06.24.2025

Previous Discussion Topics:

• Financial Tab: Need to rediscuss we asked for ticket to be placed on hold
  • The “enrollment income” provided by Ethos is using the wrong column to calculate the total registrations;  this causes a number of other problems. Ticket Number ECE-8192
    • 06/24/2025 - Discussed adding in a column for discounts and refunds.
      • We discussed adding help text somewhere on the financial tab area to help explain.
      • Do not change H to I. We would like to pull an additional area of pulling L to show the discounts.
      • We now have a setting to have only 1 item per cart.
      • Attributed do not pull into the financials.
        • We will need to have paths for our API team on where to pull things from.
    • Next week talk more in depth about SKUs and the GL numbers

Follow up items:

• “Twitter accounts” in the profile area
  • This area, users cannot see. Will only show for admins. Can we update to say X Accounts.
  • Joel believes this is a string override.
  • 06/10/2025 – Joel will look into this one.
  • 06/17/2025 – Account Settings à Edit à Twitter Accounts
  • 06/24/2025 – the CSS did not work to hide – but they have coworkers helping to hide this area.

• Ethos Wait List (Function and how to properly work)
  • We are using for one of the nursing courses. It does not function how I thought it would and has become extremely complicated to use when trying to pull users off of the wait list and enroll them. HELP!
    • Joel will take away and see if he can find out more information. Might be a bug happening. With the “ready to enroll” status, should be a different button. Joel will do more digging.
      • 05/27/2025 – Discussing with Jen about this. She is looking into it and hopefully will have an update soon.
      • 06/03/2025 – Joel is working on the waitlist!
      • 06/10/2025 – No update
      • 06/17/2025 – Joel asked additional question about what we were requesting. “Ready to enroll” should allow the users to enroll, he will take this back to discuss with the team more.
      • 06/24/2025 – No update
• Patient ED
  • User receiving “access denied” – unable to add course to parent course, but it is adding just not seeing the correct screen when she adds.
    • She will have to “return to course home” then course outline and scroll to the bottom and make the changes there.
      • Joel: Will take this and try to figure out what is going on. This should not happen. Will talk to DEV about this.
        • 05/27/2025 – Joel will follow up on this one.
        • 06/17/2025 – Joel will review this tomorrow morning.
        • 06/24/2025 – No update
• • Roles and what exactly they do.
    • 05/27/2025 Penny – how quickly can we find this information. Our big group is pushing for this by tomorrow.
    • If we can avoid certain roles – we would like them to have certain rights without using the site admin right.
      • We would like them to be able to view and run reports, create webforms outside of course, and do things within their learning group.
      •  Heather will gather the two rolls together and see if there is something we can do to help and this will give Joel more time.  
    • Discuss Role Spreadsheet
      • We discussed all of the permissions and what our desire is for the custom role. (see attached)
      • Biggest request is making sure they can create standalone webforms.
    • 06/17/2025 – Joel and Dan started to review but ran out of time, will schedule more time to review with Dan. 
    • 06/24/2025 – Dan and Joel met – they are currently doing this for a couple clients. Talks with the account manager, it might come back once it goes to DEV. Should have more information shortly.
• EthosCE Application
  • Can we prefill the applications
    • Yes – will have to do more research on the information.
  • Multiple workflow approvals?
    • 06/24/2025 – This would be a CORE ticket – but they do not believe there is an option at this time.

Tickets:

• Financial Tab:
  • The “enrollment income” provided by Ethos is using the wrong column to calculate the total registrations;  this causes a number of other problems. Ticket Number ECE-8192
  • The refunds not showing on our financials also causes us to be “off” – Joel Submitting CORE TICKET
    • 06/24/2025 - Making a request to remove the negative and it will allow us to enter negative amounts in the income.
      • Projection time frame: Hoping it would be very simple change.
• X (formally Twitter) link is incorrect. Ticket placed (ECE-8061) This is now a CORE TICKET
  • 06/24/2025 - Core ticket – currently in testing- might be in the July release.
• Pending Activities on the home page not updating Ticket number: ECE-8036
  • 06/24/2025 – In DEV ticket – not picked up and no comments. Will add to review with the team

Closed Tickets:

• 2022 In Plain Sight: Human Trafficking for Healthcare providers 20220907, we received an alert from ACCME stating her credit was declined due to already claiming Ticket number: ECE-8044
  • 06/24/2025 – Ticket closed (If we still this happen again – we will place another ticket)

06.10.2025

• EthosCE Application
  • Can we prefill the applications
    • Yes – will have to do more research on the information.
  • Multiple workflow approvals?

