Credential tracking
Nothing expires by surprise.
Every renewable credential lives on the profile it belongs to: licenses, IDs, medicals, insurance, for caregivers, clients, physicians, and the office itself. Each carries its expiry date and a verification workflow, so "is this document real and current" has an owner and an answer.
- Reminders fire a configurable lead time before expiry, from a shared reminder master with per-profile control.
- The dashboard counts documents due for renewal; the compliance report lists everything expiring, with days left and already-expired flags.
- Caregivers see their own statuses in the app: Valid, Renew soon, or Expired, before it becomes a doorstep problem.
Credentials with expiry and verification, on the profile they belong to. Click to enlarge.
The rest of the record
Everything an auditor might ask for, already filed.
Care plans with history
Plans are versioned, and each visit snapshots its task names at the time of care. Editing a plan later never changes what a past visit says was done.
Trainings and supervision
In-service training records, supervision records, and supervisory visit records live on the profiles they belong to, with notes and categorized attachments.
Histories that cannot be rewritten
Assignment history is append-only with reason codes, schedule changes close old patterns instead of editing them, and visit corrections require a stated reason with who and when.
Reports that leave the building well
The compliance expiry report, daily summaries, and the registers export as styled Excel workbooks, letterhead included, ready to hand over without an afternoon of cleanup.
When something does go wrong, the report, review, and read-only closure live on the incident management page.
Common compliance questions.
Every renewable credential carries its expiry date, and reminders fire a configurable lead time before it. The dashboard counts documents due for renewal, the compliance report lists everything expiring across caregivers and clients with days left, and caregivers see their own statuses in the app.
Caregivers, clients, physicians, and the office itself. Licenses, IDs, medicals, insurance, anything renewable: each with expiry tracking and a verification workflow.
No. Care plans are versioned, and each visit snapshots its task names at the time of care. Editing the plan later, or the master task list, never changes what a past visit says was done.
Yes. In-service training records, supervision records, and supervisory visit records live on the profiles they belong to, with notes and categorized attachments, alongside the credentials.
Walk into the next inspection already ready.
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