# CredentialMyDoc Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is CredentialMyDoc the right Credentialing solution for you? Explore 71 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/151925/CredentialMyDoc/reviews

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CredentialMyDoc

4.3 (71)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of CredentialMyDoc

Ease of use

4.3

Customer Service

4.4

## Pros and Cons in Reviews

BK

Brandace K

Credentialing CoordinatorMedical Practice, 501 - 1,000 employeesUsed the software for: 6-12 months.

“Additionally, the capability to effortlessly generate forms for our various insurance policies greatly enhanced our operational efficiency.“

June 24, 2024

SJ

Stacey J

Credentialing SpecialistHospital & Health Care, 51 - 200 employeesUsed the software for: Less than 6 months.

“The "choose field" section resets itself all the time, my checkbox options never stay in place.“

July 1, 2024

TB

Tasha B

Credentialing SpecialistHospital & Health Care, 51 - 200 employeesUsed the software for: 1-2 years.

“I store a lot of information in CMD and it has helped as a second option in storing and managing provider data.“

June 11, 2024

NT

Nhi T

Credentialing SpecialistHealth, Wellness and Fitness, 51 - 200 employeesUsed the software for: Less than 6 months.

“There are too many outdated forms no longer in use that they do not remove despite requests.“

June 25, 2024

FG

Francisco G

Credentialing SpecialistHealth, Wellness and Fitness, 51 - 200 employeesUsed the software for: Less than 6 months.

“A good way to keep data and forms.“

June 25, 2024

BK

Brianna K

CredentialingMedical Practice, 1,001 - 5,000 employeesUsed the software for: More than 2 years.

“Provider applications is not as customizable as we were lead to believe.“

March 19, 2026

MS

Meagan S

Director of OperationsConsumer Services, 2 - 10 employeesUsed the software for: More than 2 years.

“In our experience it was better suited for us when we started out small. As we have grown, we have found the need for data entry automation to be more robust.“

June 11, 2024

NT

Nhi T

Credentialing SpecialistHealth, Wellness and Fitness, 51 - 200 employeesUsed the software for: Less than 6 months.

“The customer service is a bit slow as well.“

June 25, 2024

## Showing most helpful reviews

Showing 1-25 of 71 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VR

Verified Reviewer  
Credentialing Manager  
  
Used the software for: 6-12 months

### "Very time consuming "

June 30, 2018

2.0

Pros

This stores a lot of information on your providers. It is easy to find the information needed quickly.

Cons

No task lists. This doesn't offer automation on anything. Reporting is not very accurate since it is based on user input.

Review Source

RC

Rebecca C.  
Credentialing Supervisor  
Hospital & Health Care  
Used the software for: 1-2 years

### "CredentialMyDoc my way"

January 2, 2020

5.0

I'd like to see some conversions. It'd be great if CAQH could transfer info over to CMD. Also, to clean up some of the bugs with the auto verifications.

Pros

I love the Platform! It's super easy to use. There's not a lot of steps to complete something - easy to find what you're looking for. There's no time wasting!

Cons

Some of the extra features don't always work well. Ex: state license verification might not actually run the license so it's frustrating.

Alternatives considered

[Tebra](https://www.capterra.com/p/129169/Tebra/)[Modio Health](https://www.capterra.com/p/158338/Modio-Health/)[symplr Provider](https://www.capterra.com/p/151924/symplr-provider/)

Reason for choosing CredentialMyDoc

CMD Team, The Platform, and their willingness to tailor to our needs.

Review Source

Response from HealthStream

January 3, 2020

Thank you so much, Rebecca! We're working to streamline the items you mentioned.

MS

Meagan S.  
Director of Operations  
Consumer Services  
Used the software for: 2+ years

### "CredentialMyDoc Review 06.2024"

June 11, 2024

3.0

CredentialMyDoc is overall a good product. In our experience it was better suited for us when we started out small. As we have grown, we have found the need for data entry automation to be more robust.

