How To: Review a DynamicNPI Credential Alert

Summary:

This article reviews how to review DynamicNPI credential alerts. When filtering to the Alerts section, you can navigate to all outstanding credential alerts in a Needs Review status. When a single alert is selected, the alerts overview page will provide a detailed alert history, showing both primary source and provider data. Users can update the progress status and add notes in the Status History section after investigation. Any data corrections must be submitted through an Individual File upload or API.

Step 1: Accessing Credential Alerts

From your dashboard, locate the Alerts Overview by Product section at the bottom right of the screen.
Click on the Credential category within either the Needs Review or Under Review status columns.

Alternatively, you can select the red Needs Review Alerts beneath the Alerts Overview, but this will require additional filtering to display only credential alerts.

This action will take you to the Alerts page, which will be automatically filtered to display all current credential verification alerts.

Step 2: Viewing Alert Details

From the Alerts page, select any alert row to open its details view.

Note: If your file feed includes only an NPI and not a first and last name, the Name field will appear blank.

At the top of the alert details, you’ll see a summary that includes:

• Source

• Result

• Creation Date

Note: If a name was not included in your feed, it will not display beneath the alert type.

Step 3: Reviewing Source and Profile Data

Below the summary, the alert details are divided into two sections:

• From the Primary Source (left): Information is pulled directly from the licensing authority.

• Subject Profile Data (right): The data submitted via the integrated file.
   

Within the From the Primary Source section, scroll down to locate the credential screenshot.
Clicking the image will enlarge it for easier review.

Step 4: Reviewing Status History

The Status History section, located below the source and profile data, records all updates related to the alert. This includes all Progress Statuses (e.g., Needs Review, Under Review, Resolved) and notes made by system users. All notes and status changes are automatically timestamped and recorded for audit purposes. Once entered, notes and statuses cannot be edited or deleted.

Step 5: Reviewing Alert History and Making Updates

The Alerts History section displays all other active or historical alerts associated with the individual selected.

If any corrections are required to provider data, please submit updates through your Individual File Upload or API integration.

Important:

• When alert data changes, the alert will automatically revert to Needs Review status.

• All alerts must be reviewed and cleared—even when the credential renews or returns to an Active status.