New Product Updates
September 2024
New Filter for "Available for Everyone" in the Document Center
We've added a new filter to help you better manage your documents and policies. You can now filter items that are set to "Available for everyone" within the Document Center.
Here's how it works:
1. Click on "Document Center" on the left-hand menu.
2. Click on the "Documents and Policies" drop down.
3. On the "Documents" page, to use this new filter, click on the "More filters" button on the page and apply your preferred setting.
Active: Choose this option to view documents marked as "Available for everyone."
Deactivated: Select this to see documents that do not have this setting.
August 2024
New Learning Dashboard
The Learning Dashboard puts your most important training data in one place — you choose the information you want displayed at-a-glance in a pie graph. From completion percentages for specific courses to locations with low completion rates and more — it’s all in one place. Get ideas to customize your dashboards.
When you click on the ‘Dashboard’ dropdown, you can choose between two types: ‘Custom Dashboards’ that you can create and tailor to your needs, and ‘MedTrainer Dashboards’ that come pre-built with default information and settings.
After adding new sections, widgets, or configurations, you’ll see an ‘⚠ Unsaved configuration changes’ message, indicating the dashboard hasn’t been saved yet. Click the ‘Save as’ icon to keep your changes.
How To Access the Dashboard
Log into your super admin or admin account
On the left side menu, select the ‘MT | Learning’ module
Then, click on the ‘Learning Dashboards’ option, this will redirect you to the dashboard main screen.
Stay tuned for additional data and visual representations to be added.
August 2024
Custom Delineation of Privileges (DOP) Form
A Delineation of Privileges (DOP) form is now available in MedTrainer Credentialing!
This is the initial release of our new Custom Forms module that will let you build, customize, and manage form templates for your credentialing workflows. Stay tuned for future releases which will offer the ability to quickly generate forms without coding, use pre-built templates, reuse forms across workflows, and easily find forms for specific provider categories and specialties.
Managing Form Status
Set as Active or Deprecated: Use the Lifecycle dropdown in the View Details screen to mark a form as Active or Deprecated.
Privilege Request Type: Complete this section after generating the PDF form, which you can preview or download.
Specialty Dropdown
The specialty dropdown displays all available specialties, not just those linked to your providers.
Use the search feature to quickly find and select the specialty you need.
Important: In this initial release, only the Delineation of Privileges (DOP) form is available.
August 2024
New HIPAA Privacy Rule Training
The HIPAA Privacy Rule to Support Reproductive Health Care Privacy and the 42 CFR Part 2 Final Rule will become enforceable in December. Get the details.
MedTrainer has already created a course to satisfy the new Privacy Rule training requirement and it is ready to be assigned. The course is named after the rule: HIPAA Privacy Rule to Support Reproductive Health Care Privacy.
August 2024
Credentialing In-App Reports: Color Formatting
It is now possible to color code the following fields in the Provider Profile (within MedTrainer Credentialing): overall progress, hire date, birth country, citizenship country, date of birth, practice setting, provider type.
Here are a few ideas to use this enhancement:
Add red to the overall progress bar to indicate providers who do not have a complete profile.
Use a color to quickly identify providers born outside the U.S. since you’ll need additional information from them.
Color the hire date field by month so you can quickly identify the newest providers who are still onboarding.
Stay tuned - more color coding will be available soon!
July 2024
Pennsylvania License Verification
This feature automates the verification of professional licenses for the state of Pennsylvania. It works similarly to the existing DEA license verification.
How does it work?
The Pennsylvania verification form has a "Retrieve Verification" button to perform the automated process for Medical Boards in Pennsylvania.
The license fields will be populated by retrieving information.
The verification document will automatically be recovered.
July 2024
DEA Verification Process Update
We've enhanced the DEA verification process to make it more efficient and compliant. Here's what's changed:
Previous Process:
Hover over status logs to verify DEA status
New Process:
MedTrainer generates a form that confirms DEA verification
Form is automatically populated with data from CAQH
Verified DEA information is stored in the provider profile
A tamper-proof PDF form is created, capturing:
-- Verification date
-- Details
-- Providing a permanent, unalterable record for compliance and audit purposes
How to verify DEA:
Access the Information Tab
Begin by navigating to the Information Tab in the provider profiles.
Standardized Forms
You will now see a standardized and homologated verification form, similar to the Professional License (PL) form. This form allows you to:
View DEA certificate details
Complete specific verification fields
Add user notes
Auto-Save Feature
As you enter information or complete an automation request, the system will auto-save your progress.
