How To: Download DynamicNPI Credential History Report

ProviderTrust’s Historical Credential Verification Report allows users to access and download verified credential data from specific past dates. From the Population view, users can select an individual, choose a credential type, and generate a PDF of the corresponding primary source verification. Each report includes the run date, the user who generated it, the verification query date, and provider information—ensuring comprehensive documentation for audit and compliance purposes.

Overview

The Historical Credential Verification Report provides transparency into previously verified credential data, giving users the ability to retrieve official primary source verification records from past monitoring periods.
This feature supports compliance documentation needs, audit preparation, and historical record retention.

How to Generate a Historical Credential Verification Report

Step 1: Access the Population View

Navigate to the Population tab within your ProviderTrust account.
From this view, select the individual whose credential information you would like to review.

Step 2: Open the Population Member Page

On the Population Member page, within the Population tab, you’ll see 4 options, Overview & Alerts, Profile, Credentials, and Sanctions. Click on Credentials.

From here, you can select the Credential History button, which brings forward the Credential Verification History selection interface.

Step 3: Select Credential Type and Date

Within the Credential Verification History interface, you can toggle between different monitored credential types using the dropdown beside View credential verification history. Use the date selector to choose the specific date for which you would like to view the verified primary source information.

Step 4: Download the Historical Verification Report

Click the Download button next to the historical verification you would like to view to generate a PDF copy of the primary source verification details.

The downloaded report includes:

• Date Generated – The date the report was generated

• User (who generated report) – The name of the user who created the report

• Organization Name – The date the primary source was verified

• Date Searched – The provider’s name, credential details, and issuing board

• Provider Information – Including Name (if client-supplied), NPI, DOB (if client-supplied), and Montior Start Date

• Primary Source Screenshot – Timestamped with verification date

This document serves as a verifiable record for audit and compliance documentation purposes.