Insurance Credentialing – Resource Guide for Optometrists

Four long years of grinding through school and finally there’s light at the end of the tunnel.

Nothing will ever be able to compare to that feeling when you finally walked across the stage, diploma in hand.

Graduation? Check.

Congratulations Doctor. You can finally see patients now right?

Unfortunately, you’re not quite there yet, and you’ve just learned your first life lesson as a doctor: there’s always more paperwork.


Besides the actual process of getting your license, applying for an NPI Number, and registering for CAQH, there are a number of insurance panels that you may want to consider joining, each with their own credentialing procedures and processing time that ranges from days to weeks.

Here’s a few resources for you all to take advantage of:

Depending on which panels you decide to join, you may find that some are more difficult than others for getting accepted on their plan.

If you have a good referral relationship with an ophthalmologist, a good strategy is to piggyback off of he/she to get approved.

They could sign a letter on your behalf indicating it is important that you be put on the panel for continuity of care with mutual patients. This has been known to work on several occasions.

the guide to optometry credentialing

Ultimately the decision is on you to be a provider for as many or as few insurance panels out there.

Figure out what type of practice you’d like to have and what type of patients you’d like to work with, and you’ll be able to decide what the right direction is for you.

About Will To

Will To
Will travels around the country working with students and new grads addressing some of the more common issues they face today with a candid discussion on the state of optometry and how to take advantage of its constant changes. He utilizes a design-based approach to optometry, with emphasis on people-centricity both in and outside the exam room.


  1. Melissa Greenhalgh

    Do most optometrist applying for credentialing have to notarize their applications, specifically on the medi-cal 6216 application. The application states to refer to your civil code and suggest that notarizing may not apply to everyone. Has anyone else been through this process and remember if they used a notary or not?

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