July 2024
Provider Documents Update
We're thrilled to announce a major upgrade to our provider documents section, designed to make your experience more seamless and efficient!
Key Enhancements:
Intuitive Interface: Easily navigate and find the information you need with our user-friendly design.
Improved Filtering: Quickly filter documents by status, making it simple to identify updates required for each provider.
Centralized Visibility: Get a clear, at-a-glance view of provider document status, streamlining your decision-making process.
What's New:
Updated User Interface: A fresh new look for the provider documents section, designed to improve your overall experience.
Advanced Filtering Options: Quickly find and manage documents with filters for:
Document Type
Status
Expiration Date (custom date range or predefined options)
Employee Status (access documents for both active and deactivated employees)
Credentialing Status (expanded access to documents, regardless of credentialing status)
July 2024
Onboarding Path - Automatically Add New Locations
This feature streamlines the onboarding process by automatically including any new locations you add for an employee in their onboarding path configurations. Say goodbye to manual setups!
How It Works
Enable the Setting: Ensure the "Include new locations" button is checked.
Add New Locations: When you add a new location for an employee, it will automatically be included in their onboarding path configuration.
Automatic Assignments: If employees are added to new locations through integration, their onboarding paths are assigned without any manual intervention.
June 2024
Virginia License Verification
This feature automates the verification of professional licenses for the state of Virginia. It works similarly to the existing DEA license verification.
What’s new?
The Virginia verification form introduces a "Retrieve Verification" button to perform the automated process.
The license fields will be populated by retrieving information.
The verification document will automatically be recovered.
June 2024
Provider Documents Dataset
With this Provider Documents dataset, you can see a list of the type of documents assigned to each provider and its corresponding status.
How to Access:
Click on the mt | credentialing tab.
Click "Credentialing Reports"
Under data set, select "Provider documents"
June 2024
Texas License Verification
This feature automates the verification of professional licenses for the state of Texas. It works similar to the existing DEA license verification.
What’s new?
To verify licenses in Texas, the fields for "License Type" and "Specific License" must be filled before running the automation.
The Professional License Verification form now introduces the "Retrieve verification" button to perform the automated process for Medical Boards in Texas.
June 2024
Improved Exclusions List Management
Old Process:
Previously, when a match no longer appeared on the exclusion list (e.g., due to updated user details), the system would assign a "Match removed" status. This status couldn't be changed and might have led to confusion, as it implied the provider had no exclusions.
New Process:
Now, when the system detects a match no longer aligns with the exclusion list data, the match will be cleared (deleted). This means the record will no longer appear on the match screen, making it easier to manage your exclusion lists.
June 2024
Enrollment Insurance Pivot Table
This pivot table is designed to help you have better visibility and control on the status of insurance(s) line of businesses directly from enrollment applications. The status of each insurance's line of business will be communicated through three different colors.
The color coordination goes as follows:
Green: The enrollment application has insurance attached and includes the insurance effective date. It will display: Approved - Effective date
Yellow: The enrollment application has the type of insurance attached but does not have insurance effective date. It will display: No effective date
No insurance or insurance effective date attached. Nothing will be displayed in the cell
May 2024
Exclusions Module Enhancements
Our automated exclusions monitoring now provides real-time insights into employee status and credentialing status, enabling you to make informed decisions about your practice.
With accurate and up-to-date information, you have a complete view of provider and entity information, empowering you to take proactive measures and maintain a compliant and efficient practice.
May 2024
Centralized Business Entity Information
All your business entities details are now available on the locations page!
Configure your business entity details once and it will show across all associated locations. No more toggling between pages and redundant data entry. Simply Click on "Locations" to view accurate and consistent business entity data.
What's changed:
Redundant fields for "Legal business name" and "doing business as" have been removed from the Locations page to simplify the interface.
The tax ID column and dialog now support multiple tax IDs, ensuring accuracy and consistency across all locations.
The “Tax Information” section in the Locations page now dynamically displays data configured through the “Business Entity” page, providing a comprehensive overview of tax-related information.
A new comments section has been added to the Locations page, allowing you to jot down any important information.
The Provider Profile's blue bar now displays the primary location's multiple tax IDs, and the main address information has been rearranged for clarity. The org NPI section has also been enhanced for consistency.
May 2024
Replay Completed Course Assignments
We're excited to introduce the "Replay" feature, which allows you to revisit completed course assignments without affecting your completion date or certificate.
