Automatic Assignment of Credentials Levels
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As we discussed, credentialing health care providers is quite nuanced. So many sources, with so many possible results that may impact a volunteer's status with your program. Well, thanks to your brainpower, we believe we've identified an approach to automating the assignment of credentials level that strikes the right balance between standardizing this process while accounting for its variability associated with the different types of "outcomes" from primary sources. Here's our plan:
1. In the Admin section of your CredentialSmart system, you'll have
the ability to associate primary sources with credentials level, For
example, Level 2 requires OIG, State License, DEA and ABMS verifications.
2. In the Admin section, you will also specify verification statuses
for a primary source report that constitute a "verified" report. For
example, the verification statuses of "Verified" or "Active" deem a
report as verified for the purposes of auto-leveling.
3. Once all of the required reports have one of the designated
statuses, the system will auto-assign the volunteer the appropriate credentials level as specified in the Admin section of your
account.
4. You'll have the ability to over-ride this
auto-assignment at the volunteer record level so that you can always change the volunteer's
auto-assigned level.
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Archiving Spontaneous Volunteer Verification Queries
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So, we talked a lot about the uniqueness of CredentialSmart's automated primary source connections, a technology that we refer to as SmartSource. This technology manifests itself in several areas of our system, including the Walk-up (or spontaneous) Verification Portal. (Do you remember how to access the Walk-Up Verification Portal?)
Well, we thought it was a good idea to archive past queries made on spontaneous volunteers so that other response sites could save a few nickels by not re-querying a volunteer who shows up at multiple sites. Turns out, we were wrong! But, our discussion led us beyond the simple solution of enabling you to delete these queries. Instead, your feedback helped us to identify an approach that provides you with more value. You'll have the ability to archive past queries and assign them to events such that you can see a complete of spontaneous volunteers you credentialed by a specific event (as created in your CredentialSmart system).
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