Healthcare Staff HRMS

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  1. Healthcare Staff HRMS
  2. Process
  3. Staff credential review
Process · Staff credential review

Staff credential review

A credential review is a sequence of record checks and a person’s decision. The employee, organization and requirement establish what is being reviewed. The packet, activities and documents show the claim. The reviewer records a decision for the presented revision; the coordinator records the supported status and follow-up.

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Step by step

  1. Set requirement Admin

    Admin records the organization's credential definition, code, policy reference and effective window.

    • Defines the policy item
    • Updates Organizations, Credential requirements

  2. Identify employee HR Manager

    HR Manager confirms the person's employee record, position and department so the correct person receives the packet.

    • Confirms workforce context
    • Updates Employees, Positions, Departments

  3. Open packet Credentialing Coordinator

    Credentialing Coordinator connects the employee, organization, owner and requirement and records a Submitted packet.

    • Records `Status: Submitted`
    • Updates Staff credential packets

  4. Capture CME Credentialing Coordinator

    The coordinator adds activity dates, credits, categories, outcomes and source references to the packet.

    • Records activity evidence
    • Updates CME activities, Staff credential packets

  5. Attach evidence Credentialing Coordinator

    The coordinator attaches the document and records its external reference; a named verifier checks the material.

    • Records source document and verification
    • Updates Evidence documents, Staff credential packets

  6. Decide review Credential Reviewer

    Credential Reviewer approves, returns or rejects the packet's exact source revision, with a reason when correction is needed.

    • Records the decision for a revision
    • Updates Review decisions, Staff credential packets
    ApprovalA person approves before the work moves on.

  7. Record review status Credentialing Coordinator

    The coordinator checks the decision and records the next supported packet status and state history.

    • Records `Status: Submitted → Verified → Reviewed` when supported
    • Updates Staff credential packets, State history

  8. Mark current Credentialing Coordinator

    After reviewing license expiry, credits and evidence, the coordinator records Current and keeps the decision trail available.

    • Records `Status: Reviewed → Current`
    • Updates Staff credential packets, State history

Who does what

Roles and permissions
Admin
Maintains definitions; HR Manager confirms employee context; Credentialing Coordinator prepares and updates packets; Credential Reviewer makes the independent decision.

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