How it works:
Click the "Replay" button to view the course content as it was when you first completed the assignment.
This feature is available for single-chapter courses completed using the new player and on the "My course assignments" page.
Note that replaying a course assignment will not create a new assignment or generate a new certificate.
Not Currently Available:
The replay feature is not available for multi-chapter courses, Course Authoring Tool (CAT) courses, or assignments completed in the old player (even if moved to the new player).
Additionally, assignments completed using Group Learning are not eligible for replay.
May 2024
New York License Verification
This feature automates the verification of professional licenses for the state of New York, enhancing credentialing efficiency. This process functions in a similar manner to the existing Florida DEA license verification.
To verify licenses in New York, the fields for "License Type" and "Specific License" must be filled before running the automation. to verify provider licenses.
May 2024
Renew Professional Liability Insurance Faster
Renewing a provider's Professional Liability Insurance is now easier than ever! Simply:
1. Click the "Renew" button.
2. Update the start and expiration dates.
All other fields will remain the same, eliminating redundant data entry, saving you time, and reducing errors.
May 2024
Admin User Preferences - Documents & Policies
This brand new feature allows you to save your preferred document table configurations, giving you quick access to your most important information every time you enter the Documents & Policies module.
With a single click, you can save your filtering and sorting preferences, resulting in a personalized view tailored to your needs.
You can also revert to the default preferences with a single click to restore the original settings, offering flexibility without complexity.
May 2024
Colorado License Verification
This feature automates the verification of professional licenses for the state of Colorado, significantly enhancing credentialing efficiency. This process functions in a similar manner to the existing Florida DEA license verification.
This verification automation process does not support Emergency Medical Professionals (EMT and Paramedics) in Colorado, so we have added a banner on the verifications tab to alert you of this. The "user notes" section has been moved to the verifications page to consolidate provider's verification information on one page.
April 2024
New NBCC- and NASW-Approved CE Credits
Healthcare professionals can complete more than eight hours of NBCC- and/or NASW-approved* courses covering various mental and behavioral health topics. These courses can count towards required CEs for licensure renewal for social workers and mental/behavioral health counselors in all states that accept NBCC- and NASW-approved credit.
To easily locate NBCC- and NASW-approved courses, simply search for "NBCC" or "NASW" in the course library. Should you choose not to assign the courses directly, please ensure that the "self-assign" feature is enabled for providers to access them. You can manage this setting under Organization Management > Company Settings > Modules.
April 2024
California License Verification
MedTrainer now offers automated California professional license verification as part of our credentialing software. A few updates have been made for California compared to automated verifications in other states. When completing verifications for California, you'll see a new tool tips section. The tool tips section includes:
Verification document retrieval date: The date the verification was enrolled into the system.
Verified On: The date the status was changed to "Verified."
Status: The provider’s license status has been normalized across the licensing boards.
License status detail: The license status provided by the licensing boards.
A message will pop up when there are multiple matches found for a name, allowing you to select the correct provider.
Additionally, the following fields will have their labels updated:
License number -> Number
License status -> Status
License issue date -> Issue date
License expiration date -> Expiration date
License last renewal date -> Last renewal date
This verification automation process in California does not support Certified Nursing Aides (CNA), Emergency Medical Professionals (EMP), Massage Therapist (MT), Home Health Aide/Community Health Worker (HHA-CHW), and Nursing Home Administrators (NHA). A banner has been added on the verifications tab to alert you of this.
April 2024
Complete DEA Verifications 10x Faster
In-app DEA verifications have been improved to significantly speed up the process time by automatically uploading the necessary documents to the provider profile.
Save time while gaining peace of mind with a simplified process of managing professional verifications. MedTrainer centralizes verifications in the provider profile, complete with attached documents and automated reminders for upcoming verification expirations.
April 2024
Signing Groups for Multiple Signatures
Signing groups are now available in Documents & Policies, enabling you to send a document to a group of people for signature with just one person required to sign. Once this person assumes the role of primary approver and signs, email notifications will be sent to the remaining members informing them that the document has been officially signed. This makes privileging and appointment approvals a breeze!
Other signature options already available include:
Signing chain: You have the flexibility to determine the sequence in which signatures are obtained from board members or other groups of approvers. Notifications will be sent based on the order you establish. Each time a signature is obtained, the subsequent approver in the sequence will be notified that it is now their turn to sign the document. Upon gathering all required signatures, you will receive an email notification that the document has been fully signed.
