My Credentials
Upload and track your required documents.
Upload a document
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○ Back — not attached
My documents
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Use your work email and password.
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Contact your administrator if you need access.
Upload and track your required documents.
Verified documents for your linked staff.
Manage staff credentials and track expirations.
| Staff member | Document | Issued | Expires | Status | Verified | Uploaded | Actions |
|---|
Everyone who's missing at least one tracked document — required or optional — sorted by the most outstanding first. This reflects what applies to their specific discipline. Filter below to focus on just required items, just optional ones, or a specific document type.
Available on the Pro plan — see exactly who's missing what, and export a PDF report anytime. Contact Selko to upgrade.
| Staff member | Document | Expiration | Days remaining | Status | Last reminder |
|---|
Staff member will need a Supabase invite to set their password before they can log in.
| Name | Title | Type | Status | Actions |
|---|
Track which staff are confirmed in-network with which payers. Manage the payer list itself under Settings.
| Staff | Payer | Status | Submitted | Confirmed | In-network | Expires | Conf. code | Provider ID | Group ID | Notes | Actions |
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| Entity | Payer | Status | Submitted | Confirmed | In-network | Expires | Conf. code | Notes | Actions |
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You're currently on Basic. Here's exactly what changes on Full.
| Feature | Basic | Full |
|---|---|---|
| One-click payer form generation (upload a blank PDF once, fill for any provider) | — | ✓ |
| Import a blank form directly from a URL | — | ✓ |
| Clinician self-service file upload (their own "My Credentials" page) | — | ✓ |
| Org profile, staff records, CAQH/DEA, Notes, Locations, Accreditations, Employment History | ✓ | ✓ |
| Credentialing Files — admin upload and viewing | ✓ | ✓ |
Contact Selko to upgrade to Full.
This is what gets pulled into payer credentialing applications automatically — fill it out once, reuse it on every form.
General organization-level credentialing notes — visible to your whole team at a glance.
General files needed for credentialing applications (W-9, blank forms, correspondence) — separate from document compliance tracking. Attach a file to a specific provider from their Notes/Files button in the table below instead, if it's about one person.
Every physical location you see patients from. Mark one as Primary — that's the one payer forms usually ask for first, with additional locations as Secondary/Tertiary.
Organization-level accreditation(s) — not tied to any one staff member.
Find a provider to view or edit their full credentialing record — CAQH, DEA, license, and everything else lives in their Full Profile.
| Staff | CAQH ID | CAQH re-attestation due | DEA number | DEA expiration | Actions |
|---|
Upload a payer's fillable PDF application once, map its fields to your organization/staff data, and generate a filled copy for anyone in seconds — no retyping the same info onto every form.
One-click filled payer applications — generated straight from the profile and staff data above. Included on Full Credentialing; contact Selko to upgrade from Basic.
Your staff credentialing data belongs to you — export a complete copy any time, for your own records or to take with you if you ever leave. Covers every staff member's license, NPI, CAQH, and DEA info. Uploaded documents are part of the separate document-tracking service and aren't included here.
Payer-credentialing-level detail on top of basic document compliance — track organizational Tax ID/NPI, accreditations (ACHC, CHAP, Joint Commission), and per-clinician CAQH ID/DEA number, all in one place.
Contact Selko to add this to your plan.
Your display name — shown in the header and attributed on anything you create going forward. Records already created under your old name won't retroactively update, since your name is captured as text at the time, not a live link back to your account.
Choose a plan below and continue to a secure Stripe checkout page — card details are entered there directly, never inside this app.
You already have an active subscription — upgrades, downgrades, payment method changes, and cancellations are handled through Stripe's own billing portal, not the plan picker above.
Pulls live from Stripe directly, not from what's cached here — useful if something looks off, or a webhook might have missed an update.
You're currently on . Here's exactly what changes on Pro.
| Feature | Standard | Pro |
|---|---|---|
| Create custom document types | — | ✓ |
| Duplicate a shared default type to customize it | — | ✓ |
| Access to Pro-only document types | — | ✓ |
| Detailed Missing Docs report (filterable, per-staff) | — | ✓ |
| Bulk download all staff files | — | ✓ |
| Export compliance report (Excel / PDF) | — | ✓ |
| Custom branding (logo, colors) | — | ✓ |
| Upload, verify, track staff documents | ✓ | ✓ |
| Overview stats, Expiration Tracker | ✓ | ✓ |
Contact Selko to upgrade to Pro.
