Everything a health plan or MSO needs to run precontractual and annual delegate audits — without building it from scratch.
For teams on the oversight side of delegation — health plans, MSOs, and CVOs auditing their own delegates rather than being audited themselves. This bundle is the precontractual and annual evaluation workflow in a box: assess a prospective delegate, score their files, and issue a corrective action plan when they fall short.
What’s Included
✓ Delegation Oversight Toolkit User Guide (Word — included free)
✓ Pre-Delegation & Annual Delegation Evaluation Tool (Word)
✓ Corrective Action Plan Template (Word)
✓ Credentialing File Audit Tool (Excel)
✓ Toolkit License Terms (Word — included free)
Why This Bundle
– The evaluation tool covers both precontractual assessment and the annual re-evaluation cycle in one document.
– Findings flow directly into the Corrective Action Plan template — no reformatting between audit and remediation.
Buy individually: $2,885. Bundle price: $2,495 (14% savings.)
Every document is fully usable standalone the same day it’s purchased — no setup, no onboarding call required.
License: This product is licensed for use by the purchasing organization only under the Toolkit License Terms. Redistribution, resale, sharing, or sublicensing of this material is prohibited. © 2026 Delegated Credentialing Pros.
