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Board previews CE Broker tracking platform; no vote taken
Summary
CE Broker/Propellus demonstrated a no-cost continuing-education tracking platform Aug. 20. Presenters described optional basic accounts, provider reporting, audit tools, a mobile app and staff-support services; the board did not take action but asked staff to explore procurement options and implementation constraints.
CE Broker, a Propellus company, presented Aug. 20 to the California Board of Naturopathic Medicine on a continuing-education tracking platform that the company described as a no-cost offering to boards.
Amanda Lipinski, CE Broker board consultant, said the platform connects board staff, licensees and CE providers; offers a free basic licensee account with an electronic course history; and provides optional upgraded professional and concierge accounts. Lipinski said the service is “a no cost offering to the board” and emphasized customer support, provider reporting, and platform customization to match board rules.
Deb Carter, CE Broker senior client-success manager, demonstrated the licensee transcript, reporting features and a board-side audit dashboard that allows the board to select audit samples, request additional documentation, and mark audits passed or failed. Carter showed that provider-reported courses appear in the licensee record and that self-reported courses require upload of supporting certificates.
Board members asked operational questions about whether the platform would be mandatory and how the audit process would handle licensees who did not enroll. Lipinski and Carter said the platform can be deployed as optional with voluntary adoption but that boards often require tracked accounts for audit workflow; they also said the vendor can accept full license files and manage audits for accounts that have not self-activated.
The board asked staff to assess procurement rules and whether the Department of Consumer Affairs’ information-technology unit could accommodate a third-party tracker. No motion was made; staff said they will follow up with DCA vendors and legal on contracting and implementation options.
