Interact Conference Files

Expenses - Continuing Medical Education 

05-15-2015 19:54

Within Travel and Expenses, no functionality exists to store, load, maintain, and track balances of allocated money for certain expense coverage. All such functionality is currently accommodated off-line via varying business processes ranging from paper based to excel spreadsheet.

To supplement Travel and Expenses, Kaiser Permanente added new functionality to accommodate the need to track CME's at an associate level.

The objective here is to detail the ways in which CME’s will be:
1. Balances to be different by Business Unit
2. Ability to Load and Override Balances into the system
3. CME configurable by Business Purpose
4. Ability for Employee's and Approvers to track Employee Allowance Balances
5. Need ability to auto-maintain and update balances
6. Reject the report when the reimbursement exceeds the allowance
7. Ability to support a grace period for each annual allowance
8. Facilitate the central review of balance activity by associate
9. Ability for merchant lobbies re-allocation percentage matrix

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pptx file
15053_Expenses - Continuing Medical Education.pptx   1.64 MB   1 version
Uploaded - 03-08-2023

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