Multiple signers: If you have a new policy awaiting approval from the board, you can create or upload the document and email it to all board members at the same time for their signatures. You'll get a notification once all their signatures are complete on the policy.
External users in signing groups cannot interact with forms and collect responses, so they cannot fill out forms or provide their own information unless they are internal users.
April 2024
Enrollment Locations Pivot Table
We've added a new pivot table for enrollments that displays enrollments as rows and the locations linked to them as columns.
This pivot table provides visibility to know if the enrollment has been linked to the location indicated or not.
March 2024
Conversations Dataset - Incident Reports
Introducing the new conversation section on incident reports. This section showcases all the comments and discussions surrounding each incident and who has reviewed the incident, making transparency simple and leaving you with confidence when an audit comes around.
March 2024
Lines of Business
A Lines of Business (LOB) section has been added into enrollment applications so that you are able to immediately view which payer (Medicare, Medicaid, Commercial Types) is used in each enrollment application.
On a provider's enrollment details page, there's now a "Set Products" button in the Lines of Business section. By clicking on that button, you are able to select the required payer for the lines of business and add an effective date for the payer you selected.
March 2024
Reassign in Assignment Process - CPR
This feature is for reassigning CPR courses. When you assign a staff member who has already been assigned, a pop-up shows their completion status. You can then choose whether to reassign the course. Notifications also show your remaining credits for course assignments.
February 2024
Prevent Reassigning Courses
Administrators can now easily reassign courses to multiple users all at once, as well as identify employees who have already been assigned a course recently. For premium courses, such as CPR/BLS, this feature can save you from unnecessary costs and confusion.
This new capability provides administrators with three convenient options:
Reassign all: This option allows you to quickly reassign all eligible users without the need for manual selection.
Select the desired employees from the table: Administrators can still opt to individually select specific employees from the table if needed.
Continue without reassigning: For cases where reassignment is not necessary, administrators can continue with the current assignments without making any changes.
February 2024
Launch Courses From Email
Through the "Take Now" button in the course assignment email, users can now go straight to their assigned course, allowing for optimization in the course-taking process. This feature is available for all MedTrainer single-chapter courses.
February 2024
Override Fields - Incident Reporting
This has been a highly requested feature and we're pleased to announce that four new override fields have been added into MedTrainer Incident Reports. The override fields make it easy to change incorrect information, while still keeping the data originally submitted.
The new fields are: Override Location, Override Department, Override Incident Type, and Override Incident Subtype.
With these fields you can easily uphold accuracy and enforce compliance, ensuring that your organization is transparent, accountable and prepared for regulatory purposes and audits.
For more details, you can consult the user guide.
February 2024
Drag-and-Drop Bulk Uploads
New bulk document upload makes adding any number of documents into the system super easy. In the past, loading documents was time consuming, but we heard you and upgraded. Combined with drag-and-drop functionality, you are now able to upload large volumes of documents at once with a single action.
How to do it?
Double-click on the desired folder you want to upload documents into. The folder selected will be the location for the new document, and only the users that have access to the folder will be able to access the document.
Drag and drop the documents into the desired folder.
As soon as the documents are dropped, an uploading pop-up will appear on the screen. This pop-up will show the uploading process of each document that was dragged and dropped into the system. Once the documents are completely uploaded, hit the refresh table button.
After refreshing the table, the newly uploaded documents will be displayed in the document list section as a draft, making it easier to edit if needed.
February 2024
Privileges & Appointments
We have a brand new section on the MedTrainer platform that centralizes all of your staff's internal privileging appointments in one place. By attaching a provider's credentialing packet* to their appointments, the new Privileges and Appointments section makes it easy for you to view and track the appointments your providers have inside and outside MedTrainer.
The capabilities this feature provides administrators include:
Centralized location with visibility to all privileges, appointments and reappointments information for all your providers
Ability to track appointment and reappointment expiration dates to keep your providers current
Easy-to-use location with visibility into appointments information to reference during an audit
How To Access It:
1. Log into your MedTrainer account: https://lms.medtrainer.com/
2. Navigate to the mt | credentialing menu and click on the Privileges and appointments module.
*You have the capability to attach a credentialing packet for any new providers added to the platform. However, in this release, it's important to note that any providers currently on the MedTrainer platform will not have their credentialing packet automatically attached within the Privileges and Appointments section.
