Preview the CredVault dashboard
Review a static sample dashboard before you start. See how CredVault organizes credentials, flags upcoming expirations, and prepares reports from one screen.
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All Credentials
Three things you'll use every day
The dashboard is just the beginning. Every feature is designed to reduce manual work and prevent costly lapses.
Practice-wide dashboard
One view of every provider's credential health — expired, critical, expiring, and active. Know exactly where your practice stands in seconds.
Automated alerts
Multi-threshold reminders before expiration. Get notified at 60, 30, 14, and 7 days so renewal windows are easier to manage.
Payer context
Track payer fields alongside credential dates so renewal follow-up is easier to connect with enrollment and claims operations.
From preview to daily operations
Three steps to turn this preview into a working credential tracking workspace.
Upload your spreadsheet
Generate a free risk report by uploading your existing credential tracker. See exactly what's expiring, what's missing, and where your practice is at risk.
Start a free trial
Begin a 14-day trial and import your actual provider and credential data with AI-assisted bulk import, then review before saving.
Enable automated reminders
Set up multi-threshold alerts across your entire practice. Get emails at 60, 30, 14, and 7 days before expiration so deadlines stay visible.
Questions about the preview?
Is this a live app or a product preview?
This page is a static dashboard preview that shows the main workflow and sample data. Start a free trial to use the real dashboard with your practice data, or generate a risk report from an uploaded tracker.
Can I import my current spreadsheet?
Yes. Upload your existing credential tracker (Excel, CSV, or PDF) on the risk report page or during onboarding. CredVault helps parse provider and credential data for your review.
Can I upload documents after starting?
Yes. You can attach credential documents to provider records so renewal files and source documents stay with the credential they support.
Can teammates help manage reminders and reports?
Yes. Invite team members with role-based access so administrators, billing users, and credentialing coordinators can share the same practice roster without sharing a login.
How long does setup take?
Many practices can import a basic roster in minutes. Larger or messy files may need review before the dashboard is complete.
What credentials does CredVault track?
Medical licenses, DEA registrations, CAQH ProView attestations, malpractice policies, board certifications, NPI records, and controlled substance permits — for every provider and every state.
What are the HIPAA and BAA boundaries?
CredVault is intended for provider credential metadata and related provider documents, not patient records. Do not upload patient PHI unless a Business Associate Agreement is fully executed.
Can I try before I buy?
Absolutely. Start a 14-day free trial with access to the core credential tracking workflow. No credit card required. If CredVault isn't right for you, cancel in one click.
Ready to try it with your data?
Upload your current credential tracker and see how CredVault surfaces renewal risk — no commitment required.
No credit card · 14 days free · Cancel anytime