A free guide from Cima Consulting
The CAQH ProView guide for therapists, counselors and NPs
Short answer: CAQH ProView (renamed the DataSpring Provider Data Portal in June 2026) is the free profile most insurance plans read instead of a paper application. Register at proview.caqh.org, fill in every section, upload your license, malpractice page and CV, authorize the plans you're applying to, and attest. Then re-attest every 120 days, or plans can't use it. Below: each step, the documents, and the errors that stall applications most.
Updated October 24, 2026. CAQH changes its screens from time to time; the steps below are the ones that don't change.
What CAQH is, and its new name
CAQH runs the shared credentialing database that most US health plans use to collect a clinician's information: licenses, education, work history, malpractice coverage, practice locations and a set of yes-or-no disclosure questions. You enter it once; each plan you authorize reads the same profile. It's free for providers.
The name changed in 2026. In June 2026, CAQH rebranded as DataSpring, powered by CAQH, and the provider tool long called CAQH ProView is now the Provider Data Portal. Your login, your CAQH Provider ID and the 120-day attestation cycle stayed the same, and the portal still lives at proview.caqh.org (Becker's coverage of the rebrand; the ADA's summary for its members says the same). Plans, applications and colleagues will keep saying "CAQH" and "ProView" for a long time, so this guide does too.
Who reads it: most commercial plans (in Texas, Blue Cross and Blue Shield of Texas, Aetna, Cigna's Evernorth, UnitedHealthcare's Optum), most Medicare Advantage and marketplace plans, and the Texas Medicaid and CHIP managed care plans, whose shared verification organization works from it (TAHP's Credentialing 101). Networks such as Headway also ask for it. Who doesn't: Medicare enrollment runs through PECOS, Texas Medicaid enrollment through TMHP, and EAP networks usually have their own forms.
Before you start
Set aside an afternoon, and have these open on your desk. Scanning them first is faster than stopping in the middle of a section:
- Your professional license (number, issue and expiration dates), and for NPs your prescriptive authority agreement and DEA registration
- Your NPI (and your practice's organization NPI, if it has one). If you don't have one yet, read NPI Type 1 vs Type 2 first
- Malpractice declarations page: carrier, policy number, limits and dates
- CV with the month and year you started and left every job since your degree, and the reason for any gap
- Degree, school, graduation date; any board certifications
- Practice location details: address, phone, office hours, whether you're taking new clients, ages you see, languages you speak, telehealth, accessibility
- Your practice's tax ID (EIN) and legal name as on the IRS letter, or your SSN as a sole proprietor
- Three professional references, if your plans ask for them
1. Register, or find the profile you already have
- If a plan invited you, its welcome letter or email includes your CAQH Provider ID. Use it to register at proview.caqh.org.
- If not, self-register on the same site. When you finish, you get a welcome email with your CAQH Provider ID.
- Already had a profile? If you were ever credentialed through an employer, a group or a network such as Headway or Alma, you probably have one. Recover the login rather than starting a second profile; a duplicate confuses plans and stalls applications. The profile belongs to you, not to the employer or network that started it.
Registration asks for your Provider ID, identifying details, a username and password, and security questions (the CAQH provider user guide shows each screen). Write your CAQH ID down; every plan application asks for it.
2. Fill in each section
The profile walks you through sections like the ones below (labels on screen may differ slightly). Answer every question. "Not applicable," with a short explanation where there's a box for one, beats a blank, because a blank reads as incomplete.
| Section | What to get right |
|---|---|
| Personal information | Your legal name exactly as on your license, plus any other names your documents use (a maiden name on a diploma, for example). |
| Professional IDs | License, NPI, DEA and Medicare or Medicaid numbers if you have them. Dates must match the documents you upload. |
| Education and training | Degree, school and dates. Associates: list your supervision if asked. |
| Specialties | Your license type and the areas you actually treat. These feed plan directories, so they decide who finds you. |
| Practice locations | Every address where you see clients, with the tax ID and billing details for each. This is where most errors live; see below. |
| Hospital affiliations | Most therapists have none. Say so and answer any follow-up question rather than skipping it. |
| Professional liability insurance | Carrier, policy number, limits and current dates, matching the declarations page. |
| Work history | Month and year for every position, with an explanation for any gap. |
| Disclosure questions | Yes-or-no questions about license actions, claims, health and more. Answer honestly; a "yes" with a clear explanation is normal and far better than a "no" a background check contradicts. |
3. Upload your documents
Upload clear, current scans, one document per upload, named so a person can tell what each is:
- Professional license (and, for NPs, the prescriptive authority agreement)
- Malpractice declarations page showing your name, limits and current dates
- DEA certificate, if you prescribe
- CV
- Signed W-9, if your plans ask for it there
- Board certification, if any
Put every expiration date on a calendar. An expired document in the profile is one of the quietest ways an application stops, and it's the first thing our credentialing service checks when a client's application has gone quiet.
4. Authorize your plans
Plans can't see your profile until you allow it. In the authorization section you can let every participating plan view it, or pick plans one at a time. Choosing all participating plans is simplest for most solo clinicians; pick individually if you want tighter control. If a plan says it can't see your profile, this setting is the first thing to check.
