Add/Create New CEU Record in Aptify

Created by Kevin Schmidt - HCPro, Modified on Thu, 9 Oct at 3:14 AM by Kevin Schmidt - HCPro

Confirm the following information before getting started: 

  • Education Units (CEU amount)
  • Education Category (Domain)
  • Date Granted / Date Started
  • Event Title



1. Go to person record and select CEUs tab

           


 

2. Click New Record to create a new CEU. 


3. In the General tab, enter the Date Granted and match the Date Started, Units (CEUs), and CEU Domain (Education Category).


        



4. In the Details tab, set the Source as AHIMA Activity and select the Education Type then click save.


 



NOTE: If the user has a credential, a record will appear in the CEU Split tab of the new CEU record. If a CEU Split for a user with a credential does not generate, then further action may be required. 

  • Confirm if User has already met their CEU requirements.  
  • Check for any errors if otherwise. 

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