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.

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

1. Log into your super admin or admin account

2. On the left side menu, select the ‘MT | Learning’ module

3. 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. 

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.

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!

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.

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:

1. Access the Information Tab

Begin by navigating to the Information Tab in the provider profiles.

2. 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

3. Auto-Save Feature

As you enter information or complete an automation request, the system will auto-save your progress.

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)

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

1. Enable the Setting: Ensure the "Include new locations" button is checked.

2. Add New Locations: When you add a new location for an employee, it will automatically be included in their onboarding path configuration.

3. Automatic Assignments: If employees are added to new locations through integration, their onboarding paths are assigned without any manual intervention.

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.

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:

1. Click on the mt | credentialing tab.

2. Click "Credentialing Reports"

3. Under data set, select "Provider documents"

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.

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. 

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

   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.

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.

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.

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. 

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.

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.

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.

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.

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. 

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. 

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:

1. Set up business entities before you set up new locations.

2. Access the "business entity main page" for consolidated entity information.

3. 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.

4. Continue managing location documents, verifications, and insurances on the "location details" page, while handling business entities in the new facility.

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).

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.

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.

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.

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.