Training Resources
symplr Pro Series
The symplr Contract training team is excited to offer ongoing training courses available to our symplr Contract customers, at no additional cost. The purpose of these courses is to provide additional training to help our customers optimize their system and expand their skills using symplr Contract.
Please review the following list of courses and use the registration links to register for the sessions that best fit your needs. Can’t make a live session? Recordings will be available for on-demand viewing at the conclusion of each live session.
New to symplr Contract? Watch the Overview and Navigation video to understand the basics of navigating symplr Contract here.
Upcoming Sessions
Phase Owner: Signature and Activation Phase
In this session we will focus on the role of a Phase Owner during the Signature and Activation phases. We will review the process of sending a contract for digital or ink signature during the Signature phase. At the Activation phase we will document final details, such as the Responsible Parties and Key Terms, prior to activating the executed contract into the Contract Library.
Recommended Attendees: Users who oversee the Signature and/or Activation phases of the workflow
Duration: 45 minutes
Date/Time: Thursday, December 12, 2024, 11:00 AM Central
Register here
Document Template Library
The purpose of this session is to review the functionality available within the Document Template Library, where you can house your organization’s standard document templates. In this session we will review how to create and utilize both manual and SmartTemplates.
Recommended Attendees: All users
Duration: 40 minutes
Date/Time: Wednesday, January 22, 2025, 11:00 AM Central
Register here
Phase Owner: Document Source and Negotiation Phase
In this session we will focus on the role of a Phase Owner during the Document Source and Negotiations phases. We will review the process of uploading the main agreement and associated documentation into your workflow during the Document Source phase. At the Negotiation phase we will review the process of sequencing Reviewers and Approvers, redlining the contract, accepting redlines, and more.
Recommended Attendees: Users overseeing the Document Source and/or Negotiation workflow phases
Duration: 45 minutes
Date/Time: Thursday, February 20, 2025, 1:00 PM Central
Register here
Negotiation Review Types: Sequential vs. Open Review
The purpose of this session is to outline the two available negotiation review types: Sequential and Open Review. Sequential Review is the default negotiation review type, which enables organizations to route contracts for review or approval sequentially through a defined list of participants. Organizations also have the option to utilize an Open Review type, which enables users to edit the document(s) without having to wait for their turn in a defined sequence.
Recommended Attendees: All users
Duration: 40 minutes
Date/Time: Wednesday, March 19, 2025, 11:00 AM Central
Register here
Contract Library: Contract Moderator Role
In this session, we will focus on the Contract Moderator role in the Contract Library. We will review the various methods used to search for contracts and locate key information such as documents, dates, and much more.
Recommended Attendees: Users with the Contract Moderator role
Duration: 45 minutes
Date/Time: Thursday, April 24, 2025, 1:00 PM Central
Register here
Contract Library: Initiating Workflows for Existing Contracts
In this session, we review the steps to initiate a workflow for an existing contract, such as an amendment, renewal, extension, or termination.
Recommended Attendees: Any users who are responsible for contracts
Duration: 45 minutes
Date/Time: Wednesday, May 21, 2025, 11:00 AM Central
Register here
The My Worklist Page
In this session we will focus on the My Worklist home screen in symplr Contract. This session will review how to best navigate and utilize the functionality within the My Worklist page to understand and prioritize the contracts populating this view.
Recommended Attendees: All users
Duration: 40 minutes
Date/Time: Thursday, June 19, 2025, 1:00 PM Central
Register here
Recordings of Past Sessions
Reviewer/Approver: How to review or approve a contract
In this session we will focus on the Reviewer and Approver roles. We will discuss how to locate the contracts that have been sent to you for review or approval and will go over the process of reviewing form data, redlining the contract, adding comments, and additional functionalities you may leverage as you complete your review and approval process.
Recommended Attendees: Users who review or approve contracts
Duration: 45 minutes
Date/Time: Thursday, October 24, 11:00 AM–11:45 AM Central
Microsoft 365 Integration
NOTE: This functionality will be available in a future release.
The purpose of this session is to dive into the new Microsoft 365 integration within symplr Contract. This integration greatly enhances the user experience during the in-app document editing and collaboration process, enabling users to utilize the familiar features of Microsoft Office Online.
Recommended Attendees: All users
Duration: 45 minutes
Date/Time: Wednesday, October 2, 2024, 1:00 PM–1:45 PM Central
Phase Owner – Document Source and Negotiation Phase
In this session we will focus on the role of a Phase Owner during the Document Source and Negotiations phases. We will review the process of uploading the main agreement and associated documentation into your workflow during the Document Source phase. At the Negotiation phase we will review the process of sequencing Reviewers and Approvers, redlining the contract, accepting redlines, and more.
