Video Transcript
As an administrator, you can use the Skills and Competency Manager to create tailored skill groups to train and onboard new hires faster and more efficiently.
In this video, we’ll review how to create a skill group.
Start by logging into your Medbridge account and navigating to My Practice, Skill Administration. Click on the Skill Group tab at the top of the page to view a list of existing Skill Groups. On this page, you will see the Skill Group title, the number of skills within the Skill Group, as well as action buttons. If you do not have any previously created skill groups, you will be prompted to create one using the button at the center of your screen.
To create a Skill Group, click on the blue Create Skill Group button. This will bring you to the Skill Group Creation page. Start by typing the name of the Skill Group. To help track Skill Group versions, it’s recommended to include a descriptor, applicable disciplines, and a version number when naming your group.
Then, you can start adding skills to the group. You can search for skills by using the search bar and then scrolling down the page to see if any results appear. You can also scroll down the page and open any category drop down menus to see if they contain the skills your organization needs. Note that searching will look at skill names, but not category names. If you would like more information about a skill, use the drop down menu on the selected skill. Select individual skills to add to your skill group by clicking the checkbox to the left of the skill. If you would like to select or deselect all skills from a category, use the select and deselect buttons in the upper right of each category.
If you do not see the skill you are looking for, click on the Request New Skill button in the upper right of the page. Enter the name of the skill you are requesting and any additional details, including what category the skill belongs in, in the message box. Once you are finished adding skills to your skill group, click save and return to the Skill Group page.
If you need to make additional edits to your skill group, such as changing the title or adding or removing skills, click on the edit button. Note that once a skill group has been assigned to users it can no longer be edited.
When your skill group is complete, it can then be assigned to your staff from the Clinicians tab.
If you would like to create a new Skill Group based on an existing group, you can use the duplicate button. This will make a copy of the existing group that can be edited without affecting previous assignments. Previously assigned clinicians will not be impacted and the new group will not be assigned to them.
To delete a Skill Group, click the delete button.
Note that if a Skill Group has already been assigned, you will not be able to edit or delete the skill group until it has been unassigned from all clinicians. If you need to update a checklist that has already been assigned to clinicians, it’s best practice to duplicate the existing checklist, make the needed edits, and reassign it.