Communication Module

Helps track and manage inbound & outbound notifications, follow-ups and user-requests

Used For

  • Notes & Follow-ups
  • Automatic E-notifications
  • Automatic E-reminders

Logging

System automatically logs every message by date, subject, user, and activity.

All messages can be viewed and re-sent

Following-up

  • Add follow-up to any activity or application
  • Use pre-set templates
  • HTML message editor
  • Attach files
  • Add internal notes 

E-Notifications & E-Reminders

Send personalized email messages on status changes and specific dates 

Memos

Allow tracking and managing of user requests & internal notes 
  • Can be created by user or staff 
  • Classification fields
  • Status automation based on due & urgent dates
  • Portal vs internal access

Delete From Here

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