ClearBridge Academy

Navigate the credentialing climb with total confidence.

The clear way through - from your first NPI to a clean claim.

Every credentialing lesson a Colorado behavioral-health provider needs, all in one place. Establish your identity for free, then learn exactly how to get your applications approved without the guesswork.

  1. The Trailhead

    Secure your trailhead

    Free identity setup
  2. The Ranger Station

    Learn the landscape

    Free trails, one email
  3. The Ascent

    Reach the summit

    The Playbook walkthroughs
Alpine Loop Backcountry Byway
Photo: Bob Wick, Bureau of Land Management, Public domain
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Five minutes of playback in any lesson earns one trail day. Seven trail days reach a summit, then the next climb begins. Rest days never take you backward. Without an account, your trail is kept in this browser only. Sign in and your trail is saved to your account on every device. Trail days are not course credit.

Free

The Trailhead

4 modules · 67 min
  1. Two Trails, One Summit

    CRED-100 10 min

    Credentialing is the on-ramp to every paid claim - and there are two ways up the same mountain.

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    Credentialing is the on-ramp to every paid claim - and there are two ways up the same mountain. Meet Claire, a clinician credentialing as an individual, and Elena, a director credentialing her organization. See both trails side by side, why a growing practice needs both, and where they tie together at the anchor. Your orientation map before the climb - no forms, no jargon, just the shape of the whole journey.

    1. 1Why We Climb2 min
    2. 2Two Trails, One Summit2 min
    3. 3Walking Each Trail6 min
    4. 4You Are Here1 min
  2. Know Before You Go

    CRED-101 7 lessons

    The ground rules every climber needs first - what credentialing really is, and why it gates every claim.

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    The ground rules every climber needs first - what credentialing really is, and why it gates every claim. Seven mini-lessons you can watch in 1-5 minutes each, or play them all at once.

    1. 1Before the First Step2 min
    2. 2The File5 min
    3. 3The Vote2 min
    4. 4Two Different Doors3 min
    5. 5The Shortcut3 min
    6. 6A Living File1 min
    7. 7One Rope, Many Hands2 min
  3. Setting the Anchor

    CRED-102 7 lessons

    Follow Elena as she sets the anchor - the organization your providers tie their billing to - through five layers of enrollment.

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    Follow Elena as she sets the anchor - the organization your providers tie their billing to - through five layers of enrollment. seven mini-lessons you can watch in 2-5 minutes each, or play them all at once.

    1. 1Meet Elena3 min
    2. 2The Federal Base4 min
    3. 3The State Foundation5 min
    4. 4The Medicaid Conduit5 min
    5. 5The Regional Matrix2 min
    6. 6The Commercial Topline3 min
    7. 7The Complete Picture3 min
  4. The Onboarding Trail

    CRED-103 5 lessons

    When credentialing actually starts, and what it protects.

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    When credentialing actually starts, and what it protects. The offer letter starts the clock, not orientation; you count backward ninety to one hundred twenty days from a start date that will not move; government enrollment goes before commercial, for the organization and for every clinician; and a gate stands between the schedule and the billing on day one. The map, not the manual.

    1. 1The Start Date3 min
    2. 2Counting Backward3 min
    3. 3Order of Operations2 min
    4. 4Day One3 min
    5. 5The Trail Ahead2 min
Free · one email

The Ranger Station

10 modules · 3 hr 24 min

Get your permits before hitting the trail. Every trail from the station is free - pick the one that fits the job in front of you.

10 modules10 printable field guides3 hr 24 min total time

One email unlocks every trail here.

  1. Staking Your Claim

    CRED-200 7 lessons Free with email

    Plant your legal stake - your entity's federal tax identifier, where it shows up on claims, and how to get it right.

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    Plant your legal stake - your entity's federal tax identifier, where it shows up on claims, and how to get it right. Seven mini-lessons you can watch in 1-2 minutes each, or play them all at once.

    1. 1The Claim Form1 min
    2. 2What Is an EIN1 min
    3. 3SSN vs EIN2 min
    4. 4How To Get Yours2 min
    5. 5Where It Shows Up1 min
    6. 6When Things Change1 min
    7. 7The Chain Begins1 min
  2. The Provider Identifier

    CRED-201 11 lessons Free with email

    Type 1 versus Type 2 NPIs, NPPES, I&A accounts, and the identity chain that every enrollment depends on.

