Background Module

Reporting and tracking of formal education, licenses, work experience, and other background information 

Used For

  • Academic Coursework
  • Degrees & Transcripts
  • Licenses & Certifications
  • References
  • Residencies
  • Training
  • ​Work Experience
  • Residencies
  • Any Additional Information

Submission

  • By individual or staff
  • Context-sensitive forms 
  • Any number of records
  • Configurable fields & instructions
  • Data validation
  • Document upload
  • Edit rules & control

2-step reporting

Background information such as degrees and references may require documents / verifications from 3rd parties

Document module automatically tracks the missing step

Delete from HERE

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