PDA Provider Webinar

NEW NCCAOM® PDA CERTIFICATEand Online Distribution Process

Mina Larson, M.S., M.B.A., CAEChief Executive Officer

Jennifer Nemeth, M.Ed.Director of Continuing Education

Ruosi Lee, MSOMPDA Coordinator

July 31, 2019

QUICK PARTICIPATION TIPS

PRESENTERS

PRESENTATION OBJECTIVES

Meet NCCAOM’s New! Chief Executive Officer and learn about our new Value Proposition for our PDA Providers.

Identify how NCCAOM’s Mission, Vision and Strategic Goals support Diplomates and Providers.

Learn about NCCAOM’s rebranding campaign and coming soon the New! NCCAOM® PDA Digital Badge to promote your providership and courses.

View the New! NCCAOM® PDA Certificate and explore the fully automated PDA certificate distribution process.

MINA LARSON, M.S., M.B.A., CAENCCAOM CHIEF EXECUTIVE OFFICER

Over 20 years of successful & productive government & non-profitwork with eight years in association leadership position.

Sixteen years of institutional internal knowledge of NCCAOM &external knowledge of the AOM field (national & state leaders).

Worked with 38 states throughout career at NCCAOM resulting infive practice acts and 14 states adding NCCAOM exam(s) or NCCAOM certification.

Co-creator and implementer of Vision 2020 resulting in greater efficiencies and relocation to Washington D.C. with emphasis on NCCAOM advocacy and public relations.

NCCAOM MISSION

To assure the safety and well-being of the public and advance the professional practice of acupuncture and Oriental medicine by

establishing and promoting national evidence-based standards of competence and credentialing.

NCCAOM VISIONAcupuncture and Oriental medicine provided by NCCAOM credentialed

practitioners will be integral to healthcare and accessible to all members of the public.

NCCAOM STRATEGIC GOALS

Distinguish NCCAOM as expert source for competency and its credentialing as the gold standard for certification of Acupuncturists

Advance professional opportunities for NCCAOM National Board-Certified Acupuncturists™

NCCAOM

NCCAOM Board-Certified Acupuncturist™

NCCAOM® PDA PROVIDER DIGITAL BADGE

✓ Electronic Logo

✓ When clicked on, the badge opens to showcase the Providership, courses, and other information about the Provider’s continuing education efforts.

✓ Post to website, email, resume, etc.

Coming in 2020

In recognition of PDA Providers who partner with NCCAOM to provide qualitycontinuing education courses that assist Diplomates to meet national standardsof continued competence in acupuncture and Oriental medicine.

NCCAOM PDA CERTIFICATE OF COMPLETION

AUTOMATION BENEFITS

✓ Streamlined time-saver system that creates and distributes the NCCAOM® PDA

Certificate of Completion.

✓ Build a PDA Certificate template in your Provider Home Page.

✓ Distribute the PDA Certificate online directly to all participants.

✓ Automated email system to notify participants.

✓ Providers have their own Master PDA Certificate list with the ability to

re-send a certificate if needed.

✓ Eliminates the Word version of the PDA Certificate and manual tracking system.

PDA CERTIFICATE DISTRIBUTION PROCESS

NCCAOM® PDA

Certificate of Completion

Distribution Instructions

PDA ProviderProfile Page

STEP 1:

PDA

CERTIFICATE

TEMPLATE

✓ Upload a PDA Provider logo (optional).

✓ Upload the Responsible Party’s signature (required).

✓ Upload other approvals (optional).

✓ Click the orange button ‘Submit Request’.

✓ PDA staff will review for approval. Turn-around time is approximately

one week.

✓ The RP will be contacted if adjustments are needed.

STEP 2:

EMAIL THE

PDA CERTIFICATE

Individual or Bulk Distribution?

PDA Certificates must be distributed

to the participants within two

weeks of the course completion.

Individual Distribution

✓ Complete all required fields.

✓ The PDA points and

recertification category will

automatically be

displayed at the bottom.

✓ Click ‘Email Certificate” and

the PDA Certificate will be

automatically emailed to the

attendee.

Bulk Certificate Distribution

The bulk distribution option allows the PDA Provider to

email multiple participants at one time. Each

attendee will receive their individualized NCCAOM®

PDA Certificate of Completion via email.

The first step is to enter all participant information into

an Excel spreadsheet called the NCCAOM® PDA

Attendance Record.

PDA ATTENDANCE RECORD

▪ This specific Excel spreadsheet MUST BE USED and NOT MODIFIED.

▪ Multiple courses may be entered in the spreadsheet by changing the course number.

▪ Enter attendee information and save to your computer.

▪ The maximum limit is 500 attendees per upload.

Bulk Certificate Distribution

✓ To upload the PDA Attendance Record

information into the system, click on the center

box (# 2) “Upload Attendance Record Template”.

✓ To send all the certificates, click on the box (#3) at

the right, “Email Certificates”.

STEP 3:

MASTER PDA

CERTIFICATE LIST

Green ribbon icon:

Certificate emailed successfully

Envelope icon:

Saved copy of the PDA Certificate.

May resend certificate if a duplicate

is requested.

STEP 3:

MASTER PDA

CERTIFICATE LIST

Red ribbon icon:

Certificate was NOT

emailed

Fix the error and resend the Certificate

via individual OR bulk distribution

(create a new PDA Attendance

Record for upload).

PHASE THREE

JANUARY 2020

LINKING THE PROVIDER’S APPROVAL OF PDA COURSE

COMPLETION TO THE

DIPLOMATE’S EDUCATIONAL RECORD

Jennifer Nemeth, Continuing Education Director

Ruosi Lee, PDA Coordinator

pda@thenccaom.org