Every improvement, on the record.
New capabilities, integrations, safety controls, and fixes — dated, categorized, and public. The platform is fully hosted, so every update reaches your team the day it ships.
October 2026
- New
Inbox recaps: see who replied and what the conversation amounted to
A new Replied filter and optional hourly recaps of clinician conversations.
Read the update → - Improved
E-signature templates library, rebuilt for thousands of templates
A sortable table, live PDF preview, clear status for every import and a record of who made each template.
Read the update → - Improved
Built for the real world: ATS syncs that ride out rate limits and outages
Bullhorn and JobDiva integrations now pace themselves, retry through provider outages, and avoid duplicate records.
Read the update → - Safety
Licenses become living records, checked at the source
Every license is now tracked as a record with its renewals, board checks and evidence, with a dedicated hub for your team.
Read the update → - New
Occupational health, ordered once: one clinic visit, one confirmed order
Drug screen, physical, TB, immunizations and fit test are now handled as a single order, with an Occupational Health Agent doing the legwork and your specialist confirming.
Read the update → - Safety
Expired documents stay out, and every document gets a verdict
Smarter first-time ATS imports, built-in expiration rules for 31 document types, and a guarantee that no document review silently disappears.
Read the update → - New
Hear from every clinician: one-tap feedback that never nags
A 1 to 5 star check-in appears at the moments that earn the question, and every answer lands in one place for your team.
Read the update → - New
Candidates can ask for a real person at any time, and your team stays in control
A one-tap hand-off lets any clinician reach a human, with Assist and Takeover modes so AI never talks over your team.
Read the update → - New
Phone calls that actually know the answer: clinicians and recruiters get a smarter voice agent
Voice agents can now look up a clinician's checklist, vault and upload results mid-call, and recruiters get their own assistant on the line.
Read the update → - Safety
Know who's behind every action, with single-use candidate links
AI-driven changes are now traced back to the person who asked, and candidate magic links work once and expire.
Read the update → - Improved
Drop a file in chat and it's filed everywhere it's needed
Documents shared in the workspace chat are now filed into the clinician's vault and matched to every open placement that needs them.
Read the update → - New
E-signature paperwork now starts pre-filled
Staff preparing a document for signature no longer start from a blank form: client, dates and hours are filled in from the placement, and our AI agent completes the rest.
Read the update → - Integrations
Every message your team sends now shows up in Bullhorn
Inbox conversations with a candidate are mirrored to their Bullhorn record as notes, so your ATS stays the complete history without anyone copy-pasting.
Read the update →
September 2026
- New
Candidates can save your recruiter's contact, so your calls get answered
Every workspace now has a saveable contact card, an email signature and a trackable link, so the next call or text shows a name candidates recognize.
Read the update → - New
Action Center Focus: clear your team's to-do list one task at a time
A new full-screen view puts one task in front of your staff at a time, in priority order, and moves on the moment it's answered.
Read the update → - Integrations
Order background checks with Checkr, start to finish
Checkr is now a fully working background-check option: connect it, test it, and send candidates their Checkr invitation without leaving the platform.
Read the update → - Improved
Filter your dashboard by any column you've added, not just the built-in ones
Every column you add to Credentialing or Compliance — a requirement's status, the file behind it, a custom question's answer — now has its own filter, so a dashboard built around what your team tracks stays just as easy to narrow down.
Read the update → - Improved
Your company profile fills itself in
Confirm your company's website during sign-up and your workspace's Company tab — legal name, description, registered address, logo — fills itself in automatically.
Read the update → - Integrations
Pull facility requirements straight from your ATS
Facility requirement packets now import directly from your applicant tracking system — whichever one you run — and the import status shows up automatically as new records come in.
Read the update → - New
A state licensing portal now counts as a verification source, not a gap
When the only way to verify a license is logging into a state board's own portal, that now counts as real coverage — with the same playbook and reliability as any integrated vendor.
Read the update → - Improved
Candidate onboarding, redesigned for the phone it's actually completed on
The onboarding flow candidates complete after a magic link now has a phone-first design: bigger inputs, a clear step count, and a documents screen that shows exactly what's still needed and confirms every upload.
