Fellows Metadata in Aptify
VIDEO TRANSCRIPT | Recorded: 2024-04-25 | Verify against current system state
Abstract¶
Demonstration of how Fellows are structured in Aptify. Fellows are associated with person records and contain metadata including fellow type, induction year, expertise areas, and notes. Shows how fellow types differ from membership types and how fellows dues are automatically added when membership orders are created.
Key Procedures¶
- Navigate to person record to view fellow association
- Click fellow ID to view fellows metadata
- Review expertise areas for fellow search functionality
- Understand fellow type vs membership type distinction
- Create order to demonstrate automatic fellows dues addition
Notable Statements¶
- 0:00:06 "All fellows are associated to a person record"
- 0:00:15 "Each person has an option to include a fellows object"
- 0:01:07 "If they are a fellow, it's going to have an ID in here. If they're not a fellow, it won't have an ID"
- 0:01:39 "Fellows metadata is broken up into three areas. You've got your general, your additional expertise... Fellows notes"
- 0:02:59 "In addition to a membership type, you can have a fellow type and sometimes they're going to be the same"
- 0:03:17 "Lifetime and legacy are committee-based approvals for those. They're not something that's available for them to choose"
- 0:03:35 "Inductee is just another phrase saying they have been approved in the application process, but they're not a fellow yet"
- 0:03:44 "They're just an inductee until the national conference where there's an award ceremony"
- 0:04:17 "Whenever she's purchased a membership, an additional fellow due is added"
Systems & Configurations¶
Systems Mentioned¶
- Aptify (fellows entity, person records, orders)
Specific Configurations¶
| Item | Value/Setting | Timestamp | Notes |
|---|---|---|---|
| Fellows metadata areas | General, Expertise, Notes | 0:01:39 | Three main sections |
| Member type example | Type 6 | 0:04:37 | Used in demo |
| Auto-add behavior | Fellows dues with membership | 0:04:17 | Automatic order line |
Fellow Types¶
| Type | Description | Notes |
|---|---|---|
| Inductee | Approved but not yet inducted | Until national conference |
| Lifetime | Committee-approved | Special designation |
| Legacy | Committee-approved | Special designation |
| Honorary | Non-nomination path | Often posthumous |
| Hardship | Special circumstance | Committee decision |
| NP Fellow | Standard fellow | Regular process |
| Retired Fellow | Retired status | May differ from member type |
Expertise Categories¶
| Category | Purpose |
|---|---|
| Health Policy | Area of expertise |
| State Policy | Sub-category |
| Practice Expertise | Clinical focus |
| Preceptor | Teaching role |
| Primary Care | Specialty area |
Credentials/Access Mentioned¶
- Aptify admin access for fellow record viewing
Vendor Contacts Mentioned¶
- Jennifer (Fellows program administrator)
Errors & Troubleshooting¶
No errors - this is a demonstration recording.
Transcript Gaps & Quality Notes¶
- Brief demonstration (5 minutes)
- Recording cut short ("I'm going to start over")
- Fellows search page functionality mentioned but not shown
- Jennifer referenced for detailed fellow type descriptions
- Order line automation demonstrated at end