Meet ROC-P's Credentialing Core for Certification Management

A screenshot of the ROC-P system for Credentialing Management

When you're responsible for managing certification programs, every inefficiency adds up—slowing your team down, frustrating your users, and putting your process at risk.

That’s why leading boards and credentialing organizations are turning to ROC-P.

You bring the vision, ROC-P gives you the tools to execute it—your way. From applications and exams to dues, renewals, and recertification, our ultra-configurable platform adapts to your process, not the other way around.

It all starts with our Credentialing Core: a powerful suite of tools that helps you automate repetitive tasks, track user progress, and manage complex workflows with confidence. Whether you're administering a single program or an entire ecosystem of credentials, ROC-P helps you streamline operations and focus on what really matters—advancing your mission.

What can ROC-P’s Credentialing Core do?

User Management👩‍💻

ROC-P provides the tools you need to manage users at every stage of your certification and recertification cycles. Empower your teams to maintain individual certification records with a virtually unlimited number of fields and form types, create custom groups and permissions, and manage multiple certification cycles, all with their own unique, complex requirements.

ROC-P's Credentialing Core also includes the ability to implement Digital Badging and digital certificate downloads, allowing your users to display their credentials online, and building your brand and authority along the way.

Continuing Education Tracking🎓

Keeping up with continuing education (CE) requirements shouldn’t drain your team’s time or energy. ROC-P makes it easy for users to manually track their CE activities—or streamline the process entirely with LMS integrations.

Organizations have full control to define the CE criteria that matter most. Configure CE tracking by activity type, learning format, classification, and set minimum/maximum hour requirements. You can even require documentation uploads and user attestations to ensure compliance.

Best of all, CE completion is tied directly into your recertification logic. ROC-P tracks progress in real time and displays reminders on the user’s dashboard—no more chasing down last-minute submissions. Staff can set automated notifications, keeping users on track without constant outreach.

Application Management📝

Applications are one of the most underutilized tools in credentialing—not because they aren’t important, but because outdated systems make them too rigid, too manual, or too difficult to customize.

With ROC-P, you’re in control. Whether you're building a certification application, recertification form, accommodations request, or board nomination process, you define the steps, rules, and required data. Flexible question types, response limits, and branching logic help guide users to provide the right information—reducing errors and limiting irrelevant submissions before they ever reach staff review.

Every application is trackable from start to finish, giving you real-time insight into user progress, bottlenecks, and outcomes. And because you can configure everything yourself, there’s no waiting on vendors or paying extra for changes.

With ROC-P, applications become more than a form—they become a strategic tool to engage your audience, reduce admin burden, and advance your mission.

Exam Scheduling & Registrations🗓️

ROC-P’s Credentialing Core streamlines the exam registration process, including payments, smoothing the experience for your staff and test takers alike. You can integrate with your online or in-person test provider, or export exam registrations directly to your testing partners. Advanced search filters make it easy to locate specific exams or registrants in just a few clicks.

You can also track exam counts—including candidates who are eligible but haven’t yet registered—so no one slips through the cracks. Automated reminder emails help keep users on schedule, reducing the need for manual outreach.

Need more advanced exam tools? ROC-P offers an optional module for online grading of scenario-based or oral exams and automated exam placement functionalities—perfect for organizations that want to elevate their exam operations even further.

Third-Party Verifications✅

What used to take hours of staff time can now happen automatically. ROC-P’s Third Party Verification functionality (available as an add-on) allows organizations to fully automate the request, payment, and fulfillment of certification verifications—no staff involvement required.

When a third party submits a verification request, ROC-P immediately responds with the appropriate certification details via email. The content of that response is completely configurable, ensuring it aligns with your policies and communication standards.

This feature not only eliminates low-value, manual tasks—it also creates a new revenue stream by enabling you to charge for verifications with zero administrative overhead. (Read more about how the American Board of Orthodontics did just that in this case study.)

Advanced Payment Management🏦

When dues, exam fees, or recertification payments get out of sync, it disrupts your entire process—and your users feel it too. Our built-in payment tools let you configure exactly how and when fees are triggered—so your users pay the right amount at the right time. Whether you're managing one-time fees, recurring dues, or multi-step renewal cycles, ROC-P flexes to fit your process.

Users can view and complete payments directly from their dashboard, while automated reminders keep things moving. You can collect payments securely, issue refunds, and even offer promotional codes—all without leaving the platform.

Robust Communication Tools📫

Juggling emails for dues, deadlines, reminders, and requirements can quickly become overwhelming—especially when you're serving thousands or tens of thousands of users. Our robust communication tools help you automate the heavy lifting.

Craft fully customizable email templates with merge keys and automation rules that adapt to your workflow. Schedule one-time messages, recurring reminders, or targeted outreach based on user milestones and upcoming deadlines, whether you're contacting large cohorts, specific user groups, or individuals.

And it’s not a black box. Track open rates, monitor bounces, and measure engagement so you always know what’s landing and what needs refinement. With ROC-P as your guide, communication becomes a strategic asset—not another administrative burden.

Online Resources Library📔

Your users need easy access to documents, guides, forms, and policies—and when they can’t find what they’re looking for, your staff becomes the help desk. With ROC-P’s Online Resources Library, you stay ahead of the curve—and your users stay empowered.

You can securely host commonly requested files and digital resources right in the platform, organized in a way that makes sense for your programs. From policy PDFs to study guides, users can self-serve from a centralized library—no calls or emails required.

Want insight into engagement? ROC-P gives you full visibility with logging and tracking tools that show exactly who downloaded what and when. You can even configure approved training organizations users can associate with, ensuring clarity around continuing education providers and partners.

On-Demand Reporting🧮

Tired of waiting overnight for reports or submitting requests to IT? ROC-P puts real-time reporting directly in your hands. With powerful, configurable filters and visual dashboards, you can generate detailed reports on users, applications, payments, exams, and more—all within seconds.

Easily view certification numbers, exam registrations, renewal trends, and more relevant people and certification data. All within Listings and Reports and in just a few clicks. No delays. No data silos. Just instant access to the insights that help you make smarter decisions, faster.

Flexible Dashboard & Watchlist👨‍💻

Start every day with clarity with ROC-P's fully integrated platform. Your custom-branded portal puts the most important data front and center—from certification stats to upcoming registration numbers—so you can get a pulse on your program the moment you log in.

Even better, our integrated Watchlist acts like a built-in safety net. It scans your certified user base and flags issues in real time, whether it’s an expiring credential, a missing data field, or an eligibility problem. You get proactive alerts, so you can resolve problems before they escalate.

Full System Tracking & Logging👀

Keep track of everything that occurs in your ROC-P account with full system activity tracking and audit logs. Set customizable permissions for secure management of system elements, and login as users to view our certification management portal from their perspective without needing security credentials.

ROC-P's Credentialing Core includes a full range of robust functionalities, but that's just scratching the surface of what our certification management system can really do. As your organization grows, it can activate extended functionalities available within ROC-P, including:

Contact us today with your thorniest certification problems, and get your personalized demo to see how ROC-P can solve them, all within a single platform.