Read the update → - Improved
What someone tells you on a call or in a text now lands on their file
Forms, documents and credential events already updated a clinician's file automatically. Now a phone call or a text does too — so “I'm only doing nights, and not at that hospital anymore” actually changes something.
Read the update → - New
Calls now work like a real conversation — briefed going in, followed up after
The AI agent that makes and takes calls now walks in briefed on everything open for that person, keeps a real back-and-forth instead of asking one thing at a time, and writes a proper debrief when the call ends.
Read the update → - Improved
Custom, saved views on every dashboard
Build and save your own dashboard views — pick the columns, save filters that keep working as new operations come in, and get the same experience on Credentialing and Compliance.
Read the update → - New
Build your own screening workflow, step by step
Author and reorder screening steps by dragging them into place, say exactly what each one is waiting on, and now order add-on checks — not just fixed packages — through Vetty.
Read the update → - Improved
Your AI caller now knows when it's talking to a voicemail — and when it isn't
The voice agent detects voicemail, call screening, and phone menus in real time, leaves a proper message instead of talking over a greeting, and no longer hangs up on a live person mid-conversation.
Read the update → - Improved
Watch your AI agent work — live, full screen, and two at once
When an AI agent needs a hand on a portal — an MFA code, a CAPTCHA, a sign-in only a person can finish — you can now watch and take over in full screen, run two portal sessions side by side, and pick up any file the portal handed over.
Read the update → - New
Background-check consent forms, done for you — and defensible
Standard FCRA-compliant disclosure and authorization forms, built for your company's legal profile and yours to customize — instead of drafting your own or borrowing someone else's.
Read the update → - Safety
Sensitive candidate data, visible only to the people who should see it
New role-based access controls let you decide who on your team can see health records, HR paperwork, and identity documents — enforced automatically, and built around your existing reporting structure.
Read the update → - New
Your AI workforce now checks its own work
A new Requirement Supervisor reviews every requirement set for gaps and duplicates, and a policy engine now audits every AI agent's follow-through — flagging misses with a full history and a one-click fix.
Read the update → - Improved
Your staff and candidate assistants can now do more of the work themselves
Staff and clinician assistants can now send e-signature requests, check background/reference/verification status, look up facility requirements, and get answers to questions closed out automatically — all from the same conversation.
Read the update → - New
Compliance research now looks beyond your own rulebook
The requirements engine can now flag a new regulation or accreditation standard your workspace hasn't written a rule for yet — citing the source — instead of staying silent until someone codifies it.
Read the update → - New
Onboarding now opens with what matters, not whatever loaded first
A new AI agent orders each candidate's onboarding steps sensibly — the offer letter first, not buried behind a stack of tax forms — instead of whatever order the system happened to build them in.
Read the update → - Integrations
Bring in candidates your ATS search can't find
Bulk-import placements by pasting or uploading a list of candidate emails — built for candidates your ATS's own search can't surface, like someone placed long ago and still on contract.
Read the update → - Integrations
Credentials pushed to Bullhorn now show up as certifications, not just files
Credentials synced to Bullhorn now create a real Certification record, not just an attached file, so they show up where your recruiters already look.
Read the update → - Improved
Follow-ups land when someone will actually see them
The system now learns when each candidate tends to reply, and times outreach to that window — while automatically avoiding phone numbers that can't receive a text in the first place.
Read the update → - Improved
The credential vault now decides expiration the same way a person would
The vault picks a credential's current version based on what the document itself says — not upload order — and agencies can now set their own validity windows so the system applies them automatically.
Read the update → - Improved
The credential vault is now one page, and the verifier got more accurate
Every credential now lives on a single scrollable page with filters, grouping, and sorting instead of separate tabs — and the AI verifier no longer flags supporting paperwork, like a CV, as a failed credential.
Read the update → - Integrations
Equifax joins our background check providers
Agencies can now run background checks through Equifax alongside our existing providers, widening the options available for how a check gets run.
Read the update → - Integrations
More of your Bullhorn and JobDiva documents now sync automatically
The Bullhorn integration now pulls certification files from a candidate's Certifications tab, not just their general Files tab — and credentials pushed to JobDiva are automatically filed under the right attachment type.
