Report credit to CE Broker

Licensed learners such as nurses, therapists and pharmacists need their completed credit in CE Broker, the system many state boards use to track continuing education. Sessionboard Learning builds the roster for you: every earned credit on a course you report, matched to the learner’s license number.

Note

Every plan collects license numbers and builds the roster you upload in CE Broker. On Sessionboard Enterprise, credit goes to CE Broker on its own once your live CE Broker account is connected.

Before you start

• You need your CE Broker provider number (it looks like 50-1234).
• Each course you report must already be approved in CE Broker, with its course number (it looks like 20-123456).
• The course must carry credit. See Offer credit on your courses.

Set up CE Broker

Open CE Broker reporting

Go to Credits. Under CE Broker reporting, select Set up CE Broker.

Enter your provider number

Enter your Provider number. Add a default Profession (for example RN). It is used when a learner hasn’t given theirs.

Number your courses

Each course that carries credit is listed. Enter its CE Broker course number. Leave a course blank to keep it out of CE Broker reporting.

Save

Select Save.

Collect license numbers

CE Broker matches credit to a license, never to an email address. A learner’s license is their license number, its two-letter state and their profession.

• Learners add it themselves. On your learning site, My progress shows Your license for CE Broker with the reason they need it. They enter it once and can change it later.
• You can add it for them. Go to Learners, open the learner, and fill in Member and license.

Check what’s ready

Credits › CE Broker reporting shows each earned credit on a numbered course, with its status:

• Ready: the learner has a license and the course has a number.
• Missing: something is missing, and the row says what, for example “No license number”.
• Reported: already sent. It is never sent twice.
• Not accepted: CE Broker refused it, with CE Broker’s reason. Fix the reason and it is sent again next time.

Download the roster

Ready rows wait in the list until you download them. Then:

Download the roster

Select Download roster (XML). You get one file in CE Broker’s upload format with every ready row.

Upload it in CE Broker

Sign in to CE Broker’s provider portal and upload the file.

Select Download CSV for a readable copy of every row, for your records.

Reporting on its own (Enterprise)

On Sessionboard Enterprise, once your live CE Broker account is connected, a learner’s credit goes to CE Broker on its own as soon as they have a license and finish a numbered course. Send now sends anything still waiting.

On other plans, Send automatically · Enterprise sits next to the download buttons. Select it to see the plans; until then, download the roster as above.

Before the live account is connected, Report to CE Broker runs in practice mode: it says how many CE Broker would accept, and nothing is sent or recorded, so the rows stay Ready.

Ask can help

Ask Ask how many credits are ready for CE Broker, or which learners still need a license number. Say “export my CE Broker report” and Ask hands you the roster file to upload, on every plan. Ask counts first, and a person sends anything to CE Broker.