CloudCME® Attendance 4.24.2019

Q&A at the end via Q&A panel in GoToWebinar Webinar Format All muted Q&A at the end via Q&A panel in GoToWebinar Please keep all questions on topic A recording of the Webinar will be available by tomorrow at http://cloud-cme.com/webinar On the Archives tab.

Administration - Preferences SMS QR Excel Record Attendance Registered Users Program setup User eligibility Administration - Preferences SMS QR Excel Record Attendance Claim Credit Credit Manager Troubleshooting

We offer different approaches to suit your needs SMS for RSS Overview We offer different approaches to suit your needs SMS for RSS QR for courses Record attendance Import Self-scan introduces potential fraud issues Talk about SMS coverage limitations at some institutions. QR requiring staff. Record attendance is simple but the operator needs to know what they are doing. Import used for external MECs and similar. Self scan\text introduces the concept of fraud reduction. Till we have biometrics, we will have these challenges.

Overview High level it all depends on what you are doing?

Registration and attendance are two different things Registered Users Registration and attendance are two different things

Registration page (user self-registers) Registration methods Registration page (user self-registers) Finance -> Order processing (Checks) SMS (automatic registration) QR (automatic registration) Record attendance (automatic registration) Import (automatic registration) Claim credit (automatic registration) Faculty – all comp registered

Program Setup – Activity Editor Credits & Sessions

Program Setup – Time Zone, Texting Window If activity happens in two different TZ, setup 2 children – different IDs

CloudCME® looks at the course setup – what credits does it offer? User Eligibility CloudCME® looks at the course setup – what credits does it offer? CloudCME® looks at the user’s profile – what credits are they eligible for?

Administration Preferences

Claim Credit before\after

No credit awarded till evaluation completed

Activity code for SMS attendance https://cloudcme.zendesk.com/hc/en-us/articles/115001871146-Preferences

For RSS, should I use ParentID or ChildID? Must use child activities as a pre-requisite ParentID is easy but more prone to fraud ChildID is less prone to fraud, more work

ActivityID vs Activity Code The approach selected is based on your fraud reduction policies ActivityCode must be enabled in preferences ActivityCode must be unique – you manage ActivityCode is always alphanumeric Length limit of 20 characters You cannot use a mix of ActivityID and ActivityCode ActivityCode may already be reserved for other purposes

Dedicated institution number Credit awarded instantly Time window SMS RSS\Grand Rounds Dedicated institution number Credit awarded instantly Time window During peak use, delays are typical https://cloudcme.zendesk.com/hc/en-us/articles/206577995-SMS-Text-Messaging-Record-Attendance

Self-Scan – QR code printed and posted QR - Two modes Self-Scan – QR code printed and posted Admin Scan – QR on badge scanned by staff Some clients use QR guns – tied to a web-connected device such as a tablet. Admins cannot scan themselves or other admins for testing or other purposes.

QR – Participant Self Scan QR code in activity Manager

Generating QR Code Badges – Admin Scans Finance – Registrations Select activity Select some\all users Badges & Sign In Sheets Select template Select QR code Generate

Generating QR Code Badges – Badge template MS Word file with merge fields You can create your own art, etc. Pay attention to character counts and wrapping If user profile data is inconsistent, you may need to adjust after download https://cloudcme.zendesk.com/hc/en-us/articles/206578175-Sign-in-Sheets-Badges

Record Attendance Screen Electronic sign in sheet Bulk operations If you are only adjusting credit for one person (or a few) use the Credit Manager instead Whatever is checked gets credit Whatever is unchecked does not Uses activity setup data – date, amounts

Record Attendance Screen - Basics Credits offered & hours Date defaults to last date of a course Date can be adjusted for other activity types Blue = Attended Whoever is checked off gets credit.

Record Attendance Screen – Duplicates - NOT If a user is eligible for multiple types of credit, there will be a row per credit type for that user. This is normal. It is not a bug.

Record Attendance Screen – User Credit Eligibility This column shows what users have self-selected

Record Attendance Screen Demonstration https://cloudcme.zendesk.com/hc/en-us/articles/206577905-Record-Attendance

Use to correct an error on one individual Credit Manager Use to correct an error on one individual Activity MUST be selected first No constraints Hours Type Date Skip video due to time. Have an activity created already, and load presentations to it as a faculty member, then switch to admin mode, show presentation not published that was loaded as a faculty member. Then upload administratively and show how that presentation is auto-published. https://cloudcme.zendesk.com/hc/en-us/articles/360000932431-Credit-Manager

External providers (EdCos, Joint Providers) Credit Import External providers (EdCos, Joint Providers) Adds user profile if they do not exist Adds registration & credit (comp) CECreditCategoryID

Column names are critical Credit Import Column names are critical No spaces Exactly as shown in documentation Overwrite profile information checkbox https://cloudcme.zendesk.com/hc/en-us/articles/206577765-Import-an-Activity Skip video due to time. Have an activity created already, and load presentations to it as a faculty member, then switch to admin mode, show presentation not published that was loaded as a faculty member. Then upload administratively and show how that presentation is auto-published.

Enabled in Preferences For use with externally hosted courses Claim Credit Enabled in Preferences For use with externally hosted courses For use when people cannot SMS Skips evaluation Skip video due to time. Have an activity created already, and load presentations to it as a faculty member, then switch to admin mode, show presentation not published that was loaded as a faculty member. Then upload administratively and show how that presentation is auto-published.

Troubleshooting - Basics User credit eligibility vs. what activity awards? Outside time window? Is no credit awarded if not approved checked? Is no credit till evaluation completed checked? Transpositions \ user errors Delays in SMS response No service

Troubleshooting - Basics URGENT – I wiped out all my credits on Record Attendance. Look at selected date Did the course date change? Did you perform select all unselect and then save when you meant to record just one person

Troubleshooting - Basics “My activity only awards 10 credits but users are receiving 18 credits when they complete the evaluation form?” If you are using multiple sessions, the system will sum all the session hour values together.

Troubleshooting - Basics “I went to evaluations and my evaluation is not displaying” If an evaluation is assigned to an activity, it will only be available if you are registered and your attendance has been recorded.

Troubleshooting - Basics “I am testing my program, in advance. I recorded my attendance and completed the evaluation, but no credit appears on transcript” The date ranges on the transcript have today’s date as the end date by default. If your activity happens in the future, adjust the end date.

Self-check in for tablets Import improvements (10k + records) What’s coming Scan in\out Self-check in for tablets Import improvements (10k + records)

Attendance Questions?