Pros

The tasking abilities and features available with uploading documents.

Cons

Lack of integration with CAQH. Would be good if Expiration Notices were more automated than what is currently available. Need an improved way for providers to access the MSO.

Review Source

Response from HealthStream

June 17, 2024

Hi Meagan, Thank you for your feedback. We're glad to hear that CredentialMyDoc's tasking abilities have assisted you. If your organization has grown to a point where automation is a more important feature, CredentialStream might be a better fit. It's always free and easy to schedule a demo; you can do so here: https://www.healthstream.com/solution/credentialing/healthcare-credentialing-privileging-enrollment-software-credentialstream Thank you for choosing HealthStream! Best Regards, The HealthStream Team

CM

Christine M.  
Credentialing Admin  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "Can be better"

June 20, 2024

5.0

Can be improved but does the job. Add more colors like old template so certain functions pop.

Pros

stored credentialing information for each provider as an easy reference data base.

Cons

New format or template. Not as easy to use as old format/ template

Review Source

Response from HealthStream

July 3, 2024

Hi Christine, It's great to hear that CredentialMyDoc has enabled your organization to easily access your provider data. Your feedback on the interface of the platform is valuable to us as we strive to optimize the ease of use. Thank you for your review and thank you for choosing CredentialMyDoc! Best Regards, The HealthStream Team

LC

Louvenia C.  
Credentialing Specialist  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "Review of CMD"

June 12, 2024

5.0

Great tool to have for everyday use and future use.

Pros

That is stores needed documents and files for present and future use. and they reminders are great in order to keep timelines and deadlines met.

Cons

Sometimes the changes are a little tricky and takes time to figure out. (not often)

Review Source

Response from HealthStream

June 18, 2024

Hi Louvenia, We love to hear that CredentialMyDoc is helping you meet your deadlines for a few years now. Thank you so much for your review! Best Regards, The HealthStream Team

DS

Dianna S.  
Credentialing Specialist  
Hospital & Health Care  
Used the software for: 6-12 months

### "Review of CMD"

June 11, 2024

2.0

Not impressed with the follow up. They give the impression that my issue is of no importance to them.

Pros

I'm not impressed with any of it. Everything is so spread out. A lot of scrolling and looking for things. My job is very fast paced. I need things at my fingertips, not having to scroll through a lot of stuff to find what I'm looking for.

Cons

Customer service is terrible. I have yet to get a response regarding the issue I am having, and that has been going on since 8/2023, almost a year. Still no response.

Review Source

Response from HealthStream

June 18, 2024

Hi Dianna, We're so sorry to hear that you haven't had a good experience with CredentialMyDoc, and that customer support hasn't been able to help. There are other resources to help with general and technical concerns; they can be found here: https://community.healthstream.com/customer-support. Thank you so much for your feedback; we hope that you can resolve all the issues so CredentialMyDoc can support your organization. Best Regards, The HealthStream Team

SW

Stephanie W.  
Supervisor Contracts and Credentialing  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "Supervisor, Contracts and Credentialing"

June 11, 2024

3.0

It's not bad but it can be a lot better. Always room for improvemnet.

Pros

Serves a s a data base and expirable reminder feature

Cons

Not the best customer service, specially forms mapping team.

Reason for choosing CredentialMyDoc

It was recommended to us by another practice.

Review Source

Response from HealthStream

June 13, 2024

Hi Stephanie, Thank you so much for your review. It's great to hear that you're using CredentialMyDoc as a database and an expirable reminder. If you're having issues with the customer service, you can also get help by accessing the HealthStream Community at https://community.healthstream.com/customer-support. Thank you for your feedback! Best Regards, The HealthStream Team

SW

Sara W.  
Operations Manager  
Medical Practice  
Used the software for: 1-2 years

### "Did not find the product useful"

June 11, 2024

3.0

Very disappointing experience and found the product to be useless to us. It was basically a storage locker for documents since everything still needed to be completed outside of credential my doc. It turned out to be a very expensive "document storage locker"

Pros

Unable to answer this as we did not find the product helpful

Cons

Consistent issues with providers not receiving the link to application and unable to re-open if they could not complete all at once. Providers frustrated over link issues Program did not have the capability to directly link to Insurances, fax or email applications.

