AANP Certification Board Integration
VIDEO TRANSCRIPT | Recorded: 2025-12-19 | Verify against current system state
Abstract¶
This session covers the integration between AANP and the AANP Certification Board (AANP-CB), a separate organization that certifies nurse practitioners. Jeff explains the historical relationship between the organizations, the cert member tool used by both AANP and CB staff, the membership verification API, and the CE Tracker data sharing feature that allows members to opt-in to sharing their CE credits directly with the certification board. The session also covers the biannual reporting process and Cloudflare Zero Trust access considerations.
Key Procedures¶
AANP-CB Background¶
- AANP-CB (American Academy of Nurse Practitioners Certification Board) was originally part of AANP and split off
- AANP rebranded from "American Academy" to "American Association of Nurse Practitioners"
- AANP-CB retained the original "American Academy" name
- Very close relationship - offices were previously in same building as AANP headquarters
- Provides certification that nurse practitioners have completed education requirements for license renewal
- Certification required every 5-6 years for nurse practitioners
Member Benefits Connection¶
- AANP memberships provide CE credits through:
- Conference registrations (on-demand and in-person)
- CE Center courses via InReach
- CE credits apply to certification requirements
- AANP-CB verifies completion and handles relicensing for next certification cycle
Integration Points¶
- Cert Member Tool - Backend application for staff verification
- Membership Verification API - Real-time and batch sync
- CE Tracker Data Sharing - Opt-in feature for members
- Biannual Reporting - Database comparison reports
Notable Statements¶
- 0:00:09 "AANPCB is actually the American Academy of Nurse Practitioners Certification Board. They were originally a part of AANP and split off."
- 0:00:35 "What they do is provide a certification that nurses have completed their education requirements to keep their license."
- 0:05:11 "We created a AANP certification board that allows for members to opt in to sharing their CE tracker data directly with AANP certification board."
- 0:07:15 "This is the first tool that we ever came up with for the certification board team... it allows them to do some very minimal tests."
- 0:09:55 "This tool is very important to the certification board team. If it goes down, we hear about it very quickly."
- 0:11:07 "The certification board is a completely separate organization. They have their own website. They have their own login. This is not an OAuth into AANP's login."
- 0:13:13 "The same API is used overnight as a batch sync. They will call out to our system and just say, hey, whose records have changed since the last time I checked?"
- 0:17:05 "There is a teamwork task. There's a template that you can use, and it has all the steps, all the scripts that you need."
Systems & Configurations¶
Systems Mentioned¶
- AANP-CB (Certification Board - separate organization)
- Cert Member Tool (staff verification interface)
- Cert Web Service (membership verification API)
- CE Tracker (credit consolidation in InReach)
- AANP-CB CRM (built by Prestige Tech)
- Cloudflare Zero Trust Access
Integration Architecture¶
| Component | Flow | Purpose |
|---|---|---|
| AMS (Aptify/Salesforce) | → Cert Web Service | Source of member data |
| Cert Web Service | → AANP-CB CRM | Membership verification API |
| InReach CE Tracker | → Cert Member Tool | CE data visualization |
| Cert Member Tool | ← Staff access | View/verify CE data |
Cert Member Tool Features¶
| Feature | Description | Users |
|---|---|---|
| Member Search | Search by name, view basic info | AANP & CB Staff |
| Membership Verification | Green icon indicates active member | CB Staff |
| CE Tracker View | View opted-in member's CE data | Both |
| PDF Export | Print CE data for upload to CB system | CB Staff |
| Date Range Filter | Filter CE activities by date | Both |
API Endpoints¶
| Endpoint | Use | Trigger |
|---|---|---|
| Real-time Verification | Staff checking member discount eligibility | Manual lookup |
| Batch Sync | Overnight sync of changed records | Scheduled nightly |
| CE Tracker Data | Retrieve CE activities for opted-in members | Staff request |
Specific Configurations¶
| Item | Value/Setting | Timestamp | Notes |
|---|---|---|---|
| Cert staff web user role | Required for access | 0:03:33 | Aptify web group |
| Member ID verification | Exact match required | 0:12:01 | First name + last name + member number |
| Report frequency | Biannually | 0:15:47 | For CB board meetings |
| Report turnaround | ~2 days | 0:17:24 | Using Teamwork template |
Credentials/Access Mentioned¶
- 1Password: Cert board login credentials
- AANP staff with cert board web user group role
- Cert staff member login (separate from AANP)
- Cloudflare Zero Trust (may be removed due to license costs)
Errors & Troubleshooting¶
- Issue: Member not showing as eligible for discount
- Cause: Name or member ID mismatch between AANP and CB profiles
- Resolution: Ensure first name, last name, and member number match exactly in both systems
-
Timestamp: 0:12:01
-
Issue: New CB staff needs access quickly
- Cause: Most common support request - new hire onboarding
- Resolution: Add cert board web user group role to their Aptify account
-
Timestamp: 0:10:01
-
Issue: CE Tracker view icon not appearing
- Cause: Member has not opted in to data sharing
- Resolution: Member must opt in via account.aanp.org → Education → AANP-CB Data Sharing
-
Timestamp: 0:08:33
-
Issue: Cloudflare Zero Trust license exhaustion
- Cause: CB staff count exceeds available licenses
- Resolution: Consider removing Zero Trust for CB; rely on username/password with web user role
- Timestamp: 0:17:44
CE Tracker Data Sharing¶
Member Opt-In Process¶
- Member logs into account.aanp.org
- Navigate to Education section
- Click "AANP-CB Data Sharing"
- Accept consent form to opt in
- CB staff can now view their CE data directly
Benefits¶
- Members don't need to export/email/upload CE certificates manually
- CB staff can verify CE credits instantly
- Speeds up certification renewal process significantly
- Very popular member benefit
Data Visible to CB Staff¶
- Summary of total approved hours
- Full list of CE activities
- Activity dates and credit types
- Export to JSON or PDF available
Biannual Reporting Process¶
Overview¶
- Requested twice per year for CB board meetings
- Usually 2 weeks notice before needed
- Compares CB database to AANP database
- Identifies current membership status for all CB records
Process Steps¶
- Receive CB database export (all their nurse records)
- Match records to AANP system
- Verify current membership status for each
- Generate report with membership verification results
- Deliver to CB team
Resources¶
- Teamwork template available with all scripts and steps
- Approximately 2 days to complete
- Scripts included in template
Support Path Changes¶
Recent Changes (Late 2024)¶
- Previous CB contacts no longer at organization
- Need to establish new contacts
- Verify if Prestige Tech still involved (CB's development consultants)
- Update documentation with new contact information
Internal Contacts¶
| Role | Responsibility |
|---|---|
| AANP IT | Integration maintenance, API support |
| AANP Membership | Member-facing support |
| AANP Education | CE Center/InReach coordination |
Transcript Gaps & Quality Notes¶
- Recording from live knowledge transfer session
- Duration: ~18 minutes
- Presenter: Jeff Sikes
- Some speaker attribution issues in transcript
- References documentation that may need updating due to CB staff changes
- Audio quality: Good