Read the update → - Integrations
Every Inbox message now shows up as a note in JobDiva, automatically
Messages sent, received, or arriving by email or text in the platform's Inbox are now automatically logged as Candidate Notes in JobDiva — a synced communication record with no manual copy-paste.
Read the update → - Integrations
Bulk-import candidates from your ATS, on your own terms
Search your connected Bullhorn or JobDiva live and bulk-import every candidate matching your agency's own filters for "actively on contract" straight into credentialing or compliance — with duplicate protection built in.
Read the update → - New
A requirement can now have more than one valid answer
Requirements like a TB status check can be satisfied by a titer, a vaccine record, or a signed declination — tracked as one task with options, not three separate ones. The questions behind them can branch based on the answer and be answered over text or email.
Read the update → - Improved
Follow-up messages now pace themselves and remember what's already been said
The AI that sends outreach texts and emails now adjusts how often it follows up as a start date nears or requirements clear, times messages to the recipient's own time zone, and won't ask the same question twice.
Read the update → - New
Clinicians on assignment now have their own dashboard and requirement registry
A new Active Compliance module tracks clinicians after they start work — a dedicated dashboard, a standardized set of roughly 85 requirement types, and automatic phase transitions from submittal to placement to active compliance.
Read the update →
August 2026
- Improved
The dashboard now shows what needs attention first
A new sort ranks operations by urgency — blocked and overdue work first — and adding or editing a requirement is now one form instead of two.
Read the update → - Improved
Onboarding links now open the onboarding flow, every time
A link sent to a clinician now lands them directly inside the full onboarding experience it was meant for, instead of a dead-end login screen.
Read the update → - Improved
See what your AI agents are spending, workspace by workspace
Admins can now see computer-use cost and volume broken down by workspace, and choose per workspace whether agents run automatically or wait for a person to say go.
Read the update → - Safety
Document authenticity checks now cover every file type
Signed and wallet-matched documents now go through the same authenticity review as everything else, closing a gap that let incomplete forms through.
Read the update → - New
Add a facility requirement once, every active operation picks it up
A new requirement added to a facility now automatically reaches every candidate currently being credentialed there, with no manual follow-up needed.
Read the update → - Integrations
Choose exactly which Bullhorn fields flow into credentialing
Admins can now hand-pick, rename, and add instructions to the Bullhorn custom fields that import into every credentialing draft, instead of an all-or-nothing sync.
Read the update → - Improved
Background checks, now candidate self-service
Clinicians complete their own Vetty background check through a secure invite instead of staff retyping SSNs and consent forms — and verified employment history now comes back automatically.
Read the update → - Safety
Consent status, visible right in the inbox
Staff can now see at a glance when a contact has opted out of texts or email — right inside the conversation — and jump between a contact's profile and their message history in one click.
Read the update → - Integrations
Faster integration setup, fewer bottlenecks
The integrations page is redesigned around plain language, and any staff member — not just a super admin — can now finish connecting a system, so setup no longer waits on IT.
Read the update → - New
Our AI gets smarter from every operation — safely
Wolf's agents now build and share a living map of what the organization has learned, while new guardrails make sure only genuinely useful, non-obvious lessons ever get stored — never a candidate's name or a one-off detail.
Read the update → - New
An operation update, written for you
A new AI agent reads everything happening on an operation and writes a plain-English status update — so anyone can see who owes what, without pinging a teammate.
Read the update → - New
A streamlined new look for the operation page
A cleaner, faster alternate view of the operation page — instant search across every requirement, rejection reasons and expirations visible without extra clicks — is now available alongside the classic view.
Read the update → - Improved
See momentum, not just status
Every operation now shows real engagement and progress — how much moved in the last day and week, when the candidate was last active, when your team last reached out — plus a dashboard staff can lay out their own way.
Read the update → - New
Education verification, done automatically
Wolf now opens and tracks academic degree verifications directly with the National Student Clearinghouse — no manual submission, no separate portal to check back on.
Read the update → - Improved
See exactly what the system read in every file
A new panel shows the AI's reading of any file — its type, summary, and classification — right where staff already review documents, and matching itself now reads full document content instead of a summary of it.
