Credentialing Agenda - Regional HealthStream User Group (HUG) Events

Advanced Bolt Training: Driving Automation and Precision in CredentialStream
This advanced session is designed for experienced CredentialStream users who want a stronger understanding of how Bolt queries and outputs are structured in the new Bolt user interface. The session focuses on selecting the appropriate master table, building reliable query logic, using dates and nested queries effectively, and understanding how record selection and sorting affect report results.

Participants will also explore features available in the new interface, including query-driven Quick Views, Quick Help, favorite variables, Bolt report dependencies, Print 1 Record Only, Occurrences, and default sorting. The emphasis is on understanding how Bolt evaluates data and how to choose the correct configuration approach for accurate, reusable reporting.

By the end of the session, participants will be better prepared to design, troubleshoot, and maintain Bolt queries and outputs that return the intended records and support consistent CredentialStream processes.

From Flow to Foresight: Unlocking Insights Through Efficient Credentialing Workflows in CredentialStream
Learn how well‑designed CredentialStream workflows and Insights work together to drive efficient, visible, and data‑informed credentialing operations. Attendees will explore how optimizing the Apply → Review → Approval workflow reduces friction and rework, then see how those improvements translate into clearer insights on status, risk, workload, and trends—helping teams move from reactive tracking to proactive credentialing management.

Break out: Peer Roundtables & Breakouts: Solving Today's Credentialing Challenges
This interactive group discussion and breakout session brings peers together to explore timely topics through shared experiences and practical problem-solving. Rotating discussions will focus on workflow mini audits, best practice collaboration, and Bolt integration opportunities using APIs–giving attendees a collaborative space to exchange ideas, share proven strategies, and gain actionable insights they can apply within their organizations.

Navigate by Task not Menu + Quick Views, Filters & Presets - Do it Once, Use it 100x
Many CredentialStream users know where things live—but still lose time clicking, toggling, and retracing steps throughout the day. This session helps users shift from menu-based navigation to task-based work, making CredentialStream faster, easier, and more intuitive to use.

Attendees will learn how to organize their daily work around repeatable tasks rather than screens, using saved views, Quick Views, and filters to surface exactly what needs attention. The session translates common menu paths into simple, memorable “task macros” that users can rely on throughout the day.

By the end of the session, attendees will have a personalized “My Day in CS” setup that reduces hunting, minimizes context switching, and supports consistent, efficient daily execution.

Rebuilding the same searches over and over slows work and creates inconsistency across teams. This session focuses on how reusable Quick Views, filters, and presets enable task‑based navigation, helping users standardize how work is queued, viewed, and completed. Attendees will learn practical approaches to designing and sharing saved views that reduce daily friction, save time, and create a more consistent way of working across roles.

Break out: Peer Roundtables & Breakouts: Solving Today's Credentialing Challenges
This interactive group discussion and breakout session brings peers together to explore timely topics through shared experiences and practical problem-solving. Rotating discussions will focus on workflow mini audits, best practice collaboration, and Bolt integration opportunities using APIs–giving attendees a collaborative space to exchange ideas, share proven strategies, and gain actionable insights they can apply within their organizations.