Free Credential Tracking
Spreadsheet Template
Stop wondering which credentials are about to expire. Download our free template and get your entire practice organized in minutes.
CSV format · Works in Excel, Google Sheets, and Numbers · No signup needed
What's in the template
Seven columns designed to capture every credential detail you need.
Get started in 3 steps
From download to full credential tracking in minutes.
Download the template
Get the CSV file — no account needed. Open it in Excel, Google Sheets, or Numbers.
Fill in your credentials
Add your providers, credential types, license numbers, and expiration dates row by row.
Import to CredVault
Upload the completed file to CredVault. Our AI bulk import creates credential records automatically.
Why a spreadsheet isn't enough
A template helps you organize data — but it won't alert you before something expires.
No expiration alerts
Spreadsheets sit still. Unless you check them daily, you won't know a credential expired until it's too late.
No automatic remindersManual updates only
Every row must be updated by hand. When a provider renews, adds a new state license, or changes payers, you have to remember to update the sheet.
No audit trailNo team visibility
Spreadsheets live on one person's computer. If that person is out sick or leaves, your entire credential tracking system disappears.
No shared accessFrequently asked questions
Download the template. Then level up.
Start with the spreadsheet. When you're ready for automated renewal tracking, 30-day alerts, and audit-ready reports, CredVault has you covered.
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