Renew with visibility

Managed Renewals

Completed renewal work stays in the same record so the next cycle starts with current dates, documents, proof, and follow-up history.

Direct answer

What is Managed Renewals?

Managed Renewals helps with selected renewal work. CredentialMate organizes the renewal checklist, documents, submission support, follow-up, communication, evidence capture, and next-cycle setup in one place.

CredentialMate coordinates

Work that stays connected to the license record

  • Renewal scope confirmation.
  • Renewal checklist setup and document collection.
  • Submission support and operational follow-up for renewals.
  • Customer communication and renewal status visibility.
  • Evidence capture and next-cycle readiness setup after completion.

Support boundaries

Track it yourself, get readiness support, or hand off the work

CredentialMate keeps the support model clear so customers can see what is tracked, what is reviewed, and where CredentialMate Licensing Operations can help.

Track it yourself

Use CredentialMate to organize licenses, CME, DEA and controlled substance registrations, documents, deadlines, and renewal tasks.

Get readiness support

Get help reviewing what is missing before a license renewal becomes urgent.

Hand off the work

Let CredentialMate Licensing Operations help coordinate selected applications or renewals.

Software visibility

  • Renewal tasks, blockers, approvals, and evidence stay visible.
  • Status changes and completion proof remain tied to the license record.
  • The next renewal cycle starts from the updated record instead of a disconnected handoff.

Guided support

  • CredentialMate helps clarify what can move forward and what still needs customer action.
  • The workflow routes signatures, approvals, and payments when required.
  • Follow-up communication stays connected to the renewal record.

Managed execution

  • CredentialMate Licensing Operations coordinates renewal workflows, submission support, and operational follow-up.
  • CredentialMate Licensing Operations still depends on board requirements and customer approvals when required.
  • CredentialMate does not guarantee approval or board timing.

Customer steps

Required approvals stay visible

  • Sign, approve final filing, or complete identity-sensitive steps when required.
  • Pay board, portal, compact, or third-party fees.
  • Respond to board questions or provide additional evidence.
  • Complete missing CME, disciplinary, legal, or credential-specific requirements.

Choose your support level

Ready to get licensing out of spreadsheets and inboxes?

Start with renewal readiness, request help with a new license, or hand off selected renewals when you need support.