How do I export a Credential Passport PDF for a float pool clinician?
Generate a complete Credential Passport PDF containing all active licenses, certifications, immunizations, and competency records for a clinician — ready for hospital float pool orientation, Joint Commission surveys, or MSO submissions.
In YourMedSoft, to export a Credential Passport PDF for a float pool clinician requires navigating to Credentials in the portal, clicking the Export Passport button in the header toolbar, and downloading the generated PDF. The document includes a compliance summary, full credential inventory grouped by category, color-coded status indicators, and a confidentiality footer.
What You Need Before Starting
- Hospital Float Pool vertical enabled in Settings.
- At least one credential record uploaded for the clinician.
Clinical & Regulatory Compliance Standards
- Hospital float pool credentialing must meet The Joint Commission Standard MS.06.01.03 for Licensed Independent Practitioners and HR.01.02.01 for dependent practitioners.
- Multi-campus float agreements typically require credential verification at each campus. The Credential Passport PDF satisfies most hospital credentialing office document checklists.
Step-by-Step Instructions
Navigate to Credentials
Click Credentials in the left sidebar under Compliance.
Click Export Passport
In the Credentials header toolbar, click the 'Export Passport' button (document-with-arrow icon). The system compiles all credential records into a formatted PDF.
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Review and Download
The PDF downloads automatically as credential_passport_YYYY-MM-DD.pdf. It contains: a teal cover section with generation date and total record count, a compliance summary table (Active / Expiring Soon / Expired / Pending), and a full inventory grouped by License, Certification, Training, and Immunization. Status is color-coded: green Active, amber Expiring Soon, red Expired.
Submit to Hospital or MSO
Attach the Credential Passport PDF to the float pool orientation packet, MSO credentialing submission, or Joint Commission pre-survey binder.
Pro-Tips & Best Practices
- Export a fresh Credential Passport before each new float pool assignment to ensure the receiving facility sees current credential status.
- Expired credentials appear in red in the status column — resolve them before submitting to hospitals to avoid orientation delays.
- The TJC Audit view generates a more detailed binder with primary source verification logs — use that for formal Joint Commission surveys.
Troubleshooting & Operational Edge Cases
Issue: Export Passport button is disabled
Operational Resolution: The button is disabled when no credentials are loaded. Add at least one credential record, then return to the Credentials page.
Issue: PDF downloads but is blank or has missing sections
Operational Resolution: Ensure your browser allows file downloads from the app domain. Try Chrome or Edge. Safari may block automatic PDF downloads — use Save As from the download prompt.
Frequently Asked Questions & Troubleshooting
Can I export a passport for a single clinician?
The Export Passport generates a PDF for all credentials in your current filtered view. To limit to one clinician, use the search filter to show only that clinician's records before clicking Export.
Is the Credential Passport HIPAA compliant?
The PDF contains credential data only, not PHI such as diagnosis or treatment records. Credential passports are standard practice in healthcare staffing and are shared routinely with hospital credentialing offices under business associate agreements.
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