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Add Application

Modules>Accreditation>Accreditation Area>Add Application

When you click the Add Application group link, the Add-Accreditation Area page opens. In netFORUM, an accreditation application is also an accreditation area. Add an Application or Accreditation Area when an organization wants to apply for an accreditation program.

To add an Accreditation Application, use the following steps:

1. Go to Modules>Accreditation>Accreditation Area>Add Application. The Add-Accreditation Area page opens.
2. The AddAccreditation Area page is divided into three sections:
   • Accreditation Application
   • Accreditation Application Fees
   • Payment Information
3. Fill in the fields in the Accreditation Application section as described in the table below:

   Field	Required	Description
   organization	Required	Enter the first few letters of the organization name and select your organization form the list of matched or click the look up button to search the List - Organization page.
   address info, phone, fax, e-mail	Optional	This information populates automatically when you select an organization.
   accreditation name	Required	Select the accreditation that this organization is seeking from the drop-down list.
   type	Required	Select the accreditation type form the drop-down list. The type determines the statuses that are available in the status drop-down list.
   status	Required	Select the status form the drop-down list.
   start date	Optional	Enter the date that the accreditation becomes valid.
   end date	Optional	Enter the date that the accreditation expires.
   chief administrative officer	Optional	Select the name of the chief administrative officer, if it is available.
   chief medical officer	Optional	Select the name of the chief medical officer, if it is available.
   chief executive officer	Optional	Select the name of the chief executive officer, if it is available.
   survey contact person	Optional	Select the name of the contact person for the survey, if it is available.
   decision letter recipient	Optional	Select the name of the chief administrative officer, if it is available.

4. In the Accreditation Application Fee(s) section, click the check boxes beside all of the fees that apply. Click the Total button to see the total of all the fees you selected.

   Note: Fees do not appear until you select an organization and an accreditation name.

5. Fill in the fields in the Payment Information section as described in the steps below:
   • Edit the fields in the Payment Information section as described in the table below. Depending on the type that you choose, you may see some but not all of the fields listed in the table below.

     Field Name	Required	Description
     batch: drop down	Required	Select an existing batch from the drop-down list or add a new batch by clicking the add icon.
     po number	Optional	Enter a po number. Enter up to 50 characters, numbers or letters.
     type	Required	Select the type of payment from the drop-down list. Depending on what type you select, you will see some or all of the fields below.
     transaction date	Required	Enter or select a date for the transaction.
     payment method	Required	Select a payment method from the drop-down list. Depending on what payment method you select, you see some of the fields in the table in step 3.
     # of installments	Required	Enter the number of installments necessary to complete the payment.
     frequency	Required	Select the frequency of the payment installments.
     proforma?	Optional	Click this check box if the payment is proforma.
     invoice terms	Required	Select the invoice terms from the drop-down list.
     first payment date	Optional	Enter or select the first payment date for installment payments.
     notes	Optional	Click the notes icon to open the Invoice Notes page. On the Invoice Notes page, you can enter internal notes for users of iWeb and external notes for users of eWeb.

   • Fill in the fields in the payment method pane as described in the table below. Depending on the payment method you choose, you see some of the following fields but never all of them.

     Payment Method	Field Name	Required	Description
     cash	reference number	Optional	Enter an optional tracking number for cash payments.
     check / TeleCheck	name on check	Required	Enter the full name on the check.
     check / TeleCheck	check number	Required	Enter the number on the check.
     TeleCheck	account number	Required	Enter the checking account number.
     TeleCheck	routing number	Required	Enter the nine-digit routing number.
     credit	cardholder's name	Required	Enter the full name on the card.
     credit	card number	Required	Enter the full credit card number.
     credit	expiration date	Required	Select an expiration date.
     credit	CVV	Optional	Enter the credit card security code from the back of the card.
     credit / TeleCheck	cc/check street address	Optional	Check the existing address.
     credit / TeleCheck	cc/check city	Optional	Check the existing city.
     credit	cc/check state & zipcode	Optional	Check the existing city and zipcode.
     TeleCheck	cc/check zipcode	Optional	Check the existing zipcode.
     TeleCheck	drivers license number	Optional	Enter the check holder's drivers license number.
     TeleCheck	social security number	Optional	Enter the check holder's social security number.
     credit / TeleCheck	cc/check email	Optional	Check the existing email address.

6. Click the Save button to add the Accreditation Area and go to the Accreditation Area Profile. Click the Cancel button to return to the previous page without adding the Accreditation Area.