CredentialFile — Full Feature Guide
Reviewed September 30, 2026

CREDENTIALS & PROFESSIONAL HISTORY
- Medical licenses: Keep license numbers, states, issue dates, renewal dates and supporting files together.
- DEA, CSR & certifications: Track controlled-substance registrations, board certifications and life-support credentials.
- Hospital privileges: Keep appointments, facilities, privilege letters and expiration dates ready for recredentialing.
- Insurance policies: Organize carriers, policy numbers, coverage amounts, effective dates and renewals.
- Malpractice history: Keep claim details, outcomes and supporting records for consistent disclosure.
- Education & training: Store degrees, residency, fellowship and training certificates.
- Work history: Keep positions, facilities, dates, descriptions and reasons for leaving in one timeline.
- Peer references: Maintain contact details, specialties, relationships and reference-sharing tools.
- Case logs: Record procedures, facilities, roles and codes; review summaries by academic year.
- Publications & memberships: Keep citations, professional organizations, dues and renewal dates.
- Professional photos: Store dated headshots for credentialing packets.
- Travel documents & IDs: Keep travel-program details and document expiration dates.
- Custom categories & favorites: Add categories that fit your career and mark frequently used records.

CME & RENEWAL PLANNING
- CME for physicians, NPs & PAs: Track continuing education credits, requirements and due dates for your profession and tracked states.
- Renewal-cycle tracking: See credits within each license’s renewal window, including category-specific requirements.
- Topic requirements: Track required subjects, one-time training and conditional requirements with applicability questions.
- Board & specialty progress: Review supported board and specialty CME requirements alongside state requirements.
- Activity & certificate library: Keep activity titles, dates, providers, credit categories, topics and certificate files.
- Certificate email intake: Forward CME certificates from a verified sender to the app’s CME inbox.
- Transcript import: Import a transcript and review the activities extracted from it.
- Transcript PDFs & renewal packets: Create state or board transcripts and gather available supporting certificates.
- CME course resources: Find course resources relevant to gaps in your recorded CME.
- Rule sources & review dates: Follow source links, see verification information and flag a rule for review.
- Multi-State Matrix: Compare licenses and CME status across your tracked states.
- ACCME CME Passport profile: Keep the identity details a CME provider needs for reporting; this does not automatically report all CME.

CAPTURE, FIND & SEND DOCUMENTS
- Email document intake: Send paperwork or forward credentialing requests from confirmed email addresses.
- Scan & upload: Capture images or upload supported PDF and office documents.
- AI reading & filing: Extract details and organize supported documents, with review and correction tools.
- Original-file attachments: Keep source documents linked to the relevant license, privilege, policy or other record.
- CV import: Extract career details from an existing CV and review them before using them.
- Search across your records: Find documents and professional records from one search box.
- Vera assistant: Ask questions about your saved records and use assisted navigation and document workflows.
- Credential request inbox: Review incoming requests and suggested document matches.
- Approved email packets: Review recipients and attachments before sending a packet from the app.
- Native sharing & copy: Use supported device sharing, email, text or copy for individual credential details.
- Sharing history: See recorded sharing and follow-up activity.

DEADLINES, HEALTH & EVERYDAY ORGANIZATION
- Dashboard & action list: See expiring records, overdue items and recorded CME gaps together.
- Reminder preferences: Choose lead times and repeat frequency for reminders; manage email and supported device alerts.
- Snooze & acknowledge: Set aside an alert intentionally and keep a record of follow-up actions.
- Personal health & occupational records: Organize your own immunizations, titers, TB testing and occupational-health documents.
- Screening records: Keep background checks, drug screens, report details and expiration dates.
- To-do notes: Capture tasks and follow up when you have time.
- Guided setup: Build your credential file step by step and resolve missing dates.
- NPI lookup: Import publicly listed registry details and review them against your own records.

PRACTICE: CONTRACTS, WORK & GETTING PAID
- Contract library: Keep facilities, agencies, billing contacts and coverage terms together.
- Contract scanning: Extract supported rate and coverage terms for your review.
- Flexible pay terms: Track hourly rates, stipends, included hours, overage rates and billing increments.
- Work log & call timer: Record clinical work, calls, procedures, rounding and orientation against a contract.
- Voice entry: Dictate work or case details, then review the resulting entry.
- Schedule & duty tracking: Keep planned coverage, days worked and time off visible.
- CallSync import: Import a supported CallSync calendar using its subscription link; setup is specific to each device.
- RVU log & CPT lookup: Record supported codes, units and work RVUs; the catalog is weighted toward neurosurgery and E/M.
- Invoice generation: Turn billable work into invoices and export supported PDF, Word and Excel formats.
- Invoice email & payment tracking: Send invoices, record partial payments and review unpaid balances and aging.
- Expenses & receipts: Track travel and assignment expenses and keep receipts with the records.
- Reimbursements: Distinguish agency-reimbursed expenses from potential deductions.

PRACTICE: PLANNING & TAX PREPARATION
- Earnings forecast: Estimate income from planned work and contract rates.
- Deduction ledger: Organize business expenses and supporting details for your tax preparer.
- Statement import: Review extracted transactions before adding them to your records.
- Federal & supported-state estimates: Explore estimated taxes using supported models; state coverage is not universal.
- Estimated-payment log: Track tax payments by quarter, tax year and jurisdiction.
- Tax-prep exports: Bring organized income, expense and payment information to your tax professional.

YOUR RECORDS, WHEREVER YOU WORK
- Phone & desktop layouts: Use the app at a desk or from your phone; install the supported web app to your home screen.
- Account sync: Access supported cloud-synced records across signed-in devices.
- Offline access: Read records already cached on a previously signed-in device. Cloud sync, AI and sending require a connection.
- Light & dark themes: Choose the viewing style that works for you.
- CV generator: Create a professional CV from your saved career information; copy it or save a PDF.
- Data export & backups: Export supported records and backup files, with restore tools for supported sections.
- Protected Identity: Keep sensitive application identity fields on one device, with encrypted SSN and date-of-birth fields protected by your lock code. This section does not cloud-sync or enter sharing packets.
- In-app support: Open support requests and read responses in the app.

PRODUCT BOUNDARIES
- AI-extracted information needs your review. An organized file does not replace a board’s rules, a hospital’s application, or primary-source verification.
- CME status reflects recorded evidence and the profile you provide. Missing records do not necessarily mean you need to repeat a course.
- Practice is a separate product area. The advertised founding membership includes Practice while that membership remains active; later offers may differ.
- Protected Identity stays on the device. Answer Bank entries, edits and sharing are currently paused. The full JSON backup can contain paused records, but their restoration is not currently supported.
- Credential sharing and packet email are active. A separate administrator document portal exists in the source but is not presented here as an available launch feature.
- Tax estimates cover supported jurisdictions and assumptions. The RVU catalog is not a complete all-specialty CPT database.
- Automatic SMS reminders are not yet sending; email and in-app alerts are live. Group credentialing, payer enrollment services, automated state-board filing and primary-source verification are not claimed as CredentialFile services.

Evidence: current app interface and source at commit c00cfdcca3533a5f0c7290df82966a30dcd8c480. Public product description: https://credentialdomd.com/

Audience clarification, October 30, 2026: for physicians, nurse practitioners and physician assistants. CME and continuing education tracking supports all three professions, as confirmed by the product owner.