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The state of insurance can be confusing, and when it comes to businesses, the waters can be even murkier. Standardized department insurance forms are one way to help make sure your business is fully covered in case of an accident or disaster. By knowing what these forms are and what they entail, you can make sure your company is taking the necessary precautions. This post will give you a brief overview of standardized department insurance forms and what they cover.

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Question	Answer
Form Name	Standardized Department Insurance
Form Length	8 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	2 min
Other names	ohio department of insurance credentialing form, form ins 5036, ohio credentialing application, ohio state credentialing application

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Mike DeWine, Governor	Judith L. French, Director
Jon Husted, Lt Governor

Standardized Credentialing Form Part B: Agency/Program/Organization Providers

Product Regulation Division, 50 W Town Street, 3rd Floor - Suite 300, Columbus OH 43215

614-644-2661 | 614-644-5238 FAX | insurance.ohio.gov

Please complete each section leaving no blank spaces. Clearly state if information requested is not applicable or not available and why. Attach additional sheets when necessary. Separate forms may be required for each National Provider Identifier (NPI), practice location, and provider type.

You must include copies of the following documents, as applicable, with this completed application. Use this checklist as a guide:

State License

Local Business License

Registrations or Certifications

DEA and/or CDS Certificate

CLIA Certificate

Terminal Distributor License

Current Certificate of General Liability Insurance

Current Certificate of Professional Liability Insurance

Form W-9

Workers’ Compensation Certificate of Coverage

Accreditation Letter and Certificate

Medicare Certification Letter

Medicaid Certification Letter

If the Provider is not accredited, please include the following information:

C.V. of Medical Director	N/A
C.V. of Clinical Director	N/A
Credentialing Plan	N/A
Most recent CMS or State Surveys, Correction Action Plans and Revisit Reports	N/A
Documented staff attendance at OSHA Training	N/A
Documented compliance with OSHA record keeping rules regarding workplace injuries and illness	N/A
Confidentiality Plan	N/A

Note: Please submit this form directly to health plans and other entities that credential facility providers for participation in their networks. DO NOT send this form to the Ohio Department of Insurance; the Department does not use the form for any reporting purposes.

INS5036 (Rev. 02/2021)

Page 1 of 8

Ohio Department of InsuranceStandardized Credentialing Form Part B: Agency/Program/Organization Providers

Provider Identification

Legal Name of Applicant:						Federal Tax Identification Number:

Doing Business As (DBA):

Type of Provider:						NPI:

Primary Office Address:

Mailing Address (if different from business address):					City:		State:	Zip Code:

Date and State of Incorporation or Registration:

List all other states in which applicant is approved to conduct external reviews:						Length of time in business with this
						legal name and Tax ID:
Credentialing Contact Name:			Year Applicant Opened:

Address (If different from above):

Phone:		Fax:		Email:

Applicant Owner/Parent Company:

Type of Entity	Corporation	Partnership			Limited Liability Company
(Check one)	Joint Venture	Other:
List all memberships in professional organizations and trade associations:

		Medical Director
Name (Last, First, Middle):

Degree:			Specialty:

Office Address:

Phone:	Fax:			Email:

No Medical Director

INS5036 (Rev. 02/2021)

Page 2 of 8

Ohio Department of InsuranceStandardized Credentialing Form Part B: Agency/Program/Organization Providers

Provider Practice Information

Name:

Street Address/PO Box:

City:

State:

Zip Code:

Phone:

Fax:

Email:

Website:

Primary Contact Name and Title:

Phone:

Fax:

Email:

Hours of

Monday:

Tuesday:

Wednesday:

Thursday:

Friday:

Saturday:

Sunday:

Operation:

Included in Provider

Directory?

List language

and sign language

interpreters/ contractors:

Is teletype available?

Yes

Federal Tax ID number:

NPI:

Administrator/ Site Manager:

Service Areas (Counties):

Handicapped Access:

On Bus Route:

Number of Beds:

Yes

Additional Practice Location

Name:

Street Address/PO Box:

City:

State:

Zip Code:

Phone:

Fax:

Email:

Website:

Primary Contact Name and Title:

Phone:

Fax:

Email:

Hours of

Monday:

Tuesday:

Wednesday:

Thursday:

Friday:

Saturday:

Sunday:

Operation:

Included in Provider

Directory?