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    Type 1 versus Type 2 NPIs, NPPES, I&A accounts, and the identity chain that every enrollment depends on. Eleven mini-lessons you can watch in 1-5 minutes each, or play them all at once.

    1. 1The Claim Form2 min
    2. 2What Is an NPI2 min
    3. 3Type 1 vs Type 23 min
    4. 4Who Needs an NPI3 min
    5. 5NPPES & I&A3 min
    6. 6The Application2 min
    7. 7What You Need5 min
    8. 8Keeping It Current4 min
    9. 9When You Are the Business3 min
    10. 10What Is Public, What Is Permanent2 min
    11. 11The Chain Continues1 min
  3. Taxonomy Codes

    CRED-202 9 lessons Free with email

    The specialty classification system - what kind of care you provide, the code that goes in Box 33b, and why it matters for enrollment.

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    The specialty classification system - what kind of care you provide, the code that goes in Box 33b, and why it matters for enrollment. Nine mini-lessons you can watch in 1-4 minutes each, or play them all at once.

    1. 1Box 33b2 min
    2. 2What Is a Taxonomy Code2 min
    3. 3The Behavioral Health Map4 min
    4. 4Dual Licensure3 min
    5. 5Organizational Taxonomy2 min
    6. 6On the Claim4 min
    7. 7The Proactive Advantage3 min
    8. 8Weaving into Credentialing3 min
    9. 9The Digital Translation1 min
  4. The Legal Foundation

    CRED-203 10 lessons Free with email

    How to read a Colorado clinician's public license record field by field.

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    How to read a Colorado clinician's public license record field by field - what the license type authorizes, what a board action does to a payer panel, and what happens to claims furnished on a day the license was not active. Ten mini-lessons you can watch in 1-6 minutes each, or play them all at once.

    1. 1The Foundation Underneath1 min
    2. 2What DORA Is2 min
    3. 3Reading the Record2 min
    4. 4Scope of Practice2 min
    5. 5Where the Ladder Starts2 min
    6. 6Who Can Bill in Their Own Name3 min
    7. 7When a License Is Restricted3 min
    8. 8Layered Credentials3 min
    9. 9Practicing Across State Lines5 min
    10. 10Renewals, Expirations, and Why It Matters6 min
Summit Pass

The Ascent: The Guided Routes

27 modules · 9 hr 21 min

Navigating PECOS, interChange, and CAQH is steep terrain. These are the guided routes - the exact frameworks, logic, and rules you need to reach the top without rejections. They are being built now, and each one opens as it is finished.

27 modules28 printable field guides9 hr 21 min total time
  1. The Medicare Landscape

    CRED-210 9 lessons Summit Pass

    The map before the trail.

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    The map before the trail - Medicare's two checkbooks, the fork between enrolling a person and enrolling an entity, the three federal systems, the CMS-855 forms, screening levels, your MAC, and the PTAN. Nine mini-lessons you can watch in 1-3 minutes each, or play them all at once.

    Checklist in the Field Kit
    1. 1The Two Checkbooks3 min
    2. 2The Fork: Two Trails3 min
    3. 3Three Systems, One Login2 min
    4. 4The Forms2 min
    5. 5The Other Fork: Opting Out1 min
    6. 6Screening Levels and the Fee2 min
    7. 7Your MAC1 min
    8. 8The PTAN1 min
    9. 9The Map, Complete2 min
  2. Who Medicare Pays, and How Much

    CRED-211 7 lessons Summit Pass

    Medicare pays a benefit category, and the license a clinician holds is what decides it.

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    Medicare pays a benefit category, and the license a clinician holds is what decides it. The eleven provider types on Colorado's Part B list, what a Colorado license actually reaches, and the percentages each category is paid. Seven mini-lessons, or play them all at once.

    Checklist in the Field Kit
    1. 1The Same Hour2 min
    2. 2The Category List2 min
    3. 3The Category She Chooses3 min
    4. 4The Percentages3 min
    5. 5You Must Take It4 min
    6. 6What Your Category Lets You Do3 min
    7. 7Staffing on Purpose4 min
  3. Walking the PECOS Trail

    CRED-212 12 lessons Summit Pass

    A hands-on PECOS walkthrough for enrolling an individual provider in Medicare.

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    A hands-on PECOS walkthrough for enrolling an individual provider in Medicare - from first login to Complete Submission, and the traps that get applications rejected. Twelve mini-lessons of about a minute each, or play them all at once.

