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Maintaining your NCP Certification Copyright© 2016 by the Electronic Check Clearing House Organization Continuing Education 2016 Program Overview Presented by: Robin Tucker Operations Coordinator – ECCHO [email protected] 214‐273‐3218

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Maintaining your NCP Certification

Copyright© 2016 by the Electronic Check Clearing House Organization

Continuing Education2016 Program Overview 

Presented by: Robin TuckerOperations Coordinator – ECCHO

[email protected]‐273‐3218

NOTICES

This presentation and the information contained herein is not intended as legal or compliance advice or recommendation to any person or company.  This document could include technical inaccuracies or typographical errors and individual users are responsible for verifying any information found in this presentation and related “live” webinar or webinar playback.  

NCP®, the NCP® Logo, and the NCPC Program are trademarks or registered trademarks of the Electronic Check Clearing House Organization.

ECCHO® and the ECCHO® Logo are registered trademarks of the Electronic Check Clearing House Organization.

2NCP Continuing Education Program

Overview

Now that you’ve passed the exam and earned the NCP designation, what’s next?

Maintaining your NCP Certification

3NCP Continuing Education Program

Session Topics

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• NCP CE Credit –What is Required?–ECCHO NCP Workshops–Sources for NCP Credits

• Navigating the ECCHO Website–Finding Credit Sources

o Free Credit Recap–NCP Portal

o Updating Contact Informationo Checking NCP Statuso Filing NCP CE Credits

• Audit Process

NCP CE Credit Requirements

What Is Required?• The CE requirement for the NCP Certification is:

50 CE Credits and 3 ECCHO Workshops over 5 Years

• 50 minutes of education = 1 credit – 1 Hour (60 Minutes) equals 1.2 credits

• The maximum number of credits in any year is 30.– Anything over 30 credits cannot be carried over to the next year.– Any credits taken over the 50 total required

cannot be carried over to the next certification period.

• Credits can be earned as early as April 1st of the year in which the exam is passed.

6NCP Continuing Education Program

ECCHO NCP Workshops• Three ECCHO NCP Workshops are required in a 5 year term• Workshops are offered 3 times annually

– Targeted for May, August and November– Typically 90 minute webinars

• A maximum of 2 Workshops per year will be recognized

• In order to get recognized for Workshop participation, you must be the purchaser of the Workshop. – “Piggy-backs” are allowed but are only eligible for CE credit and will

not count as one of the three Workshops needed.– If you are the purchaser of the workshop, you will not need to enter

the session when filing credits, the entry is made upon purchase.– If you are listening for CE credits you will need to submit as a normal

CE session

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Questions

8NCP Continuing Education Program8

Questions Regarding NCP CE Requirements and ECCHO Workshops?

Sources for NCP CE Credits

Sources for NCP CE CreditsPre-Approved Sessions• Sessions submitted to ECCHO by our training partners and providers as

sessions which include NCP Education topics. • Pre-Approved sessions are posted as they are accepted by ECCHO• The cost of these sessions will vary depending on the provider

Sessions which are not pre-approved• Credit eligibility will be based on inclusion of NCP Education Topics

which mirrors the topics that were on the Exam• Educational Sessions may include conferences, industry group meetings,

webinars, lunch-and-learn sessions, in-person meetings to name a few.• You are responsible to maintain documentation for these sessions for a

period of 2 years.

To find the Education Topics:ECCHO Home Page NCP Education Topics

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Sources for NCP CE CreditsAdditional Credit Resources

• Instructors/Speakers will receive double Credit – Max of 15 Credits/year• Be a Guide - 1 credit per 50 minutes of guidance – Max 5 Credits/year • 1 Credit per 500 words published – Max 10 credits/year• In-Person ECCHO Operations Meetings or Subcommittee (in-person)

meetings – 6 credits/meeting• ECCHO NCP Class Instructor Certification – Max 15 credits

What does NOT count?

• Sales Presentations• Product specific presentations• Career advancement training• Software training• Exhibit booth duty• ECCHO Subcommittee conference calls

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Questions

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Questions Regarding NCP Credit sources?

Navigating the ECCHO Website

Finding Credit Sources

Navigating the ECCHO Website

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Finding Credit Sources

Pre-Approved SessionsECCHO Home Page NCP Pre-Approved CE Credits

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Finding Credit Sources

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Upcoming Pre‐Approved Sessions – These are sessions that can still be purchased

Past Sessions – This is a full list of past sessions for reference but can no longer be purchased. 

OnDemand Sessions – are available at your convenience all year long. Please note: each on‐demand session can be counted for credit ONCE per 5 year period

Finding Credit Sources

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ECCHO Home Page NCP Maintain: Credit & Workshops

Finding Credit Sources

18NCP Continuing Education Program

Finding Credit Sources

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Forms & Guidelines: At the bottom of the page there is a listing of helpful forms.

NCP’s Credit Treasure Map: a map that shows where to find free NCP credits

Guide an NCP: Information on becoming a NCP Guide for new NCP’s

Meeting Schedule: A list of all the ECCHO meetings for the year.

Finding Credit Sources

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ECCHOInsights: List of complimentary webinars good for NCP Credits (each session can only be used ONCE in a five year period)

ECCHOEd: Educational webinars ranging from 15‐90 minutes

NCP Day Recording: each year the NCP day is recorded and posted here (each session can only be used ONCE in a five year period)

Pre‐Approved CE Sessions – Short cut to Pre‐Approved page

Finding Credit Sources

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Register Now: Register for upcoming Workshop

View what’s next and registerPurchase past ECCHO Workshops (Good for Workshop recognition) 

Free Credit Recap

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Becoming  a Guide – 5 Credits Per Year

ECCHOInsights – 8 Free Webinars 1.8 credits each ‐ 6.2 Credits total

NCP Day Recordings – 4 Free Webinars 1.2 credits each – 4.8 Total Credits

Free Credit Recap

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Community Service

Host sessions for double credit

ECCHO In‐person Ops Meetings

Internal Check Training

Piggy Back with other 

NCP’s 

Questions

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Questions on where to find NCP Credit sources on the ECCHO Website?