Recommended Attendees: Users who oversee the Document Source and/or Negotiation phases of the workflow
Duration: 45 minutes
Date/Time: Thursday, August 22, 2024
Phase Owner - Initiator: Initiation and Form Phase
In this session we will focus on the initiation of a new workflow from the My Worklist page. We will start by reviewing the required fields at the Initiation phase. Next, we will move into the Form phase to complete the form fields and additional workflow sections.
Recommended Attendees: Users who initiate new contracts and/or facilitate the Form Phase of the workflow
Duration: 45 minutes
Date/Time: Thursday, July 18, 2024
Compliance Module: Conflict Capture – Campaigns and Workflow
The purpose of this session is to walk through campaign configuration and associated workflows for the Conflict Capture compliance module, known as COIDS in the MediTract platform. Conflict Capture is a solution that automates the distribution, submission, and management of conflict-of-interest disclosure statements. In this session we will review the steps required to set up a campaign and will also demonstrate how Respondents and Resolution Managers complete their actions within the conflict-of-interest workflow.
Recommended Attendees: Users whose organizations have Conflict Capture
Duration: 45 minutes
Date/Time: Thursday, June 27, 2024
Compliance Module: Gift Alert – Gift Management and Administrative Settings
The purpose of this session is to review the general and Administrative features of the Gift Alert compliance module, known as Accumulator in the MediTract platform. Gift Alert enables organizations to track compensation and gifts for individual providers to help mitigate risk of non-compliance with the Anti-Kickback Statute and Stark Law. In this session, we will highlight the process of creating and managing gift entries, as well as administrative functionalities.
Recommended Attendees: Customers utilizing the Gift Alert compliance module
Duration: 45 minutes
Date/Time: Wednesday, June 12, 2024
Updating Existing Custom Fields, Form Templates, and Workflow Templates
The purpose of this session is to detail the steps required to make updates to key areas of your workflow configuration. In this session we will highlight the considerations and steps required when you need to make changes to your existing custom fields, form templates and triggers, and workflow templates.
Recommended Attendees: Admins and Super Admins
Duration: 40 minutes
Date/Time: Thursday, May 9, 2024
Negotiation Review Types: Sequential Review vs. Open Review
The purpose of this session is to outline the two available negotiation review types: Sequential and Open Review. Sequential Review is the default negotiation review type, which enables organizations to route contracts for review or approval sequentially through a defined list of participants. Organizations also have the option to utilize an Open Review type, which enables users to edit the document(s) without having to wait for their turn in a defined sequence.
Recommended Attendees: All users
Duration: 45 minutes
Date/Time: Thursday, April 25, 2024
Compliance Module: Time Tracking – Timesheet Workflow Phases
The purpose of this session is to walk through the phases of the timesheet workflow in the Time Tracking compliance module, known as TERMS in the MediTract platform. Time Tracking is a timesheet tracking solution and compliance application that allows organizations to onitor a provider’s time and effort to ensure compliance with the terms and conditions of the provider’s agreement. In this session we will review the Time Entry, Timesheet Approval, and Timesheet Financial Review phases of the timesheet workflow.
Recommended Attendees: Customers utilizing the Time Tracking compliance module
Duration: 45 minutes
Date: Thursday, March 28, 2024
Compliance Module: Time Tracking – Timesheet Configuration & Administration
The purpose of this session is to review the Administrator functionalities in the Time Tracking compliance module, known as TERMS in the MediTract platform. Time Tracking is a timesheet tracking solution and compliance application that allows organizations to monitor a provider’s time and effort to ensure compliance with the terms and conditions of the provider’s agreement. In this session we will review how to configure a provider’s timesheet schedule from their contract in the Contract Library and will also explore the Admin features available in the Timesheet Management page.
Recommended Attendees: Admins and Super Admins for customers utilizing the Time Tracking compliance module
Duration: 45 minutes
Date: Thursday, March 14, 2024
Phase Owner vs. Phase Mediator Role
The purpose of this session is to review the Phase Owner and Phase Mediator roles within symplr Contract. Collectively known as Phase Managers, users with these roles are responsible for facilitating different phases within the contracting process, but Phase Mediators do not have all the same options as Phase Owners. In this session, we will outline the different options and experiences for users with these roles.