Follow up items:

• “Twitter accounts” in the profile area
  • This area, users cannot see. Will only show for admins. Can we update to say X Accounts.
  • Joel believes this is a string override.
  • 06/10/2025 – Joel will look into this one.

• Ethos Wait List (Function and how to properly work)
  • We are using for one of the nursing courses. It does not function how I thought it would and has become extremely complicated to use when trying to pull users off of the wait list and enroll them. HELP!
    • Joel will take away and see if he can find out more information. Might be a bug happening. With the “ready to enroll” status, should be a different button. Joel will do more digging.
      • 05/27/2025 – Discussing with Jen about this. She is looking into it and hopefully will have an update soon.
      • 06/03/2025 – Joel is working on the waitlist!
      • 06/10/2025 – No update
• Patient ED
  • User receiving “access denied” – unable to add course to parent course, but it is adding just not seeing the correct screen when she adds.
    • She will have to “return to course home” then course outline and scroll to the bottom and make the changes there.
      • Joel: Will take this and try to figure out what is going on. This should not happen. Will talk to DEV about this.
        • 05/27/2025 – Joel will follow up on this one.
  • Roles and what exactly they do.
    • 05/27/2025 Penny – how quickly can we find this information. Our big group is pushing for this by tomorrow.
    • If we can avoid certain roles – we would like them to have certain rights without using the site admin right.
      • We would like them to be able to view and run reports, create webforms outside of course, and do things within their learning group.
      •  Heather will gather the two rolls together and see if there is something we can do to help and this will give Joel more time.         
  • Discuss Role Spreadsheet
    • We discussed all of the permissions and what our desire is for the custom role. (see attached)
    • Biggest request is making sure they can create standalone webforms.

CSS for agenda lab

Permission metrics

Tickets:

• X (formally Twitter) link is incorrect. Ticket placed (ECE-8061) This is now a CORE TICKET
• Pending Activities on the home page not updating Ticket number: ECE-8036
• 2022 In Plain Sight: Human Trafficking for Healthcare providers 20220907, we received an alert from ACCME stating her credit was declined due to already claiming Ticket number: ECE-8044

06.03.2025

20250603 Community Education – Learning Group - Roles.pptx

Discuss Roles in EthosCE for Learning Group

• “limited access – Can only be done on a course level/with your own courses”
• Content (within a learning group)
  • We would like them to be able to search their courses only.
  • Possibly just 1 custom role
    • Administrative Member

• Heather will work on customizing contact us webform.
  • (Joel and Heather will work on the document together, Friday, June 6th, to figure out a custom role for learning groups)

Patty’s email: Credit (mystery solved)

• User received email – activity was not showing on pending tab.
  • Patty played “Beat the EthosCE Expert”
    • Patty identified the problem as the Series start and end date were in 2024 instead of 2025. She will get with the CME Coordinator to make the corrections.  

05.27.2025

We would like to discuss the new core release:

• Manage Existing Credit Types
  • • Manage à Manage credit types
    • If you need to add new credit types – you will have to put in a DEV ticket.
• Manage Existing Profile Fields
  • • Manage à Manage Profile Field
    • You can modify the name and help text.
    • If you want to do conditionals – you will have to put in a DEV ticket.
    • Drop down options will need a DEV ticket.
  • There might be more options coming down the pipeline moving forward to were we can make our own changes.
• Any changes need to be discussed with Penny first, do now make any changes without discussing with team first.
• Help Text on Phone Number Field for SMS
  • I did not notice anything different, do you know what changes? 
• Penny: We might want a Warning: doing so…..
• If they want to reenroll, what is this process?
  • Reply “start” to restart the process
• Can users still receive credit even if they opt out?
  • Did enroll Joel and provided credit
• “Twitter accounts” in the profile area
  • This area, users can not see. Will only show for admins.
• Improve non-course product price display with attribute option selection. 
  • Do you know how we could see this change? I’m not sure I understand what this means
    • This update is from a product page. The attributes were not displaying correctly in the cart.
    • Conference girls: They were having issues locating the payments, using the product option.
    • Update does not impact us, we do not use this option
    • Penny Question: If there was a way for us to find the exhibitor payments easily - and they were associated with the conference node -- would we then see the amount in the financials for the conference rather than having to combine two nodes?