Read the update → - Safety
First-contact texts are now fully consent-compliant
The very first SMS a candidate receives now reliably carries the required consent disclosure, and reads like it's from a person instead of legal boilerplate.
Read the update → - Improved
A second try, without a support ticket
Staff can now manually trigger a retake for a failed Relias assessment directly from the platform, instead of routing the request through support.
Read the update → - Improved
Adaptive questions, and a full view of what's pending
Intake questions can now branch on an earlier answer instead of asking everything up front, and staff can see every pending question — and what unlocks it — in one place.
Read the update → - New
Offer letters, generated and routed for signature
Multi-signer documents like offer letters can now be drafted, staff-prefilled, and automatically routed to the right internal signer — without leaving the platform.
Read the update → - New
A built-in second opinion on every operation
A read-only supervisor agent now reviews every step across an operation's requirements for consistency, catching the kind of cross-requirement mismatch a single planner can't see.
Read the update → - New
No follow-up goes quiet again
Agents now run on self-renewing "heartbeats" instead of one-shot reminders, so a stalled or busy turn never leaves a candidate or requirement waiting silently.
Read the update → - Improved
Already uploaded? We'll find it.
New requirements are now automatically checked against documents already sitting in a candidate's wallet, so nobody has to upload the same thing twice.
Read the update → - New
Facility requirements, fully manageable and fully accounted for
Facility-specific requirements can now be created, edited, and tracked with a complete history, right from the platform.
Read the update → - New
Meet your AI workforce
A new agent roster shows exactly which AI agents are working for your team, what they're doing right now, and lets you turn any of them off.
Read the update → - Improved
Primary-source verification just got faster and more accountable
One agent now owns license and exclusion verification with Propelus end-to-end, resolving results faster and leaving a signed evidentiary record behind.
Read the update → - New
AI agents now handle the portal work, not just the paperwork
A cloud browser agent fills out and submits real verification portals on your behalf, leaving a full video and screenshot trail behind.
Read the update →
July 2026
- Improved
A clearer view when a step is stuck
The operation view now shows how steps depend on each other, replacing two overlapping tabs with one dependency-aware Steps view.
Read the update → - Improved
Bullhorn and JobDiva sync gets sturdier
Candidate resumes now sync automatically from JobDiva, and ATS syncing holds up better under rate limits and edge cases.
Read the update → - Improved
Smarter document review: fewer false rejections, easy corrections
Name matching now allows for real-world variations, and staff can detach a mis-filed document and review it alongside the candidate's file.
Read the update → - New
Every candidate's activity, in one place
A new Activity tab gives staff a running timeline of everything that's happened on a candidate — communications, actions, and updates.
Read the update → - New
The right assessment, chosen for you
An assessment-selection agent now picks the correct competency assessment automatically, and Unahealth assessments start with a single tap.
Read the update → - Improved
One upload, every requirement it satisfies
A single PDF containing multiple documents is now automatically split and routed — no more filing a whole packet under one requirement.
Read the update → - New
Stuck operations now get themselves unstuck
A dedicated agent watches for stalled operations and intervenes automatically — the same fixes a staff member would make, without the wait.
Read the update → - Safety
Exclusion & background screening, hardened
Adverse-action and exclusion screening now reports its full audit trail, with staff overrides when a judgment call is needed.
Read the update → - Improved
Ask your assistant to reach out — it can, right now
Recruiters and credentialing staff can ask their workspace assistant to text or email someone directly, no open operation required.
Read the update → - Improved
No more stuck "final review" steps
Credentialing plans no longer stall on placeholder approval steps that never needed to exist.
Read the update → - Improved
One row per document on the candidate checklist
Candidates no longer see the same document requested twice, and the requirements board now shows more at a glance.
Read the update → - Integrations
Now integrated with Relias
Credentialing Agents now connects with Relias, adding a second competency-assessment partner alongside Unahealth.
Read the update → - New
Every credential now tracks its own expiration date
Documents and requirements carry a validity date, with automatic alerts before coverage lapses.
Read the update → - Integrations
Now integrated with Unahealth
Credentialing Agents now connects with Unahealth, extending your network of trusted partners.
