Company 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
How to Update your Company Settings (demo)
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 document and policy email notification cadence
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 Privileges?
The email notification cadence:
Prior to expiration date: 120, 90, 60, 30, 5, 4, 3, 2, 1
On the expiration date
After the expiration date: The system will send daily reminders (notifications via email)
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
Privileging
Super Admins & Admins
Enrollments
Tasks - Admin
Recredentialing - Super Admins & Admins
Approval - Providers
Rejection - Providers
Terminated - Providers