February 2024
New Fields in Massive Enrollment Applications
State, enrollment NPI, and location fields are now available to facilitate efficiency in completing multiple enrollment applications.
Your current process for completing these applications remains unchanged, the introduction of these new fields is designed to save you valuable time by providing readily accessible and standardized information fields.
February 2024
Florida Verification Automation
Florida license verifications can now be completed automatically on the MedTrainer platform, similar to the automated DEA license verification process. This can be done when you add a provider to MedTrainer, or you can choose to initiate the verification process manually for any state whenever needed.
Our automated verification process not only ensures accuracy but also saves valuable credentialing time. It automatically validates the license and adds necessary data to the platform, freeing up more time for increased productivity in other aspects of your work.
Stay tuned for more states coming soon.
*FL ABA licenses cannot be automated.
February 2024
Customize & Save Enrollment Dashboards
Customize your dashboards specific to your needs to prioritize information most valuable to your organization.
Utilize widgets and relevant metrics to display your data. Additionally, dashboards can now be saved and referenced for future use.
Streamline your Business Entities
The new business entities feature allows grouping providers by NPI and TIN under business entities instead of just by location.
How's it changing?
We've gathered all the essential details about each organization's entity in one convenient spot – the "business entity main page." Here, you'll get a close-up view, including vital info like locations, org NPI, tax IDs, and more, so you don't have to look around different areas.
What you need to know:
Set up business entities before you set up new locations.
Access the "business entity main page" for consolidated entity information.
If you've been using the "location details" page without entities tied to locations, find the link to the "business entity main page" in the organization's business entity section.
Continue managing location documents, verifications, and insurances on the "location details" page, while handling business entities in the new facility.
February 2024
Delete Mandatory Provider Verification
When credentialing providers, you are now able to rectify errors, update outdated information, and remove irrelevant verifications with the newly added "Delete Mandatory Verifications" functionality.
What's new?
You can now remove a mandatory verification from a provider’s profile. This is possible even if a verification has been set from the locations module. If you remove verifications from the location module, this will only impact newly assigned providers. The verification templates of your current providers will be unaffected. You can still assign verifications to providers from the locations module in the same process you currently use.
Important note
This improvement has also led to the previously available "Not Applicable" option being removed (since its purpose was to remove a verification).
February 2024
“Comments” Field in provider profile
We're excited to introduce a new feature – the "Comments" field in provider profiles. This enhancement provides the ability to easily keep track of upcoming tasks and pending steps when credentialing providers.
How to Use this Feature:
Access the MT | Credentialing section on the MedTrainer platform.
Navigate to "Provider Profiles" and choose the specific provider you wish to add comments to or review past comments for.
On the "Information" tab, you can conveniently add new comments or review existing ones in the provider's profile. This feature simplifies the management of provider-related tasks and information.
February 2024
In-App Reports - Pivot Data Sets
We're excited to introduce a valuable enhancement to our in-app reports – Pivot Data Sets. This feature empowers administrators to explore data in a more summarized and insightful manner by adding pivot columns and pivot values.
Key Features:
Provider Enrollment Status Pivot Table: The first pivot table is tailored for providers, providing clear visibility into the status of their enrollment applications across various insurance plans.
Customizable Insurance Display: You can easily filter and display only the insurance plans (columns) of interest, streamlining your report.
Visual Clarity: Cell background colors have been incorporated to distinguish between different enrollment statuses to easily identify them.
Enhanced Filtering: Pivot filters refine the data by criteria that may not be present in the report, as detailed in our user guide.
February 2024
Filter Chips
A new feature, filter chips, has been added in our in-app reports. These filter chips offer administrators a convenient way to view the active filters on a report without the need to open the filter panel.
With this enhancement, you can effortlessly see which fields the report is currently filtered by, as this information is always visible to you. However, please be aware that if you wish to modify or remove any filters, you will need to open the filters panel by clicking on the filter chips.
This update aims to simplify your reporting experience by providing quick access to filter information, enhancing the usability of our platform.
February 2024
Org NPI Catalog
Introducing our new Org NPI catalog! Experience seamless credentialing with accurate provider data, expedited processing, compliance, and enhanced patient care quality.
This menu is available under Organization management, when accessed it will display the Company’s Org NPI catalog table.
The screen has the following elements:
Search bar.
Locations drop-down filter. Includes all the Locations from Organization management.
New Org NPI button.