Make it look like your own software, not ours — upgrade to Pro to unlock:
Contact Selko to upgrade your plan.
These apply everywhere — the header, every tab, and your staff's own self-service view.
Define the professional roles used across your staff and document requirements — e.g. PT/PTA/OT/COTA/SLP for a therapy staffing company, MD/DO/PA/NP/RN for an urgent care clinic, or Title Agent/Escrow Officer/Notary for a title company. These appear anywhere a role is selected: adding staff, editing a staff member's role, and scoping which document types apply to which roles.
⚠ Licensed or credentialed roles only (e.g. PT, RN, DO, Title Agent) — not job titles or access levels. Someone with no such role should be set to "N/A" on their own profile, not added here as a discipline.
CAQH-exempt disciplines — check any discipline that doesn't need a CAQH profile (e.g. PTA, COTA working under a supervising clinician). Exempt disciplines won't show up as "Missing CAQH ID" anywhere in the app.
Manage which credential types are available to your staff.
| Name | Expires | Required | Applies To | Self-upload | Actions |
|---|
The offices/locations selectable as "Company-wide" on the Health Care Network tab, instead of tying network status to an individual person. Renaming keeps existing insurance records in sync; removing one only stops it from being offered for new entries — it never touches historical data.
Manage which insurance payers your company tracks network status for. Global payers cannot be deleted.
| Payer | Type | Actions |
|---|
Give referral partners read-only access to their staff's verified documents — instead of emailing files one by one. Control exactly which document types are visible under "Document types" above. This is fully independent of any billing or invoicing data.
The list of agencies who can be given partner access.
| Agency | Status | Actions |
|---|
Choose which agencies can see each staff member's verified documents — click an agency to manage its staff list.
| Agency | Staff assigned | Actions |
|---|
Each login is scoped to one agency and can only see that agency's assigned staff and visible document types.
| Name | Agency | Status | Actions |
|---|
Which document types partners can see across all their assigned staff. Moved here from the main Document Types table, since this is specifically about partner access, not something every company needs to see.
| Document type | Visible to partners? | Scope |
|---|
A few partners Selko works with, in case they're useful.
Every time anyone at your company views or enters a Social Security Number, it's logged here permanently — who, when, and why. There is no way to delete entries from this log — acknowledging one only marks it reviewed and hides it from the default view below; it's still permanently in the record.
| When | Staff member | Action | By | Reason given | Reviewed |
|---|
Who viewed or downloaded which staff documents, and when — including agency partners. Archiving hides old entries from the view below but never deletes them — the full record stays in the database permanently.
| When | Accessed by | Staff member | Document | Action | Archived |
|---|
Fill in Admin name + email to automatically send a login the moment the company is created — leave both blank to just create the company with no admin yet (you can invite one later from the company's row).
One quiet, contextual link per category — shown right where a company would actually need it (e.g. an empty malpractice field), never as a banner or graphic. Applies to every company unless they turn it off in their own Settings.
Uploaded credential document files, per company. Doesn't include branding logos or other non-credential uploads to this bucket.
| Company | Files | Storage used |
|---|
Document uploads across every company in the last 7 days, newest first.
| When | Company | Staff member | Document |
|---|
Documents archived for 6+ years, across every company. Nothing here is ever deleted automatically — review and confirm each one individually. Consider retention obligations (state law, insurance, HIPAA) before deleting.
| Company | Staff member | Document | Expired | Archived | Actions |
|---|
Shared across every company — the section headers in each company's Document Types table. Adding one here makes it available for anyone to file a type under, immediately.
Standard vs Pro tier is a Selko-wide pricing decision — manage it here rather than in individual company settings.
| Name | Category | Tier | Type | Company | Actions |
|---|
Submitted by users via "Report an issue" in the header, from any company.
Checks active staff against the official OIG List of Excluded Individuals/Entities (LEIE), downloaded live from oig.hhs.gov. Manual check for now — not yet scheduled monthly.
| Checked | Company | Staff checked | Matches | By |
|---|
Errors logged across all Selko apps that write to this table.
| Time | App | Type | Message | User | Company | Context |
|---|