Echo Solutions

Additional Solutions for Existing Customers

As a current customer with EchoCredentialing, you can take advantage of additional modules that will further optimize your platform and processes. These are just a few of the additional tools available to you. Contact your sales representative for more information or to discuss a migration to Verity!


EchoCredentialing Solutions

Online Application

Eliminate paper applications forever! The Online Application Module will accelerate your operations by ensuring accuracy and completeness to reduce errors, as well as serving as a conduit onto the provider’s eventual online provider profile.


  • Ability to include a welcome video from your CMO. 
  • Unlimited number of configurations to support requirements for varied provider groups and organizations. 
  • Immediate payment of fees via secure integration with multiple credit card vendors. 
  • Custom instructions and help prompts. 
  • Secure chat messaging from the provider to designated Echo users.
  • Ability to capture all of the data and images necessary for completing whichever process is being performed, including clinical privilege requests and supplemental documents as needed.
  • Role-based security.
  • eSignature capability.

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EchoVerify and EchoMonitor

Dreaming of hands-free primary source verifications and sanction checks? EchoVerify and EchoMonitor does over 30 million queries per year, offering unlimited access to 2,000+ primary source license/certification, sanction, exclusion, disciplinary board, and hospital affiliation sites that can run in the background at your desired frequency.


  • Delivers notifications, alerts, dashboards, schedulable reports, & custom report capabilities.
  • Full automation and completely “hands free”; posted to employee data records, usually within minutes of the request.
  • Includes a proprietary and exclusive “matching algorithm” to eliminate the long list of possible exclusions matches to sort through.
  • This information can be captured as an image or a data element for verifcations, dependent of the organization’s preference. 
  • EchoVerify provides ability to obtain new dates for license expiration dates for expiring credentials (i.e., expire-able monitoring). 

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Provider Assessment Portal

Drive quick, convenient, and quality appointment decisions! The Provider Assessment Portal is a one stop shop for chair and committee reviewers, which facilitates an online multi-reviewer process of an electronic packet of information regarding a provider that is in the process of initial appointment or re-credentialing.


  • Customer defined questions to be answered by the reviewer, based on customer specific processes 
  • Ability to designate a sequence of reviewers
  • Automatic notification to the next reviewer when a reviewer completes their review of a file
  • Includes general review comments and document their recommendation
  • Ability to review and approve requested privileges
  • Automatic notification to the Medical Staff Office when the review process has been completed
  • “Save and Finish Later” feature
  • For regulatory compliance, records cannot be edited once the review is submitted
  • Ability to mark files as “hot” files for prioritization

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Morrisey Privileging Solution

Wishing you could standardize privileges across your enterprise with a single source of truth? Morrisey Privileging Solution is a subscription service that offers a comprehensive library of delineated privileges, a robust tool to manage the clinical privileging process, as well as functionality to offer consistent methods for evaluating provider competence.


  • Comprehensive privileging content, including ICD-10 and CPT codes and more than 100 adult and pediatric specialties 
  • Quarterly updates with sources designation for each privilege form (i.e., ABMS, ACGME)
  • Convenient privilege groupings based on specialties and subspecialties 
  • Drag-and-drop interface for building and customizing privilege forms 
  • Configurable forms for single facility, multi-facility or enterprise level use

Performance Privileges

Provides processes, content, and data for individual-provider performance assessments and features standard Verity metrics, internal benchmarks and/or customer-configurable indicators.

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Echo Provider Enrollment

Make your revenue cycle team smile with automated enrollment! Echo Provider Enrollment is a suite of tools designed to seamlessly enroll providers using paper or electronic forms with data you already have.


  • Population of online payer applications, such as PECOS and Medicaid, with your data stored in EchoCredentialing by mapping to any online form or utilizing our library of pre-built integrations(Echo InForm)
  • Automated completion of provider enrollment applications utilizing the Echo OneForm library of over 4,000 pre-built payer forms
  • Importing provider data into EchoCredentialing from CAQH ProView, leveraging a data review screen prior to accepting the changes into your EchoCredentialing database
  • Prioritization of your enrollment activities based on pending claims amounts and length of time claims have been outstanding
  • Support of delegated credentialing arrangements

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OPPE and Peer Review Module

Thinking of integrating key quality measures with your credentialing database? The EchoOPPE and Peer Review Modules deliver an at-a-glance profile including key provider quality and performance measures using data from your EMR, as well as an online peer review process can ensure the delivery of optimal care, safeguard ongoing reimbursement, and provide fresh insights.


  • Customer defined metrics, threshold values, and reports both in layout and content
  • Ability to print individually or in bulk
  • The Peer Review Module provides the ability for customers to create site or process specific peer review forms and present to reviewers for online completion.

Optional modules in conjunction with industry leading content partners:

  • Comparison to National Benchmarks – Includes national benchmark data from our content partner, Evolent Health 
  • CAHPS – Incorporate patient survey satisfaction ratings when reviewing and evaluating provider performance
  • PSI (Provider Social Index) – Gather actionable insights on your providers from surveys, online ratings, review sites, blogs, social media, and other data sources; increase patient engagement, improve operations, build upon strengths, and identify opportunities for improvement

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Training KnowledgeNOWs

CME's and Meetings

This sessions is designed to review how to maintain Continuing Education Courses and Meetings within Echo.

