Proficiency Management

The Proficiency Management feature allows ultrasound leaders to manage, track and analyze your team’s progress towards ultrasound proficiency in Butterfly.

This feature is available for Butterfly Enterprise and Medical Education memberships. Please reach out to your Sales Account Executive, Client Success Manager, or contact Butterfly Support for more information about access and pricing.

Setting Up Groups

The first step to configuring Proficiency Management is to establish groups. Groups represent sets of requirements for a given cohort of users. Scan proficiency and Butterfly Academy requirements can then be assigned to a given group.

1. Log in to Butterfly Cloud on desktop. NOTE - You must have Administrative, or Proficiency Management privileges to configure this feature.

2. Once logged in, click your avatar in the upper right hand corner of the screen to access Enterprise Settings. 

3. In the Enterprise Settings menu, select Groups. NOTE - Exam Types are a prerequisite for setting up Proficiency Management. See the Exam Types article on more info pertaining to Exam Types.

4. Once you are in Groups click “Add” in the upper right corner.

5. Name your group and add a description.

6. Click Next.

7. Add members to the group by checking off the user’s name and clicking “Add”.

8. Once all members have been added, click “Next”.

9. Set the Exam type requirements for the group.

Editing Groups

1. Log in to Butterfly Cloud on desktop. NOTE - You must have Administrative, or Proficiency Management privileges to configure this feature.

2. Once logged in, click your avatar in the upper right hand corner of the screen to access Enterprise Settings. 

3. In the Enterprise Settings menu, select Groups. 

4. Once you are in Groups, scroll to the group you want to edit and click “Manage”, then click “Edit” when the summary screen appears.

5. Make any changes and click “Save”.

Viewing Proficiency Progress

1. Log in to Butterfly Cloud on desktop. 

2. Once logged in, click “Analytics” at the top of the screen.

3. Use the filters to see the content that is relevant to you. NOTE - Users without admin permissions will only see their own progress.

Adding Historical Proficiency

We understand that there are exams that have been performed outside of Butterfly, however, ensuring there is one centralized repository for tracking proficiency is essential. Proficiency Management allows users with the Proficiency Management, or admin access role to manually add proficiency data for given users.

1. Log in to Butterfly Cloud on desktop. NOTE - You must have Administrative, or Proficiency Management privileges to configure this feature.

2. Once logged in, click your avatar in the upper right hand corner of the screen to access Enterprise Settings. 

3. In the Enterprise Settings menu, select Groups. 

4. Once you are in Groups, scroll to the group you want to edit and click “Manage”, then click “Enter historical proficiency data” when the summary screen appears.

5. Use the bulk update grid to rapidly enter this historical data. Data can be copy and pasted into this chart in the same way you could using an Excel sheet.

6. Click “Save” to save the changes and see them reflected in the appropriate dashboards.