Enable All Parties to Fill Out and Sign PDF Forms in Documents & Policies

All signers on PDF forms in MedTrainer, including those outside of your organization, can now edit forms in addition to signing them. This update makes it easier to complete forms and collect signatures from people not employed by your organization directly in MedTrainer. 

How to enable signers not employed by your organization:

The process for editing and signing fillable forms remains the same, but now signers that are not employed by your organization can also edit the PDF forms in addition to signing them. These outside signers will receive an email notification to complete the form once the form is in the “Published” lifecycle stage. All signers are reminded that signatures are legally binding. 

Step 1: Upload your Form to MedTrainer

1. Map Your PDF: Before uploading, ensure your form is mapped using a PDF editor (like Adobe) to create fillable fields.

2. Require Fillable Responses: Check the “Requires Fillable Responses” box in the document Settings.

Step 2: Add your signers

1. Content Complete: Move the document to the “Content Complete” lifecycle stage

2. Add your Signers: Add primary and assignment signers to the signature list - these can be someone inside or outside of your organization. 

3. Set Signer Order:

   1. Requests signatures at once: All signers can edit and sign the document at the same time

   2. Request signatures in order: Signers will be notified one by one in order as the previous signer completes their section.

Step 3: Notify signers

1. Publish Document: Move the document to the “Published” lifecycle stage

• Notification: Anyone inside and outside your organization will receive an email notification and be able to edit and sign the form. Your employees will also see this notification on their MedTrainer Student Dashboard.

How to Use Course Assignments

Ensuring your staff completes mandatory training on time is crucial for compliance. Our latest upgrade simplifies assignment tracking, making it easier to manage training and reduce administrative burdens.

What's New?

• Clearer assignment statuses: "On time" is now "Pending," "Past due" is now "Overdue," and we've introduced a new "Expired" status.

• Automatic expiration dates: Set a specific expiration date for each assignment, and the system will update the status to "Expired" when that date is reached.

• Improved reporting: Enhanced reporting capabilities reflect all assignment updates, including new statuses.

How to Access Upgraded Assignment Tracking

1. Log in to your MedTrainer admin or super admin account.

2. Navigate to Course Assignment in the mt|learning dropdown menu.

3. View details for each of your course assignments, including the new assignment statuses and expiration dates.

View Real-Time NPI Data

Accessing up-to-date and accurate taxonomy information is crucial for efficient provider enrollment and billing processes. Our latest update enables you to view real-time data on your center's National Provider Identifiers (NPIs) directly on the Org NPI page.

Note: You can now edit location names directly in the table, making it easier and faster to make changes.

How to View Your NPIs in MedTrainer

1. Log in to your MedTrainer account

2. Navigate to Org NPIs under the Credentialing tab

3. In the Org NPIs table, you'll see two key columns:

   • Billing: Use this column to identify the NPI associated with your location for billing purposes or for group enrollments. This provides visibility into which NPIs are used for billing for your providers.

   • Status: Check this column to view the active status of an NPI

Simplify Compliance & Regulatory Training with Learning Bundles

With the new Bundle Template Library, you can easily find pre-built course bundles tailored for your providers' needs. From regulatory requirements to CEUs for license renewal, these bundles help ensure compliance and continuing education.

How to Access Course Bundle Templates:

1. Log into MedTrainer.

2. Navigate to mt|learning from the drop-down menu.

3. Select Course Bundle Templates under the Learning menu.

Using Filters to Find the Right Bundle:

In the Course Bundle Templates section, use filters like provider type, scope, state, and specific license to find a bundle that perfectly fits your organization’s needs.

Creating a Bundle:

Once you’ve found the right bundle, click Create Bundle (icon at the top left). You'll be taken to the bundle details page, where you can view information such as the target audience, course topics, and certificate approvals. After confirming the bundle fits your needs, click Save. You’ll receive a pop-up notification indicating the bundle is saved in your Course Library.

Reporting on Bundle Assignments:

1. Go to mt|learning and select Learning Reports.

2. Set the data to Course Assignments and the report to All Assignments by Bundles to track bundle assignments and completion status.

This feature streamlines assigning courses to align with federal or state regulations or to ensure providers meet CE requirements

Delaware License Verification

This feature automates the verification of professional licenses for the state of Delaware. This process functions in a similar manner to the existing Florida DEA license verification.

