One system for credentialing, access, and renewals
A direct-to-consumer telehealth and wellness brand manages critical operational infrastructure in Airtable: provider credentialing and licensing, automated identity provisioning, third-party vendor contract renewals, and asset tracking. Care Operations, CX Enablement, Business Affairs, and Procurement replaced fragmented ticketing workflows with one connected system.
The problem
Provider credentialing, IT access provisioning, and vendor contract renewals were handled through fragmented ticketing workflows spread across teams, with manual data transfer into the support ticketing platform slowing down every request.
Contract renewals carried real risk of being missed entirely without a shared calendar, and provisioning access for a new team member depended on manual coordination rather than a defined process tied to a system of record.
What they built
Care Operations, CX Enablement, Business Affairs, and Procurement built a shared Airtable base that tracks provider credentialing and licensing status, connects to automated identity provisioning for access control, and centralizes third-party vendor contract renewals.
The same base runs asset tracking so Procurement always knows what equipment or licenses are assigned where, with a feed into the identity provisioning platform and a link out to the support ticketing platform to close the manual data-transfer gap.
The outcome
User provisioning is automated instead of routed through ad hoc tickets, which reduced IT overhead and gave Care Operations centralized visibility into vendor status without chasing renewal dates by hand.
Provider onboarding is streamlined against one credentialing record instead of scattered documentation, and Procurement now has centralized vendor visibility that heads off missed renewals before they become a compliance issue.
Inside the solution
Vendor and Contract Management
Procurement & Sourcing
- Provider credentialing and licensing
- Automated identity provisioning
- Third-party vendor contract renewals
- Asset tracking
- Manual IT provisioning
- Fragmented ticketing workflows
- Risk of missed contract renewals
- Manual data transfer to a separate support ticketing platform
- Automated user provisioning
- Centralized vendor visibility
- Reduced IT overhead
- Streamlined provider onboarding
- Care Operations
- CX Enablement
- Business Affairs
- Procurement
- Automated identity provisioning
- Customer support ticketing platform
Vendor and contract management
Track provider credentialing, vendor contracts, access requests, and equipment in one connected hub, with renewal countdowns, expiration alerts, and dashboards that show Care Operations and Procurement exactly what needs attention. Built-in automations open a provisioning request the moment a new provider is added, sync approvals to your identity platform, and email a weekly digest of contracts due for renewal.
From fragmented tickets to one governed system
Copy the templates
Centralize the registries
Wire the provisioning feed
FAQ
Frequently asked questions
Provider credentialing records and vendor contract records live in linked tables within the same base, so Care Operations and Procurement work from the same underlying data instead of separate trackers.
A direct link between the Airtable base and the support ticketing platform, so provisioning and vendor status update in one place instead of requiring someone to re-key data into a ticket.
Access requests and approvals feed the identity provisioning platform automatically, replacing manual IT provisioning steps that used to depend on someone remembering to submit a separate request.
Splitting them was the original risk: contract renewals could be missed without a shared calendar. Centralizing renewals next to credentialing and provisioning data means nothing falls through department boundaries.
No. This workflow runs on linked records, automations, and a provisioning integration rather than AI. The account uses Airtable AI features on other solutions, such as tagging content in its creative workflows.