Introduction
The Credentialing Genie API is organized around REST. Our API has predictable resource-oriented URLs, returns JSON-encoded responses, and uses standard HTTP response codes, authentication, and verbs.
Use the API to retrieve information about your dental companies, offices, and dentists. You can also track insurance credentialing statuses in real-time.
Authentication
The API uses a token-based authentication system. Most endpoints require an api_token to be passed in the Authorization header.
The Logic
First, obtain a token via the login endpoint using your credentials. This token is valid for 24 hours.
Errors
Credentialing Genie uses standard HTTP codes to indicate overall request status. However, for multi-action calls, specific resource errors may be returned within the data object even if the primary response is successful.
Message:
Too many requests. Please try again after 1 minutes.
Rate Limits
To ensure system stability, the API is limited to 300 requests per 1 minutes per IP address. Exceeding this limit will trigger a 429 error.
Pagination
Most lists retrieval endpoints provide a pagination object in the response. You can control the results via query parameters.
1.50.Retrieve & Filtering
Use these parameters to refine your results across resources. These can be combined with pagination to navigate large datasets.
today, week, month, year.mm/dd/YYYY. Must be used together.key. This is the same secure key required for modifying actions (update/delete).get_companies action to filter between group or single company types.Accounts
Accounts represent API users or team members. You can create, update, and manage access for individuals who interact with the Credentialing Genie platform.
The Account Object
Accounts
Accounts represent API users or team members. You can retrieve all accounts linked to your user token.
Retrieve Accounts
Retrieve a list of accounts associated with your token/user. You can filter, search, and paginate the results using the query parameters listed below.
Query Parameters
key. If provided, the API will retrieve only that account's details.1.50.today, week, month, year.YYYY-MM-DD. Must be used in conjunction with date_to.YYYY-MM-DD. Must be used in conjunction with date_from.Create Account
Register a new API user account.
Update Account
Modify an existing account's information. Note: At least one of the optional fields below must be provided to perform an update.
key of the account to update.Delete Account
Permanently remove an account and its associated API mappings.
key of the account to delete.Companies
Companies represent the top-level entity in your dental organization. A company can be a "single" office group or a "parent" group containing multiple children.
Retrieve Companies
Retrieve a list of companies associated with your account. You can filter, search, and paginate the results using the query parameters listed below.
Query Parameters
key. If provided, the API will retrieve only that company's details.single (standard office company) or group (parent group company).1.50.today, week, month, year.YYYY-MM-DD. Must be used in conjunction with date_to.YYYY-MM-DD. Must be used in conjunction with date_from.Create Company
Register a new single company or a group company. Group companies can bundle multiple single companies together.
Common Parameters
single for a standard office company, or group for a parent group. Default is single.Parameters for Single Company (type = single)
tax_id.offices.Parameters for Group Company (type = group)
Update Company
Modify an existing single company or group company's information.
key of the company to update.group_name.For Single Company Updates
tax_id.offices. Passing new offices will overwrite previous linked offices.For Group Company Updates
companies. Commma-separated list of child company keys to bundle under this group. Overwrites previous child companies.Delete Company
Permanently remove a single or group company record. Removing a single company unlinks all associated offices cleanly.
key of the company to delete.Offices
Offices represent physical dental practice locations. Each office belongs to a specific Company and contains lists of associated dentists and active insurance plans.
Retrieve Offices
Retrieve physical dental practice locations associated with your account. You can filter, search, and paginate the results using the query parameters listed below.
Query Parameters
key. If provided, the API will retrieve only that office's details.1.50.today, week, month, year.YYYY-MM-DD. Must be used in conjunction with date_to.YYYY-MM-DD. Must be used in conjunction with date_from.Create Office
Endpoint to register a new physical office location. This will automatically set up the office identity, location and schedule, practice owner details, EFT payment routing, associated dentists, and insurance plans, and download all uploaded credential documents from target URLs.
Information
Location & Schedule
AZ).Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday. Each day has: status ('open'/'closed'), openTime, openPeriod ('AM'/'PM'), closeTime, closePeriod ('AM'/'PM')).Owner & Specialty Info
male, female.mm/dd/YYYY.yes, no. If yes, the additional licensing, DEA, NPI, and degree fields below are strictly required.owner_is_dentist is "yes".mm/dd/YYYY. Required if owner_is_dentist is "yes".owner_is_dentist is "yes".mm/dd/YYYY. Required if owner_is_dentist is "yes".owner_is_dentist is "yes".1 or empty. Required (at least one DMD, DDS, or Other degree checked) if owner_is_dentist is "yes".1 or empty. Required (at least one DMD, DDS, or Other degree checked) if owner_is_dentist is "yes".1 or empty.owner_degree_other_toggle is "1".licensed, general). Required if owner_is_dentist is "yes".Orthodontist, Oral Surgeon, Periodontist, Prosthodontist, Endodontist, Pediatric Dentist. Required (at least one) if owner_specialty is "licensed".owner_specialty is "licensed".owner_specialty is "licensed".owner_specialty is "licensed".owner_specialty is "licensed".mm/dd/YYYY. Required if owner_specialty is "licensed".mm/dd/YYYY. Required if owner_specialty is "licensed".EFT & Banking
checking, savings).1 (Agree to sign/authorize offline) or 2 (Agree to direct deposit/EFT). If 2, providing ob_doc_eft_voided voided check is required.Entity & Dentist Mappings
Upload Documents (Source URLs)
owner_is_dentist is "yes".owner_is_dentist is "yes".eft_agree is "2".Update Office
Modify an existing physical office location. Only provided fields will be updated, retaining existing details for omitted fields. If a new file source URL is provided, it replaces the old file in storage.
key.All other fields supported by the /api/create_offices endpoint can also be optionally passed to modify the office identity, location, owner, schedule, banking, associated dentists, or PPO insurances.
