Integrations

• License issuers. Agree how the credentialing team obtains license numbers, expiry dates and verification references from the issuing source.
• Learning providers. Bring completion dates, certificates and credit information into the relevant course or CME records after checking the source.
• Payroll services. Use the payroll calendar, run and statement records as the handoff point for the organization’s pay process.
• Employee roster. Bring employee IDs, assignment details and work email from the organization’s HR source into employee records, then check the match before preparing packets.

For each source, name the owner, decide which fields arrive, and keep the source reference with the resulting record. Reconcile a small sample of licenses, courses and employees before expanding. A new imported value should not silently replace a review decision for an earlier packet revision. Keep document verification and reviewer decisions attributable to people who actually performed those checks.