Share a read-only link with your team — no login required. They can view all roster data but cannot upload, delete, or reconcile.
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Overview
Credentialing command center — real-time roster health
Total Providers
— payers
Avg Compliance
— grade
Deadlines (7d)
upcoming
Overdue
deadlines
Expiring Creds
within 30 days
Open Gaps
action items
⚠️ Needs Attention
—
🔴 F-Grade Providers
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📅 Overdue Deadlines
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🔑 Credentials Expiring <7d
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Compliant
Roster Compliance Score
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Avg Provider Score
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→ View Providers
Needs Attention
—
providers below 70%
→ View Providers
Grade Distribution
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Top Actions
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👥Provider Summary
Master Roster Providers—
Unique Across Payer Rosters—
→ View Master Roster
📋Roster Health
Active Payer Rosters—
Last Upload—
Rosters With Errors—
→ View All Rosters
⚠️Reconciliation Issues
Critical—
High—
Warnings—
→ View Reconciliation Results
🚫Terminated Providers
Flagged by HR Report—
Still Enrolled on Payer Rosters—
→ View HR Termination Report
📬Open Enrollment Gaps
—
total action items across — payers
—
Enroll
—
Remove
—
Correct
→ View Gap Reports & Export CSVs
🔑 Credential Alerts
—
Expiring <30d: —Expiring <60d: —Expired: —
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📄 Document Coverage
—
Total docs: —Providers missing: —
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Compliance Analytics
Trend & per-payer breakdown — from reconciliation history
Current Compliance
—
across all payers
Trend
—
vs 30d ago
Worst Payer
—
—
Best Payer
—
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Compliance Trend
Daily average score — 30d window
Enrollment Coverage by Payer
Matched vs total — latest reconciliation run
Per-Payer Compliance Breakdown
Latest roster vs latest reconciliation — worst first
Payer
Compliance
Matched
Missing
Discrepancies
Total
Health
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📅 Upcoming Deadlines
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Recent Activity
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Master Roster
Your internal provider list — the source of truth
🏛️
Internal Source of Truth
Upload your organization's internal provider roster here. This becomes the authoritative list
that payer rosters are reconciled against — helping you catch enrollment gaps, missing providers,
and status discrepancies before they cause claim denials.
Upload Internal Roster
🏛️
Drop your internal roster here
CSV, XLSX, XLS, TXT (up to 50MB) — replaces current master roster
📄
Internal Roster History
🏛️
No internal roster uploaded
Upload your internal provider list above to get started
🔄
Enriching providers from NPI Registry…
✅ Enrichment Complete
➕ Add Provider by NPI
Provider Details
First Name ✓
Last Name ✓
Credential
Taxonomy Code ✓
Taxonomy Description
Address ✓
City
State
ZIP
Phone
✓ Auto-filled from NPI Registry — edit as needed
⚠️ Not found in NPI Registry — enter details manually below
📤 Bulk Import Providers from CSV
Upload a CSV with your provider list to add or update dozens of providers at once.
NPI is the only required column — all other fields are optional and will be
auto-filled from the NPI Registry after import.
🔄 NPPES enrichment running in the background — missing demographics (address, taxonomy, etc.) will be filled in automatically from the NPI Registry over the next minute.
🔎 Search NPI Registry
Searching NPI Registry…
No providers found. Try a different name or state.
Results from the CMS NPI Registry — click a provider to add them to your master roster
Upload Payer Roster
CSV, Excel, or text files — any column format
📁
Drop a roster file here
or click to browse — CSV, XLSX, XLS, TXT (up to 50MB)
📄
All Rosters
Internal master roster + all payer rosters
📋
No rosters uploaded
Upload a CSV or Excel file to see it here
Roster Table
All provider enrollments by location, insurance, and plan
📋
Upload payer rosters to see enrollment data
Each row shows a provider's enrollment at a specific location and plan
HR Termination Report
Upload termination reports to flag providers still enrolled on payer rosters
🚫
Termination Cross-Reference
Upload your HR termination report (Excel workbook — all tabs are read automatically).