EthosCE Webpage:

• X (formally Twitter) link is incorrect. Ticket placed (ECE-8061) This is now a CORE TICKET

Follow up items:

• Ethos Wait List (Function and how to properly work)
  • We are using for one of the nursing courses. It does not function how I thought it would and has become extremely complicated to use when trying to pull users off of the wait list and enroll them. HELP!
    • Joel will take away and see if he can find out more information. Might be a bug happening. With the “ready to enroll” status, should be a different button. Joel will do more digging.
      • 05/27/2025 – Discussing with Jen about this. She is looking into it and hopefully will have an update soon.
• Patient ED
  • User receiving “access denied” – unable to add course to parent course, but it is adding just not seeing the correct screen when she adds.
    • She will have to “return to course home” then course outline and scroll to the bottom and make the changes there.
      • Joel: Will take this and try to figure out what is going on. This should not happen. Will talk to DEV about this.
        • 05/27/2025 – Joel will follow up on this one.
  • Roles and what exactly they do.
    • 05/27/2025 Penny – how quickly can we find this information. Our big group is pushing for this by tomorrow.
    • If we can avoid certain roles – we would like them to have certain rights without using the site admin right.
      • We would like them to be able to view and run reports, create webforms outside of course, and do things within their learning group.
      •  Heather will gather the two rolls together and see if there is something we can do to help and this will give Joel more time.            
      •  
• EthosCE Application
  • Can we prefill the applications
  • Dan and Joel not sure – Would be like saving a draft version. Could be multiple level of data approval.
  • How do we change the workflow for the working session. Maybe masquerade as one of the liaisons, create the applications, then would it be tied to their account.
  • Multiple workflow approvals?

CSS for agenda lab

Permission metrics

• 05/27/2025 - Did not discuss

On the main homepage, the “pending activities” section is not working correctly. It’s saying I have pending activities, but when I go to my pending activity tab, I have nothing listed.

Screen shot is from user Debra Eseonu

Heather will put in a new core ticket to get this area fixed/updated and Joel will link it to the core ticket.

Ticket number: ECE-8036

For the 2022 In Plain Sight: Human Trafficking for Healthcare providers 20220907, we received an alert from ACCME stating her credit was declined due to already claiming. After further research we discovered Ethos tried to rerun the credit 05/06/2025.

Dr. Chandra Reddy Navuluri received her credit in 2022.

Claimed:

Notes: Diana was in the activity on this date. However, it still should not have triggered to resubmit. If the activity is closed in PARs, we cannot and shouldn’t give them credit.

Why would Ethos try to send the credit back through when the activity is closed?

How can we prevent this from happening?

Activity expired 09/21/2022 (estimate)

Joel will take this and try to figure out why this triggered. Will get with DEV team.

Ticket number: ECE-8044

05.13.2025

Meeting Topics:

Allied Health:

Certificates – I sent an email and you were review. I was able to create a work around and I think it’s working, however, why can we not place in the outline of the course and students click on it to access?

Notes: The way its currently set up is probably best, since we cannot put in the current outline.  We (Heather & Allied Health team will work together on the confirmation verbiage.

CME:

On the main homepage, the “pending activities” section is not working correctly. It’s saying I have pending activities, but when I go to my pending activity tab, I have nothing listed.

Screen shot is from user Debra Eseonu

Heather will put in a new core ticket to get this area fixed/updated and Joel will link it to the core ticket.

Ticket number: ECE-8036

For the 2022 In Plain Sight: Human Trafficking for Healthcare providers 20220907, we received an alert from ACCME stating her credit was declined due to already claiming. After further research we discovered Ethos tried to rerun the credit 05/06/2025.

Dr. Chandra Reddy Navuluri received her credit in 2022.

