A new knowledge base article has been published on our support portal.
Overview
Doctor/Physician certification and credential management is a critical yet complex challenge for healthcare organizations. Medical staff must navigate intricate training pathways where certifications build upon one another, prerequisites must be satisfied in sequence, and documentation requirements vary by specialty and role. Manual tracking of these multi-step processes across large medical staffs creates administrative burden, increases the risk of expired certifications, and can lead to serious compliance violations. When doctors lack current credentials, organizations face operational disruptions including cancelled surgeries, reduced clinical capacity, and potential accreditation issues.
An automated rules engine solution using North52 Decision Suite and Microsoft Dynamics 365/Dataverse addresses these challenges by intelligently managing prerequisite evaluation, automatically advancing doctors through certification pathways as requirements are met, maintaining comprehensive audit trails, and proactively identifying expiring credentials – ensuring continuous compliance while dramatically reducing administrative workload.
This article shows the building blocks for managing certification requirements – the ideas presented can be enhanced to meet any level of complexity needed. Get in touch with our support team if you have any questions.
Rules for certification management
| Rule # | Description |
|---|---|
| 1 | Requirements are grouped into Requirement Sets. When a Doctor is assigned a Requirement Set to complete, Doctor Requirement Detail records are automatically created for all the Requirements in a Requirement Set. |
| 2 | Training Completion records are created for each Document Requirement Detail record and rules determine whether the Doctor Requirement Detail record can be completed and the next Doctor Requirement Detail record can be activated. |
| 3 | Once a Doctor Requirement Detail is completed rules update the progress on the Doctor Requirement record and activate the next requirement for completion. |