Application Module

Step-by-step interface to automate any type of application submission, review, audit, follow-ups, and fulfillment workflow
Picture
Application Module

Used For

  • Certification Apps
  • Re-certification Apps
  • Accreditation Apps
  • Renewal Apps
  • Registration Apps
  • CE Approval Apps
  • Status Change Requests
  • Ordering Products
  • Any Custom App

Entry & Submission

  • Back-next or Tab style
  • Unlimited pages/app
  • Configurable data fields & instructions
  • Data validation
  • Save & resume option
  • Auto-timeout option

Sub-records & Sub-forms

The application module allows adding/managing sub-records with pop-up forms

These sub-records are automatically saved with incomplete apps and do not have to be re-entered

Flow Control

The application flow can support multiple eligibility routes and show only the pages relevant to the selected route 

Document Uploads

Applicants can attach one or more files with any section of the application 

Transcripts, references, and other documents received directly from a 3rd party can be uploaded by staff

Dynamic Content

Any page within the application can show content that can vary based on data entered in previous page(s) 

Fee Calculations

The application module includes a powerful rule-engine to handle any type of fee and discount policies
  • Route-based fee
  • Early-bird discount
  • ​Late fee
  • Member/non-member fee
  • Requested CEU-based fee

Review & Audit

Submitted apps can be assigned, reviewed, followed-up, audited, and approved or denied 
  • Entire app shown on one page
  • Auto-reviewer assignment Add/re-assign reviewers
  • Mark checklist & add comments
  • Follow-up automation
  • Rule-based auto-approval
  • Frequency & data-based audit

Status & Date Tracking

The application module can automatically compute status and set dates based on information received and time elapsed 

Dashboard

Open/pending applications are summarized on the admin dashboard by their type and current status

Staff can also locate an application by applicant, app id and app queues 

Notifications

Automatic e-notifications and reminders can be configured based on date and status changes   

Fulfillment

Approved applications can be auto-fulfilled based on rules and policies

Reports

Application and payment data can be queried, grouped, and exported