Question 1

Do I need a credit card to start the free trial?

Accepted Answer

No. Start your 14-day trial with just your email. Add billing details only when you're ready to subscribe.

Question 2

Can I change plans later?

Accepted Answer

Yes, upgrade or downgrade at any time. Changes take effect at the next billing cycle.

Question 3

What counts as a 'provider'?

Accepted Answer

Any licensed clinician you track credentials for — physician, NP, PA, CRNA, etc.

Question 4

Can I import our existing tracker?

Accepted Answer

Yes. Upload an Excel, CSV, PDF, or image tracker and review parsed provider and credential records before saving them.

Question 5

Can my team use the same account?

Accepted Answer

Invite team members with role-based access so billing, admin, and credentialing users can help manage the same practice roster.

Question 6

Can I export my data?

Accepted Answer

Yes. CredVault supports CSV exports for credential reports and provider review. Export important data before canceling or deleting an account.

Question 7

What happens when my trial ends?

Accepted Answer

You'll be prompted to subscribe. If you do not subscribe, account access may be limited; contact support if you need an export.

Question 8

Is my data secure?

Accepted Answer

Yes. Data is encrypted in transit (TLS) and at rest. We do not sell your data — we use subprocessors only to operate the service (hosting, email, SMS, AI parsing, payments). See our Trust & Security page for details.

Question 9

Will CredVault sign a BAA?

Accepted Answer

Business Associate Agreements are available on request for covered entities that require one. Do not upload patient PHI unless a BAA is fully executed. Email hello@sycana.com to request a BAA.

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Frequently asked questions