5. Review and attest
When every section is complete, review the summary, fix anything flagged, and attest: you confirm the information is true and current. Until you attest, plans treat the profile as unfinished, even if every field is filled in.
6. Give each plan your CAQH ID
CAQH doesn't apply to plans for you. You still request to join each plan's network, usually on its provider site, and put your CAQH Provider ID on the request. The plan then reads your profile, verifies it and decides. How each Texas plan takes requests, and what happens next, is in how to get credentialed with insurance.
7. Re-attest every 120 days
CAQH asks you to re-attest at least every 120 days, even when nothing has changed. If the attestation lapses, plans can no longer use the profile, which stalls any application still in review and any recredentialing that falls in the gap. CAQH emails a reminder (the CAQH quick reference describes the cycle); it's easy to miss, so put your own reminder on the calendar a week before. Re-attesting doesn't mean re-entering everything: review, update what changed (a new malpractice page, a renewed license, a new address) and attest again.
The errors that stall applications
These are the problems we fix most often when a clinician comes to us with an application that "has been in review forever." Each one adds weeks to how long credentialing takes:
| The error | What happens | The fix |
|---|---|---|
| Attestation lapsed | The plan can't use the profile, and the file waits. | Re-attest, then call the plan with your reference number. |
| Plan not authorized | The plan can't see the profile and may close the request. | Authorize it (or all plans) and tell the plan. |
| Expired document | Verification fails on a license or malpractice page. | Upload the current one and update the dates. |
| Names or tax IDs don't match | The legal name, W-9, IRS letter and NPI record disagree, so the plan can't build your contract. | Make them identical everywhere, starting with the IRS letter. |
| Wrong or missing practice location | The plan can't list or pay you at that address, or the tax ID on the location is wrong. | List every real service address with the right tax ID; no PO boxes. |
| Work history gaps | The plan sends a request for an explanation, which adds weeks. | Month and year for every job, and a sentence for every gap. |
| A "yes" with no explanation | The file goes to a committee or back to you. | Explain every "yes" in plain words, with dates. |
| Duplicate profiles | The plan reads the old one. | Use one profile, recover the old login, and give plans the right ID. |
| Malpractice dates differ | The profile and the declarations page disagree. | Copy the dates from the page you uploaded. |
For group practices
CAQH has a Practice Manager tool for groups: office details are entered once and shared across the group's clinicians, and an admin user can add other staff. Each clinician still owns and attests their own profile, and each plan still credentials each clinician and links them to the group. Start a new hire's profile the day they accept the offer; credentialing takes months. Our Group Practice Launch sets this up for every clinician at once.
Questions
Does CAQH cost anything?
No, it's free for providers. Plans pay to use it. Some plans and government programs have their own fees; CAQH doesn't charge clinicians.
Is CAQH ProView the same as DataSpring?
Yes. In June 2026 CAQH rebranded as DataSpring, powered by CAQH, and ProView became the Provider Data Portal. Same login, same CAQH ID, same 120-day attestation.
Does being on CAQH mean I'm in network?
No. CAQH holds your information; each plan decides on its own whether to credential and contract with you, and you're in network only from the effective date it gives you.
How long does it take to build a profile?
An afternoon if your documents are ready, longer with several practice locations or a long work history. Waiting on a missing document is what drags it out.
What happens if I forget to re-attest?
Plans can't use the profile until you re-attest. Applications and recredentialing stall in the meantime. Log in, review, update and attest; then tell any plan with an open file.
I left Headway or Alma. Do I need a new CAQH profile?
No. Your profile is yours. Update the practice location, tax ID and billing details to your own practice, authorize your new plans and re-attest. Cima EHR has more on leaving Headway or Alma.
Want us to build it and keep it current?
We build your CAQH profile from your documents, authorize your plans and do the first attestation for $250 per clinician. Credentialing upkeep, $49 per clinician a month, re-attests every 120 days and tracks every expiration.
| Service | Price |
|---|---|
| CAQH ProView profile Your CAQH profile built from your documents, uploaded, authorized for your payers and attested. Includes: Profile built and documents uploaded; Payers authorized to view it; First attestation. | $250 per clinician |
| Credentialing upkeep We keep every clinician's credentials current, every month. Includes: CAQH re-attestation every 120 days; License, malpractice and DEA expirations tracked and renewed on time; Recredentialing and Medicare / Medicaid revalidation; Address, phone and roster changes sent to every plan. | $49 per clinician a month |
Or book a free 30-minute call. If you're opening a whole practice, CAQH is included in both solo launch packages.
Sources
- Becker's Hospital Review, Insurer-owned CAQH rebrands to DataSpring
- American Dental Association, ADA Credentialing Service (DataSpring and the Provider Data Portal)
- DataSpring, Provider Data Portal (proview.caqh.org)
- CAQH ProView provider quick reference, registration, authorization and 120-day attestation (hosted by BCBS Illinois)
- CAQH ProView provider user guide, self-registration and profile steps (hosted by BCBS Illinois)
- CAQH, Practice Manager quick reference
- Headway, Using CAQH ProView for credentialing with Headway
- Texas Association of Health Plans, Credentialing 101 (Texas Medicaid)
A complete CAQH profile is the fastest start.
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