    Checklist in the Field Kit
    1. 1The Setup2 min
    2. 2The I&A Foundation1 min
    3. 3The Operating Model1 min
    4. 4Starting the Application2 min
    5. 5Navigating the Topics2 min
    6. 6The Specialty Translation1 min
    7. 7Supporting Documents2 min
    8. 8Reassigning to a Group2 min
    9. 9Errors & Warnings1 min
    10. 10Signatures & Deadlines2 min
    11. 11Timelines & Fallout2 min
    12. 12The Next Steps1 min
  4. The Organization Enrolls

    CRED-213 11 lessons Summit Pass

    The 855B walkthrough for enrolling a behavioral health group practice as an organization in Medicare.

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    The 855B walkthrough for enrolling a behavioral health group practice as an organization in Medicare - who may act for the entity, the disclosures the individual application never asked for, and the timing math that decides when money moves. Eleven chapters, playable one at a time or all at once.

    Checklist in the Field Kit
    1. 1The Applicant Is Not a Person4 min
    2. 2Who Holds the Keys4 min
    3. 3Authorized, and Delegated5 min
    4. 4What the IRS Calls You3 min
    5. 5Who Is Behind the Entity3 min
    6. 6The Question You Answer Honestly2 min
    7. 7The Paperwork Behind the Paperwork2 min
    8. 8Your Billing Agent Is Not Your Excuse1 min
    9. 9Who Signs, and What the System Does2 min
    10. 10Timing3 min
    11. 11The Practice Stands3 min
  5. The Institutional Pillar

    CRED-214 14 lessons Summit Pass

    When a behavioral health organization steps up to facility-level care, Medicare stops enrolling people and starts certifying a building.

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    When a behavioral health organization steps up to facility-level care, Medicare stops enrolling people and starts certifying a building. The CMS-855A path - up-the-chain disclosure, license-and-accreditation-first, the survey and the three gates, and the effective-date trap that wrecks cash flow. 14 mini-lessons of a few minutes each, or play them all at once.

    Checklist in the Field Kit
    1. 1Levels of Care and the Two Ledgers3 min
    2. 2The Three Enrollments2 min
    3. 3What Makes a Facility1 min
    4. 4One Service, Two Claims1 min
    5. 5The Higher Bar1 min
    6. 6A Check on the Whole Business2 min
    7. 7Every Location Is Its Own Enrollment1 min
    8. 8The Identity Must Match1 min
    9. 9License and Accreditation First3 min
    10. 10Three Gates, Three Actors4 min
    11. 11The Effective-Date Trap2 min
    12. 12The OTP Chain and the Fee Trap2 min
    13. 13The Revenue Break4 min
    14. 14The Record Is Yours3 min
  6. Protecting What You've Built

    CRED-215 10 lessons Summit Pass

    An approved Medicare enrollment is a living record with three clocks running against it.

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    An approved Medicare enrollment is a living record with three clocks running against it. The PTAN up close, revalidation and its six-month window, the two change-reporting deadlines, the six quiet months that can take a number down, and the two roads back when a notice arrives. Ten mini-lessons, or play them all at once.

    Checklist in the Field Kit
    1. 1The Record Is Alive1 min
    2. 2Your PTAN, Up Close2 min
    3. 3The Mapping2 min
    4. 4Three Clocks2 min
    5. 5Revalidation3 min
    6. 6Two Windows3 min
    7. 7When Someone Leaves3 min
    8. 8The Silent Deactivation3 min
    9. 9Appeals3 min
    10. 10What You Now Hold2 min
  7. Knowing the Boundaries

    CRED-216 9 lessons Summit Pass

    The compliance guardrails around the Medicare enrollment you built.

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    The compliance guardrails around the Medicare enrollment you built - opt-out, ordering & referring only, mandatory claim submission, the ABN, and Medicare Secondary Payer. Nine mini-lessons you can watch in 2-4 minutes each, or play them all at once.

    Checklist in the Field Kit
    1. 1The Five Edges2 min
    2. 2Opting Out4 min
    3. 3Filing the Affidavit3 min
    4. 4Undoing an Opt-Out4 min
    5. 5Ordering & Referring Only2 min
    6. 6You Must Bill2 min
    7. 7When Coverage Is Uncertain4 min
    8. 8The Close2 min
Was this clear? On every module, private - not a public comment thread. It keeps us accurate when the rules change.
One pass, every route

The Cred-Trails Pass

Every credentialing trail in the Academy, including new ones as we add them. Open today: Longs Peak: Medicare, Mount Blue Sky: Colorado Medicaid, Pikes Peak: Commercial & Medicare Advantage, and Colorado Medicaid, In Depth: Provider Types.