Recommended Attendees: All users
Duration: 40 minutes
Date: Thursday, February 29, 2024
Triggers
The purpose of this session is to detail how to build and leverage triggers within your organization’s Form Templates. In this session, we will highlight the various trigger options and what they do, common use cases for various triggers, and will review the process to create, update, and delete triggers.
Recommended Attendees: Admins and Super Admins
Duration: 40 minutes
Date: Tuesday, February 13, 2024
Add Docs & Add Docs with Signature Workflow
The purpose of this session is to outline the Add Docs and Add Docs with Signature workflows. These workflows enable organizations to quickly upload fully executed contracts into the Contract Library, or route fully negotiated contracts for signature, without going through all phases of a traditional workflow.
Recommended Attendees: All users
Duration: 45 minutes
Date: Thursday, January 25, 2024
Notification Options and Management
The purpose of this session is to detail the various notification options within symplr Contract, and how to manage the notifications that generate for yourself or others in your organization. In this session we will review what notifications are sent to out to users, how to set up Critical Dates and corresponding notifications on specific contract records in the Contract Library, how to manage your own notifications as an individual, and how to manage notifications for the organization as a Super Admin.
Recommended Attendees: All users
Duration: 45 minutes
Date: Wednesday, January 10, 2024
Request Contract Workflow
The focus of this session is to show the Request Contract workflow which enables users, including those with limited knowledge of the system and internal processes, to request a contract.
Recommended Attendees: Users who submit or approve contract requests
Duration: 40 minutes
Date: Thursday, December 14, 2023
System Health Check
The purpose of this session is to review key information in your symplr Contract system to assess overall health and identify areas that require additional focus. Examples include viewing how many users have logged in, how many contracts have been initiated, what items may require additional attention, and more.
Recommended Attendees: Admins and Super Admins
Duration: 30 minutes
Date: Thursday, December 12, 2023
Compliance Module: Vendor Pulse Check (VPC)
In this session, we review Vendor Pulse Check (VPC), formerly known as Vendor Evaluation Forms (VEF) in MediTract. This add-on compliance module housed within symplr Contract enables organizations to easily evaluate vendor performance to comply with state and federal regulations and accrediting agencies. This session will review the process of initiating a survey campaign and completing the survey as a Respondent and Reviewer.
Recommended Attendees: Users whose organizations have Vendor Pulse Check
Duration: 45 minutes
Date: Thursday, November 16, 2023
Common Updates
The purpose of this session is to review common scenarios that require an Admin to make updates, including updating Responsible Parties and triggers when a user leaves the organization, utilizing Permission Overrides to grant or deny access to individual contracts, changing Key Terms via a quick correction workflow, and consolidating two contract records when needed.
Recommended Attendees: Admins and Super Admins
Duration: 40 minutes
Date: Wednesday, November 8, 2023
Contract Library – Initiating Workflows for Existing Contracts
In this session, we review the steps to initiate a workflow for an existing contract, such as an amendment, renewal, extension, or termination.
Recommended Attendees: Any users who are responsible for contracts
Duration: 40 minutes
Date: Thursday, October 26, 2023
Request Contract Workflow Template Configuration
The purpose of this session is to review the process of creating and/or updating a Request Contract workflow template to be used at the organization. The Request Contract workflow enables users, including those with limited knowledge of the system and internal processes, to request a contract.
Recommended Attendees: Admins and Super Admins
Duration: 40 minutes
Date: Tuesday, October 10, 2023
Contract Library: Editor Role
In this session, we will focus on the Editor role in the Contract Library. We will review the different functions of the Editor role such as the ability to update custom fields, upload attachments, enter critical dates, and much more.
Recommended Attendees: Users with the Editor role
Duration: 45 minutes
Date/Time: Thursday, September 21, 2023, 1:00 pm Central
User Groups
The purpose of this session is to provide you with an understanding of how to use the User Groups functionality, which enables Admins to configure groups of users to help streamline the task of adding individuals to workflows or workflow templates.
Recommended Attendees: Admins and Super Admins
Duration: 30 minutes
Date: Thursday, September 7, 2023
Reporting Page
In this session, we will review the Reporting page where you can run reports ad-hoc, save reports, and schedule reports.
Recommended Attendees: All users
Duration: 30 minutes
Date/Time: Thursday, August 24, 2023, 1:00 pm Central
Additional Workflow Actions
The purpose of this session is to review additional workflow actions, including how to skip participants, retract, reassign, and cancel workflows via the three dot menu within symplr Contract.
