Our Process
Creating a Credential
- Tap/click on INPUT / EDIT Credentials on the main menu screen. Scroll down and click on the input area you want (e.g. Licenses). Enter the required information in the data entry fields provided. (All other inputs work the same way.)
- Tap/click on...
Reviewing and Sending a Credential
To review or send a credential, simply do the following:
- From the main menu, tap or click on VIEW / SEND Credentials
- To review a credential before sending it to someone (e.g. Licenses), tap or click on the view button (an eye icon) on the right-hand side of the license button...
Editing a Credential
- From the main menu, tap or click on the INPUT / EDIT Credentials button.
- Tap or click on the button corresponding to the credential area you want to change (e.g. licenses, boards, etc.).
- Choose the specific credential to be changed from the drop-down list. Tap or...
Documenting CME Course Completion
- From the main menu, tap or click on Input / Edit Credentials
- Scroll to the bottom of the page and tap/click on the Continuing Education button to be taken to the Continuing Education input screen.
- Confirm the list of all active licenses and boards at the top of the page. Make...
Checking CME Status
To view CME status on the screen, do the following:
- From the main menu, scroll down and tap/click on the CONTINUING ED STATUS button to be taken to the CME Snapshot screen.
- You will be presented with the license or board being tracked, its expiration date, Total CEUs, # courses taken. The...
Adding Others to Help Get it Done
- Tap/click on the hamburger menu icon (box with three lines in the upper right-hand corner of the screen), then tap/click on Manage Users.
- Use the Invite Users button, then enter their email address. They will receive an invitation via email to join your account team. Once...