Manage the complete workflow.
- Review CE entries by agency member
- See course names, dates, categories, and completed hours
- Keep member-controlled per-agency sharing intact
- Filter the roster to members with shared CE records
Review continuing-education records members choose to share.
Included in the $1.99 per-member agency plan.
Built for administrators to manage and, where applicable, for approved members to use from the Pocket Protocols app.
Real screens from the agency portal and the Pocket Protocols member experience.
Configure the workflow in the agency portal, choose who can see it, and publish the result to approved app members.
We verify every agency setup before creating the organization.
Request verified setup