Salesforce
State & Federal Grid
Exception Reason
NDB
Misc.
100

What should your 253 date match?

The Complete Application Received Date

100

Which state requires a copy of all PSVs?

Florida

100

Do you split a file you are denying for the specific exception reason of Miscellaneous Medicaid Exclusions?

No

100

In NDB on the IDC, what date do we use for the 405 code?


30 days from the current date.

100

What is the current credentialing committee date?



February 18, 2026 (2/18/2026)

200

Is E&I the highest level of credentialing?


Credentialing Hierarchy:

  • C&S is the highest level.
  • E&I, M&R, and VACCN are at the same level as each other, but below C&S.
200

Which website can you use to verify a mid-level provider’s education?

The Clearinghouse website (National Student Clearinghouse).

200

If you made outreach to obtain the provider’s license and never received a response, which exception reason (specific) would you use?

Unable to Verify License

Explanation:
A provider license is a PSV (Primary Source Verification) element, and “Non‑Response” is never used for license verification.

200

On what screen in NDB do we enter AOE codes

I-X-C

200

How often are committee dates updated?

Usually every two weeks.

300

Which element is required for a pharmacist—DEA or hospital privileges?

Neither.

  • DEA: Not required.
  • Hospital admitting privileges: Pharmacists are excluded from this element.

 

300

What is the look‑back period for malpractice reviews?

  • INI: 5 years
  • Recredentialing (RECRED): 3 years
300

You made outreach because you were unable to verify the state license. The credentialing contact responds and advises that the provider no longer wishes to participate. What exception reasons would you choose under the General and Specific sections?

  • Exception Reason (General):
    Multiple Issues

  • Exception Reason (Specific):

    • Unable to Verify License
    • Provider No Longer Wishes to Participate

Important Note:
“Provider No Longer Wishes to Participate” should only be used in addition to another issue and should never be used as a standalone exception reason.



300

What should be in the BC field for mid‑level providers?

X

300

What was the last ALL Teams meeting about? 

  • The RFP Grid  moving into the Palm tool. 
  • Expectations for the AI agent were discussed:
    • Assist with the RFP process
    • Help identify opportunities for efficiency and improvement
  • Reminder: RFP lighting codes must remain logical and accurate to ensure consistency and clarity.
400

You have a CC for all LOBs in Indiana, and you made two outreach attempts to the hospital to verify admitting privileges but never received a reply. How would you handle this file?

You would split the file.

  • Approve for E&I, M&R, and VACCN.
  • Deny for C&S.

Indiana (IN) and New Mexico (NM) rule:
The state requires the health plan to verify directly with the hospital that the information provided by the provider on the application is accurate and valid. This requirement applies only to Community and State line of business (C&S) requests.

400

In the state of New Jersey (NJ), a provider does not have active hospital privileges or an admitting arrangement. Do you deny the CC for all products, or do you split the cycle and deny only for C&S?

Deny for all products.

400

 Which exception reason code would you use for a provider whose training is not in the designated specialty?

  • Exception Reason (General): Education
  • Exception Reason (Specific): Training Not in Designated Specialty
  • Code: 334
400

What does I-5-Z screen do?

  • Enter a new NPI number
  • Update or maintain an existing NPI
  • Associate the correct NPI with the provider record in NDB
400

If you need to correct codes in NDB but your cycle has already been completed, what would you do?

On the IDC screen, use Function D.

  • Delete the codes up to the one you need to add or correct.
  • Then re‑add the remaining codes.
500

What hospital admitting privileges are required for Texas (TX)?

FYI: This is being asked because TX and AZ C&S will soon be moving from Classic to SFL

The state requires the health plan to verify that the hospital or covering provider has active Community & State (C&S) contracts.

The health plan does not need to contact the hospital directly to verify that the provider’s admitting privileges are accurate and valid.

 

500

In which states do site visits expire?

Site visits expire only in the following states: New Jersey (NJ), Florida (FL), and Indiana (IN).

500

For a CC you are denying for multiple issues, under Exception Reason (General) you will list Multiple Issues. How do you list the Exception Reason (Specific) issues?

On the State & Federal grid, under the Exception Reason tab, list the high‑level issues in alphabetical order, separated by commas.

500

Which screen in NDB do we use to confirm a provider’s participation status for C&S products? 

I-4-Z

500

Where can you find the UnitedHealthcare Credentialing Plan (2025–2027)?


The UnitedHealthcare Credentialing Plan (2025–2027) is available on UHCprovider.com under Join the Network.

It has also been communicated that the document is available on the NCC SharePoint; however, I has not been located there yet.

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