Build a license-renewal CE compliance dashboard by querying CE Broker's licensee CE status for a board's license population

domain: cebroker.com · 6 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed

Verified steps

  1. Establish a Board API agreement with CE Broker (Propelus) at https://cebroker.com/boards; boards receive dedicated API credentials and access to compliance reporting endpoints
  2. Use the Board Reporting API to retrieve CE compliance status for all active licensees: call the GetLicenseeComplianceList method with BoardID, RenewalPeriodStart, and RenewalPeriodEnd parameters
  3. The response returns a list of licensee records each with LicenseNumber, LicenseeName, ComplianceStatus (Compliant, Non-Compliant, Exempt), TotalHoursRequired, TotalHoursCompleted, and DeficientCategories
  4. Filter Non-Compliant licensees and generate renewal hold notifications; many boards use this data to block online renewal for licensees below required hours
  5. For specific licensee history, call GetLicenseeTranscript with LicenseNumber to retrieve a list of all reported CE activities including provider name, course title, completion date, and hours
  6. Schedule nightly batch pulls 60 days before renewal deadline to enable proactive outreach to non-compliant licensees

Known gotchas

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