Recommended Attendees: Admins and Super Admins
Duration: 30 minutes
Date: Wednesday, August 9, 2023
Account Settings, Setting Time Away, Notifications, and Knowledge Base
In this session, we will focus on the Account Settings and Help pages. From the Account Settings page we will show you how to review your current settings in the system, how to use the Time Away Settings tab to assign proxies when you are out of the office, and how to use the Notifications tab to manage your system notifications. We will also review how to navigate the Knowledge Base, which is accessible via the Help option in the top menu bar in symplr Contract.
Recommended Attendees: All users
Duration: 30 minutes
Date: Thursday, July 20, 2023
Super Admin Functionality
The purpose of this session is to provide Super Admins with an understanding of how to utilize the Super Admin functionalities in symplr Contract, including email management, classifications management, and role management.
Recommended Attendees: Super Admins
Duration: 30 minutes
Date: Wednesday July 12, 2023
The My Worklist Page: How to find your workflows and complete your work
In this session we will focus on the My Worklist page, which is the home screen for many users in symplr Contract. This session will review how to best navigate and utilize the functionality within the My Worklist page to understand and prioritize the contracts populating this view.
Recommended Attendees: Users who are a part of the electronic contracting workflow who may initiate, review, approve, or monitor contract requests
Duration: 30 minutes
Date: Thursday, June 22, 2023
Executive Summary Cover Page
The purpose of this session is to dive into the Executive Summary controls, which allow you to customize the Executive Summary Cover Page to better meet the needs of your organization.
Recommended Attendees: Admins and Super Admins
Duration: 40 minutes
Date: Wednesday, June 14, 2023
Contract Library: How to view and manage contract information in the Contract Library
In this session we will focus on the Contract Library and the various methods you can use to search for and locate your executed contracts. We will review how to maneuver and locate contract information, as well as the additional functionalities available to users with the Editor role who can manage and update contract information.
Recommended Attendees: Users who utilize the Contract Library
Duration: 45 minutes
Date: Thursday, May 25, 2023
Document Template Library
The purpose of this session is to review the functionality available within the Document Template Library, where you can house your organization’s standard document templates. In this session we will review how to utilize both manual and SmartTemplates.
Recommended Attendees: Admins and Super Admins
Duration: 30 minutes
Date: Wednesday, May 10, 2023
Phase Owner – Signature and Activation: How to send the contract for signature and activate your workflow into the Contract Library
In this session we will focus on the role of a Phase Owner during the Signature and Activation Phases. We will review the process of sending a contract for digital or ink signature during the Signature Phase. At the Activation Phase we will document final details, such as the Responsible Parties and Key Terms, prior to activating the executed contract into the Contract Library.
Recommended Attendees: Users who oversee the Signature and/or Activation phases of the workflow
Duration: 45 minutes
Date: Thursday, April 27, 2023
Creating a New Workflow Template
The purpose of this session is to build on the Creating New Custom Fields and Forms session and review the process of creating a new workflow template. This session will include discussion around how to incorporate form templates, complete the setup of triggers, define phase managers, add participants, and more.
Recommended Attendees: Admins and Super Admins
Duration: 45 minutes
Date: Wednesday, April 12, 2023
Creating New Custom Fields and Forms
The purpose of this session is to provide you with the starting steps of building a new workflow in symplr Contract. In this session we will review the initial steps of workflow configuration, including defining and building the custom fields to capture the appropriate information in the new workflow. We will then incorporate the custom fields into a new form template and discuss how to associate the necessary properties and triggers.
Recommended Attendees: Admins and Super Admins
Duration: 60 minutes
Date: Wednesday, March 15, 2023
User Management
The purpose of this session is to provide you with an understanding of the roles and permissions in symplr Contract, and how they drive what a user can see and do. In the session we will review how to manage existing users and create new users in symplr Contract.
Recommended Attendees: Admins and Super Admins
Duration: 30 minutes
Date: Monday, February 13, 2023
Overview of the Organization Management Page
The purpose of this session is to orient you to the features and functionalities available within the Organization Management page, which enable you to manage and update your existing custom fields, forms, and workflows.
Recommended Attendees: Admins and Super Admins
Duration: 45 minutes
Date: Wednesday, January 11, 2023
Using the Contract Library: How to search for your contracts and use the full benefits of your Contract Library
This session centers on the contract repository and the various tools you can use to search for and locate executed contracts. This session will show you how to find and manage the contracts you are responsible for as well as review the key features you can leverage within the contract record.
Recommended Attendees: Users who look up contracts in the Contract Library
Duration: 45 minutes
Date: Wednesday October 26, 2022