Certifications

You can enter/update staff/physician certification information in the H/R module.

Your organization can configure Conflict Checking to generate alerts when certain information stored in the H/R module is missing or expired. For example, you can set up an alert to warn users if a staff member's certification is missing or expired. For more information, see Configuring Conflict Settings for Human Resources.

Information entered on Certifications will be reported in the Human Resources Report > License/Certification/Indicators. This report runs by physician/staff and by active/inactive. Information entered on certifications will also be reported in the Human Resources Report > Expiration Dates. This report runs by physician/staff, type of item (license/certification/indicator/credentialing/malpractice), and expiration date from/through.

Updating/editing physician/staff certifications in the H/R module

1. Launch the H/R module and select the physician/staff record you wish to update. See Search Physician/Staff.
2. The Home page populates with the selected physician/staff member's general information.
3. Click the Certifications Sheet Bar optionCertifications Sheet Bar option under the Personnel heading. The Certification Information section now appears at the bottom of the Home pageHome page.

   

   

4. In the Certification Information section, click the plus sign to add details of a certification. A new line appears with the following fields. Complete relevant fields. Mandatory fields display a red X.
   • CertificationCertification

     Select the certificate using the drop down arrow. You can add/edit the License/Certification/indicator dictionary by using the Alt + D/ Alt + E keys.

     When adding items to this dictionary:

     1. • Type: Select the type of item (license, certification, indicator). These can be chosen at your discretion. The Type assigned to the item will determine on which page in H/R the item will be displayed.
        • License Kind: System dictionary where you can assign the type of certification. Conflict checking is done on several system-defined Licenses such as Control Drug Substance (CDS), State License, Drug Enforcement Agency (DEA). These types should be assigned to only the item in your dictionary that corresponds to the system-defined type. For all other entries this field will be blank.

      

   • Certification #Certification #

     Free text field where user will enter the number for this certificate (mandatory field)

   • Cert BoardCert Board

     From the drop-down list, select the organization that certified the physician or staff member. (example: American Red Cross. > CPR Certification)

   • Eff DateEff Date

     Enter the date the certification took effect.

   • Exp DateExp Date

     Enter the date the certification expires.

   • Alert?Alert?

     Check this box to configure the system to send alerts when the Certification is about to expire. You will also need to turn on conflict checking to enable this option.

   • Doc?Doc?

     Check box to indicate hard copies of the paperwork are on file for the certification.

   • CommentsComments

     Enter any comments you wish to associate to the certification in this free text field.

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     Click to attach an electronic copy of the any certificates. Click here to learn how.

5. To add an additional certification, click the plus sign icon and repeat these steps. To remove a certification, select it and click the minus sign icon.
6. Click Save.

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