OPPE - System and Settings Overview

We will start the OPPE series by doing a high level overview of the module and then we will discuss user permissions. Join us to learn about the settings that must be enabled in order to work with the OPPE in your environment. Understand the permissions that allow Users to build and maintain the OPPE vs simply working with Providers.

OPPE - Reports

Join us for session four of the OPPE series to learn how to build various internal reports to assist your end users with their processes. This is the final session for setting up OPPE materials before the end user process webinar.


This session is designed to review how to create and send out surveys from Echo.

OPPE - Data Placement and Imports

This is the second session in the OPPE Series, designated towards reviewing where the data will be stored for OPPE in your environment. Learn how to import data from another system into Echo on demand or be automated to reoccur.

User Defined Fields (UDFs) and Screen Extenders

This session is designed to cover the uses and benefits of User Defined Fields (UDFs) and Screen Extenders. Review permissions to build these and learn how to set them up. Explore reporting options, and finally, review options for UDFs and Screen Extenders in other Echo modules, such as Application Module.

Audit Reporting

This session is designed to cover options for Audit Reporting. Discuss Master Tables in filters and the accompanying variables. Learn about output options. Finally, explore options for automation or easy management.

OPPE - Configurations

This session is designed to cover the OPPE Module - Configurations. Discuss creating a new OPPE configuration. Explore the possibilities of the line items to set up the configuration's metrics and calculations. Lastly, review how the configuration can be attached to a provider for testing and calculating.

Task Management

Managing your applications is Join us to review the best practices for task management in your system. Learn our recommendations for the best uses of tasks to automate your processes. We will do a deep dive into manually creating tasks as well as automating tasks.

OPPE - End User Process

The final session of our OPPE series will review the steps necessary for a Provider to go through the OPPE process. Learn how to attach OPPE checklists, calculate scores, and generate reports for an individual providers or a batch of providers!

Data Import

  • Familiarizing client with the Data Import Tool
  • Cross referencing EchoOneApp screens with Data Import Tool tabs
  • Creating a complete and thorough data set for optimal EchoOneApp use

Designing and Mapping PDF Forms

  • Describe the functionality of Forms Maintenance within EchoOneApp: including Folder Setup, Downloading (from Library), Exporting, Importing, Reviewing, and Managing Forms
  • Depict how to design (add & modify) fields on both Adobe Acrobat & Nitro PDF Forms 
  • Demonstrate how to map (label) fields in both Adobe Acrobat & Nitro PDF Forms using the Design Element Clipboard in EchoOneApp
  • Display how to complete (populate) data from EchoOneApp on PDF Forms

Global Updates

  • Familiarizing client with Global Updates
  • Learn how to globally add components
  • Learn how to globally update information


  • Utilizing the Scheduler tool to set-up recurring Primary Source Verification queries
  • Creating regularly scheduled reports
  • Managing alerts to run when EchoOneApp is not in use

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Refresher for Basic MPS Functions

This webinar will provide a refresher on basic Morrisey Privileging Solution (MPS) functionality for current MPS users and will also provide basic training for new MPS users.

Delineating Privileges in Orthopaedic Surgery

This session will discuss techniques for determining which privileges to include as Primary/Core Privileges and which privileges might be designated as Special Procedure Privileges requiring additional formal training or specialized experience and how your organizations’ specific practice environment might impact those decisions. 

Delineating Privileges for Adult Critical Care Medicine

  • Delineating privileges for Adult Critical Care Medicine for intensivists
  • Cross specialty privileging considerations
  • Privileging non-intensivists to provide selected therapeutic services that cross over into critical care
  • The important role that is played by clinical/unit policies in regulating practice in Critical Care Medicine

Portal Forms 101

Portal Forms 101 will answer the burning question: Why do/don’t the forms show up in this practitioner’s portal? In this informative webinar, we’ll review types of forms, how they are stored, relationship to practitioner and to the process, where they fit into portal build and why and much more!

Optimize with System Controls

System Administrators will want to attend this webinar to learn about new system controls and the review of a few older system controls which work in conjunction with current functionality.

All About Images

All About Images will inform you about importing image from portal, linking, saving images as Document vs Response type, how images show up in MSOW and ARM packets, and the importance of organized document names.

Portal Manager Console

Managing your applications is easy when you know all the functionality in the Portal Manager Console. You’ll learn how to filter, send batch reminders, set up email template, return application or privileges to practitioner and more. Don’t miss!

About Verity's EchoAccess Solutions

EchoAccess enables hospitals to launch an integrated Patient Experience Hub to optimize every patient touch point along the continuum from inquiry to discharge, and every interaction in between. This enterprise class platform supports hospital contact centers with physician referral,  clinical triage, provider directories, class enrollment, and discharge planning functionality.


Key Features:

  • Dynamic physician referral and physician-to-physician referral
  • Streamlined Computer Telephony Integration (CTI)
  • Gold standard Schmitt-Thompson Clinical Content
  • Automated patient satisfaction surveys
  • User-friendly class enrollment and event registration


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