Summary: The Board of Registered Polysomnographic Technologists (BRPT) is transitioning to a new customer relationship management (CRM) platform on Nov 14 to enhance support for its credential holders. The new system will streamline processes such as secure payments, direct communication, and exam tracking, as well as provide personalized dashboards to reduce administrative burdens for exam and recertification applicants. Credential holders will need to create new log-ins, and any incomplete or pending applications in the old system must be finalized before the transition.
Key Takeaways:
- Streamlined Processes: The new CRM system aims to simplify the credentialing process by offering real-time exam results, secure payment processing, and personalized dashboards that flag missing application details.
- Transition Requirements: Credential holders will need to create new log-ins, and pending applications in the current system must be completed before the new platform goes live on Nov 14.
- Data Purge Notice: As part of the transition, older supporting documentation submitted before Jan 1, 2019, will be purged from the system, requiring users to update their records as needed.
The Board of Registered Polysomnographic Technologists (BRPT) is converting to a new customer relationship management (CRM) platform, launching on Nov 14, to better support credential holders.
This new CRM system will provide several tools to enhance BRPT credential holders’ experience, according to a release from the BPRT. These include the following:
- An integrated secure payment processor.
- Communication with credential holders and exam applicants directly within the portal, which means direct communication from BRPT within the CRM.
- A custom dashboard that identifies any missing details or documents for exam or recertification application(s) which reduces the administrative time during application and recertification processes. This will reduce lag time for those who are approaching the deadline to recertify and/or may be missing information, such as a current BLS certification, CEC documentation, etc.
- Real-time exam results with direct access to the Pearson VUE portal.
- Powerful tracking tools that will capture your activity history with all inbound and outbound credential holder and BRPT communications.
- Easily updatable passwords and contact information.
CRM Launch – Changes and Transition Processes
All applicants and credential holders who have a log-in with the current CRM platform will be required to create a new one once the new system goes live. Instructions on how to do so will be available to you on the log-in screen.
Any incomplete or previously saved applications will no longer be available after the launch. The BRPT notes that users who have a pending application in the current system that was submitted within the past year and are awaiting supporting documentation should check their email. The BRPT staff has already contacted everyone, with pending or incomplete documentation, with instructions to finalize their application or payment.
As part of the launch, old CEC uploads from past recertification cycles and application-supporting documentation submitted prior to Jan 1, 2019, will be purged.
“We’re very excited to introduce this new updated CRM system. Please stay tuned for any updates we may have in the coming days,” reads a release from the BRPT.
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