InReach Compliance Engine Demo

VIDEO TRANSCRIPT | Recorded: 2022-11-01 | Verify against current system state

Abstract¶

Product demonstration of InReach Compliance Engine, an advanced CE tracking module offering license-specific requirements management, configurable rules per state/jurisdiction, automatic course suggestions based on outstanding requirements, manual credit entry with certificate upload, transcript generation, and an auditor/board member portal for monitoring user compliance. Demo includes license setup, credit type breakdowns, attestation workflows, and configuration options.

Key Procedures¶

• Access Compliance Engine via Launch Credit Tracker button in My Account
• View aggregate credits across all licenses on home dashboard
• Drill into specific license to see credit type breakdowns (AMA Category 1, ethics, practice management)
• Add manual CE credits through guided wizard with required fields
• Upload certificates for externally completed courses
• Complete attestation checkbox before submitting credits
• Print or save transcript as PDF
• Add new licenses by selecting jurisdiction and entering license details
• Archive old licenses to clean up active view
• Auditor portal: search users by name/email/license number
• Export search results or individual transcripts to PDF/Excel
• Add notes to user records visible to other auditors

Notable Statements¶

• 0:12:57 "The compliance engine module is essentially a more interactive, predictive and prescriptive version of the CE tracker."
• 0:13:34 "You can offer it as a purchasable add-on or provide it to a specific group like members as a member benefit."
• 0:25:05 "Based on which licenses an end user has, it'll know what credit types they need to complete that license."
• 0:25:37 "We have suggested courses that will auto populate suggesting courses meeting those outstanding credit requirements."
• 0:29:37 "When you there can be separate rules based on if you're on your first renewal or not."
• 0:37:02 "We're going to ask you the specifics, set it up in test environment, you verify, then we make it live." - Re: license setup
• 0:47:21 "We can break the rules down into plain English... it will cycle through all that logic and spit out how many requirements it's met."
• 0:48:48 "We also thought of the situation where if somebody attained their license at the end of a renewal period, they might not need as many credits."
• 0:57:22 "As long as you keep pushing them through the API, the next time they log in it should pull all of that over."
• 1:01:15 "This actually was built in directly within Azure. This is where our total platform is headed."

Systems & Configurations¶

Systems Mentioned¶

• InReach Compliance Engine (advanced tracking)
• CE Center/CE Tracker (existing basic tracker)
• Azure (platform infrastructure)
• AANP Catalog (course delivery)

Specific Configurations¶

Credentials/Access Mentioned¶

• SSO integration syncs user profile data
• Auditor portal separate login
• Kate (Client Success) as primary contact

Errors & Troubleshooting¶

• Issue: Credits not syncing to Compliance Engine
• Cause: Credit types or delivery types not mapped
• Resolution: InReach team maps new types manually

• Timestamp: 0:55:34

• Issue: Self-reported credits lost when membership lapses

• Cause: One-way sync from tracker to engine only
• Resolution: User warned 30 days before expiration to export data
• Timestamp: 0:59:04

Transcript Gaps & Quality Notes¶

• Product demo led by InReach team (Glenn Matthews, Jennifer Robinson, Robert Garner)
• AANP attendees: Christina Carter, Jenny Lee, Jeff Sikes
• Includes Q&A with technical and business questions
• Built on Azure platform (future-proof architecture noted)
• Recording shared for Teresa who couldn't attend
• Discussion of potential API integration for state board data