Organization Management

A CSV is an excel document with your organization's information. This document is a shortcut when entering employee information, especially when you have a large number of staff in your organization. 

No. Each excel template is tailored to the topic. The organization will have to fill out the CSV excel file for location, department, employee information, and etc. 

The CSV file can be found in the "locations" tab. Click on the "Upload CSV" button, then download CSV format to retrieve document. 

Step 1: Log in at MedTrainer

Step 2: On the left hand column, select Organization Management, and select location

Step 3: Create location and enter the necessary fields or upload your CSV, where it will automatically populate after it has been uploaded

Step 4: Once fields have been entered or CSV uploaded, select "create"

Step 1: Log in at MedTrainer

Step 2: On the left hand column, select Organization Management, and select location

Step 3: If you choose to modify a location, select the paper/pencil icon and update the location - select the save button once changes have been made

Step 4: If you choose to delete a location, find the location you wish to delete - select the trashcan icon to delete the location

Step 1: Log in at MedTrainer

Step 2: On the left hand column, select Organization Management, and select department

Step 3: Select create department and enter the name of the department(s) your organization includes or upload your CSV, where it will automatically populate after it has been uploaded

Step 4: Once fields have been entered or CSV uploaded, select "create"

Step 1: Log in at MedTrainer

Step 2: On the left hand column, select Organization Management, and select department

Step 3: If you choose to modify a department, select the paper/pencil icon and update the department - once changes have been made, select the save button 

Step 4: If you wish to delete a department, find the department you wish to delete and select the trashcan icon to delete the department

Only a Super Admin on the account can update this information. Your Super Admin can give staff permission in order to give access to that department.  

Step 1: Log in at MedTrainer

Step 2: On the left hand column, select Organization Management, and select employee center

Step 3: Select create account (located at the left hand corner) and enter the employees' information manually or upload your CSV, where it will automatically populate after it has been uploaded

Step 4: After the information has been entered or CSV has been uploaded, select the "create" button

The employee profile can be accessed and selected in the Organization Management Tab. The employees' full profile will allow you to have access to basic information in regards to courses, transcripts, account level, policies and procedures, notifications, positions, onBoarding path, and much more. The user is able to update any fields that require an update. 

Step 1: Log in at MedTrainer

Step 2: On the left hand column, select Organization Management, and select employee center

Step 3: Click on the employee you with to update password, then select change password

Step 4: Type a new password and select update --- if you wish to send a password reset link, the employee will be able to update their password on their own

Step 1: Log in at MedTrainer

Step 2: On the left hand column, select Organization Management, and select employee center

Step 3: Click on the employee you wish to view last log actions, then select change password

Step 4: Click on "see last log actions"

In the "employee center" page you will see 3 tabs: active, inactive, and terminated. The active (green tab) identifies employees in your organization who are actively employed. Inactive (yellow tab), identifies employees as inactive, and terminated, simply identifies employees as terminated, no longer employed by the organization 

In the "employee center" page you will see 3 tabs: active, inactive, and terminated. The active (green tab) identifies employees in your organization who are actively employed. Inactive (yellow tab), identifies employees as inactive, and terminated, simply identifies employees as terminated, no longer employed by the organization 

Step 1:  Log in at MedTrainer

Step 2: On the left hand column, select Organization Management, and select employee center

Step 3: Click on the employee you wish to update their "employee status"

Step 4: Click on "change status" then select the new status by clicking the drop down menu with the correct status

Super Admin

• Has full access to the MT LMS

• Can see their plan details

• Download invoices

• Can restrict Admins from specific locations & departments  

Admin

• Will be able to see students in their assigned location and departments 

Student 

• Will only have the student dashboard enabled (or any other upsell module) 

Step 1: Log in at MedTrainer

Step 2: On the left hand column, select Organization Management, and select employee center

Step 3: Click on the employee you wish to print certificate

Step 4: Click on the text, print certificate. A PDF will download and select the PDF file, and proceed with printing certificate

A supervisor is a person who is in charge of overseeing another employee. A supervisor can be at any account level (Super Admin., Admin., or Student). 

When an employee completes a course

•  Every time that an employee completes a course, their direct supervisor will be notified about it via email.
  
  

When a course has not been completed yet

• Supervisors will receive a notification when a course of their corresponding students is near due and has not been completed. Supervisors will receive this notification 30, 10, 5 and 1 day before and 5, 10, 15, 20 days after due date.
  
  

When transcripts are expiring

• Supervisors will receive a notification when a transcript of their corresponding students are coming due. Supervisors will receive this notification 90, 60, 30, 10, 5, 1

 days before and 5, 10, 15, 20 days after expiration date.

Step 1: Log in at MedTrainer

Step 2: On the left hand column, select Organization Management, and select supervisor

Step 3: Enter the appropriate fields to make person a supervisor

Step 4: Once fields have been entered, select the "add" button

Step 5: If a supervisor needs to be removed, simply go inside the "Supervisors in Company" box  located at the top, and click on the trashcan icon next to the name and it will remove the person as a supervisor

Step 1: Log in at MedTrainer

Step 2: On the left hand column, select Organization Management, and then select employee center

Step 3: Select employee you wish to supervise, a pop up will appear, then select full profile

Step 4: Select the settings tab that is in blue

Step 5: Scroll down and find until you find Supervisor. Once found, select assign, click the drop down arrow and select preferred supervisor, and click "assign"

A Supervisor can be a Super Admin., Admin., or Student.

The vendor center is a list of vendors your organization uses, with their basic information.

Step 1: Log in at MedTrainer

Step 2: On the left hand column, select Organization Management, and select vendor center

Step 3: Select the "Create Account" button, and insert the required information in the fields

Step 4: After you have entered the information, select create

If you wish to upload a CSV file instead, in the Vendor Center tab, download the CSV file, fill in the information, after select "create account, and click on the text that says "upload CSV," then select "create"

The settings tab allows the user to update their basic information, password, and security questions. If any of the fields have been update one must select the "save" button (shown at the bottom of the page, for changes to be made. 

Step 1: Log in at MedTrainer

Step 2: On the left hand column, select Organization Management, and select settings

Step 3: Choose fields you wish to update, and select save in order to view changes

Step 1: Log in at MedTrainer

Step 2: On the left side of the page, click Organization Management

Step 3: Click settings

Step 4: Scroll down and you will see the invoices to download 

Log into your Super Admin account > go to Organization Management > click on settings > scroll down to the bottom until you see Invoices

An NPI is a 10-digit numeric identifier. The NPI is a Health Insurance Portability and Accountability Act (HIPAA) Administrative Standard. An NPI is a unique identification number for covered health care providers, created to help send health information electronically more quickly and effectively. 

The module will allow companies to create and manage the Org NPIs from their organization so they can be used for their enrollment applications, and any other module from the system that requires them.

Step 1: Log in at MedTrainer

Step 2: On the left hand column, select Organization Management, and select Org NPI
Step 3: Select New Org NPI button

Step 4: Type the 10 digit Org NPI number (this field is mandatory)
Step 5: Type a description for the Org NPI
Step 6: Select all the locations from the Company that apply for the
Org NPI. Admin level users will only be able to select from the Locations that they manage.
Step 7: Select the Save button

Step 1: Log in at MedTrainer

Step 2: On the left hand column, select Organization Management, and select Org NPI
Step 3: Select an Org NPI from the table

Step 4: Click on the Edit (pencil) icon from the actions bar

Step 5: Edit the desired information from the record, the Org NPI number can be edited but must remain 10 digits long. Also, Admin level users will only be able to select from the Locations that they manage.

Step 6: Select the Save button