Reason for choosing CredentialMyDoc

it was purchased at a trade show by the \[sensitive content hidden\]

Review Source

Response from HealthStream

June 13, 2024

Hi Sara, Thank you for leaving a review. We're sorry to hear that your providers generally did not find CredentialMyDoc helpful in linking their documents. If you have any types of questions or concerns, please don't hesitate to reach out to customer support at https://community.healthstream.com/customer-support. Best Regards, The HealthStream Team

kF

kim F.  
CEO  
Insurance  
Used the software for: 1-2 years

### "It is a terrible software system"

May 10, 2023

1.0

We thought it was terrible.

Pros

Absolutely nothing. It resulted in confusion amongst the team and even after a year we gained no benefits from it. We were eager to be able to export updates for our clients and they are not in chronological order and in turn our clients were frustrated and now we are back to manually writing and sending updates.

Cons

The features either don't exist that they say they have or if they do they don't work as anticipated. The response is always they are working on it. We opted for this to gain efficiency and it was the opposite. We've gone back to excel.

Review Source

LT

Luann T.  
Senior Director  
Medical Practice  
Used the software for: 2+ years

### "Great product !"

June 17, 2024

5.0

Excellent product excellent support easy to use and train employees on this system

Pros

Simplicity of use , roster management, simple set up

Cons

We expanding to many more clinicians and locations needed more reporting features

Review Source

Response from HealthStream

June 18, 2024

Hi Luann, We're thrilled to hear that CredentialMyDoc was easy to use and set up for your organization, and that you've had a great experience with the customer support and training teams. Thank you so much for your review! Best Regards, The HealthStream Team

WC

Wendy C.  
President  
  
Used the software for: 2+ years

### "Five Stars - That's CredentialMyDoc"

March 14, 2017

5.0

If you are looking for credentialing software, then CredentialMyDoc is your solution. I have used the software for over three years, and it just keeps getting better. Customer support is top notch - they are responsive and friendly. It offers everything you need to store information, run reports, populate applications, and much more without being complicated to use. If there is anything the software does not already offer, the CredentialMyDoc team will make every effort to add new features to accomodate the customer's needs. I highly recommend CredentialMyDoc.

Pros

There are so many pros, it is hard to narrow down, but my top three would be (1) the emailed, automated report I receive every Monday morning with all upcoming expirables; (2) the payer section - you just enter your payer information, status, etc and click a button to download into an Excel spreadsheet; and (3) there is no mapping of applications - if you need a new application or update to an existing application, then you contact CredentialMyDoc support, and they take care of it in a timely manner.

Cons

I have no cons - it does not have any negatives, and the CredentialMyDoc team is always working to make a great product even better.

Review Source

Response from HealthStream

March 15, 2017

Thank you so much, Wendy!

YS

Yolanda S.  
Credentialing  
Hospital & Health Care  
Used the software for: 1-2 years

### "CMD Review"

June 17, 2024

5.0

Pros

I enjoyed the updates to the CMD software over the years of using it. It has become a very user friendly software.

Cons

My practice was one of the first Specialists group to use this platform. The growing pains were real.

Review Source

Response from HealthStream

June 21, 2024

Hi Yolanda, We're so pleased to hear that you enjoy CredentialMyDoc and the updates we've made to the platform. We're so grateful that you took the time and effort to learn how to use it; we strive to make it as user-friendly as possible. Thank you so much for your review! Best Regards, The HealthStream Team

BH

Bekki H.  
Credentialing Coordinator  
Medical Practice  
Used the software for: 1-2 years

### "Everything in one place."

July 5, 2022

4.0

I absolutely love the overall program. Having everything in one place makes my job so much easier.

