14
NEW NCCAOM ® PDA CERTIFICATE OF COMPLETION and Online Distribution Process Step-by-Step Instructions

NEW NCCAOM PDA CERTIFICATE OF COMPLETION …...PDA CERTIFICATE DISTRIBUTION PROCESS Click on ‘Certificates’ button NCCAOM ® PDA Certificate of Completion Distribution Instructions

  • Upload
    others

  • View
    10

  • Download
    0

Embed Size (px)

Citation preview

Page 1: NEW NCCAOM PDA CERTIFICATE OF COMPLETION …...PDA CERTIFICATE DISTRIBUTION PROCESS Click on ‘Certificates’ button NCCAOM ® PDA Certificate of Completion Distribution Instructions

NEW NCCAOM® PDA CERTIFICATE OF COMPLETION

and Online Distribution Process

Step-by-Step Instructions

Page 2: NEW NCCAOM PDA CERTIFICATE OF COMPLETION …...PDA CERTIFICATE DISTRIBUTION PROCESS Click on ‘Certificates’ button NCCAOM ® PDA Certificate of Completion Distribution Instructions

STEP 1: ACCESSING THE NCCAOM PDA PROVIDER LOG-IN PAGE

Click here http://www.nccaom.org/online-portal-landing. Scroll to the bottom of the page and look for the “PDA Provider Portal” box.

Click on Login which will take you to the NCCAOM PDA Provider Log-in page.

Page 3: NEW NCCAOM PDA CERTIFICATE OF COMPLETION …...PDA CERTIFICATE DISTRIBUTION PROCESS Click on ‘Certificates’ button NCCAOM ® PDA Certificate of Completion Distribution Instructions

PDA CERTIFICATE DISTRIBUTION PROCESS

Click on ‘Certificates’ button

Page 4: NEW NCCAOM PDA CERTIFICATE OF COMPLETION …...PDA CERTIFICATE DISTRIBUTION PROCESS Click on ‘Certificates’ button NCCAOM ® PDA Certificate of Completion Distribution Instructions

NCCAOM® PDA Certificate of Completion Distribution Instructions

Step by step instructions. First time accessing the PDA

Online Certificate Platform, a pop-up window will appear.

Tip: Click ‘Download’ to save on your computer for future references.

When finished reading, click ‘Okay, I Understand’ to close this page.

Page 5: NEW NCCAOM PDA CERTIFICATE OF COMPLETION …...PDA CERTIFICATE DISTRIBUTION PROCESS Click on ‘Certificates’ button NCCAOM ® PDA Certificate of Completion Distribution Instructions

PDA ProviderProfile Page

Online PDA Certificate Platform – Profile page

PDA Provider and Responsible Party information

List of active PDA Courses in the bottom section.

Page 6: NEW NCCAOM PDA CERTIFICATE OF COMPLETION …...PDA CERTIFICATE DISTRIBUTION PROCESS Click on ‘Certificates’ button NCCAOM ® PDA Certificate of Completion Distribution Instructions

STEP 1:PDA CERTIFICATETEMPLATE

Upload a PDA Provider logo (optional).

Upload the Responsible Party’s signature (required).

Upload other approvals (optional).

Click the orange button ‘Submit Request’.

PDA staff will review for approval. Turn-around time is approximately one week.

The RP will be contacted if adjustments are needed.

Page 7: NEW NCCAOM PDA CERTIFICATE OF COMPLETION …...PDA CERTIFICATE DISTRIBUTION PROCESS Click on ‘Certificates’ button NCCAOM ® PDA Certificate of Completion Distribution Instructions

STEP 2:EMAIL THEPDA CERTIFICATE

Individual or Bulk Distribution?

Individual Certificate Distribution –the PDA Certificate is emailed to one participant at a time.

Bulk Certificate Distribution – the PDA Certificates are emailed to multiple participants at one time.

PDA Certificates must be distributed to the participants within two weeks of the course completion.

Page 8: NEW NCCAOM PDA CERTIFICATE OF COMPLETION …...PDA CERTIFICATE DISTRIBUTION PROCESS Click on ‘Certificates’ button NCCAOM ® PDA Certificate of Completion Distribution Instructions

Individual Distribution

Complete all required fields.

The PDA points and recertification category will automatically bedisplayed at the bottom.

Click ‘Email Certificate” and the PDA Certificate will be automatically emailed to the attendee.

Page 9: NEW NCCAOM PDA CERTIFICATE OF COMPLETION …...PDA CERTIFICATE DISTRIBUTION PROCESS Click on ‘Certificates’ button NCCAOM ® PDA Certificate of Completion Distribution Instructions

Bulk Certificate Distribution

The bulk distribution option allows the PDA Provider to email multiple participants at one time.

Each attendee will receive their individualized NCCAOM® PDA Certificate of Completion via email.

The first step is to click on the box to the left “Download Attendance Record Template”.

Enter all participant information into an Excel spreadsheet called the NCCAOM®

PDA Attendance Record.

Page 10: NEW NCCAOM PDA CERTIFICATE OF COMPLETION …...PDA CERTIFICATE DISTRIBUTION PROCESS Click on ‘Certificates’ button NCCAOM ® PDA Certificate of Completion Distribution Instructions

PDA ATTENDANCE RECORD

This specific Excel spreadsheet MUST BE USED and NOT MODIFIED. Multiple courses may be entered in the spreadsheet by changing the course number. Enter attendee information and save to your computer. The maximum limit is 500 attendees per upload.

Page 11: NEW NCCAOM PDA CERTIFICATE OF COMPLETION …...PDA CERTIFICATE DISTRIBUTION PROCESS Click on ‘Certificates’ button NCCAOM ® PDA Certificate of Completion Distribution Instructions

Bulk Certificate Distribution

To upload the PDA Attendance Record information into the system, click on the center box (# 2) “Upload Attendance Record Template”.

To send all the certificates, click on the box (#3) at the right, “Email Certificates”.

Page 12: NEW NCCAOM PDA CERTIFICATE OF COMPLETION …...PDA CERTIFICATE DISTRIBUTION PROCESS Click on ‘Certificates’ button NCCAOM ® PDA Certificate of Completion Distribution Instructions

STEP 3:MASTER PDA CERTIFICATE LIST

Green ribbon icon: Certificate emailed successfully

Envelope icon: Saved copy of the PDA Certificate. May resend certificate if a duplicate is requested.

Page 13: NEW NCCAOM PDA CERTIFICATE OF COMPLETION …...PDA CERTIFICATE DISTRIBUTION PROCESS Click on ‘Certificates’ button NCCAOM ® PDA Certificate of Completion Distribution Instructions

STEP 3:MASTER PDA CERTIFICATE LIST

Red ribbon icon: Certificate was NOT emailed

Fix the error and resend the Certificate via individual OR bulk distribution(create a new PDA Attendance Record for upload).

Page 14: NEW NCCAOM PDA CERTIFICATE OF COMPLETION …...PDA CERTIFICATE DISTRIBUTION PROCESS Click on ‘Certificates’ button NCCAOM ® PDA Certificate of Completion Distribution Instructions

If you have any questions, please do not hesitate to contact the PDA staff at

[email protected].