Licenses and Continuing Education

Licenses / Certifications

1. Click the employee, then any line of the Licenses / Certifications list.
2. Choose New License/Certification (or click a license and choose Edit / View).
3. Fill in Number, Type and Expiration (required), and State, DEA Number, Renewal, CEs Required, Contact Person, Telephone, Note as needed. Untick Active for an old license.
4. Click Save.

Continuing Education

• New CE (for employee): one CE for the employee clicked (also in the Employees menu, Continued Education ▸).
• New CE (multiple employees): one training attended by several people. Tick the attendees (or Select All): each gets their own copy.
• Edit CE / View CE: click a CE line first.

Fields: Title and From date (required), Presenter, Organization, From / To hour, To date, City, State, Credits, Authorized By, Contact Person, Phone, Tuition, Travel, Comment.

PsyTrace checks

• License: Number, Type and Expiration are filled in.
• CE: Title and From date are filled in; zero Credits are asked about before saving.