Creating Packages

The Packages feature enables users to create and organize collections of credentials. Clients are able to establish packages with predefined credentials.

Creating Packages

To create Packages, navigate to Credentialing Packages, select Packages, and choose Create New Package.

After choosing ‘Create New Package,’ fill in the required details under Package Information. It's important to assign a name to the package and include a description that outlines when and why this package should be used. Be sure to activate the package by selecting ‘True’ under ‘Is Active.’

Next, select the credentials that you wish to include in the package. The credential requirements are predetermined by you and communicated to NMS. To view what is required for each credential select, ‘View Requirements’.

Upon completion, you'll be able to save your Package for future use by selecting 'Save Package' .

Creating Groups

Groups allow you to assign multiple packages to specific groups of employees within pod.

To create a new Group, navigate to the Credentialing Packages and select Groups.

Next, choose "Create New Group" and fill in the necessary fields in the Group Information section.

Be sure to provide a description that explains when and why this Group should be utilized. Remember to activate the Group by selecting “True” under "Is Active."

Next, Select from your existing list of packages , click ‘Add Selected’.  You can view the package details to ensure that the selection you made best fits your requirements.

Next, choose how you would like pod to identify candidates who meet the criteria for this group. You can generate candidates based on the parameters you define, or you can manually input candidates who belong to this group.

Create a Rule to Select Employees

To establish a rule that automatically generates candidates or employees according to your specified parameters, select ‘Create A Rule to Select Employees’ and click on Add AND Create a Rule to Select Employees Condition. You can apply filters based on various data points, including Custom Fields.

Once you’ve formed your 'Group' rules, you can test them. The system will display a list of candidates who meet the criteria you specify. Upon saving, your rule will be stored to update employees on a daily basis. Any new or updated employee/candidate that matches your conditions will automatically be added to this group.

Manually Select Employees

You also have the option to manually add employees to Groups.
Simply choose ‘Manually Select Employees,’ enter their first and/or last name, email address, and click search to search your employee roster in pod.

Once you have identified the chosen candidate or employee, click on the add symbol next to their name. The system will then start generating a list of candidates to be included in this group. When you are content with your selections, click on Save Group and your group will be ready for immediate use.

Viewing Groups In Candidate/Employee Profile

When you assign a candidate to a group, you can check their compliance status by navigating to the employee's profile and selecting 'Compliance.' Depending on the Packages added to the Group, you will be able to determine if the credential requirements have been met.

Package Roster

Once you have set up Packages and Groups, you can view candidates organized by these categories by checking the Packages roster.

To view the Roster, start by navigating to 'Credentialing Packages', then select 'Roster', and choose the specific Package and Group you want to examine. This roster will provide you with information on your candidate’s or employee’s compliance status, as well as the nearest expiration date for any expired procedures.

For more information, please contact Client Services.