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Integrations & Connected Services

CredFolio integrates with the NPI Registry and social login providers for seamless verification and sign-in.

Integrations & Connected Services

CredFolio connects with trusted external services to streamline your credential management workflow. This article covers the integrations available to all users.

In this article:

NPI Registry Lookup

CredFolio integrates directly with the NPPES NPI Registry (National Plan and Provider Enumeration System) maintained by CMS to help you quickly import your professional information.

What is NPI Lookup?

When you enter your 10-digit NPI number, CredFolio automatically retrieves your verified information from the official CMS registry, including:

  • Name - Your registered provider name

  • Credentials - MD, DO, RN, NP, PA, etc.

  • Practice Address - Your registered practice location

  • Taxonomy Codes - Your medical specialties and classifications

  • Identifiers - State license numbers and other identifiers

Benefit: Import your profile data in seconds instead of manually entering your credentials. This reduces errors and ensures accuracy.

How to Use NPI Lookup

  1. Go to Profile or start the onboarding flow

  2. Enter your 10-digit NPI number

  3. Review the imported data and confirm

  4. Edit any fields if needed before saving

NPI Registry Tab

After importing your NPI, you can view your full registry data in Profile β†’ NPI Registry. This shows:

  • Basic provider information

  • All associated addresses

  • Taxonomy codes and specialties

  • Other identifiers on file

  • When the data was last updated

Data Source: All NPI data comes directly from the CMS NPPES Registry (npiregistry.cms.hhs.gov). CredFolio does not modify this data.

Social Login Providers

CredFolio supports signing in with your existing accounts for convenience and security.

Supported Providers

Provider

Notes

Google

Personal or Google Workspace accounts

Apple

Apple ID with "Sign in with Apple"

Microsoft

Personal or Microsoft 365/Azure accounts

LinkedIn

Professional networking account

Facebook

Personal Facebook account

Benefits of Social Login

  • Convenience - No new password to remember

  • Security - Leverage your provider's security (including their 2FA)

  • Quick access - One-click sign-in

Managing Connected Accounts

You can connect multiple social accounts to your CredFolio profile:

  1. Go to Settings β†’ Security

  2. Find the Connected Accounts section

  3. Click a provider button to connect a new account

  4. To disconnect, click Unlink on an existing account

Important: You must have at least one sign-in method (social account or email/password). You cannot unlink your only remaining login option.

Frequently Asked Questions

Is NPI lookup free?

Yes, NPI lookup is free for all CredFolio users. The NPI Registry is a public resource maintained by CMS.

What if my NPI shows outdated information?

NPI data is maintained by CMS, not CredFolio. To update your registry information, visit NPPES directly. Once updated there, you can refresh your data in CredFolio.

Can I use CredFolio without an NPI?

Yes. NPI lookup is optional and primarily benefits licensed healthcare providers. You can manually enter your information instead.

Does unlinking a social account delete my CredFolio data?

No. Unlinking a social account only removes that sign-in method. Your CredFolio data remains intact. To delete your data, visit Privacy Settings.

Need More Help?

Click the chat icon in the bottom-right corner to contact our support team.

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