Claimed:

Notes: Diana was in the activity on this date. However, it still should not have triggered to resubmit. If the activity is closed in PARs, we cannot and shouldn’t give them credit.

Why would Ethos try to send the credit back through when the activity is closed?

How can we prevent this from happening?

Activity expired 09/21/2022 (estimate)

Joel will take this and try to figure out why this triggered. Will get with DEV team.

Follow up items:

• Ethos Wait List (Function and how to properly work)
  • We are using for one of the nursing courses. It does not function how I thought it would and has become extremely complicated to use when trying to pull users off of the wait list and enroll them. HELP!
    • Joel will take away and see if he can find out more information. Might be a bug happening. With the “ready to enroll” status, should be a different button. Joel will do more digging.

Joel is still waiting for updates

• Patient ED
  • User receiving “access denied” – unable to add course to parent course, but it is adding just not seeing the correct screen when she adds.
    • She will have to “return to course home” then course outline and scroll to the bottom and make the changes there.
      • Joel: Will take this and try to figure out what is going on. This should not happen. Will talk to DEV about this.

Joel will check on this and provide update.

• EthosCE Application
  • Can we prefill the applications
  • Dan and Joel not sure – Would be like saving a draft version. Could be multiple level of data approval.
  • How do we change the workflow for the working session. Maybe masquerade as one of the liaisons, create the applications, then would it be tied to their account.
  • Multiple workflow approvals?

CSS for agenda lab

Permission metrics

05.06.2025

Discussion Topics:

• Ethos Wait List (Function and how to properly work)
  • We are using for one of the nursing courses. It does not function how I thought it would and has become extremely complicated to use when trying to pull users off of the wait list and enroll them. HELP!
    • Joel will take away and see if he can find out more information. Might be a bug happening. With the “ready to enroll” status, should be a different button. Joel will do more digging.
• Patient ED
  • User receiving “access denied” – unable to add course to parent course, but it is adding just not seeing the correct screen when she adds.
    • She will have to “return to course home” then course outline and scroll to the bottom and make the changes there.
      • Joel: Will take this and try to figure out what is going on. This should not happen. Will talk to DEV about this.
• EthosCE Applications (RSS for now)
  • How can we set up the RSS Applications function in EthosCE
    • Will the RSS Application build a series page?
      • NO, will only be courses. Could this be on the road map? He will check.
    • When we forward to the liaison to complete, are they able to save draft and come back later?
    • Can we prefill the application, then send a link to liaisons?
      • Dan and Joel not sure – Would be like saving a draft version. Could be multiple level of data approval.
      • How do we change the workflow for the working session. Maybe masquerade as one of the liaisons, create the applications, then would it be tied to their account.
    • Setting up conditionals, can we do this or do you all do this for us?
      • Application conditionals Ethos has to set up. Will check up roadmap for conditionals. DEV ticket.
    • If we need multiple approvals, how can we set this up?
      • 1^st liaison approves (there part complete)
      • CME Coordinator/Administrator approves
      • then it send to Penny for final approval
        • Joel will see if this could be done. Need a approval workflow.
    • if we did disclosures, will the application tie to the disclosure form?
  • Joel: Can only have ONE application. Will pass to Dan to see if we can have just the application for RSS without the connection. Only use as collection and do a manual series creation.
• Discuss Agenda Lab
  • CSS Question would have to take back
  • Do not believe API/looker could pull this information.
    • Primary objective was to calculate the number of credits.

Recap Video: BSWH CME EthosCE Check-20250506_110146-Meeting Recording.mp4

04.01.2025

• During our meeting, we spent most of our time discussing the API connector. As promised, here are the links for the proposal request form as well as a test disclosure link within Ethos.

  We briefly discussed adding South Korea in the country option for payments. – This was completed, waiting on user to provide update if they have been successful or not.

  We discussed Allied Health and the certificate option – the way we were thinking it could work, the tokens were not pulling over. We will proceed with a Parent/Child type set up with multiple course. I will reach out if something is not working.

  Our meeting for Tuesday, we ask that you use this time to review our pending questions and provide updates.

