Submit credentials and view credential status

Health facilities can require specific credentials to be submitted and reviewed before approving a vendor account and allowing entry into the facility. Credentials can include things like background checks, proof of vaccinations, and proof of completed safety trainings.

Vendors are responsible for submitting all required credentials. Green Security's review team or the facility then reviews credentials and approves or declines them.

In this article

• Dashboard: View credentials snapshot
• View credentials and statuses
• Submit credentials

Dashboard: View credentials snapshot

On your dashboard, the Credentials section shows you a snapshot of important credential alerts:

• Needs Attention: the vendor needs to take action on a credential
• Pending Approval: the vendor has submitted a credential and the credential is awaiting review by Green Security or the facility
• Expiring in 7 Days: credential is expiring in 7 days and needs to be renewed
• Expiring in 30 Days: credential is expiring in 30 days and needs to be renewed

This helps you manage your credentials that are expiring soon or need urgent attention. 

Select a category to view more details and take action on a credential.

View credentials and statuses

To view all your credentials and official credential statuses, select the menu icon and then select Credentials.

 

All of your required credentials appear, along with their credential status:

Status	Details
Needs Attention	The vendor has not submitted the credential and still needs to take action to submit the credential
Pending Approval	The vendor has submitted the credential and it is being review by the Green Security review team and/or the facility
Approved	The vendor's submitted credential has been reviewed and meets the acceptance criteria
Declined	The vendor's submitted credential was reviewed and does not meet the acceptance criteria, or the vendor declined to submit the credential
Denied	The vendor submitted the correct credential but it was not accepted due to policy from the facility
Suspended	The background check required additional data that the vendor failed to provide. The background check could not be completed and the vendor must submit a new one
Expired	The credential had an end date and was not renewed on time

Filter credentials

On your Credentials page, you can filter credentials by selecting the ellipsis or the filter tool.

There are three ways to filter your credentials: Sort Options, Filter Options, and My Favorite filters. Many of the Filter Options and My Favorite filters overlap with each other. The "My Favorite" filters are just a quick way to select filter presets.

To configure "Sort Options"

Select an option:

• None: Database default
• Ascending: Credentials are displayed in alphabetical order (starting from A)
• Descending: Credentials are displayed in descending alphabetical order (starting from Z)

To configure "Filter Options"

1. Select + Add.
2. In the Column field select a filter:
   • Required at facility
   • Include vendor rep credentials
   • Status
   • Urgent Credentials
   • Credentials Pending Approval
   • Expedited Credentials
   • Credentials Expiring in 30 days

To select "My Favorite" filters

Select a preset filter:

• All
• For Me
• For my Company
• Needs Action
• Pending Approval
• Approved

Submit credentials

To submit a credential for review

1. On your Credentials page, select a credential, and then select Upload Files or if you've previously submitted this credential Upload a new version of this credential.

2. Upload the appropriate files and select Submit Credential. 
   

   Your credential files are submitted and awaiting review by the facility or Green Security review team.

   Tip If you have questions about credential statuses or a denied credential, see the Vendor credentials FAQs.

Expedite your credentials to be reviewed within 24 hours

Expediting credentials guarantees that your credentials will be reviewed within 24 hours of submission. The normal review time is two to five business days.

To expedite your credentials with Emerald or the Day Pass

1. After you submit a credential, on the Emerald Package or the Day Pass, select Buy Now.
   • Emerald Package: You can expedite an unlimited number of credentials for the remainder of your subscription. Learn more about Emerald.
   • Day Pass: You can expedite an unlimited number of credentials within a 24-hour period.
2. Select Continue. If you don't have a payment method, select Pay Later or Add a Payment Method.

3. Confirm the payment or the account invoice.

   Note Your credentialing subscription won't be upgraded until the invoice is paid.