Read the update → - New
A workspace that sets itself up
Your new workspace arrives ready to work, guided by a proactive onboarding agent.
Read the update →
June 2026
- Improved
A workspace rebuilt around you
Agent chat as a fixed side rail, with CMD+K to go anywhere instantly.
Read the update → - New
Just talk. The form fills itself.
Candidates speak, and their onboarding forms complete in real time.
Read the update → - New
Candidate onboarding, beautifully reimagined
A full-screen, one-question-at-a-time flow that candidates actually enjoy.
Read the update → - New
Any PDF becomes a smart form, instantly
Drop in a PDF and AI turns it into a fillable, intelligent form.
Read the update → - New
E-signature documents that create themselves
Agents resolve and generate e-signature documents even when no template exists.
Read the update → - New
Introducing the Action Center
Every decision that needs a human, in one place — then the agent picks right back up.
Read the update → - Improved
Usage and cost, crystal clear
Track usage and spend per workspace, with tidy monthly rollups.
Read the update → - Improved
Full control: pause & cancel, anytime
Pause or cancel operations — and whole workspaces — the instant priorities shift.
Read the update → - Integrations
Background checks, fully automated with Yardstik
Order, track, and complete Yardstik background checks without ever leaving the platform.
Read the update → - Integrations
Your ATS and Credentialing Agents, perfectly in sync
Two-way Bullhorn and JobDiva sync keeps candidates and credentials aligned automatically.
Read the update → - Improved
One tap to start, straight from a text
SMS-first outreach with magic links gets candidates in instantly — no passwords.
Read the update → - Improved
Bulk upload, with a live status you can watch
Drop in every document at once and watch each one get sorted in real time.
Read the update → - Improved
Forms that already know the answers
Candidate forms pre-populate from what's known and what's been answered before.
Read the update → - New
Agents that work the systems humans do
When there's no API, agents log into the portal and get it done anyway.
Read the update → - Improved
A dashboard that's alive
Requirements and steps update in real time — never hit refresh again.
Read the update → - New
Introducing the Library
Your requirements and knowledge in one home — with readiness scoring at a glance.
Read the update → - Improved
A brighter, cleaner look
A polished light mode across every client- and candidate-facing surface.
Read the update →
May 2026
- New
Export a complete, polished credential file
Package finished work as a beautiful PDF or ZIP, ready to share.
Read the update → - Safety
Every change, on the record
A complete, reviewable audit trail across your entire workspace.
Read the update → - New
The document wallet: upload once, use everywhere
Clinicians upload their credentials a single time and reuse them across every placement.
Read the update → - Improved
Requirements that adapt to every stage
Tailor requirement rules by client, facility, and placement phase.
Read the update → - Integrations
Email and text, now native
Agents send and receive email and SMS/MMS — and turn every reply into progress.
Read the update → - Integrations
Reference checks that run themselves with RefAssured
Automated reference checking through RefAssured — dispatched, verified, and reused across placements.
Read the update → - Improved
A first run worth remembering
A smarter sign-in and an immersive product tour that gets you going fast.
Read the update →
April 2026
- Integrations
Background screening, reimagined with Vetty
End-to-end Vetty screening with instantly readable findings and adjudication built right in.
Read the update → - Integrations
E-signatures your way — DocuSeal, Dropbox Sign & Adobe Sign
Send documents for signature through whichever provider you already trust.
Read the update → - Integrations
Source-verified licenses & exclusions with Propelus
Automated primary source verification and OIG/exclusion screening — including certifications.
Read the update →
Questions
How often does Credentialing Agents ship product updates?
Continuously — improvements land as they're ready, usually several in a typical week. Larger capabilities, new integrations, and safety changes are announced here with a date and a plain-English description of what changed.
Do I need to install or upgrade anything to get updates?
No. Credentialing Agents is fully hosted at app.credentialingagents.com, so every team is always on the current version. There are no releases to schedule, no migrations to run, and no downtime windows to plan around.
How do I request a feature or report an issue?
Email a@credentialingagents.com — a person on the team reads everything and usually replies the same day. Requests from live customers shape the roadmap directly, and you'll see the result land on this page.
See it work a real file.
Thirty minutes, one placement, worked live — start to submit-ready.