The system matches terminated providers by name to existing payer rosters and flags any
provider who was terminated but is still enrolled as a CRITICAL issue in reconciliation.
Expected columns: Dentist (with Dr. prefix), Last Day (MM.DD.YY), Status (must be "Termed").
Upload HR Termination Report
🚫
Drop your HR termination report here
Excel workbook with "Termed" rows — all sheets/tabs are parsed (up to 50MB)
📄
Termination Report History
🚫
No termination reports uploaded
Upload your HR termination report above to get started
Reconcile
Compare rosters against your master roster to find discrepancies
Select Rosters to Compare
📋
No rosters available
Upload at least 2 rosters first
Select at least 2 rosters
Past Reconciliations
🔍
No reconciliations yet
Upload History
Audit log of all roster uploads and reconciliation outcomes
📜
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⚙️ Settings
Notification preferences, automation, and digest configuration — changes save automatically
✓ Saved
Notifications
Control which events create in-app bell notifications
Automation
Background tasks that run without manual intervention
✓ When enabled: upload completes → reconciliation runs → email alert sent (if issues found and email configured)
Daily Digest Email
Morning compliance summary emailed every day — your roster posture before you start the day
All times are Eastern Time (ET)
Deadline Alerts
How far in advance to flag upcoming payer deadlines in your notification feed
days before deadline
Deadlines within this window appear as notification bell alerts each morning
Deadline Reminder Emails
Automated emails when payer submission deadlines are approaching — no more missed deadlines
Comma-separated. Leave blank to use the alert email above. Reminders sent from rostersync@polsia.app
📅 Reminders run daily with your morning digest — one reminder per deadline, re-sent after 3 days if still open. Use the "Remind Now" button on any deadline row to send immediately.
Email Alerts
Immediate email when critical issues are found during reconciliation
Leave blank to disable email alerts
✓ Saved
Compliance Reports
Automated weekly or monthly compliance summaries — sent to your team without anyone logging in
Reports are sent at 8:00 AM Eastern Time
Press Enter or comma to add. Sends from rostersync@polsia.app
✓ Saved
Last report sent: —
⚠️
What triggers a critical email alert?
Terminated provider still enrolled on a payer roster
Provider in one roster but completely missing from another (date gap > 3 days)
Any other Critical severity finding from reconciliation
Alerts are sent from rostersync@polsia.app immediately after reconciliation completes.
Gap Reports
Per-payer action items from your latest reconciliation — set deadlines and track submissions
📋
No gap data yet
Run a reconciliation first to generate per-payer gap reports
Providers
Cross-payer enrollment summary — every provider at a glance
Provider
NPI
TIN
# Offices
# Payers
Issues
Score
Actions
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NPI TIN Compliance
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Submission Deadlines
Track payer roster submission deadlines — never miss a credentialing window
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Sun
Mon
Tue
Wed
Thu
Fri
Sat
Payer
Due Date
Frequency
Days Until Due
Status
Actions
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📅
No deadlines yet
Track when each payer expects your roster submission and get alerted before they're due.
Payer Contacts
Rep names, emails, fax numbers & portal URLs — know exactly where to send each enrollment submission
Payer
Contact Name
Email
Phone / Fax
Portal URL
Actions
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📇
No payer contacts yet
Add contact info for each payer — rep names, emails, fax numbers, and portal URLs — so credentialing staff always know where to send enrollment submissions.
📋 Compliance Report Preview
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Add Payer Contact
Add Deadline
Credentialing Actions
Track enrollment submission status for every provider-payer combination
Provider
NPI
Payer
Type
Status
Submitted
Follow-up
Notes
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📋
No actions yet
Actions are created automatically when you generate an enrollment template, or add them manually.