List language

and sign language

interpreters/ contractors:

Is teletype available?

Yes

Federal Tax ID number:

NPI:

Administrator/ Site Manager:

Service Areas (Counties):

Handicapped Access:

On Bus Route:

Number of Beds:

Yes

INS5036 (Rev. 02/2021)

Page 3 of 8

Ohio Department of InsuranceStandardized Credentialing Form Part B: Agency/Program/Organization Providers

Additional Practice Location

Name:

Street Address/PO Box:

City:

State:

Zip Code:

Phone:

Fax:

Email:

Website:

Primary Contact Name and Title:

Phone:

Fax:

Email:

Hours of

Monday:

Tuesday:

Wednesday:

Thursday:

Friday:

Saturday:

Sunday:

Operation:

Included in Provider

Directory?

List language

and sign language

interpreters/ contractors:

Is teletype available?

Yes

Federal Tax ID number:

NPI:

Administrator/ Site Manager:

Service Areas (Counties):

Handicapped Access:

On Bus Route:

Number of Beds:

Yes

Billing Information

To whom shall checks be made payable:

Billing Address (Street/PO Box):

City:

State:

Zip Code:

Phone:

Fax:

Email:

Type of Claim Form Used:

CMS1500

UB04

UB92

Other

Accreditation Status

Accrediting Agency Name:

Accreditation Status:

Accreditation Date:

Have you ever been denied accreditation by any accrediting body?

Yes

If yes, please provide details:

Licensure and Certifications

Medicaid Provider Number and Status:

Medicare Provider Number and Status:

License Number and Status:

CLIA Number:

INS5036 (Rev. 02/2021)

Page 4 of 8

Ohio Department of InsuranceStandardized Credentialing Form Part B: Agency/Program/Organization Providers

Scope of Services

List all services offered (attach separate page if necessary):

Does the Provider have a toll free number?	Yes	No
If Yes, please provide number:


Is the Provider staffed 24 hours a day?	Yes	No
Is the Provider part of a national network of providers?	Yes	No
If Yes, please describe:


Does the Provider accept Worker’s Compensation patients?	Yes	No
What is the accepted age range of the Provider’s patients?


Does the Provider subcontract with other Providers?	Yes	No
If Yes, please provide names, addresses, description of services provided, and a copy of each contract:

Liability Insurance

General Liability Coverage (Attach certificate showing current coverage amounts and effective dates)

Name of Carrier:			Policy Number:

Street Address/PO Box:

City:			State:	Zip Code:

Coverage Type:	Occurrence Based	Claims Based

Effective Date:			Expiration Date:

Per Incident:			Aggregate:
$			$
		Professional Liability (Malpractice) Coverage
Name of Carrier:			Policy Number:

Street Address/ PO Box:

City:			State:	Zip Code:

Coverage Type:	Occurrence Based	Claims Based

Effective Date:			Expiration Date:

Per Incident:			Aggregate:
$			$

Staffing

Provide a list of the types, numbers of professional disciplines, licensures and/or certifications represented on the staff. Provide a list of any special certifications, accreditations, or licensures held by the professional staff of your organization.

INS5036 (Rev. 02/2021)

Page 5 of 8

Ohio Department of InsuranceStandardized Credentialing Form Part B: Agency/Program/Organization Providers

Electronic Capabilities

What are the Provider’s current electronic capabilities?

What billing and documentation software is the Provider currently using?				What version is the software?