Pros

All the information is in one place. Predecessor kept a bunch of separate spread sheets and lists. This has condensed everything into one place.

Cons

There have been several forms I have needed and they are not current. Mapping has been off in the new platform.

Review Source

JH

Janet H.  
Credentialing Specialist  
Medical Practice  
Used the software for: 1-2 years

### "CMD - Quick but Good Review"

September 20, 2016

4.0

I think CMD is a good program but I'm sure it's a much better program than I realize as I've not had a chance to get the training I need to understand and know about it's all-encompassing capabilities.

Pros

It's very easy to input information, locate information and to update information. The customer service is quick and good. I like being able to print pre-populated applications and documents - saves A LOT of time.

Cons

Again, I need more training to be able to take advantage of all it has to offer. This is not because the training is not offered but because I've not had the time to get the training. CMD was in place only a month or so where I work when I took the Credentialing position and have had to train myself. I would like a reference "manual" of some sort ---which I understand is in the worksl

Review Source

Response from HealthStream

September 25, 2016

I am so glad that I saw your review, Janet. You'll have product manual and a link to the training calendar in your email today. Thank you!

SY

Susan Y.  
Business Office Coordinator  
Hospital & Health Care  
Used the software for: 2+ years

### "Outstanding system and customer service"

January 16, 2017

5.0

This system will save you a lot of time especially if you have multiple job responsibilities. All of the staff are phenomenal and your support request(s) are turned around instantly. CMD truly listens to their customers for any product ideas. If any changes or updates are going to be rolled out, you are notified ahead of time with a complete guide/explanation. There is no logging into the system with "surprises."

Pros

The team and the support you receive when you have a question and/or issues

Cons

I have not found anything that I do not like. The company is constantly listening to their customers and making changes to make our work more efficient, timely and easy.

Review Source

Response from HealthStream

January 16, 2017

Thank you, Susan!

LH

Laura H.  
credentialing specialist  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "CMD review for CDC"

October 12, 2020

2.0

I think some of the features are redundant, such as the many options under the drop down box. Alot of the site wastes time finding what you are looking for or the best way to log it in under the drop down boxes

Pros

I like that there are different tabs for providers and for the facility under tax id for the tabs. I also like that there are reminders sent out for exp dates to my email

Cons

I do not like that you can add notes under the providers but you cannot see the notes unless you go to another tab under workflow and search for it. The notes and tasks should have access under the provider tabs so you can view them

Review Source

LL

Leslie L.  
Credentialist  
Hospital & Health Care  
Used the software for: 1-2 years

### "Credentialing made easy "

October 13, 2020

5.0

Overall credentialmydoc is everything we expected for our company.

Pros

I love how we can keep all provider data and applications in one profile. How east reports are pulled and how we can create task for all users/providers.

Cons

I would love to be able to print all the applications at once for a provider instead of having to print them one by one

Review Source

AL

AMANDA L.  
Director of Payer Contracting  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "Solid cred software"

October 19, 2020

3.0

Pros

Ease of use, organizes our info and can provide some, good reporting functions

Cons

needs better automated verification of licensure some disconnect between notes in the workflow and tasks sections Need to save each section of the tabs. Would love to be able to customize some of the drop downs. automated expiration reminders go out with the providers last name first...looks strange in emails received.

Review Source

CB

Cathy B.  
Information Management Coordinator  
Hospital & Health Care  
Used the software for: 2+ years

### "Exceptional Credentialing Product! "

September 13, 2016

5.0

The Ratings say it ALL. CMD is easy to use. It keeps you organized and on track. We LOVE the email notification feature for documents that are about to expire. Don't know how we managed before CMD!

