Understanding Credentials and Credential Types
Credentials are the individual qualifications, licenses, or trainings that are required for employees in your practice. Behavior Technician, BCBA, and RBT are credentials that are pre-populated into your system as they are commonly used.
Credential Types are the “grouping” of the credentials you may have in your practice. Education, HR Compliance, Professional, and Training are credential types that are pre-populated into your system and should capture a broad range of credentials.
Adding Credentials and Credential Types to Your Settings Area
| | |
|---|
Credential Types | Navigate to Settings>Staff Member Settings>Credential Types | A Staff Member Credential Type allows you to categorize the types of credentials your organization needs The defaults within your account are examples and are up to each company to decide if they want to incorporate Defaults values may be edited Credential Types may be removed if they have not been assigned to any staff profiles
|
Credentials | Navigate to Settings>Staff Member Settings>Credential Click Add Credential + to enter the Credential, select the Credential Type, and add an optional description Can Edit or Remove Credentials within this field
| The defaults within your account are examples and are up to each company to decide if they want to incorporate. If any BT, RBT, and BCBA credential are used - recommended to click Edit and assign them the Credential Type of “Professional” Examples of non-professional credentials include HIPPA Training, Safety Care Training, CPR Training, etc. Credentials can be removed if they have not been assigned to any staff profiles Credentials can be marked as inactive or active anytime
|
