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Role
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Primary Source Verification (PSV) Specialist

A Primary Source Verification (PSV) Specialist verifies provider credentials directly from issuing authorities — state medical boards, certifying boards, educational institutions, training programs, malpractice carriers, and DEA. NCQA standards require primary source verification for credentialing files because copies, scans, and self-reported information are not sufficient to establish credential authenticity. The PSV Specialist is the role that turns provider-submitted documentation into verified, audit-ready credentialing records.

How This Work Happens

How This Work Happens

Primary source verification specialist work happens in three places: as a hospital or health-system employee, as a contractor working through a credentialing services company, or as an independent business owner. This page covers all three so you can choose the path that fits your life.

Mendry supports the third path. We are a Florida 501(c)(3) membership platform full of opportunities — not an employer, not a placement agency. We list independent professionals so the practices that need them can find them. Your business. Your contracts. Your rates. Your decisions.

MEMBER ACKNOWLEDGMENT

Membership in Mendry’s DCSP Network is built on these understandings about your business.

Fifteen points. Read carefully. This is the agreement.
01

You set your own rates. Mendry does not suggest, publish, recommend, or facilitate the sharing of rate information between members.

02
You bill your own clients and collect your own payment. Mendry does not invoice, collect, hold, distribute, or process payment between you and your clients.
03
You hold and maintain current professional liability and errors-and-omissions insurance appropriate to your specialty. Mendry does not insure you, indemnify you, or provide coverage of any kind.
04
You handle your own taxes as an independent business. Mendry does not withhold, report, file, or remit taxes for you. You are responsible for federal, state, and local tax obligations including estimated quarterly payments.
05
You sign your own contracts directly with your clients. Mendry is never a party to, signatory of, or guarantor of your client agreements, and Mendry does not negotiate, review, or approve your contract terms.
06
When your work touches Protected Health Information (PHI), you execute a Business Associate Agreement (BAA) directly with each client before beginning work. Mendry is never a party to your BAAs, and Mendry’s website never touches, stores, or transmits PHI.
07
You hold and maintain all federal, state, and local business licenses, registrations, and certifications your business and work require. Mendry does not verify licenses on your behalf or vouch for your licensure status.
08
You complete the continuing education your credential requires and maintain current documentation. Mendry does not track CE on your behalf, report CE to credentialing bodies, or guarantee that your CE meets any specific requirement.
09
You carry full professional responsibility for the quality, accuracy, and timeliness of your work product. Errors, omissions, missed deadlines, and quality disputes are between you and your client. Mendry does not mediate, intervene, indemnify, or carry any liability for your work.
10
You market your own business and represent yourself accurately to clients. You do not represent yourself as employed by, certified by, endorsed by, or operating under the authority of Mendry. You may accurately state that you are a listed member of the Mendry DCSP Network.
11
Your professional relationships are with your DCP clients. You do not have a direct service relationship with veterans through Mendry, and Mendry does not refer veterans to you as patients or clients.
12
You maintain your own client records, working files, and business records on systems and tools you control. Mendry does not host, back up, store, or have access to your client files or business data.
13
Your membership in the DCSP Network is conditional on maintaining current credentials, insurance, licenses, and good standing. Mendry may suspend or terminate your directory listing if these standards lapse.
14
Your membership fee pays for your listing and the educational resources Mendry provides. It does not buy referrals, leads, work, or placement, and is not refundable based on the work you do or do not receive.
15
You are a member of an independent professional directory. You are not an employee, contractor, agent, partner, joint venturer, or representative of Mendry. Mendry does not direct, supervise, control, schedule, or assign your work.

What This Really Means

The same fifteen points — explained the way a friend would explain them.

01

You decide what to charge.

You research what other professionals in your specialty charge. You look at job boards. You ask peers. You decide what your work is worth, and you tell your clients that number. Mendry does not tell you what to charge. We do not share rate information. That keeps us out of antitrust trouble and keeps you free to price your work the way you choose.

02

You send the bill. You collect the money.

Every month, you send your client an invoice. The client pays you directly — usually by ACH bank transfer or check. Mendry does not touch the money. We never see your invoices. We never collect for you. Money flows from client to you. Period.

03

You buy your own insurance.

Professional liability insurance protects you if a client says your work cost them money. Errors and omissions insurance protects you if you make a mistake in your work product. Every working DCSP needs both. You shop for it. You pay for it. You keep it current. Mendry does not insure you, and the directory does not list you as covered by us.

04

You pay your own taxes — four times a year.

As an independent business, you pay estimated taxes every quarter — April, June, September, and January. You file a Schedule C with your tax return. Mendry does not withhold anything. We do not report your income to the IRS. You are responsible for tracking your income, your expenses, and your tax payments. A bookkeeper or CPA pays for itself.

05

You sign your own contracts.

Every client gives you a contract — sometimes called a Master Service Agreement or a Statement of Work. You read it. You sign it. If something looks off, you take it to your own attorney. Mendry does not read your contracts, does not negotiate them, and is not a party to them.

06

You sign a BAA with every client before you start.

