1. Healthcare Staff HRMS
  2. Frequently asked questions
FAQ

Questions, answered

Answers about getting started, packet review, CME evidence and workforce context.

Healthcare Staff HRMS

10 questions

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How do I get started?

Click Get started, then use Proto to configure HRMS for Healthcare Staff for your business. Begin with one organization, a small group of employees and their current credential requirements. Rehearse an approved packet and a returned packet before expanding.

What does a staff credential packet contain?

It connects an employee, organization, owner and credential requirement. It also carries the license number and expiry, completion date, credit figures, evidence reference, revision and status.

How are CME credits recorded?

CME activities sit under a packet. Each activity can record the date, credit amount, category, source reference and outcome. The packet carries its overall recorded and required credit figures.

Who makes the review decision?

Credential Reviewer records Approved, Returned or Rejected against the packet’s source revision. Credentialing Coordinator prepares the packet and handles corrections.

Can a reviewer return a packet for correction?

Yes. The decision can be Returned with a reason. A follow-up action can name the assignee and due date while corrected evidence is gathered.

Where do license dates appear?

The packet carries license number and expiry. Expired credential packets and the status board help the team find cases needing attention.

How does the app handle attached evidence?

An evidence document links to the packet and can carry an attachment, date, external reference, verification result and named verifier.

Can a staff member's assignment change?

The employee record connects to position, department and location. Employment history can retain a dated transfer or manager change while the credential packet remains linked to the employee.

Are course completions the same as a credential decision?

Course enrollments and training records show learning activity. A credential review uses the packet’s CME activity and evidence, then a named reviewer records the decision.

How do we track missing material?

A follow-up action connects to the packet, names an assignee and due date, and records status and resolution. The coordinator can review unresolved actions alongside packet status.

Set up Healthcare Staff HRMS your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started