General Settings
Manage Basic Account Preferences.
You can edit company settings, change your notifications preferences, turn on extra security features, and more.
User Guide
Company Settings User Guide
Tutorial
Video Tutorials for Administrators
How to set up a custom report?
Step 1: Log into your MedTrainer account: https://lms.medtrainer.com/
Step 2: Once you are in your account, you may either:
Go to mt|credentialing menu, scroll to the bottom, and click on Credentialing Reports
Go to the Document Center menu, scroll to the bottom, and click on Compliance Reports
Go to the mt | learning menu, scroll to the bottom, and click on the Learning Reports
Now follow the steps below when using the New Report button.
Step 3: Select the new report button.
Step 4: Fill in the required fields by:
Choosing a data set. The dataset will determine the source from which the report will retrieve the information
Naming the new report that is about to be created
Step 5: Select the Create button.
Step 6: Start adding columns to the report through the Columns option in order to enable the grayed out options, including the Save and Save as buttons
Step 7: After having added some columns to the brand new report, select either Save or Save as buttons to save the new report
Step 8: Select the Save button on either the Save report or the Save as dialog windows
How do I reset my employee's password?
Step 1: Log into your MedTrainer account https://lms.medtrainer.com/
Step 2: On the left-hand navigation panel, select Organization Management > Employee Center
Step 3: Locate the employee who has requested to reset their password
Step 4: Select the employee name and a menu tab will appear below the user's name
Step 5: Select Change Password and send the password reset link.
How do I create a new user?
Step 1: Log into your MedTrainer account https://lms.medtrainer.com/
Step 2: Select Organization Management > Employee Center module
Step 3: Select Create account
Step 4: Fill out the blank fields that pertain to the employee, any field with an asterisk is a mandatory field that must be filled out
Step 5: Select Create
If you wish to add more than 1 employees using a CSV Excel File - in Employee Center Select the Upload CSV tab
Next, select Download CSV format - Where a CSV excel file will be downloaded to you computer
After, open up the excel file, and enter the required fields that pertain to each employee
Then, save the excel file to your computer, and upload the file to the Upload CSV uploader
Lastly, select Create
Note
The CSV file has sections where you can only select options from a drop-down menu, if an option is typed into those sections, it will not upload properly)
The CSV FIle format must be in excel xlsx in order for the file to upload successfully in the uploader
For a video tutorial, click the video guide link for more details. video guide
How do I assign a couse(s) to employees?
Step 1: Log into your MedTrainer account https://lms.medtrainer.com/
Step 2: Select the MT | Learning > then Couse Catalog module
Step 3: Search for the course you want to assign
Step 4: Select the blank box, located on the right corner of the course
Step 5: Once the course(s) is/are selected click on the badge with a person icon in the light blue ribbion
Step 6: You will be directed to a new page where you will assign employees, which can be found by Location, Department, Position, Profile, and Employee Status
Step 7: Enter a Due Date
Optional - Enter a note
Optional – Enter a Custom Auto Re-assign date by Month Range
Optional – Select the option to send an Email Notification, Carbon Copy, and Future Assign Date
Optional – Enable Group Learning and select the employees by Location, Department, Position, and Profile
Step 8: Click the Assign button
For a video tutorial, click the video guide link for more details. video guide
What does the company settings tab allow a user to do?
The company settings tab allows a user to update any general settings such as: enabling/disabling features, uploading your organization's logo, entering your provider number, reminder notifications, etc.
How can one update information in company settings?
Step 1: Log in at MedTrainer
Step 2: On the left hand column, select Organization Management, and select company settings
Step 3: Choose fields you wish to update, and select save in order to view changes
Notifications
Do the notifications in the MedTrainer LMS connect with external calendars such as google call, apple call, etc.
They currently do not. The notifications send through the system via email.
Contract Management Notifications
What is the email notification cadence for contracts in the Contract Management Module?
The email notification cadence fo contracts.
Prior to expiration date: 20, 15, 10, and 5 days
On the expiration date
After expiration date: 5, 10, 15, 20 days
Courses Notifications
What is the email notification cadence for past due courses?
The email notification for courses includes courses that are due in 30 days or less AND courses that are past due (expired) within the last 30 days.
When are past due course notifications sent out?
Employees at any account level, who has past due courses will receive a notification every Monday.
Will Super Admins receive a notification regarding past due courses from their staff?
Yes.
Will the employee's Administrator receive a notification regarding past-due courses?
Yes.
Admins will receive notification regarding past-due course assignments from employees that belong to the locations they are administrators for.
Will students receive a past due notification regarding their own assignments?
Yes.
Students will receive the past due notification regarding their own assignments becoming past due.
What settings must be enabled for the notifications to automate?
The settings must be enabled in:
Organization Management > Company Settings > Reminders Tab
Organization Management > Employee Center > Full Profile (Employee Profile) > Mail Notifications Tab
Organization Management > Locations > Location Manager Setup
Employees will not receive a notification if they do not have the proper settings enabled.
Document & Policies Module Notifications
What is the email notification cadence for documents & policies?
The document and policy email notification cadence.
Prior to expiration date: 90, 60, 30, 10 5 days
On the expiration date
After expiration date: 5, 10, 15, 20 days
Who receives email notifications to an expired document or policy?
The Documents and Policies module only applies to employees who have been assigned to the document and policy.
External Transcripts Notifications
What is the email notification cadence for documents & policies?
External transcripts will send an email notification to the employees (student or admins) when they have an external transcript that is soon to expire or expired.
The email notification cadence:
Prior to expiration date: 90, 60, 30, 10, 5 days
On the expiration date
After the expiration date: 5, 10, 15, 20 days
Credentialing Notifications
What is the email notification cadence for documents in the documents tab in provider profile?
The email notification cadence:
Prior to expiration date: 90, 60, 30, 15 days
On the expiration date
After the expiration date: The system will send daily reminders (notifications via email) of the expired document(s).
What is the email notification cadence for Enrollments?
The email notification cadence:
Prior to expiration date: 90, 60, 30, 10
On the expiration date
After the expiration date: The system will send daily reminders (notifications via email)
What does the email notification include (when document is expiring or expired)?
The email notification will include a list (titles) of documents expiring or that have been expired.
Who will receive notifications on credentialing, enrollments, and privileging documents?
Credentialing
Licenses - Admins by location/Employees if enabled
Document requests/expiration - Providers
Enrollments
Tasks - Admin
Recredentialing - Super Admins & Admins
Approval - Providers
Rejection - Providers
Terminated - Providers
What to do if I cannot find an answer to my question?
MedTrainer's Customer Support is available Monday-Friday 7:00 AM - 7:00 PM CST.
Questions can be sent by emailing Support at support@medtrainer.com