Accreditation Process Overview

The following is a description of the steps that Applicants must go through to achieve Accreditation from DirectTrust.

The following diagram outlines the Accreditation Process.  (Click to enlarge)

The specific steps are outlined below.


Step 1: Getting Started

The Application Form and Application Agreement materials may be accessed on the application page.

Each Applicant starts the Accreditation Process by:

  1. Downloading and executing the Application Agreement.
  2. Completing and submitting an online application form. The executed Application Agreement must be included with the application form.
  3. Remitting the Accreditation Fee.

The Applicant must complete the Forms and submit the Payment as instructed before the Accreditation Program starts.

After the Application Form and Payment have been processed by DirectTrust, the Applicant will securely receive login information to access the Applicant Access portion of this website to start the Accreditation Process.

Step 2: Login and Download Self Attestation Document

The Applicant will use the login credentials securely received from DirectTrust to login and access the Accreditation Program website at Once logged in, the Applicant may download the Self Attestation document for the Program they are enrolling in and its corresponding Companion Guide.

The Self Attestation Document contains all of the criteria that an Applicant must provide answers to and in some cases evidence that demonstrate that it is in compliance with the DirectTrust Policy.

The Self Attestation Document and associated evidence are uploaded for review by the DirectTrust Reviewer. The Reviewer will grade the criteria and artifacts to develop an Audit score. The Audit Score is used to determine if the Applicant passes or fails the audit.

The Self Attestation criteria is classified into two main categories: Mandatory and Not Mandatory. The Mandatory criteria is scored on a pass/fail basis and the Not Mandatory criteria is scored on a points basis. All of the Mandatory criteria must receive a Pass score. If any of the Mandatory criteria is failed, then the entire audit is failed. The Not Mandatory audit criteria must achieve a passing score that is specified in the Self Attestation Document.

The Companion Guide provides guidance and an explanation for how to respond to each of the Audit Criteria. It is strongly recommended that the Applicant download and review the Companion Guide before completing the Self Attestation criteria questions. You may download the Companion guide from the Accreditation Program website.

Step 3: Applicant Completes Self Attestation Document

Using the Companion Guide for assistance, the Applicant works to complete the questions in the Self Attestation Document.

As part of answering the Self Attestation questions, the Applicant will be asked to upload evidence that is required to prove that they are in compliance with DirectTrust Policy.  This upload will be done on the Accreditation Program website.

Step 4: DirectTrust Review Of Self Attestation Document And Evidence

After the Applicant uploads their responses to the Self Attestation Questions and uploads their evidence, the DirectTrust Reviewer will review them for completeness and to ensure that the Applicant is operating within the DirectTrust Policy guidelines.

During the review process, the Reviewer may have questions or require consultation with the Applicant. This process of consultation with the Applicant may require several iterations where the Reviewer may request additional information. Before the audit has completed the Applicant must upload proof of receiving its HIPAA Privacy and Security Certification or Accreditation before they can be approved for accreditation.

If the HIPAA Privacy and Security Certification or Accreditation, Self Attestation and artifacts are in good order, the Applicant will be notified that the Audit has been completed with success and the results will be sent to the DirectTrust Accreditation Manager for review.

Step 5: DirectTrust Accreditation Approval

The DirectTrust Accreditation Manager will decide to approve the Applicant’s application for accreditation. Upon approval by the DirectTrust Accreditation Manager, a recommendation to the DirectTrust Board of Directors for approval will be made. Once the DirectTrust Board of Directors votes to approve the Applicant’s accreditation, the DirectTrust website will be updated to indicate its accredited status and notification will be sent to the Applicant as proof of its accreditation.

After an Applicant’s accreditation is approved, it will receive a letter informing them that their accreditation has been approved by the DirectTrust Board of Directors, a logo for display on its website and other marketing materials.

Contact DirectTrust Accreditation