The CE Broker Credential Tracker was previously CE Broker’s Heartcard feature. For users with a Professional, Pro+, or Concierge account, the Credential Tracker is designed to simplify how you manage your professional licenses, certifications, and other expirable credentials. You can easily upload, track, and receive reminders for your important compliance documents, ensuring you never miss an expiration date. For users that have previously added Heartcards, they will automatically update to the credential type: Certification.
Please note: The Credential Tracker should not be used to report Continuing Education (CE). If you need help reporting CE, please read this article.
Accessing Credential Tracker
You can access Credential Tracker in two convenient ways:
1. Profile Settings: Navigate to your Profile Settings and select Credential Tracker.
2. Credential Tracker Tab: Once you log in, click the Credential Tracker tab to manage your credentials.
Key Features and Capabilities
Here’s how Credential Tracker can help you stay organized and compliant:
1. Add Licenses, Certifications, or Other Credentials
- Licenses: Enter the license name, number, and expiration date to keep track of your professional licensing information.
- Certifications: Add the name, certification number, and expiration date for any certifications you need to maintain.
- Other Credentials: Use the Other option for any additional credentials you’d like to track. Just input the name, number (if applicable), and expiration date.
2. Upload Documentation:
- Securely upload and store documentation for each credential in one centralized location. This ensures that all your important documents are easily accessible with the details readily accessible whenever you need them.
3. View Credential Status:
- Credential Tracker helps you quickly check the status of each credential:
- Current: Up-to-date Credentials.
- Expiring Soon: Credentials that are approaching their expiration date.
- Expired: Credentials that are past their expiration date and need immediate attention.
4. Receive Expiration Reminders:
- Stay ahead of your credential deadlines with automatic reminders sent to you 120, 90, 60, 30, and 15 days before your credentials expire. This gives you ample time to renew and avoid any disruptions in your professional compliance.
Benefits of Using Credential Tracker
- Centralized Management: Keep all your credentials and documentation organized in one place.
- Automated Reminders: Never worry about forgetting an expiration date again.
- Easy Updates: Quickly update or renew your credentials with ease.
Start using Credential Tracker today and enjoy peace of mind knowing your professional compliance is always on track!