February 2024
New Supervising Physician Field in Provider Profile
A new supervising physician field has been added to the MedTrainer Credentialing provider profile. Using this field, you can easily report on supervising physicians and ensure credentials are up to date.
Here are three ways to fill in this info in “Practice Information”
Select from Eligible Profiles: If your physician is already in our system, just pick their name from the list. It's easy, and their info fills in automatically.
Add External Physician: If your physician isn't in our system, no worries. You can type in their details yourself. We'll remember them for future use, making it simple next time.
Not Applicable: If you don't have a supervising physician to report, just choose "Not Applicable." That's it, and you're at 100% completion for this section.
November 2023
Create Enrollment Applications Faster
Save time by creating multiple enrollments simultaneously with the same basic enrollment information, such as state, location, and insurances, eliminating the need for repetitive data entry.
Provider information will auto-populate when creating an enrollment application from the provider profile to ensure consistency and accuracy throughout the enrollment process, reducing the margin for error.
There are two places where you can create mass enrollments:
Under Enrollment Applications, in the top right corner, there is a button named “New Enrollments”
In provider profiles, under the enrollments tab, in the top right corner, there is a button named “New Enrollments”
November 2023
Effortless Document Signatures, Anytime, Anywhere
Collect multiple signatures and initials from both internal and external users on a single document, all in a mobile-friendly format. No more cumbersome paperwork or endless back-and-forth emails for approvals!
New Steps To Gather Signatures:
Create a document in word/google docs and iterate on it [Lifecycle Stage = DRAFT]
Finalize or confirm the document like it were a PDF, and add signatures. [Lifecycle Stage = CONTENT COMPLETE]
Collect Signatures [Lifecycle Stage = PUBLISHED]
Similar to our signatures feature prior, multi-signatures will work for PDFs, Word (.doc, .docx) and images (png, jpeg, jpg).
From creation to completion and signatures, to back to editing, do all of your documents or policies within MedTrainer with our easy Docs Editor.
October 2023
Find What's Important Faster with Subfolders
Simplify your document management with these new features.
Subfolders
Easily categorize and locate files even with a large volume of documents by creating folders inside of folders. Subfolders help maintain a cleaner and more manageable document management system, reducing the risk of misplacing or losing critical files.
Uploading
Have a file on your desktop you want to upload? Easily click and drag the file to your MedTrainer folder to begin uploading.
Multi-Select
Easily organize. Move multiple documents to another folder at the same time. Select 2 or more files, click the move button in the toolbar, and select which folder to move them to.
Categories
Categories are now available across all folders providing you with a consistent and streamlined way to categorize and filter your documents, regardless of where they are stored. *You may see multiple categories if you had the same category in different folders previously.
November 2023
Elevate Your Pharmacy Team's Expertise with ACPE-Approved Courses
View the list of available courses and assign them to staff or enable self-assign.
August 2023
New Course Approvals
ANCC and Florida Board of Nursing
MedTrainer offers 26 hours of CE courses that meet nursing CE requirements for renewals. All courses for nurse licenses in Florida meet ANCC requirements.
Add the search term "Florida Board of Nursing" in the CE Library to see FBN approved courses.
National Association of Long-Term Care Administrator Boards
MedTrainer is approved by NAB to offer 18 courses totaling 13.5hrs of Continuing Education Credits. These approved courses can be used by Long Term Care Administrators who work in nursing homes, assisted living, and home and community-based facilities.
Search for "National Association of Long Term Care" in the Course Library.
Explore Past Product Updates
Integrations
Take control of your technology stack and watch your productivity soar
Say goodbye to manual processes, data duplication, and frustration. With MedTrainer integrations, you can streamline your workflow and access your employee data in one place.
Reach out to your Customer Success Manager to learn more.
October 2023
Find What's Important Faster with Subfolders
Simplify your document management with these new features.
Subfolders
Easily categorize and locate files even with a large volume of documents by creating folders inside of folders. Subfolders help maintain a cleaner and more manageable document management system, reducing the risk of misplacing or losing critical files.
Uploading
Have a file on your desktop you want to upload? Easily click and drag the file to your MedTrainer folder to begin uploading.
Multi-Select
Easily organize. Move multiple documents to another folder at the same time. Select 2 or more files, click the move button in the toolbar, and select which folder to move them to.
Categories
Categories are now available across all folders providing you with a consistent and streamlined way to categorize and filter your documents, regardless of where they are stored. *You may see multiple categories if you had the same category in different folders previously.