CE Reporting Module

Multiple methodologies for entry and validation of continuing education (CE) and related activities

Used For

  • CE submission for certification renewals
  • CE exchange with other systems​

Data-entry

  • Entry-form based on activity type
  • Group activity by category, type & domain
  • Pre-define credits
  • Automatic unit-to-credit conversion
  • Round credits to specific decimals
  • Attach documentation

Validation

  • Required fields
  • Activity date check
  • Duplicate activity check
  • Min-max limit checks
  • Entered vs awarded explanations

Provider Upload

This interface allows approved provider to report CE attendance by manual entry or CSV files​
  • Robust data validation​
  • Option to assess fee​
  • Email status report

Staff batch Upload

Staff can also use the CE batch upload interface to bulk-add CEs on behalf of individuals & providers

CE Exchange

Integrate with other systems using Web services to import or export CE activity

Delete from here

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