When your work touches information about real patients — their names, dates of birth, diagnoses — that information is called PHI. Before any client lets you near their patient information, you sign a Business Associate Agreement. Every client. Every time. Mendry’s website never touches PHI — we educate you about it, that’s it.

07

You hold your own business licenses.

Some states require a business license to operate. Some cities require a local one. You research what your state and city require, and you hold whatever licenses apply. Mendry does not verify your licenses for you — the verification badge on your directory profile reflects what you upload, not what we check with the state.

08

You keep your credentials and CE current.

Your professional credential needs continuing education hours to stay active. You complete the CE. You track the hours. You report them to your credentialing body. Mendry does not report for you and does not guarantee your CE is enough — that’s between you and your credentialing body.

09

You own the quality of your work.

If you make a mistake in your work, the client may lose money. They may ask you to fix it. They may charge you for the loss. Your insurance and your reputation handle this — not Mendry. Build clean files. Communicate well. Hit your deadlines.

10

You market yourself accurately.

You can tell clients: “I am a listed member of the Mendry DCSP Network.” That is accurate. You cannot tell clients: “I work for Mendry” or “Mendry certified me.” Stick to “listed member of the directory.”

11

Your clients are DCP practices. Veterans are not your clients.

You serve the doctor’s practice or the clinic — the DCP. The veteran is the DCP’s patient, not yours. Mendry does not refer veterans to you. The chain goes: Mendry lists DCPs. DCPs hire DCSPs. DCSPs serve DCPs. You are two steps removed from the patient, which is exactly where you should be.

12

You keep your own records.

Your client files, your invoices, your work product, your tax records — all of it lives on systems you control. Mendry does not host your work. We do not back up your data. Use cloud backup. Treat your business like a real business.

13

Your directory listing is conditional, not permanent.

If your credential lapses, your listing pauses. If your insurance expires, your listing pauses. Membership is a standing — you maintain it by keeping everything current. We send you reminders before things lapse. The directory only works if every member listed is actually current.

14

Your membership fee pays for listing — not for leads.

Mendry does not promise you work. The fee you pay covers your spot in the directory and the educational resources we publish. Whether you win the work after that depends on you — your profile, your responsiveness, your rates, your references. Membership is an opportunity, not a guarantee.

15

You are a member. We are a platform. That is the whole relationship.

Mendry does not employ you. We do not contract with you. We do not represent you. We list you. You operate your business. The line between us is clean and clear — and the clean line is what protects both of us.

What This Role Involves

PSV Specialists contact issuing authorities directly. They use FCVS (Federation Credentials Verification Service) for medical education and training verifications when available. They contact state medical boards directly for license verifications. They use the AMA Physician Master File or AOA verification for board certification status. They contact DEA directly for current registration status.

Verification methods follow NCQA standards strictly. Acceptable methods include direct contact with the issuing authority (phone, email, web portal), use of designated verification services (FCVS, AMA, AOA), and queries against authoritative databases. Provider-submitted copies are never sufficient on their own.

Documentation is everything. PSV Specialists maintain detailed records of every verification — who they contacted, when, what verification method was used, what response was received, who answered the verification request. These records are what audit reviewers examine when evaluating credentialing operation compliance.

The Honest Description

The Primary Source Verification Specialist role rewards methodical work and the discipline of following NCQA-aligned verification standards exactly. Members who do well in this work enjoy structured verification processes, take pride in audit-ready documentation, and find satisfaction in being the role that auditors trust to have done verifications correctly.

The Core Activities

1

Verify state medical licenses

Contact state medical boards directly or use approved verification platforms. Confirm current license status, expiration date, and any disciplinary history. Document the verification.

2

Verify board certifications

Use ABMS or AOA verification platforms for board certification status. Confirm current certification, expiration date, and any limitations. Document the verification source.

3

Verify medical education and training

Use FCVS for medical school and training program verifications when providers have FCVS profiles. Contact educational institutions directly when FCVS is not available. Confirm degree, graduation date, and training completion.

4

Verify DEA registration and other federal credentials

Contact DEA directly for current registration status. Verify NPI through CMS NPI Registry. Confirm OIG and SAM exclusion status through HHS OIG and SAM.gov.

 

5

Maintain audit-ready verification documentation

Document every verification with source, method, date, and result. Organize verification documentation in the credentialing file so auditors can verify the verification.

Where This Role Appears in the Field

In a hospital medical staff office

Hospital PSV specialists handle verifications for medical staff. Often part of broader credentialing role rather than dedicated PSV-only work.

In a credentialing services company

Service companies offer PSV as a specific service line. Strong remote-work potential.

As an independent contractor

Practices outsourcing credentialing or facing audit-readiness work hire independent PSV specialists. Project-based and ongoing engagement models both work.

Federal Payer Workflow
VA CCN, TRICARE & CHAMPVA Credentialing

VA Community Care Network PSV requirements follow NCQA-aligned standards with VA-specific additions. Federal background checks and specific government database queries (OIG, SAM, OPM) are required beyond standard commercial payer verification. PSV Specialists serving practices in VA CCN need to understand the additional federal verification requirements.