03.25.2025

Neonatal and Infant FEES Course/NICU FEES - 2025 Neonatal and Infant FEES Course: A Multidisciplinary Approach

Allied Health/Other activities needing to be taken more than twice

Financial Data/Web Hooks

Follow up items:

03.18.2025

Majority of our meeting we discussed our Allied Health team.

02.14.2025

We discussed the 0365 team and the connector to EthosCE. Joel mentioned that there is not a CAP on how many time we can ask EthosCE to send over information. However, there is something called webhooks: https://gocadmium.atlassian.net/wiki/spaces/ECE/pages/3208511491/EthosCE+Webhooks. We will pass everything we learned over to our team for further discussion. 

02.06.2025

Majority of the meeting we discussed what we are hoping to achieve with the 0365 team

I am forwarding over a sample of the speaker transcript. 

We discussed the possibility of utilizing the faculty section within EthosCE. However, we do not like that the disclosure statement automatically populates and creates a manual step to pull in the information. We would like for it to either not show or allow us the to decide if we want it to display or not. 

01.28.2025

Dave and Joel announced that Dave’s contract is up with Cadmium at the end of the month and we will have a new person assigned to us, Daniel Asare.

EthosCE Task List: 

01.14.2025

PARs Update: 

Dave's Task list:

01.07.2025
We spent majority of our meeting discussing the catalog and how we can make it better for our customers AS well as the Community Health teams customers.

PARs Update: (WO# ECE-6889)

01.03.2025

PARs Update: (WO# ECE-6889)

