Student Records

All certified students — click any row to view full record

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Total Students
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Active Certs
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Expiring 90 Days
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Added This Month
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eCards on File

Show columns

Name Email Phone City / State Certification eCard # Instructor Tuition Guidelines Date Issued Expires Actions
👥
No students added yet. Click "Add Student" to get started.

Add New Student

Enter student certification details below

✓
Student Added!
Record saved successfully.

Expiring Soon

Certifications expiring within 90 days, plus recently expired — color-coded by urgency

📧 Click Send Reminder to open a pre-written renewal email in your mail app. The email is addressed to that student and pre-filled with their certification details.
Urgency: 61–90 days 31–60 days ≤ 30 days Expired
NameEmailCertificationExpiresDays LeftReminder
✅
No certifications expiring within 90 days or recently expired.

By Certification

Student count per certification type

Staff Credentials

All instructor and clinical staff licenses — 60-day expiration alerts

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Total Credentials
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Active
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Expiring 60 Days
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Expired
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No staff credentials added yet. Click "Add Credential" to get started.

Add Staff Credential

Enter staff member licensing and certification details

Blended Enrollments

Live online learning records — AHA audit ready

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Total
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Active
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Completed
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Pending Skills Day
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Expired
StudentEmailCourseType TokenEnrolledProgress Post-TestStatusActions

Active / In Progress

Students currently working through online modules

StudentCourseTypeEnrolledProgressPost-TestStatusActions

Completed Students

Post-test passed — skills day issued or pending

StudentEmailCourseTypeStart DateCompletedPost-TestSkills DayActions

Expiring / Expired

Enrollments past or approaching 90-day access window

StudentEmailCourseEnrolledDeadlineDays LeftProgressActions

Manual Enrollment

For phone, in-person, or invoiced signups — set custom start date

💰 Payment / Finance

Blended Audit Log

Every action timestamped — CAPCE / AHA / LEMSA compliant

CE Enrollments

Standalone continuing education — California Title 22 & CAPCE compliant

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Total
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Active
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Completed
$0
Revenue
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CE Hrs Issued
StudentCourseCE HrsTypePriceStatusEnrolledCert #Actions

CE Active

Students currently in progress on CE courses

StudentCourseCE HrsProgressQuiz ScoreEnrolledActions

CE Completed

Certificates issued — ready for LEMSA submission

StudentCourseCE HrsQuiz ScoreCompletedCert #CE TypeActions

CE Manual Enrollment

Enroll a student directly — Stripe, cash, check, or waiver

💰 Payment / Finance

CE Audit Log

Every CE action timestamped — CAPCE / LEMSA compliant

Revenue Overview

Combined Blended + CE financial summary

$0
Total Revenue
$0
Blended Revenue
$0
CE Revenue
$0
Class Tuition
$0
Direct Students
$0
eCard Sales
$0
Net After Cost & Fees
$0
Unpaid / Pending
$0
Waived / Comped
Revenue by Course — All Categories
Monthly Revenue Breakdown

Blended Revenue

AHA blended learning financial detail

$0
Total
$0
Stripe / Online
$0
Manual / Cash
$0
Unpaid
StudentCourseTypeAmountPaymentPay StatusDateReference

CE Revenue

Standalone continuing education financial detail

$0
Total
$0
Stripe / Online
$0
Manual / Cash
$0
Unpaid
StudentCourseCE HrsAmountPaymentPay StatusDateReference

Export Reports

Download financial data for bookkeeping, tax records, and CAPCE reporting

All Revenue (Blended + CE)
Combined financial report — all courses, all payment methods
Blended Learning Revenue
AHA blended courses only — ACLS, PALS, BLS, ECG
CE Revenue
Standalone CE courses only — all 18 CE offerings
Unpaid / Pending Report
All records with pending or partial payment status
CE Audit Log (CAPCE/LEMSA)
Compliance audit trail — all CE actions with timestamps

Class Records

AHA course records — the roster an audit asks for

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Total Classes
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Draft
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Awaiting Approval
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Approved
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Roster Entries
DateCourseTypeInstructorLocation RosterExpectedTuitionStatusActions
📋
No class records yet. Click "New Class" to create one.

New Class Record

Course, date, location and instructor of record — the roster inherits all of it

Class Roster

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Aligned Instructors

Person records — credentials associate to these, classes point at them

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Total Instructors
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Active
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Credential Lapsed
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Classes Taught
NameEmailPhoneAHA Instructor ID AlignedCredentialsOnboardingClassesPortal LoginStatusActions
🧑‍🏫
No instructors yet. Click "Add Instructor" to get started.

Class Audit Log

Every change to a class record and roster — including after approval

Instructor Onboarding

Alignment and renewal progress. Record what you completed in person as well as what arrived online.

InstructorTrackProgress Waiting on youBlocked

Instructor Notices

Messages instructors see in their portal. Recurring notices must be acknowledged again at every renewal.

NoticeAudienceType Acknowledged

Public Calendar

Every listing on caliber-courses.html, across all instructors and affiliates

CourseWhenWhereInstructor SeatsStatusActions

Affiliate Listing

Courses hosted by another training center. These never enter the TS89273 roster, billing, or card pipeline.

Shown on the public listing. Required — a listing cannot save without naming who issues the card.

Course Registrations

Everyone registered through the public calendar. Export a roster to forward to an affiliate host.

NameContactLevelEmployer Card expiresCourseStatus Actions

Instructor Applications

Submitted from the public instructor page

ReceivedNameContactDiscipline BackgroundStatusActions

eCard Pricing

What instructors pay you, and what each card costs you

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DisciplineProductYou Charge Your CostMarginActiveActions

A card priced at $0.00 cannot be sold — checkout refuses it. Margin shown here is before Stripe’s fee, which is captured per order from the actual balance transaction.

Card Orders

Instructor purchases, with true net after cost and Stripe fees

$0
Card Revenue
$0
Card Cost
$0
Stripe Fees
$0
Net Margin
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Cards Sold
DateInstructorItemsRevenue CostStripeNetStatusActions

Card Balances

Cards purchased minus cards claimed, by instructor

InstructorDisciplinePurchasedClaimedOn Hand
Card Movements
DateInstructorDisciplineChangeReason

Account Security

Two-factor authentication for this login

Credential Documents

Uploaded by instructors for your compliance file

InstructorTypeFileIssued ExpiresStatusActions

Document Library

Upload a PDF once, map its fields once, reuse it until the form changes

TemplateVersionPagesFields MappingStatusActions

Signature Requests

Documents out for signature and their status

RequestInstructorSigners StatusDueExportedActions
New Signature Request
One request is created per instructor selected, each with its own copy and its own status.
Your signature — Training Faculty
Signed here once, then stored with the request. The instructor receives it already signed by you.
Upload PDF Template
Bulk actions apply to whatever the filter is showing. Filter to check, then set them all at once.
LabelPDF field nameTypeRole
Onboarding —

Step descriptions below are the Training Center’s own wording, reproduced verbatim. Click a checkbox to cycle: pending → done → not applicable.

Credit Cards

Adds cards outside Stripe — for stock you bought directly from CPR Suppliers, or an instructor who paid you by cash or check. Every entry is permanent and recorded with its reason.

Student Record