Delete Office
Permanently remove an office profile and dissolve its associated API mapping. The office status is updated to inactive/deleted (2).
key.Dentists
Access detailed credentialing information for dental providers. This includes licensing, DEA information, educational backgrounds, and professional history.
Retrieve Dentists
Retrieve detailed credentialing profiles for providers. You can filter, search, and paginate the results using the query parameters listed below.
Query Parameters
key. If provided, the API will retrieve only that dentist's details.1.50.today, week, month, year.YYYY-MM-DD. Must be used in conjunction with date_to.YYYY-MM-DD. Must be used in conjunction with date_from.Create Dentist
Register a new dentist profile and submit their onboarding information including personal data, licenses, and documentation.
Information
male, female.mm/dd/YYYY.yes, no.yes, no. Required if us_citizen is "no".mm/dd/YYYY. Required if us_citizen is "no".yes, no.has_caqh_acc is "yes".has_caqh_acc is "yes".File Attachments
These fields expect secure, downloadable URLs. The API will download files locally upon reception.
have_DEA_license is "1"."yes".Specialty Focus & Schooling
licensed, general). If licensed, specific specialty details and schooling below are required."1" or empty to indicate focus. Required (at least one checked) if specialty is "licensed":specialty is "licensed".specialty is "licensed".specialty is "licensed".specialty is "licensed".specialty is "licensed".specialty is "licensed".Licensing & Insurance
mm/dd/YYYY.mm/dd/YYYY.yes, no.dental_license_in_other_states is "yes".dental_license_in_other_states is "yes".dental_license_in_other_states is "yes".dental_license_in_other_states is "yes".1 (Yes) or 2 (No).have_DEA_license is "1".have_DEA_license is "1".have_DEA_license is "1".have_DEA_license is "1"."I have applied for the certificate but have not received it as of yet."1 or empty.have_DEA_license is "2"."I chose not to renew."1 or empty.have_DEA_license is "2"."I never applied for one."1 or empty.have_DEA_license is "2"."Referred to their primary care provider."1 or empty.have_DEA_license is "2"."Refer them to an associate that has an active DEA certificate."1 or empty.have_DEA_license is "2".have_DEA_license is "2".have_DEA_license is "2".mm/dd/YYYY.mm/dd/YYYY.Dental School Education
us, oversea."1" or empty to indicate degree type (At least one must be checked):dental_school_degree_awarded_other_toggle is "1".Disclosure Questionnaire
Standardized clinical/professional background disclosure checklist. Provide "yes" or "no" for each flag (All 25 items are required):
Explanations & Background Info
"yes".mm/dd/YYYY. Required if any disclosure question is "yes"."yes".Update Dentist
Modify an existing dentist's profile information. Only provided fields will be updated, retaining existing details for omitted fields.
key.All other fields supported by the /api/create_dentist endpoint can also be optionally passed to modify the provider's credentials, files, specialty details, or questionnaire items.
Delete Dentist
Remove a dentist profile and dissolve their API relationship mapping. The dentist's status is updated to deleted (2).
key.Insurances
Retrieve insurance plans and their associated credentialing states for specific dental practices.
Retrieve Insurance
Retrieve insurance carriers associated with your account. You can filter, search, and paginate the results using the query parameters listed below.
Query Parameters
key. If provided, the API will retrieve only that insurance carrier's details.1.50.today, week, month, year.YYYY-MM-DD. Must be used in conjunction with date_to.YYYY-MM-DD. Must be used in conjunction with date_from.Create Insurance
Register a new insurance carrier and configure its state-specific contact and application details.
1: PPO, 2: AHCCCS, 3: HMO, 4: Optional PPO.state (array), email, phone, website, and file (URL).Update Insurance
Modify an existing insurance carrier's properties or state configurations.
1: PPO, 2: AHCCCS, 3: HMO, 4: Optional PPO.state (array), email, phone, website, and file (URL).Delete Insurance
Permanently remove an insurance carrier and its associated state configurations and files.
Application Credentialing
Track the complete lifecycle of insurance credentialing applications for your providers and offices.
Attributes
1: Approved, 2: Processing, 3: Denied, 4: Waiting, 5: New, 6: Unresponsive Insurances, 7: Cancel.
1: Email, 2: Online.
Key Dates
mm/dd/YYYY.Documentation & Attachments
initial_application: Original submission files.additional_docs: Supplemental evidence requested by carriers.
Relations
Retrieve Applications
Retrieve credentialing applications and their current progress. You can filter, search, and paginate the results using the query parameters listed below.
Query Parameters
id).1.50.today, week, month, year.YYYY-MM-DD. Must be used in conjunction with date_to.YYYY-MM-DD. Must be used in conjunction with date_from.https://credentialinggenie.com/api