The Member Engagement Program awards volunteer service with points towards awards. Learn more.
View and verify all chapter member points
Member Engagement Report – Use this report to view all chapter member points.
Member Engagement Points Update Form – use this form for changes or deletions to existing points from previous fiscal years. This form should not be used for additions
Member Engagement Award recipient roster – lists Awards received by all members of your chapter
Member Engagement Awards Communication – use this link for templates and ideas for announcing Awards winners
Member Engagement Awards Process:
- By January 15: HFMA emails the Member Engagement Report and Member Engagement Award Eligibility Report to each chapter’s Award Contact and/or President
- January 15-February 10: Chapters validate Member Engagement report. Chapter signs off via a Cvent survey to indicate the validation process is complete, provide the address the awards should be shipped to, and indicate preference for creating certificates (Bronze/Silver awards and President).
- Reminders:
- Updates to committee/leadership positions should be entered in the Chapter Leadership Roster by the Chapter President.
- The Member Engagement Points Update Form (above) can be used to report any adjustments for prior years.
- The Member Engagement Points Update Form can be uploaded to the survey if applicable.
- Medal of Honor awards should be requested using current the current process Medal of Honor Award Order Form
- February 11-18: HFMA makes any requested corrections and sends final Member Engagement Eligibility Report to chapters to indicate the awards being ordered.
- February 19-25: HFMA orders Gold awards and prepares requested certificates.
- March 1-10: Awards are sent (Bronze and Silver by email; Gold and Medal of Honor by mail)
- June 1: Quarterly Member Engagement Award ordering deadline for chapters
- September 1: Quarterly Member Engagement Award ordering deadline for chapters
- December 1: Quarterly Member Engagement Award ordering deadline for chapters
Member Engagement Award order forms
Bronze, Silver and Golds Awards Order Form – Use this form to submit during one of the Quarterly Submission Deadlines – June 1, September 1, December 1. This order form is not needed for the Spring submission since that is initiated by the Association (see timeline above).
Medal of Honor Form – The chapter president should complete this form based on approval by the chapter board of directors. Submit your request at least 45 days prior to date needed. Please be aware this timeframe is based on material availability.
Member Engagement Points Review & Entry Process
Request Chapter Members Report Points
Although the Association and chapters track most member activities, it is ultimately the responsibility of the individual member to enter engagement activities in their HFMA account under My Engagement Points. Members may enter activities for Event Volunteer, Speaker, Facilitation/moderation, Mentor, and Writing Articles. The chapter is responsible for entering any committee/leadership positions and verifying activities at least once a year.
Review and enter Member Engagement points for individual or multiple members
Use the My Engagement Points to review points for all members. Activities for Event Volunteer, Speaker, Facilitation/Moderation, Mentor, and Writing Articles can be entered under My Engagement Points in your HFMA profile. Review this document for the steps.
Update committee participation to update Member Engagement points
From the Chapter Leadership Roster Information Page, click on the link under “Other Committees” (below blue outlined box). Follow the instructions on this page for entry. Updating the roster will also automatically assign the appropriate number of Member Engagement points based on the entries.
View and verify all chapter member points
Run the Member Engagement Report to verify all points have been entered. The report lists member ID, name, converted start count, and any points added to date for all your chapter members. If any duplicate entries are identified, please notify the Volunteer Experience Team so the record can be adjusted. Please note the Chapter Member Engagement Report will show Member Engagement points in “real-time” and therefore should NOT be used to determine awards eligibility.
Review and verify Member Engagement Award listing
Run the Member Engagement Award Eligibility Report to view the chapter members eligible for awards. If the chapter would like to order awards outside the annual review in February, submissions will be accepted quarterly by June 1, September 1, and December 1. Please note, Medal of Honor awards can be submitted at any time since that award requires Chapter Board approval.
Note: Running the Member Engagement Award Eligibility Report before all points have been entered in could change the Awards data.