Pros

Customer Support is A+ & Functionality

Cons

I have not found a Con.

Review Source

Response from HealthStream

September 13, 2016

Thank you so much, Cathy!

DB

Donna B.  
Credentialing Specialist  
Hospital & Health Care  
Used the software for: 1-2 years

### "Love CredentialMyDoc"

September 26, 2016

5.0

Since the credentialing department moved to CredentialMyDoc, my work time has been exponentially increased in completing applications for payers. Ashlyn & the customer service department of CMD is has been incredible and quick in their assistance. I would highly recommend using CredentialMyDoc for credentialing services!

Pros

ease of use and very user friendly

Cons

none that I have found

Review Source

Response from HealthStream

September 26, 2016

Thank you, Donna!

JM

JESSICA M.  
HR generalist  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Credentialmydoc one stop shop"

June 11, 2024

5.0

Pros

Central location to house all docs needed to enroll docs.

Cons

None yet as I am still learning the system.

Review Source

Response from HealthStream

June 13, 2024

Hi Jessica, Thank you so much for leaving a review. We hope that you continue to enjoy using CredentialMyDoc to house your organization's documents. Best Regards, The HealthStream Team

TM

Teresa M.  
Credentialing Coordinator  
Medical Practice  
Used the software for: 6-12 months

### "Great product, user friendly. Keeps the credentialing department organized"

August 29, 2017

5.0

Organized a credentialing department that had many parts scattered in different locations. Now I am able to streamline our business.

Pros

Easy to use, has a lot of great features to store items into the software. Like the documentation section to store all items into it. My credentialing department is almost paperless now.

Review Source

Response from HealthStream

August 29, 2017

Thank you, Teresa!

PR

Peggy R.  
Administrative Assistant  
Medical Practice  
Used the software for: 6-12 months

### "Hospital Credentialing"

January 5, 2017

5.0

I have been using this software to complete reappointment applications for credentialing to hospitals in the area for 20 physicians. This software is a big time saver in that it automatically fills in the information required on the application. I no longer have to write these out which took quite some time. I like the reminders of the expirations of licensing, and other important documents for physicians so that I can keep track of this information and ensure that this it is kept up today. I really like this software!

Pros

Very easy to use. Cuts time in half in processing applications. Keeps track of expiration dates.

Cons

Sometimes the fields of the applications that require filling in of information, the font could be a little bigger.

Review Source

Response from HealthStream

January 5, 2017

Thank you, Peggy!

SS

Stephanie S.  
Med Staff Services Manager  
Medical Practice  
Used the software for: 2+ years

### "Solid System"

March 17, 2025

2.0

CredentialMyDoc met our needs - no big complaints.

Pros

Easy to use, pretty intuitive, responsive customer service.

Cons

Not super extensive, but it does meet our needs so ok with that.

Switched from

[ManageMore](https://www.capterra.com/p/92305/ManageMore/)

Intellisoft had difficult reporting features

Review Source

NC

Nicole C.  
Credentialing Manager  
Hospital & Health Care  
Used the software for: 1-2 years

### "CMD Review"

June 17, 2024

5.0

I love it, it has been a game changer within our company as far as organization and time to submit documents.

Pros

I like that everything is kept secure in one place. It helps keep us organized per provider and per location which with a large growing practice in many states is extremely helpful and necessary.

Cons

I would like to be able to give certain managers access to only the providers or locations within their own state/region. If there is a way, I would love to know! Like to be able to submit directly to the carriers through the program to track automatically.

Review Source

Response from HealthStream

June 21, 2024

Hi Nicole, We're thrilled to hear that CredentialMyDoc is keeping your organization organized and efficient. In regard to your comment about manager access, please consult the MSO Client Portal, and if you need further assistance, please reach out to customer support at https://community.healthstream.com/customer-support. Thank you so much for your review, and for choosing CredentialMyDoc! Best Regards, The HealthStream Team

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