Professional Doula Practice: Credentialing, Insurance & Reimbursement
Professional practice readiness
For trained doulas and current students with foundational documentation, privacy and scope knowledge.
Outcomes: map privacy and vendor responsibilities; distinguish client agreements, superbills, credentialing, enrollment and payment; make reasoned NPI and record-maintenance decisions; prepare a fictional readiness portfolio and correction workflow.
Study the intact BAA, insurance, NPI and CAQH/DataSpring reference lessons, then complete the knowledge exam and practical portfolio. The provisional standard is 80% on the exam, one retake after review, and instructor acceptance of practical work.
Use fictional information only. Do not upload actual credentials, government identifiers, client records or portal screenshots. Course completion does not confer payer enrollment or guarantee reimbursement.
Version: September 19, 2026. Check official payer and platform instructions before submitting an application. Current requirements govern.
| Module 1 | Professional Practice - Privacy and Practice Infrastructure |
|---|---|
| Unit 1 | Business Associate Agreements (BAAs) in Doula Work |
| Module 2 | Professional Practice - Insurance and Reimbursement Foundations |
| Unit 1 | Insurance Readiness, Superbills, and Payer Boundaries |
| Unit 2 | Service Records, Reimbursement Documents and Correction Workflow |
| Module 3 | Professional Practice - Provider Identity and Credentialing Records |
| Unit 1 | NPI Numbers: Choosing, Completing, Using, and Verifying Your Record |
| Unit 2 | CAQH and DataSpring: Building, Sharing, and Maintaining Your Provider Profile |
| Module 4 | Community Outreach Referral Relationships and Ethical Promotion |
| Unit 1 | Lesson 1 Know your city and county |
| Unit 2 | Lesson 2 Identify referral and community partners |
| Unit 3 | Lesson 3 Use the Annie outreach method |
| Unit 4 | Lesson 4 Explain your work in a one page leave behind |
| Unit 5 | Lesson 5 Follow up and keep reliable contact records |
| Unit 6 | Lesson 6 Promote services ethically and verify coverage statements |
| Unit 7 | Applied outreach plan |
| Module 5 | Professional Practice - Knowledge Exam and Readiness Portfolio |
| Unit 1 | Professional Practice Knowledge Exam |
| Unit 2 | Professional Practice Readiness Portfolio |