• Proposal Request Form: Proposal for a CME accredited activity
• Disclosure link: TEST - Planner Disclosure Form
• We discussed the webform before the payment option, after review this will work within a course.
  • You mentioned looking into the option when it comes to a parent/child course
• Invoice Check option
  • There is an option to turn on “Pay by check” option
    • Is there an option to control which courses this option can be assigned to?
• The original idea to have a basic page to download a certificate does not seem like it will work, but still looking into options.
• Penny asked a question about an activities that they are able to return to watch just the a video after completion. This will be allowed, after completing an activity users are able to return to the course. They will have to go to the outline and select the section they would like to resume.
• When we look at our finance side of an activity, we would like to call this over, is this an option?
  • Joel believes this can be done.
• Joel will let us know by the end of the week regarding the webform before payment option within a parent/child course as well as the certificate option.
• We will receive an update regarding the Pay by check option
• This team would like the option to be able to have the date updated on the certificate if they recomplete the orientation module.
  • You mentioned the idea of having a basic page where they can download a certificate, and the name and date (date downloaded) will appear. This is something you were going to look into and provide an update.
• I am forwarding our spreadsheet for a status update on the Developer and Core tickets. Each tab is labeled.
• NICU FEEs Parent/Child Course: 2025 Neonatal and Infant FEES Course: A Multidisciplinary Approach
  • Asked about SKU numbers, if we change this number, will it change anything on EthosCE side. Joel stated no, it should not mess with anything. We will have to look at the financial side (on our end) to see if/what it could change.  
  • Discuss the reminders vs. the automatic enrollment emails
    • We spent majority of our time discussing how to set up this course as a parent/child. The issue lies on the enrollment emails. We do not want an email to trigger for certain parts of the enrollment. 
    • If someone enrolls in just the child, it’s also putting them in the parents. Is there a way for this to NOT happen?
• CME Question
  • Early bird specials – We have discussed this previously. Is there anything in the words of a more automatic step for early bird specials?
    • Cheryl and I put something in the community, however, Joel mentioned something is in the works just not sure when it would be released but there are discussions.
• Community Education Questions:
  • New customers enrolling – if we want to make changes to the current process to have conditionals – how would it be best to present this to you and your teams? Webform?
    • Joel stated Screenshots with notes
  • Is there a way to set up a course and allow users without profiles to enroll? (guest accounts)
    • Joel stated No
• Faculty Transcript
• Planner Transcript
• Speaker Transcript
• New Profile Creation
  • Credentialing
    • ANCC Credit Mapping - because PhD is so "broad" this cannot be linked to just one area. 
      • We placed new help text in this area. We will think of verbiage for APA and Heather or Cheryl will make the changes. 
      • 
    • "Other" option - we will place a ticket to move to the top of the list. Ticket #ECE-7473
  • Adding "patient option"
    • Add a question in the profile field "are you registering as a patient" if they click "yes" it hides certain fields that are not needed. (We will discuss further and place ticket when we are ready)
• Catalog
  • Adding a new category the CME activities
    • Will discuss again with Cheryl and Penny and place ticket 
• Max Enrollments - We want a course or learning group to display when the activity has x number of allowed enrollments or when a course is full to display. Joel mentioned this has been turned in and is now a Core ticket. 
• Community Health Questions - 
  • The team wants to be able to display a price without the option to actually pay. Joel and Dave said this was possible with CSS targeting on certain Node. Joel is working on this solution and will let us know when it is updated. 
• International Payments - With new groups joining our system, we wanted to ensure we can accept international payments. We will have check with our financial institution. However, we did add the different countries to our drop-down list. 
• 
• Work on hiding the enroll button for the community health team for their 3rd party vendor payments. 
  • Joel will let us know when this has been updated. 
• ANCC Credit Mapping - it was mentioned this was pushed through roughly two weeks ago. 
  • Diana checked and noticed the PhD is not mapped, could this be because it is assigned to APA? 
• Expired RSS not falling off the pending activities tab - Dave mentioned that this was bumped up by Joel. 
• Art of Communication and Community Health teams are both interested in the Parent/Child course displaying the allowed number of enrolled people/users and to also display if the class is full. 
  • Dave stated he discussed this with Joel and they are looking into it. He believes there is an older ticket. Joel will also bump this up with the product team. Cheryl/Heather will put in a ticket for what we are hoping to see. 
• Community Health - We would like to make the suggestion to add a "home" button so they are able to get back to their home page instead of just the catalog. 
• Catalog: 
  • We would like Community Health to have their own "category" area. Dave is looking into if we can rename the current category as a "string override". If we can, we will rename that section to Community Health Category and add in a new one section to put-on top as CME/CE Category. (Naming still being discussed) 
  • We removed the status section of the catalog due to it not displaying correctly.
• Dave stated to go ahead and reach out to ACCME to close the previous activities.
  • Patty and Heather will email ACCME regarding these activities and ensure they are closed 
• Heather and Patty will award credit to 3 users that are on the failed credit report. 
• Verify the catalog questions:
  • Can we string override a catalog name? 
  • Can we add a new section at the very top?
• ANCC Credit Mapping:
  •  Diana checked and noticed the PhD is not mapped, could this be because it is assigned to APA? 
• Is there a way to access all Core tickets?
• One of the updates we did was the menu link, when you click "course catalog" in the menu option, it will now go directly to the "list view" instead of the catalog view. 
• We are planning to discuss with the Community Education team regarding creating a new "catalog" area to tag just community education, this way it will not blend in with ours, like it is now.
• Dave is looking into see if we can have "catalog" and then "community education". If so, we will proceed to next steps, if not, we will rediscuss our next option. 
• ANCC Credit Mapping - Dave was not on the meeting last week - he will get an update on our ticket and provide one next week.
• There are multiple old activities (2022 - current) that have duplicated and reopened.
• We have discussed with Dave and EthosE several times, he was unable to provide us an update, today, but he said he will email us later this week.
• Patty and I plan to work on closing activities starting next week. 
• We discussed how users were able to enroll in a activity that was already closed. Dave will look into this and we will discuss on 01.07.2025)
• We have different learning groups (LG) using the max enrollment option. When enrollments are full, a user is then able to join a wait list. 
  • However, for instance, the Community Health team uses parent/child to set up their courses. 
  • From the parent course, you cannot tell a course is full until you open up the child course you are interested in. We asked if somehow the parent Register Status area could show "full" when the course is full. 
    • Dave said he would look into this and let us know. 
• I asked if there was a way the available credit could show all credits, we are offering INSTEAD of us manually entering in this information to display. 
  • Dave stated he thinks we could have it display that way if we wanted. 
    • We will discuss with Penny before making changes. 
• ANCC Credit Mapping - Dave will check the status and provide an update next week (01.07.2025)
• There are multiple old activities (2022 - current) that have duplicated and reopened.
• Dave will check into this and let us know the status at our meeting next week.

Recap Video: