Onboarding and credentialing pipeline

Cut onboarding time-to-productivity from 90+ days to roughly half by standardizing intake, automating ticketing, and running a clear cadence.

Context

This work focused on the post-accept phase: credentialing and enrollment to access and training to ready to see patients.

Baseline cycle time was often 90+ days, driven by credentialing workflows and document-heavy back-and-forth.

Status lived in email threads, which created rework, missed handoffs, and unpredictable timelines.


What I owned

  • Mapped the end-to-end flow with clear stages, owners, inputs, and blocker definitions.
  • Implemented a single provider-level JIRA ticket that moved across departments instead of spawning disconnected requests.
  • Used automation for routing and nudges to reduce manual follow-ups.
  • Ran weekly pipeline calls to clear blockers plus monthly leadership updates for visibility.
  • Led a search for external credentialing partners under cost and headcount constraints.
  • Built operational artifacts such as SOPs, process maps, and a dashboard for aging and accountability.

Constraints and complexity

  • Credentialing timelines dominated total cycle time and were not fully controlled internally.
  • Document-heavy workflows created repeated asks and preventable handoff errors.
  • Cost and headcount constraints limited brute-force solutions.
  • Multiple departments needed shared definitions to avoid local optimization.

Results

  • Reduced onboarding time-to-productivity from 90+ days to roughly half based on pipeline tracking.
  • Introduced a single source of truth showing aging, blockers, and accountability across departments.
  • Reduced document back-and-forth and handoff errors by keeping work in one routed ticket.

What I learned

  • If work is not visible, it is not manageable.
  • A single source of truth beats perfect documentation scattered across inboxes.
  • Cadence is a product feature when multiple teams share a pipeline.