Email Templates

Edit the wording of every email providers receive. Placeholders like [First Name] are filled in automatically when the email is sent; the preview shows sample data. Templates with no changes use the built-in default wording.

Provider Invite

Sent when you invite a provider to complete their credentialing profile.

Using the default wording. Placeholders: [First Name], [Intake Link], [Status Link]

Preview — sample data

You're Invited – Complete Your Provider Credentialing Profile

Hello Jordan,

You've been invited to complete your provider credentialing profile with our practice.

Please click the link below to get started:
https://credtrack.net/intake/sample-link

Once your profile is submitted, you can track your credentialing status anytime:
https://credtrack.net/status/sample-link

These links are unique to you — please don't share them.

If you have any questions, please contact your credentialing coordinator.

Thank you,
Billing Plus, Inc. Credentialing Team

Agreement Sent

Sent to the signer when a credentialing agreement is sent for e-signature.

Using the default wording. Placeholders: [Signer Name], [Company Name], [Portal Login Link], [Signer Email]

Preview — sample data

Action Required: Sign Your Credentialing Agreement

Hello Jordan Lee,

Your credentialing service agreement with Billing Plus, Inc. is ready to review and sign.

To review and sign:
1. Log in to the CredTrack provider portal at https://credtrack.net/login using this email address (jordan@example.com).
2. Review the agreement and Addendum A, select your payment option, type your initials next to it, and provide your typed signature.
3. A Billing Plus, Inc. representative will then contact you by phone to collect payment details before credentialing begins.

If you don't have a portal account yet, please contact your credentialing coordinator so they can invite you.

Thank you,
Billing Plus, Inc. Credentialing Team

Agreement Reminder

Sent as a friendly reminder when an agreement is still awaiting signature.

Using the default wording. Placeholders: [Signer Name], [Company Name], [Portal Login Link]

Preview — sample data

Reminder: Sign Your Credentialing Agreement

Hello Jordan Lee,

This is a friendly reminder that your credentialing service agreement with Billing Plus, Inc. is ready to review and sign.

Log in to the CredTrack provider portal at https://credtrack.net/login using your email address, review the agreement and Addendum A, select your payment option, type your initials next to it, and provide your typed signature.

Thank you,
Billing Plus, Inc. Credentialing Team

Payment Confirmed

Sent when the payment gate is cleared, unlocking the provider's onboarding.

Using the default wording. Placeholders: [First Name], [Status Line], [Intake Link], [Status Link], [Portal Link], [Company Name]

Preview — sample data

Payment Confirmed — Continue Your Onboarding

Hello Jordan,

Good news — your credentialing agreement down payment was received, and your onboarding is unlocked!

Next steps:
- Continue your provider profile: https://credtrack.net/intake/sample-link
- View your credentialing status anytime: https://credtrack.net/status/sample-link
- Provider portal: https://credtrack.net/portal (log in with your email)

If you have any questions, please contact your credentialing coordinator.

Thank you,
Billing Plus, Inc. Credentialing Team

Credentialed with Payer

Sent when a provider is marked credentialed with a payer.

Using the default wording. Placeholders: [First Name], [Payer Name], [Effective Date], [Provider ID]

Preview — sample data

Credentialing Approved — Aetna

Hello Jordan,

Great news! You have been credentialed with Aetna.

Effective Date: 01/15/2027
Provider ID: 1234567890

You can view your full credentialing status anytime via your provider portal link.

Thank you,
Billing Plus, Inc. Credentialing Team

Changes apply to all future emails. Emails already sent are never affected.