Internal learning · Live demo
CPD and mandatory training tracker for allied health clinics
Tracks each clinician's CPD hours and mandatory training, reminds them before anything expires, books in-house sessions, and sends external course requests to the education lead for approval.
Talk to Tama at Northshore Physio and Rehab Group
Northshore Physio and Rehab Group is made up. Tama is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
CPD hours and CPR certificates live in a spreadsheet nobody updates. Clinicians find out at renewal time that they are short, and the education lead spends weeks chasing certificates.
How it works
- Reminds each clinician 60 and 14 days before CPR, privacy or cultural safety training expires
- Books them into the next in-house session that fits their roster
- Records CPD hours and certificates they send in
- Takes external course requests with cost, dates and reason and sends them for approval
- Tells the clinic lead if mandatory training lapses, and says where registration rules are written rather than interpreting them
What it connects to
- AgentHi Daniel, it's Tama. Your CPR certificate expires on 12 November. There's an in-house session at Takapuna on Thursday 29 October, 12pm to 3pm. Shall I book you in?
- Daniel (physio)Yes please. Also, I want to do a 2-day vestibular course in Wellington in February, about $950.
- AgentBooked for the 29th. For the course, I'll need the course name, the dates, and a line on how it fits your caseload. Then I'll send it to Sione Taufa to approve. You have NZD 1,200 of CPD budget this year and haven't used any yet.
- Daniel (physio)Vestibular Rehab Foundations, 18 and 19 Feb. I'm seeing more dizzy patients at Milford.
- AgentThanks, that's with Sione now. He usually replies within a week.
Illustrative conversation. Names, numbers and details are made up.
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