This verification automation process does not support Emergency Medical Professionals (EMS), Certified Nurse Aides (CNA), and Medical Radiologic Technologists/Technicians

Monitor Course Status - "Employee By Courses" Filter

The new Bundles filter in Learning Reports makes it easy to track status of courses in Bundles. Instead of selecting courses one by one, you can now pick an entire bundle of courses to monitor assignment status quickly and effortlessly.

Follow these steps to use the Bundles filter:

1. Access Learning Reports:

   • Log in to your MedTrainer account.

   • Navigate to the mt | learning in the section from the main menu.

   • Select Learning Reports from the list.

2. Choose the "Employee by Courses" Pivot Data Set:

   • In the Data set section on the top row, locate and open the Employee by Courses data set within Pivot data set.

3. Apply the Bundles Filter:

   • In the filters section, find the Bundles filter.

   • Select the bundle of courses you want to track.

4. View Progress:

   • The report will now display progress data for all courses in the selected bundle, making it simple to monitor their status.

New Credentialing Dashboard Functionality

Our updated dashboard functionality lets you easily set up and organize dashboard widgets from scratch, duplicate existing widgets, and customize your view to fit your needs. Below, we outline the key features and steps to help you get started with these enhancements.

How to Create a New Dashboard:

1. Start Creating: Click the new icon titled "New Dashboard" to begin. You’ll be prompted to name your new dashboard.

2. Customize Your Widgets: A customization screen will appear, allowing you to add widgets with your preferred settings. Here, you can select and organize the widgets you want displayed.

   • Cancel Option: If you click Cancel, a new dashboard will still be created but with default settings. You can then decide whether to save or delete it.

3. Save Your Dashboard: Once your widgets are configured, click Save at the top right to finalize your dashboard.

How to Duplicate Widgets:

1. Select the Widget: Navigate to any widget you’d like to duplicate.

2. Duplicate the Widget: Click on the three dots in the widget's top-right corner and select "Duplicate Widget". This action will create a copy with identical configurations and values, which will appear to the right of the original.

Additional Features for Enhanced Organization:

• Add Section: Now located at the top, making it easier to organize sections on your dashboard.

• Move Up and Move Down: Use these options to reorder your widgets as desired.

• Enhanced Indentation: Improved spacing gives a clear view of each widget for easier layout management.

• Hover Behavior and Icon Updates: Hover over widgets to see additional options, and enjoy a consistent icon style across your dashboard for a seamless experience.

Require Fillable Responses

What’s New:

• Require Fillable Responses: You can now mark PDF forms as requiring fillable responses directly from the Document Data modal.

• Improved Metadata Updates: When editing metadata, draft documents will stay in the file field—no need to re-upload.

How to Use the Require Fillable Responses Setting:

1. Log in to your MedTrainer account.

2. Open the Document Center dropdown and select Documents & Policies.

3. Click on the App Bar and select Document Data from the menu.

4. Find the PDF form you want to update.

5. Check the box for Require Fillable Responses to mark the form as requiring user input.

6. Save your changes.

Controlled Substances Verification Process

The Controlled Substance License Verification update lets you easily visualize both license and verification data in a single view, simplifying compliance tasks. This update streamlines the process for verifying Controlled Substance licenses, reducing errors and increasing efficiency while helping you meet both federal and state compliance requirements.

How to Add a New Controlled Substance Verification

1. Log in to MedTrainer.

2. Click on the mt | credentialing dropdown menu on the left.

3. Navigate to Provider Profile and select a provider.

4. Click on the Verifications tab.

5. In the Verifications section, click on New Verification.

6. In the pop-up, select Controlled Substance License (CS) from the Verification Type dropdown.

7. Choose the provider’s state.

8. Complete the form with the required information. The form will autosave as you go.

9. Once completed, the information will automatically appear in the Verifications tab for that provider.

Document Tab Update

In the Documents tab within the provider’s profile, you’ll also be able to view completed Controlled Substance verifications.

How the Controlled Substance Verification Form Has Changed

The new Controlled Substance Verification Form now includes:

• License Type: You can select the type of Controlled Substance license.

• Autosave Feature: Your information is automatically saved as you enter it.

• Verification Data Section: Input the verification status, who verified it, when, and where.

• Document Preview Section: View a preview of the document before finalizing.

When accessing a provider’s profile, you’ll now see a new Controlled Substance License row under the “Verification Type” column. Under the “Type” column, you can view the specific type of Controlled Substance license for the provider. Here are some examples of the types you'll encounter:

• Controlled Dangerous Substance (CDS)

• Massachusetts Controlled Substances (MCSR)

• Bureau of Narcotics and Dangerous Drugs (BNDD)

• Controlled Substances Abuse Prevention (CSA)

Note: Providers Without State-Specific Licenses

If a provider’s Controlled Substance license isn’t tied to a specific state, you will be prompted to select a state during verification. This ensures that the verification is properly tied to the system.