Does the Provider use this to perform eligibility verification?				Sent in groups (Batch)?
Yes	No		Or one at a time (Real Time)?
Does the Provider use this to perform electronic claim submissions?			Sent in groups (Batch)?
Yes	No		Or one at a time (Real Time)?
Does the Provider use Electronic Medical Records (EMR)?		What is the name of the EMR software?
Yes	No
What version is the EMR?		Is the EMR software compatible with your billing and
		documentation software?			Yes	No

Disclosure Questions

Please answer the following questions by checking the appropriate box. If the answer to any question is yes, please provide a

complete description of the facts on a separate attached sheet.
Have criminal proceedings ever been initiated against the Provider or its authorized representatives?	Yes	No
Has the Provider ever been the subject of an investigation or ever been terminated, suspended, sanctioned or	Yes	No
otherwise restricted from participating in any private or public program including, but not limited to,
Medicare, Medicaid and military or Department of Health programs?
Has the Provider’s professional liability coverage ever been restricted, limited, denied, not renewed, or special	Yes	No
rated for any reasons other than the carrier’s termination of operations in your State?
Has the Provider ever been notified that information pertaining to anyone in the Provider’s staff has been	Yes	No
reported to the National Practitioner Data Bank, Healthcare Integrity and Protection Data Bank or
professional state licensing boards or registries?
In the last five years, have there been any professional liability suits, or are there currently any pending or	Yes	No
threatened suits against the Provider, or have any judgments been made or settlements paid on its behalf?
Is there currently any pending or threatened licensing or disciplinary action against the Provider?	Yes	No

References

Please provide at least three references from Healthcare Providers, Organizations, or Managed Care Organizations that the Provider currently services.

Name:	Company:

Address:	Phone:

Name:	Company:

Address:	Phone:

Name:	Company:

Address:	Phone:

INS5036 (Rev. 02/2021)

Page 6 of 8

Ohio Department of InsuranceStandardized Credentialing Form Part B: Agency/Program/Organization Providers

Standard Authorization, Attestation and Release

I am the authorized agent of the Applicant named below and have the authority to execute this document on behalf of the Applicant. I understand that as part of the credentialing application process to participate as a Provider (hereinafter, referred to as "Participation") with _________________________________________(insert name of Contracting Entity), all Applicants are required to provide

sufficient and accurate information for the proper evaluation of all criteria used by the Contracting Entity for determining initial and ongoing eligibility for Participation. I acknowledge and understand that my cooperation in obtaining information in connection with this application and my consent to the release of information does not guarantee that the Contracting Entity will contract with the Applicant as a provider of services.

Authorization of Investigation Concerning Application for Participation.

The following individuals including, without limitation, the Contracting Entity, its representatives, employees, and/or designated agent(s); the Contracting Entity's affiliated entities and their representatives, employees, and/or designated agents; and the Contracting Entity's designated professional credentials verification organization (collectively referred to as "Agents"), are hereby authorized to investigate information, which includes both oral and written statements, records, and documents, concerning this application for Participation. The Applicant agrees to allow the Contracting Entity and/or its Agent(s) to inspect and copy all records and documents relating to such an investigation.

Authorization of Third-Party Sources to Release Information Concerning Application for Participation.

The Applicant hereby authorizes any third party, including, but not limited to, individuals, agencies, medical groups responsible for credentials verification, corporations, companies, employers, former employers, hospitals, health plans, health maintenance organizations, managed care organizations, law enforcement or licensing agencies, insurance companies, educational and other institutions, military services, medical credentialing and accreditation agencies, professional medical societies, the Federation of State Medical Boards, the National Practitioner Data Bank, and the Health Care Integrity and Protection Data Bank, to release to the Contracting Entity and/or its Agent(s), information, including otherwise privileged or confidential information, concerning the qualifications of this Applicant, its credentials, accreditations, quality assurance and utilization data, or any other information reasonably having a bearing on the Applicant’s qualifications for Participation with the Contracting Entity. This information shall also include the details of any action taken by a health care organization, Medicare and Medicaid, their administrators or their medical or other committees to revoke, deny, suspend, restrict, or condition the Applicant’s Participation, impose a corrective action plan or terminate any contract to which the Applicant was a party. The Applicant further authorizes its current and past insurance carrier(s) to release this Applicant’s history of claims that have been made and/or are currently pending against it. The Applicant specifically waives written notice from any entities and individuals who provide information based upon this Authorization, Attestation and Release.

Release from Liability.

