SpokeChoice supports that concept of continuing Education and credits that are required to be in compliance with State and local governments.

Note: Continuing Education tracking was changed in version 2.0. This no longer consists of documents in the Document Vault. Rather the Easy View>Continuing Education section was added. Old CEU documents were transferred to this new section.

When adding a new CEU record you have the choice of uploading an scan or picture of a hard copy certificate or filling out form fields that will be added on the SpokeChoice certificate.

In order for CEU to indicate a employees status, the Yearly CEU Requirement Amount and Continuing Education End Date must be set in People Manager>Edit Employee Fields.

• Click the + icon on the Continuing Education section header. The form below is displayed.
• Enter the fields including the unit count for the course.
• Either upload a hard copy of a certificate or use the Create Without Certificate to add as form data which will be added to the SpokeChoice certificate form.

The label at the bottom of the CEU section is used view the status of the employee's CEU units:

You will also want to add the continuing Education End date to the employees profile and the yearly requirement.

Adding this information helps the system manage how many units a provider has instead of having an expiration to "check" that they have completed that many courses.