Business Entity Completion Tracking & Data Management

With our latest update, managing each business entity's status is now more efficient, with new tools for progress tracking and enhanced data security.

Key Improvements

Enhanced Progress Tracking:

• Completion Percentages: Easily see what's outstanding with percentage completion tracking for each section and overall entity status.

• Comment Field: Add notes to sections, encouraging faster data completion.

Improved Data Management:

• Ownership Disclosure: Track ownership details in a new section—no need to manage this information separately.

• DBA Assignment: Link DBA (Doing Business As) identifiers directly to licenses, credentials, and banking information for better categorization and easier credentialing.

Improved Security:

• Sensitive Fields Masking: Financial data in the "Banking" section is now masked to protect privacy and ensure secure access.

File Staging Area

The File Staging Area in MedTrainer allows you to upload and publish multiple documents into your providers' profiles efficiently—no need for manual uploads or third-party platforms. Follow the steps below to make the most out of this feature.

How to Access the File Staging Area:

1. Log into MedTrainer.

2. Navigate to the mt | credentialing drop-down menu.

3. Click on "File Staging Area" located under Documents and above Enrollment Applications.

What You Can Do in the File Staging Area:

In the File Staging Area, you will find three sections: File, Archive, and Trash.

• File Tab: Upload documents and provide the necessary details to publish them. You can search for documents by name or filter them by Document Type, Tenancy, and Tenant (providers).

• Once a document meets all criteria (Document Type, Tenancy, Tenant), it will be marked as Ready to Publish with a green check mark.

• More Filters: Narrow down results by state, who uploaded the file, or upload date.

How to Upload Documents:

1. Drag and Drop documents directly onto the page or use the Upload button to select files.

2. A pop-up will confirm the upload.

3. Preview documents by clicking the eye icon.

4. Once all criteria are met, click Publish to Profile to send the document to the provider’s profile.

• Note: At the moment, only PDF files can be transferred to provider profiles. Other formats, like PNG or CSV, can be archived or trashed but not published.

Additional Features:

• Logs: Access all actions (uploaded, published, trashed, etc.) via the Logs button in the top-right corner.

• Archive Tab: Store documents for future publishing or review them before uploading.

• Trash Tab: Review and manage documents marked for deletion.

Document & Policies Categories

Easily manage your document categories with our new feature. This post and video will walk you through creating, editing, deleting, and deprecating categories to customize your document organization.

Accessing the Category Page

1. Log into MedTrainer.

2. Select "Documents and Policies" from the dropdown menu.

3. Click the "Documents" tab.

4. Select "Manage Categories".

Managing Categories

1. Create a New Category: Click "New Category" and fill in the title and select a color in the popup window.

2. Edit a Category: Select the category row to edit, then modify the name, color, or status.

3. Delete a Category: Delete a category, noting it will be removed from associated documents.

4. Deprecate a Category: Change a category's status to "Deprecated" to remove it from dropdowns, but retain it for reactivation.

Category Statuses

• Active: Available in dropdowns for creating, uploading, and updating documents.

• Deprecated: Not available in dropdowns, but can be reactivated.

• Deleted: Removed from documents and deleted.

Replay Completed Course Assignments - Group Learning

The "Replay" feature, which allows you to revisit completed course assignments without affecting your completion date or certificate, is now available for Group Learning.

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).

Washington License Verification

This feature automates the verification of professional licenses for the state of Washington. This process functions in a similar manner to the existing Florida DEA license verification.

This verification automation process does not support Home Health Aides/Community Health Workers (HA-CWH), Marriage/Family Therapists (MFCT), and Doctors of Psychology (PSYD) in Washington.

To verify licenses in Washington, the fields for "License Type," "Specific License" and “License Number” must be filled before running the automation to verify provider licenses.

Provider Documents Enhancement

We're excited to introduce the redesigned Provider Profiles document section, tailored to simplify your credentialing workflow and ensure compliance with regulatory standards.

What's in it for you?

• Improved Compliance: Easily manage provider documents in accordance with required standards and regulations.

• Enhanced Productivity: Streamline document viewing, uploading, editing, and versioning.

• Increased Transparency: Record and track document deletions for audit purposes.

