Compliance Module

Automated tracking and management of any program enrollment, completion and renewal requirements

Used For

  • CEU-based Re-certification
  • ​Eligibility Applications
  • Annual / Periodic Reports
  • Diversion Programs
  • Any Custom Requirement

CEU Compliance

  • Compliance period
  • Total units required
  • Domain, category, and year minimums
  • Certfication-based CEU requirements
  • Assessment-based CEU requirements

Eligibility Applications

  • Route/pathway-specific requirements
  • Pending documents
  • Minimum course work, education, training, experience & references
  • Member verification

Annual/Periodic Reports

  • Reporting period tracking
  • History-based requirements
  • Automatic lapse & expiry static changes

Diversion Programs

  • Offense-based requirements
  • Course-completion compliance
  • Community-hours compliance
  • Drug-test compliance
  • Scheduled payments

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