payer enrollment with a follow-up log, CAQH attestation dates on the 120-day cycle, a dashboard, and a page explaining how the whole thing fits together.
Both. The formulas are limited to functions that behave the same in each, so nothing breaks when you upload the file to Drive or download it back out again. Conditional formatting carries across as well. There is no macro, no script and no add-on, which is deliberate: an IT department will not have to approve anything.
When you can no longer answer what needs attention this week without opening the file and reading all of it. That is usually somewhere past forty provider-payer pairs, but the row count is not really what breaks. What breaks is that the sheet cannot tell you anything you did not think to ask, and follow-up is entirely made of things you forgot to ask about.
It is free and it will tell you where you land. If it stops holding, the paid version is on the pricing page.