1. Form Structure & Configuration

1.1 Form Pages & Sections

• Forms are structured into pages and sections.

• Each question must be assigned to a specific page/section.

• While organizations can suggest page layouts, Certify retains the right to reassign sections for functional or logic-based needs.

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2. Question Definition Parameters

When creating a form, organizations must define the following for each question:

2.1 Core Parameters

• Question Text (Mandatory): The main text shown to the provider.

• Sub-Text / Helper Text (Optional): Additional information or context to guide the user.

2.2 Response Types (Mandatory Field)

Supported input formats include:

• Single-Line Text Field (with optional hint text)

• Multi-Line Text Field Group (e.g., Address Line 1, Address Line 2, City, State, ZIP)

• Button-Based Single Select (e.g., Yes / No / Unknown)

• Date Picker

• Single-Select Dropdown

• Multi-Select Dropdown

• File Upload (PDF only, max 10MB)

2.3 Required Flag (Mandatory)

• Indicates whether a question must be answered before the form can be submitted.

• If "No", the question is optional.

2.4 Field-Level Requirements for Grouped Inputs

• In multi-line grouped inputs (e.g., address), each field can be set as required or optional independently.

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3. Input Validations

Built-in validations ensure accurate and clean data collection:

• Character Limits: Customizable per field.

• Phone Number: This should follow standard phone number formatting, no alpha characters

• Fax Number: This should follow standard phone number formatting, no alpha characters

• Federal Tax ID Number (TIN): This should only allow a 9 digit number

• NPI Number: This should only allow a 10 digit number. Validates format using checksum logic (does not verify against NPPES)

• Email Address: Fail - Valid email format should be required

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4. Intelligent Pre-Fill & Dynamic Behavior

4.1 Pre-Filled Forms (Q3)

• Forms can be configured to pre-fill with:

  • Previously submitted data

  • Organization-provided information

  • External system data (if integrated on Platform)

4.2 Dynamic Input Population

• Fields can be auto-filled based on earlier responses.

  • E.g., Entering a ZIP Code can populate City/State.

4.3 Conditional Select Filtering

• Dropdown/select options can be filtered in real time based on values selected in previous fields.

  • E.g., Specialty list changes based on selected Provider Type.

4.4 Conditional Visibility

• Fields and sections can be configured to appear only when specific conditions are met.

  • E.g., Show “Hospital Affiliation” section only if user answers “Yes” to a practice-related question.

4.5 Conditional Question Logic

• Questions can appear dynamically based on previous selections.

  • E.g.,

    • If Question A = X → Show Question B

    • If Question A = Y → Show Question C

    • If no selection → Show Question D

• Follow-up questions appear immediately once the triggering response is selected.

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5. Hard Stop Logic (Q2)

Organizations can configure disqualification logic to prevent submission under certain conditions:

5.1 Ineligibility Rules

• Based on user responses, specific selections can block form progression.

5.2 Custom Messaging

• Organizations can define the exact text to display when a hard stop is triggered.

5.3 User Options Upon Hard Stop

• Exit the application

• Return to previous question to modify response

Note: The hard stop is triggered only after clicking “Next,” ensuring context and confirmation.

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6. Form Submission Capabilities (Q3)

6.1 Webhooks

• Form submission can trigger outbound webhooks to external systems for real-time integration.

6.2 API Access

• All submitted form data is accessible via secure, authenticated API endpoints for use in downstream systems.

6.3 Dynamic Access Provisioning

• Based on form inputs, users can be granted access to additional forms post-submission.

  • E.g., Selecting a specific region unlocks a region-specific compliance form.

6.4 PDF Output Generation

• Each submitted form automatically generates a PDF version for download, archival, or distribution.

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7. Summary of Benefits

• Seamless provider experience with intelligent field logic

• Accurate, validated data entry ensuring credentialing compliance

• Custom workflows without requiring engineering intervention

• Real-time integration with organizational systems

• Scalable configuration for enterprise-level credentialing operations