Overview
An Accreditation Program Applicant is an institution (e.g., educational institutions) who apply for an Accreditation Program.
Using the Add Applicant Wizard to Add an Accreditation Program Applicant
To add an Accreditation Program applicant using the Add Applicant Wizard, complete the following steps:
1. Navigate to the Accreditation Program Profile where you will be adding the applicant.
2. Click the Add Applicant Wizard icon. This will launch the Add Applicant Wizard.
Add Applicant Wizard Icon Highlighted on Accreditation Profile
Enter the Applicant Info
3. Enter the first few letters of the name of the organization applying for accreditation in the organization field.
4. Click the Search icon. A list of organizations matching the criteria you entered will appear.
5. Click the hyperlinked name of the organization applying for accreditation. This will pull in much of the information for this organization and populate the corresponding fields from the Organization Profile.
Accreditation Application Wizard Organization Search Results
6. Expand the type drop-down and select the type of Accreditation being applied for.
7. Expand the status drop-down menu and select the status of the application.
8. If applicable, enter the start date and end date for the accreditation using the corresponding fields.
9. If applicable, expand the chief administrator, chief medical officer, chief executive officer, survey contact person, and decision letter recipient drop-down menus and make the appropriate selections.
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In order for individual names to display in the chief administrator, chief medical officer, chief executive officer, survey contact person, and decision letter recipient drop-down menus those relationship types must be created in the CRM module first. When creating those relationship types, you must enter them exactly as they are spelled above. After the relationship types are entered, you must go to the organization profile for the organization applying for the accreditation and assign individuals to those relationships. Once individuals are assigned to those relationship types, they will appear in their respective drop-down menu(s). |
Accreditation Application Wizard with Organization Information and Accreditation Information Sections Completed
11. Click the Next button.
Select the Fees
12. Click the checkbox next to the fee(s) that pertain to this application.
13. Click the Total button to get a total of all fees selected.
Accreditation Application Wizard with Fees Selected
14. Click the Next button.
Enter the Bill To / Ship To Information
15. The Bill To field defaults to the organization applying for accreditation. <p> <p>However, this field can be edited by entering the first few letters of the organization to be billed for this application in the Bill To field and clicking the Search icon. Click the name of the appropriate party to bill from the list of search results to complete this field.
16. Expand the contact drop-down menu and select the billing contact for this application.
17. The address field will default to the primary address for the organization listed in the Bill To field.
You may expand the addresss drop-down menu and select another available address for the "bill to" organization or click the Add icon to add a different billing address.
18. Expand the comm pref drop-down menu and select the preferred method of communication regarding this application.
19. The address field in the Ship To section of the wizard will default to the primary address of the "bill to" organization.
You may expand the addresss drop-down menu (in the Ship To section) and select another available address for the "bill to" organization or click the Add icon to add a different billing address.
20. Expand the comm pref drop-down menu (in the Ship To section) and select the preferred method of communication regarding this application.
21. Enter the first few letters of the source code in the source code' field and click the Search icon. Click the hyperlinked name of the appropriate source code of those returned based on your criteria. This will populate the source code field.
22. Expand the media code drop-down menu and select the desired media code, if applicable.
Accreditation Application Wizard with Bill To and Ship To Information Completed
23. Click the Next button.
Enter the Payment Information
24. If you would like to get a payment confirmation, click the checkbox next to the method of communication you would prefer; send by email or send by fax.
25. If you would like to blind carbon copy the confirmation email, enter the additional email address to receive the confirmation in the bcc confirmation email field.
26. Expand the batch drop-down menu and select the batch to be used to process this payment.
27. If needed, enter the purchase order number in the po number field.
28. Expand the type drop-down menu and select the type of transaction to be used for this payment.
29. The transaction date field will default to the date associated with the batch chosen earlier. You may modify this date if needed.
30. Expand the payment method drop-down menu and choose the payment method to be used for this transaction. Based on the method chosen, the form will refresh and provide you with the applicable fields for that type of payment.
31. Enter the amount you are paying in the payment amount field.
32. Complete the additional fields reqiured for the method of payment you chose.
Accreditation Application Wizard Payment Form Completed
33. Click the Next button.
You will be taken to the Accreditation Area Profile where you can expand the accreditation applicant child form to see the newly added applicant.
Accreditation Profile with New Applicant Visible
Accreditation Area Profile
The Accreditation Area Profile displays information about the Accreditation Applicant.
The Accreditation Area Profile is divided into three main sections. These sections are:
- Organization Information - this section that displays the information about the organization applying for the accreditation.
- Accreditation Information - this section that displays information on the accreditation being applied for.
- Survey Contact Information - this section that displays information on the individual designated as the survey contact for this accreditation application.
Accreditation Area Profile
Child Forms
The Accreditation Area Profile has the following child forms available:
- organizations - displays a list of organizations that have applied for the particular accreditation. You can also click the add branches link on this form to create an Affiliated Accreditation.
- survey - displays a list of surveys associated with this Accreditation Area.
- invoices - displays a list of invoices associated with this Accreditation Area.
Additional Information
Deleting an Accreditation Pro forma Invoice
After deleting an accreditation proforma invoice:
- The invoice code is removed from the customer's accreditation record.
- The customer remains a participant in the accreditation program.
- Any surveys that were purchased on this proforma will be deleted.
For the steps to delete the Pro forma Invoice, see Deleting a Pro Forma Invoice