Starting this off explaining our SSO setup, in which users are actually managed through our AMS, NOT through EthosCE. EthosCE recognizes if people are members or non-members of our organization, and that’s all. In EthosCE, new users must select their user type (physician, nurse, nurse practitioner, physician assistant, other non-physician) so it knows which types of credit people are eligible to claim. Now, on to my question/request:
We often have meetings where practice staff and/or fellows-in-training (FITs) are encouraged to attend and are given a discounted rate. We usually have a member rate, an allied health member rate, a member practice staff rate, a FIT rate, and a non-member rate (for both physicians and their staff). Adding the discounts to the attribute means we’re asking for a free-for-all of people who either don’t understand what they’re supposed to do, or who deliberately select the cheaper option (we’ve had countless docs who’ve been in practice for eons trying to register as FITs to get the super-cheap rate–don’t get me started on these cheapskates!).
We don’t have the time or manpower to police all this, so we’re forced to use a system where the amount added to the carts of the member staff and FITs is the full price, and then these individuals have to contact us for a coupon code to use to deduct the difference. This means they can’t check out immediately unless they pay the full price (and then we have to refund the difference, which is a bad accounting practice and a serious pain in the neck), and it means we have to worry about phone calls and emails, and checking their member type and/or get the name of the physician member, etc.
This is really a cumbersome process, and I would love for there to be a way for Ethos to help us along in the process. I envision being able to have someone start the registration process, and after adding the meeting to the cart, enter the member physician’s name (in the case of practice staff) or the fellowship program (in the case of the FITs). This information would be saved, and someone on our end would be notified that the field was filled. That person would check the status, and respond by entering the coupon code and saving the cart, which would trigger a message to the person enrolling in the meeting that they can now check out.
I know this is complex, but it would be a huge time saver for us.