CalMHSA + CertifyOS: Transforming county credentialing across California

From fragmented spreadsheets to a unified credentialing platform

CalMHSA partnered with CertifyOS to modernize and standardize credentialing across more than half a dozen California counties — moving from manual spreadsheets to a single automated platform built for scale and compliance.

The challenge: credentialing couldn't scale across counties

The California Mental Health Services Authority (CalMHSA) is a Joint Powers Authority formed by counties across the state to improve behavioral health care through collaboration. As credentialing requirements expanded, legacy tools and fragmented processes became increasingly unsustainable. Counties struggled with:

• Standardization — without a unified credentialing system, statewide requirement changes were difficult to implement, and maintaining accurate provider records was challenging.
• Manual, resource-intensive workflows — credentialing and monitoring depended on manual processes, taxing staff and increasing the risk of errors.
• Incomplete compliance — without structured oversight, county processes did not consistently align with state and federal standards, creating audit risk.
• Provider abrasion — duplicative applications and documentation submissions across counties created frustration and delayed care delivery.

What CalMHSA needed in a partner

CalMHSA needed more than a check-the-box vendor — they needed a solutions partner to bring counties onto the same consistent, scalable credentialing platform as they positioned themselves for the future. To gain confidence across counties, they also needed a proven record across all behavioral health provider types and leading-edge technology that could improve accuracy and efficiency.

Why CalMHSA chose CertifyOS

CalMHSA partnered with CertifyOS because the platform offered the strongest balance of expertise, technology, and value. CertifyOS maximized the use of automation to speed up credentialing and verification — reducing manual work for counties while improving accuracy.

The solution: automated, configurable, compliant

CertifyOS partnered with CalMHSA to implement:

• Credentialing and re-credentialing — automating intake and verification to reduce manual work and improve accuracy.
• Ongoing monitoring — providing automated monthly checks to maintain compliance.
• Configurable workflows — ensuring all counties stay aligned with DHCS and state requirements.

The impact: standardized, scalable, and compliant

By moving from spreadsheets to a unified platform, CalMHSA reached 98% credentialing accuracy through automated primary-source verification, brought average credentialing file completion to under three business days, and credentialed over 1,400 behavioral health providers across seven counties — supporting access to care for more than 600,000 Californians.

Automation shifted staff from manual processing to oversight, saving significant time and resources. Embedded DHCS and state requirements ensure audit readiness across every county. Auto-populated applications and streamlined workflows reduced duplicative effort for providers working across counties — and when state regulations change, a single workflow update lets all counties comply simultaneously.

Download the full case study

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