The Applicant hereby releases from all liability and holds harmless any Contracting Entity, its Agent(s), and any other third party for their acts performed in good faith and without malice unless such acts are due to the gross negligence or willful misconduct of the Contracting Entity, its Agent(s), or other third party in connection with the gathering, release and exchange of, and reliance upon, information used in accordance with this Authorization, Attestation and Release. The Applicant further agrees not to sue any entity, any agent(s), or any other third party for their acts, defamation or any other claims based on statements made in good faith and without malice or misconduct in connection with the credentialing process. This release shall be in addition to, and in no way shall limit, any other applicable immunities provided by law for credentialing activities.

In this Authorization, Attestation and Release, all references to the Contracting Entity, its Agent(s), and/or other third party include their respective employees, directors, officers, advisors, counsel, and agents. The Contracting Entity and its affiliates or agents retain the right to allow access to the application information for purposes of a credentialing audit to customers and/or their auditors to the extent required in connection with an audit of the credentialing processes and provided that the customer and/or their auditor executes an appropriate confidentiality agreement.

The Applicant understands and agrees that this Authorization, Attestation and Release is irrevocable for any period during which the entity identified below is an Applicant or a Provider with the Contracting Entity. The Applicant agrees that it shall execute another form of consent if any law or regulation limits the application of this irrevocable authorization. The Applicant understands that its failure to promptly provide another form of consent may be grounds for termination or discipline by the Contracting Entity in accordance with the applicable bylaws, rules, and regulations, and requirements of the Contracting Entity, or grounds for its termination of Participation with the Contracting Entity.

INS5036 (Rev. 02/2021)

Page 7 of 8

Ohio Department of Insurance	Standardized Credentialing Form Part B: Agency/Program/Organization Providers

Standard Authorization, Attestation and Release (continued)

The undersigned certifies that all information provided in its application is current, true, correct, accurate and complete to the best of his/her knowledge and belief, and is furnished in good faith. The Applicant will notify the Contracting Entity and/or its Agent(s) within ten (10) days of any material changes to the information (including any changes/challenges to licenses, DEA, insurance, malpractice claims, NPDB/HIPDB reports, discipline, criminal convictions, etc.) that has been provided in its application and /or is authorized to be released pursuant to the credentialing process. The Applicant understands that corrections to the application are permitted at any time prior to a determination of Participation by the Entity, and must be submitted online or in writing, and must be dated and signed by an authorized agent of the Applicant (may be a written or an electronic signature). The Applicant acknowledges that it is responsible to provide a complete application and to produce adequate and timely information for resolving questions that arise in the application process. The Applicant understands and agrees that any material misstatement or omission in the application may constitute grounds for withdrawal of the application from consideration; denial or revocation of Participation; and/or immediate suspension or termination of Participation. This action may be disclosed to the Contracting Entity and/or its Agent(s).

The undersigned acknowledges that he/she has read and understands the foregoing Authorization, Attestation and Release. A facsimile or photocopy of this Authorization, Attestation and Release shall be as effective as the original.

Signature (Do not stamp)		Name (print)

Date		Title (Print)

		Name of Applicant (Print)

INS5036 (Rev. 02/2021)

Page 8 of 8

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Note the data in CV of Medical Director CV of, NA NA NA NA NA NA NA, Note Please submit this form, INS Rev, and Page of.

ins5036 CV of Medical Director CV of, NA NA NA NA NA NA NA, Note Please submit this form, INS Rev, and Page of blanks to complete

Describe the considerable information about the Legal Name of Applicant, Doing Business As DBA, Type of Provider, Primary Office Address, Provider Identification, Federal Tax Identification Number, NPI, Mailing Address if different from, City, State, Zip Code, Date and State of Incorporation or, List all other states in which, Length of time in business with, and Credentialing Contact Name box.

The Name Last First Middle, Degree, Office Address, Phone, No Medical Director, Medical Director, Specialty, Fax, Email, INS Rev, and Page of section has to be used to note the rights or obligations of both sides.

ins5036 Name Last First Middle, Degree, Office Address, Phone, No Medical Director, Medical Director, Specialty, Fax, Email, INS Rev, and Page of blanks to insert

Finish by looking at the next fields and filling them out as required: Provider Practice Information, Name, Street AddressPO Box, City, Phone, Website, Primary Contact Name and Title, Phone, Fax, Fax, State, Zip Code, Email, Email, and Monday.

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