Submitted, pending, follow-up, and completed work needs a durable record.
PEI · Provider Enrollment Intelligence
Provider Enrollment & Credential Tracking
Track provider enrollments, credentials, status, documents, and upcoming deadlines without rebuilding the same tracking sheet for every payer and provider.
The problem
Enrollment and credential work is mostly a visibility problem.
The challenge is often knowing what was submitted, what is still pending, what expires next, and which provider or payer the item belongs to.
Licenses and credentials are more useful when expiration and renewal timing stay visible.
Supporting PDFs should remain tied to the provider and record they support.
How Logic Bunting helps
Keep enrollment and credential records connected.
PEI gives provider enrollment and credential work a structured workspace. Organize Companies and providers, track enrollment and credential records, attach private documents, keep follow-up and expiration dates visible, and export structured data when needed.
How it works
Add Providers → Track Records → Watch Dates → Export
Create the Company and provider records that anchor the workflow.
Save payer enrollment and credential records with their current status.
Keep follow-up, expiration, and supporting-document context together.
Create Excel exports for broader review and recordkeeping.
Current Production capabilities
The pieces that support enrollment tracking.
- Company and provider records
- Payer enrollment tracking
- Credential tracking
- Status and follow-up dates
- Private PDF document lifecycle
- Configurable alert preferences
- Provider cleanup and delete handling
- Excel exports
Who this is for
Teams that need provider status to stay current.
When multiple provider and payer records need consistent follow-up.
When enrollment and credential history needs to stay connected to each provider.
When upcoming dates and private supporting documents need one reliable workspace.
See it before you sign up
Preview PEI
Explore PEI with fictional sample data.
The public PEI Preview is read-only and requires no signup, so you can review the enrollment and credential workflow without real provider data.
Enrollment & credential FAQ
Common questions about this workflow.
Can PEI track both enrollments and credentials?
Yes. PEI supports separate enrollment and credential records within the provider workflow.
Can I attach supporting PDFs?
Yes. PEI includes a private PDF document lifecycle for supported provider records.
Can I track follow-up or expiration dates?
Yes. PEI keeps relevant dates with the records they belong to and includes configurable alert preferences.
Can I export the data?
Yes. PEI includes Excel export for structured provider, enrollment, and credential information.
For broader product, plan, preview, and data-handling questions, see the global FAQ and Trust & Security pages.
Next step
See how Logic Bunting can fit your workflow.
Explore the read-only PEI Preview, or compare plans when you are ready to track live provider records.