Key Features:

1. Intuitive Interface: Navigate the redesigned document section with ease.

2. Delete and Archive: Remove unnecessary documents and store historical files for audit purposes.

3. Expanded File Capacity: Upload files up to 125MB and include images.

4. Simplified Document Tracking: Use custom document options for uniform data and accurate reporting.

How to get started:

1. Click on mt | credentialing

2. Access the Provider Profiles document section.

3. Explore the redesigned interface and new features.

4. Start uploading and managing documents with ease.

Tips and Best Practices:

• Use the "Reason for Deletion" feature to maintain accurate audit trails.

• Utilize the "Archived" option for historical documents.

• Leverage custom document options for consistent reporting.

New Enrollments Application Details Section

A new page has been created for all your Enrollment Applications. Previously located within Provider Profiles, now each provider’s enrollment will live on this new page. 

How to get to the page:

1. Click on mt | credentialing

2. Select “Enrollment Applications”

What’s new?

• New provider information bar, replacing the previous one on Provider Profiles.

• Improved navigation on the tables and detail screen.

• A redesign of the main information tab.

• The “Products” section is now a column within the main information table.

The Enrollment Applications page uses Enrollment Status and Workflow States to allow you to view tasks that need to be completed and which enrollment applications must be prioritized.

The Enrollment Statuses for the enrollments are: Onboarding, Enrolling, Recredentialing, Approved, Rejected, Appealing, and Terminated.

The Workflow States for the enrollments are: In queue, In progress, Ready for submission, Waiting for payer, Waiting for provider, Waiting for approval, Waiting for admin, Dependent enrollment, and Finished.

Privileges & Appointments Updates

The privileges and appointments page has been improved, giving you the ability to edit completed appointments and appointments in progress. This will ensure that your provider's appointments are up-to-date and compliant, all within MedTrainer.

You now also have an easier way to track and prioritize appointments based on their status (active, pending, terminated, resigned and archived). You can also sort and filter your preferences so that you can immediately see the information most important to you.

What's new?

• Edit appointments quickly and easily within MedTrainer.

• Added a Status field for appointments: Active, Pending, Archived, Terminated, and Resigned.

• Added a Status filter to the appointments table.

• Profile custom settings: This button sits next to "New appointment" Use it to save your current table preferences or restore to default.

How does it work?

1. Click on mt | credentialing and go to "Privileges and appointments"

2. Select a provider.

3. Click on the edit button.

4. A new page will open. Make edits to the provider's appointments on this page and save it.

5. Once saved, you'll be returned to the main privileges and appointments home page where your edits will be reflected.

New Org NPI Feature

We're excited to announce an update that streamlines your organization's National Provider Identifier (NPI) management. This enhancement ensures consistency with National Plan and Provider Enumeration System (NPPES) standards and provides a more intuitive experience.

How To Access your Organization's NPI's:

1. Log into your super admin or admin account

2. On the left side menu, select the ‘mt | credentialing’ drop down menu

3. Click on the ‘Org NPIs’ option, this will redirect you to the Org NPI main screen.

What Can You Do Now?

• Visualize and manage all associated information through a single, editable table interface.

• Standardize and configure necessary details, including taxonomies, business entities, and billing status.

New Features:

• Org NPIs Table: Additional columns for Taxonomies, Tax ID | Legal Business Name (LBN), Locations | Doing Business As (DBAs), Billing, and Status.

• Taxonomy Catalog: Select taxonomies from the NPPES-provided catalog.

• Business Entity Association: Org NPI now requires a business entity association.

• Configurable Table: Edit, copy, and navigate the table with ease.

• Improved Filtering and Sorting: Sort up to 3 columns and filter by Locations, Org NPI, Tax ID | LBN, DBAs, Taxonomy, and Status.

• Credentialing Locations Table: Added columns for Tax ID | Legal Business Name (LBN) and Doing Business As (DBAs).

New Policy Details Report

We've added a new report for you to view your details of your contracts. The new "Policy Details Report" can be found under Compliance Reports and selecting "Policy Details" in Dataset.

This report ensures you see:

• Policy versions expiring soon

• Policy versions pending approval and their escalation matrix level

• Completed policies waiting to be published

• Policy versions pending acceptance by staff

• And many more!

New Contract Details Report

We've added a new report for you to view your details of your contracts. The new "Contract Details Report" can be found under Compliance Reports and selecting "Contract Details" in Dataset.

This report ensures you see:

• Contracts expiring soon

• Expired contracts 

• Contracts for specific locations

• Contracts for specific departments

• Staff responsible for a specific contract

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.