Lifetime access Updated as the rules change The Field Kit: all 41 field guides, yours to keep
41modules
13+hours
41field guides
Content last reviewed · October 2026
The Cred-Trails Pass
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Photographs on this page
  • Alpine Loop Backcountry Byway · Bob Wick, Bureau of Land Management, Public domain
  • North Inlet and Tonahutu trails, Rocky Mountain National Park · Eric Schmuttenmaer, CC BY-SA 2.0
  • Loch Vale trail junction, Rocky Mountain National Park · Nicholas Szewczyk, Unsplash License
  • Joshua Tree National Park · National Park Service, Public domain
  • Flat Tops trail · Lvaughn7, CC BY-SA 4.0
  • Cub Lake Trail · LeilaN, Public domain
  • Colorado Trail, Engineer Mountain · James Charnesky, CC BY 2.0
  • Fourteeners on BLM land · Bureau of Land Management, Public domain
  • Dike Trail, San Isabel National Forest · Jeffrey Beall, CC BY 4.0
  • Ute Trail, Rocky Mountain National Park · National Park Service, Public domain
  • Dream Lake Trail · U.S. Department of the Interior, CC BY-SA 2.0
  • Never Summer Mountains from Trail Ridge Road · Ken Lund, CC BY-SA 2.0
  • A fourteener ridge on BLM land · Bureau of Land Management, Public domain
  • Boulder Field and the Keyhole, Longs Peak · wordcat57, CC BY 2.0
  • A climbing gym · Shixart1985, CC BY 2.0
  • Forest Canyon, Rocky Mountain National Park · Andrew Russell, CC BY 2.0
  • Handies Peak Wilderness Study Area · Bob Wick, Bureau of Land Management, Public domain
  • Flattop Mountain trail · Brian & Jaclyn Drum, CC BY 2.0
  • North Inlet Trail · Brian & Jaclyn Drum, CC BY 2.0
  • Rocky Mountain National Park · inkknife_2000, CC BY-SA 2.0
  • Never Summer Mountains at sunrise · mark byzewski, CC BY 2.0
  • Trail Ridge Road, Rocky Mountain National Park · U.S. National Archives, Public domain
  • Near Great Sand Dunes National Park · Andrew Russell, CC BY 2.0
  • Lake Isabelle, Indian Peaks Wilderness · Keasmus, CC BY-SA 4.0
  • Maroon Bells, near Aspen · RyanFSpack, CC0
  • Great Sand Dunes National Park · DimiTalen, CC0
  • Aspens in autumn, Colorado · KimonBerlin, CC BY-SA 2.0
  • Clear Creek Canyon Park · Jeffrey Beall, CC BY 4.0
  • Dream Lake Trail at sunrise · OKJaguar, CC BY-SA 4.0
  • Rocky Mountain National Park · inkknife_2000, CC BY-SA 2.0
  • The Keyhole on Longs Peak, Rocky Mountain National Park · Dion Hinchcliffe, CC BY-SA 2.0
  • Mills Lake and Loch Vale junction, Rocky Mountain National Park · daveynin, CC BY 2.0
  • Bristlecone pine on Mount Blue Sky (Mt. Evans) · Rich Bachman, CC BY 2.0
  • Footbridge on the Rio Grande Trail, Aspen · danxoneil, CC BY 2.0
  • Colorado National Monument, near Grand Junction · Matthew Dillon (RuggyBearLA), CC BY-SA 2.0
  • Indian Peaks Wilderness · Hogs555, CC BY-SA 4.0
  • Aspens in autumn, Jackson County · KimonBerlin, CC BY-SA 2.0
  • Rocky Mountain National Park at sunrise · inkknife_2000, CC BY-SA 2.0
  • Ice Lake Basin · Adam Baker, CC BY 2.0
  • Aspen grove, Colorado · 420 Photography, CC0
  • Red Cloud Peak Wilderness Study Area · Bob Wick, Bureau of Land Management, Public domain
  • Grays Peak Trail · Xnatedawgx, CC BY-SA 4.0