NCP Portal

Updating Contact Information

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Log into NCP Connect

Updating Contact Information

27NCP Continuing Education Program

Log into NCP Connect

Updating Contact Information

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Log into NCP Connect

Updating Contact Information

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Update Information

Check Status

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Check your status

Certification Period Status Remaining Credits 

Required Remaining Workshops 

Required

Credits Acquired Workshops Attended Credits Allowed Workshops Allowed

Filing NCP CE Credits

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2. Click on the “Enter CE Sessions” tab. Then click enter a new CE Session

Filing NCP CE Credits

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3. Enter Session Details:• Click “Provider” dropdown,

choose the provider for your Pre-Approved Session.

• Click “Session Date” dropdown, choose the date of the session

• Click “CE Session”, choose the session title

• The Credit Value will automatically populate

• If you were the speaker for the session, click the speaker box to get double credit

• Click Save

Filing NCP CE Credits

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1. Click on the “Enter CE Sessions” tab. Then click enter a new CE Session

Filing a Manual (not Pre-Approved) Session:

2. Click “Provider not Found”Even if the provider is listed but you know the session is not pre-approved, click provider not found.

Filing NCP CE Credits

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3. You will need the session details highlighted below

• Add the session date• Session type• Click the blue box if you were the speaker• Session Title• Session Description: the description should tell us which parts of the

NCP educational topics were covered in this session. If you are audited you will need to provide documentation of the content.

• Instructor/Speaker name• Minutes of Education – enter length of the session in minutes, the credits

value will be calculated for you.• Once complete, click save

Filing NCP CE Credits

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Filing a Recorded or On-Demand Session:1. Click on the “Enter CE Sessions tab. Then click enter a new CE Session

Filing NCP CE Credits

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2. Enter Session Details:• Click “Provider” dropdown, choose the provider for your

recorded Session.• Click “Session Date” dropdown, choose 01/01/2016• Click “CE Session”, choose the session title• The Credit Value will automatically populate• Click Save

Filing a Recorded or On-Demand Session:

Filing NCP CE Credits

37NCP Continuing Education Program

• The credit filing window is January 1- March 31

• Sessions may be entered throughout the year and will show in the “Pending Sessions” Box

• Once the filing window opens you will see a little blue box in the right hand corner that says “Pay Now to Submit”

• Once the fee is paid, the sessions will move to processed

• You MUST pay the filing fee and submit credits (by March 31st) for them to count for credit

• Please note: You may only submit once per year. After you pay the fee and submit, any sessions entered will go to pending until the following year. If you need to add to submitted sessions please reach out to us.

Entering Sessions throughout the year:

Pay Now to Submit

Filing NCP CE Credits

38NCP Continuing Education Program

Filing Fees:

• Annual Continuing Education (CE) Credit filing period is January 1 through March 31 the year immediately following the year in which Credits are earned. –

• Annual filing fees apply for all Credits filed. • Late filing fees are assessed for Credits filed after March 31st and prior to April 30. 

• These are in addition to the normal annual filing fee. 

Questions

39NCP Continuing Education Program39

Questions on how to file NCP Credits?

Audit Process

Audit Process

• Each year ECCHO will randomly select 50 NCPs whose Credits will be audited.

• Audits are for prior year Credit submissions. – NCP will need to maintain documentation for two 

year period.  • NCP will need to provide all required documentation supporting all Credits submitted for the year being audited  

• Any NCP chosen must participate in the audit and complete the audit within the timeframe specified as instructed or risk losing NCP designation. 

41NCP Continuing Education Program

Audit Process

42NCP Continuing Education Program

What kind of documentation do you need?

Pre‐Approved Sessions:Any session that is pre‐approved by ECCHO will only need proof of attendance since the content of the session is already approved.

Not Pre‐Approved Sessions:Sessions that have not been pre‐approved will need the content submitted as well as proof of attendance. 

• Email Confirmation of payment • Email Confirmation of registration• Travel Itinerary• Conference tracker form• Conference Sign‐in Sheet• Completion Certificates 

Acceptable proof of attendance:

Any of the following that describes session content:• Presentation• Marketing Flyer • Conference program • Anything directly from the provider 

describing session content

Acceptable proof of content:

Quick Links • ECCHO Website: https://www.eccho.org/home

• NCP Continuing Education Handbook: https://www.eccho.org/wordpress/wp‐content/uploads/Continuing‐Education‐3‐20151.pdf

• Pre‐Approved NCP CE Sessions: https://www.eccho.org/ncpc_pre_approved_ce

• NCP CE Credit & Workshop Center: https://www.eccho.org/ncpc_cont_edu

• NCP Education Topics ‐ https://www.eccho.org/ncpc_exam_blueprint?1

• NCP Directory ‐ https://www.eccho.org/ncpc_current_ncp_dir

• Guide Program: https://www.eccho.org/ncp_guide

• ECCHO Store: https://store.eccho.org/

• Partners and Providers Directory: https://www.eccho.org/ncp‐partners‐providers

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Questions

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Thank You

NOTICEThis NCPC program document contains copyrighted materials of its publisher.

These program materials may not be reproduced or published, in whole or in part, without the express permission of ECCHO.

Electronic Check Clearing House Organization3710 Rawlins Street; Suite 1075

Dallas, Texas 75219

Continuing Education Program