Review the activity
Organizations or clinicians submit an activity and supporting materials. Staff define only the approvals, contact hours, completion rules, and tracking details that have actually been authorized.
CE operations, connected
One record from review to reporting.
Credenza gives Tailored CE a secure co-sponsorship portal for managing healthcare education activities, learner requirements, evaluations, certificates, and CE Broker reporting.
Built around responsible operations
Clear rules before automation.
No certificate before requirements are met
No invented approvals, hours, or tracking numbers
No Accepted status without a successful response
No credentials exposed in the portal or Zapier logs
A continuous operating record
Move each activity forward without losing context.
Credenza connects the decisions, evidence, and statuses staff need across the full co-sponsorship lifecycle.
Verify learner completion
Credenza associates completion, assessment, and evaluation data with the correct learner and approved activity—whether it arrives from LearnWorlds through Zapier or directly through the portal.
Issue with control
Once every configured requirement is satisfied, the portal produces a branded certificate with approved fields, a unique ID, and a durable audit history.
Report and reconcile
Eligible records enter a controlled CE Broker queue with duplicate protection, response retention, safe retry handling, and a manual fallback during integration validation.
Certificate control
Approved details in. Auditable certificates out.
Generated PDFs can include the learner, activity, completion date, approved contact hours, Tailored CE details, and applicable CE Broker tracking number—never unapproved data. Authorized corrections and revocations preserve the record.
Unique certificate ID
Branded downloadable PDF
Requirement gate
Correction and revocation history
Evaluation insight
Configure mobile-friendly questions, inspect individual submissions, and export aggregate results.
Practical integrations
Use relevant LearnWorlds events and Zapier while clearly identifying any secure XML middleware needed for CE Broker Web Services.
Implementation packages
Scoped to your CE workflow.
Because activity volume, LearnWorlds configuration, and CE Broker connectivity vary, Credenza uses tailored implementation pricing rather than publishing speculative fees.
Portal foundation
Custom scope
For direct activity intake, learner tracking, evaluations, certificates, audit records, and staff-reviewed exports.
- Workflow configuration
- Branded certificate setup
- Staff and submitter access
Connected operations
Custom scope
For teams adding LearnWorlds, Zapier, secure middleware, and tested CE Broker submission workflows.
- Everything in Portal foundation
- Integration mapping and testing
- Automated queue with manual fallback
Operational questions
Designed for careful CE administration.
Give every CE record a clear next step.
Map your activity review, learner completion, certificate, and reporting requirements into one controlled Credenza workflow.
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