Federal payer PSV generally requires more documentation than commercial PSV. The records must satisfy both NCQA standards and federal program-specific audit requirements. PSV Specialists who learn the federal payer verification landscape become particularly valuable for practices serving veteran and military populations.

The two-hat reality. In a two-hat practice, this work runs on two parallel tracks at once — VA Community Care credentialing and claims under federal authority, and state medical cannabis practitioner participation under state authority. The two tracks never share a workflow, but they share a deadline: a lapse on either side stops payment and access on both. Members who can hold both tracks steady at the same time are the ones two-hat practices keep.

Your Roadmap to becoming an independent Primary Source Verification (PSV) Specialist

This is the step-by-step path. Follow each step in order.

Step
01
Build foundational credentialing knowledge

Most PSV specialists come from credentialing specialist or coordinator backgrounds. Understanding what to verify and why comes from credentialing experience.

Step
02
Master verification platforms and standards

FCVS, AMA Profiles, ABMS, AOA, state medical board portals, DEA, OIG, SAM — each has its own access process and verification workflow. PSV Specialists become proficient in all of them.

Step
03
Set up your business

Register an LLC. Get an EIN. Open a separate business bank account.

 

Step
04
Get professional liability insurance

Errors and omissions coverage. Verification errors can lead to credentialing of unqualified providers, so coverage matters.

Step
05
Sign HIPAA Business Associate Agreements

Every client signs a BAA. PSV work involves provider personal information.

Step
06
Find your first client

Practices preparing for NCQA accreditation or facing audit preparation work are natural first clients. Credentialing services companies looking for surge support during audit seasons are another entry point.

Step
07
List in the Mendry DCSP Network

Position yourself around audit-readiness and NCQA-compliant verification work.

Step
08
Build your book of business

PSV work scales well with project engagements (audit preparation, NCQA submission preparation) plus ongoing relationships with credentialing services companies needing surge capacity.

Education & Experience Pathways

Members exploring this role typically come into the work through one of these learning paths:

Credentialing professional transitions
Experienced Credentialing Specialists who specialize in verification work develop natural PSV expertise.
Compliance and audit backgrounds
Healthcare compliance professionals with audit experience bring complementary skills.
Military MOS adjacent paths
Military intelligence and verification roles translate well — 35F (Intelligence Analyst), 35L (Counterintelligence Special Agent with verification experience), MOS roles with attention-to-detail and systematic verification requirements.
The Skill That Distinguishes Strong Specialists

PSV Specialists who grow fastest are the ones who build relationships with the specific verification contacts at state medical boards, certifying boards, and major training programs. The Specialist who knows the right contact at the Florida Board of Medicine for license verification questions resolves issues in minutes rather than hours.

The Realities of the Work

The Primary Source Verification Specialist role is detailed, methodical work with structured verification standards. You spend most of the day contacting verification sources, documenting responses, and organizing verification documentation.

It is remote-work friendly. Almost all PSV work happens through verification platforms and direct contact with issuing authorities, all accessible from a secure home workstation. Volume is steady because every new provider intake and every recredentialing cycle generates verification work.

Income — Research the Range

Mendry does not publish specific income figures because numbers vary based on credential, geographic market, employment type, specialty focus, and experience. Here are the authoritative sources to research current income data:

BLS — Medical Records Specialists

BLS occupational data covering verification and credentialing work.

bls.gov/ooh/healthcare/medical-records-and-health-information-technicians.htm
NAMSS Salary Survey

NAMSS compensation data with verification specialty breakouts.

namss.org
FlexJobs & Upwork — Independent Contractor Rates

Real-time independent contractor rate data for PSV work.

flexjobs.com · upwork.com (search "primary source verification")
Indeed & Glassdoor — Real-Time Market Data

Active market data for PSV positions.

indeed.com · glassdoor.com (search "primary source verification")

How to Know If This Role Fits You

The PSV Specialist role is a good fit for members who like methodical work and the discipline of strict verification standards. Members who can sit with verification documentation for hours and stay focused. Members who take pride in audit-ready records. It is not for members who want fast-paced variety or constant communication. But for the right person, especially with strong attention to detail, it is one of the most respected specialty roles in credentialing because the entire credentialing operation rests on PSV accuracy.

About this content. Mendry is a Florida 501(c)(3) nonprofit membership platform. This page is educational and does not constitute medical, legal, financial, or placement advice. Enrollment requirements, payer policies, and network standards vary by payer, state, and accreditation body. Always confirm current requirements with the relevant payer or authority before making professional decisions. Mendry does not employ, place, refer, or supervise enrollment professionals. All members listed in the DCSP Network operate their own independent businesses, set their own rates, sign their own contracts, and carry their own insurance. Mendry does not provide treatment, prescribe or sell cannabis, complete state forms, or collect PHI. Emergency: 911 · Veterans Crisis Line: 988 (Press 1) · Text 838255.

Your Specialty. Your Business. Your Network.

Mendry lists independent credentialing professionals so the two-hat practices that need them can find them. Your business, your rates, your clients, your decisions — we provide the visibility and the platform.