Delegate/proxy registration

We would love a feature where a user’s (usually a physician) administrative assistant can sign them up for courses, upload certificates, and in general manage their CE. Currently many administrative assistants provide this kind of support, but offline. In an ideal world, the administrative assistant would have full access to the user’s account, and be able to do do everything except take the courses for them. At the very least, the administrative assistant would be able to register their docs for courses.

Does anyone else have this need? Or have you created workarounds to achieve something similar? We have been asked by several constituents throughout our system for this functionality.

Thanks!
Rose

Yes, we also would like this - as a Delegate Function - that you could name your delegate. The problem is that the Physician would have to name their delegate, and that changes too often for them to keep up to date on it.

Susan Benysh

The signing up for courses can be done through Ethos Enrollment Groups. We have tinkered with that functionality.

Hi Barry,

Could you elaborate on how users’ administrative assistants can sign them up for courses through enrollment groups?

Thanks,

Rose

Sure. So you would create an Enrollment Group for said admin assistant. They would need to make an account in your platform so you could assign them as an Administrator of that Enrollment Group.

You would also need to assign any/all courses to said Enrollment Group (unless this has changed). This will allow the Admin to enroll (and pay, if applicable) for learners to enroll in said courses.

In addition, each learner would need an account so either you or the admin assistant could add them to the enrollment group. There are two ways to add them to the group: one is to add them all to the group. The other is enrolling them in a course and adding them to the group at the same time.

If a course is free, then they are finished. But if it has a fee, it’ll add each course to the shopping cart. Once they have added everyone to the course with a fee, they would then pay for it.

That’s the general process. Ethos can step in if I am missing anything or doing something incorrectly. Again, we have only dabbled with this feature.

Hi Barry,

Sounds very interesting. Are you using SSO for authentication?

Thanks

Chuck

Chuck Rodgers

Education/Training Coordinator

Patient Education

Duke Health Clinical Education and Professional Development

Hock Plaza Suite G07-117

919-684-6578

Thanks for this info!

Is there a way to cut us out as the middleman doing the assigning for the admin? Can the user assign the delegate themselves?

We, as our LMS site admins have to setup the group and assign someone as an admin of said group so they can run it. There is no workaround on that from what I understand.

For the enrollment groups curious how many users are you managing and assigning to groups? We are very interested in delegate functionality and have had in-depth discovery sessions with Cadmium. Found they were able to create something to allow a person to assign/manage delegates where the delegate could manage the users account area (i.e., print certs, add self-reported, etc. but not take a course for them). When it came to allowing delegate to enroll their physician it was difficult to get around enrollment rules that could be set on a course. In our case, we use role-based pricing where physicians pay a higher fee than nurses, allied health professionals, etc. And we have some courses that only allow physicians to attend. The blocker we ran into is the application would apply the course enrollment rules to the person logged in vs the person they are trying to enroll which would result in wrong reg fees charged and in cases where the course only allowed physicians the delegate would not be able to complete the task.

We actually haven’t fully implemented this process yet. We only did a test run and then demo for a group who decided they were going to buy their own LMS for their course (we were housing it for them). But the way we envision using it is for our flagship course as fellows in infectious disease are required to take it as part of their training. So this would allow someone to have them all in one group, pay for them all at once, and track their progress.

Yes, we have SSO for our system so our members can use one login for the AMS and LMS.