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Claiming PXE Credits Login & Process Review V 2.5.16

Claiming PXE Credits - Patient Experience Institute · Step 3 – Start Credit Claiming Process 4 Once logged in, users will see their main landing page and the menu options. To review

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Page 1: Claiming PXE Credits - Patient Experience Institute · Step 3 – Start Credit Claiming Process 4 Once logged in, users will see their main landing page and the menu options. To review

Claiming PXE Credits Login & Process Review

V 2.5.16

Page 2: Claiming PXE Credits - Patient Experience Institute · Step 3 – Start Credit Claiming Process 4 Once logged in, users will see their main landing page and the menu options. To review

Step 1 – Landing Page

www.pxinstitute.org 2

When you click https://www.highmarksce.com/pxi/ it will take you to the page you see here. To get started you will click the blue “Login” button on the top right of screen.

Page 3: Claiming PXE Credits - Patient Experience Institute · Step 3 – Start Credit Claiming Process 4 Once logged in, users will see their main landing page and the menu options. To review

Step 2 – Login

www.pxinstitute.org 3

After clicking the blue login button on the top right of screen, a pop-up window will appear asking for your login information. Members of The Beryl Institute can use their membership credentials as login information. All others must create credentials or use those already created. Once entered, click “Sign In”

Page 4: Claiming PXE Credits - Patient Experience Institute · Step 3 – Start Credit Claiming Process 4 Once logged in, users will see their main landing page and the menu options. To review

Step 3 – Start Credit Claiming Process

www.pxinstitute.org 4

Once logged in, users will see their main landing page and the menu options. To review and claim PXE credits click the menu item “PXE Credits”.

Page 5: Claiming PXE Credits - Patient Experience Institute · Step 3 – Start Credit Claiming Process 4 Once logged in, users will see their main landing page and the menu options. To review

Step 4a – Select Activity to Claim Credit

www.pxinstitute.org 5

You will be directed to the PXE Credits page where you will see a drop down menu next to the button “List Sessions By Activity”. Click on that drop down menu “Select Activity” to see your activities available for credit claiming.

Page 6: Claiming PXE Credits - Patient Experience Institute · Step 3 – Start Credit Claiming Process 4 Once logged in, users will see their main landing page and the menu options. To review

Step 4b – Select Activity to Claim Credit

www.pxinstitute.org 6

When you click on that drop down menu “Select Activity” you will see a full list of activities assigned to you which are available for credit claiming. Select the activity for which you wish to claim credits.

Page 7: Claiming PXE Credits - Patient Experience Institute · Step 3 – Start Credit Claiming Process 4 Once logged in, users will see their main landing page and the menu options. To review

Step 5 – Claim Credit

www.pxinstitute.org 7

Upon selecting your activity you will be taken to the screen to claim the credits. The session(s) you attended will be listed under the Session column of the table and the link to claim credit will be available in the Action column. Click the link “Claim Credit” to continue.

Page 8: Claiming PXE Credits - Patient Experience Institute · Step 3 – Start Credit Claiming Process 4 Once logged in, users will see their main landing page and the menu options. To review

Step 6 – Confirm Credit

www.pxinstitute.org 8

To access your credits, you must first confirm credits by answering one or more survey questions pertaining to the session. (In the example below only one question is required). When complete you will click the “Submit” button.

Page 9: Claiming PXE Credits - Patient Experience Institute · Step 3 – Start Credit Claiming Process 4 Once logged in, users will see their main landing page and the menu options. To review

Step 7 – View Transcript & Print Certificate

www.pxinstitute.org 9

Upon clicking “Submit” you will be taken to the PXE Credit page which shows your transcript of credits earned and provides you access to your PXE Certificate. To access a transcript of all PXE Credits earned you can click print or email the transcript. To access your PXE certificate for any session attended you can click print or email the certificate.

Page 10: Claiming PXE Credits - Patient Experience Institute · Step 3 – Start Credit Claiming Process 4 Once logged in, users will see their main landing page and the menu options. To review

Step 8 (Optional) – Print or Save PXE Certificate

www.pxinstitute.org 10

If you click “Print Certificate”, a PDF version of your PXE Certificate for the session selected will pop up in a new screen. You can print or save your certificate at this step. Please note: Once credits are claimed you can return to your transcript (shown in step 7) at any time to print the certificate(s) you need.

Page 11: Claiming PXE Credits - Patient Experience Institute · Step 3 – Start Credit Claiming Process 4 Once logged in, users will see their main landing page and the menu options. To review

For additional information on claiming PXEs or to learn how to offer PXE credits for your programs/events please visit: www.pxinstitute.org

For further questions please contact: [email protected]