Overall Compliance
--%
Calculating...
Active & Valid
--
Certifications current
Expiring Soon
--
Within 30 days
Requires Action
--
Expired — act now
Upcoming Expirations
Critical Staff Status
| Staff Member | Certification | Expires | Days Left | Status | Action |
|---|
| Staff Member | Certification | Cert # | Issued By | Issue Date | Expiration | Days Left | Status | Actions |
|---|
Staff Document Dropbox
Track required and optional documents for all staff
Required Documents
Optional Documents
Uploaded Documents
| Staff | Document Type | File Name | Uploaded | Status | Actions |
|---|
💌
Email Notifications
Sent to admin and staff email addresses
Notify staff member directly
Send alerts to the staff member's email
Renewal instructions included
Attach renewal steps to each alert
📱
SMS Text Notifications
Urgent alerts sent via text message
SMS for critical alerts only (7 days)
Limit SMS to urgent/final warnings
Text staff for final warnings
Staff gets SMS at 7-day and 1-day marks
📅
Calendar Integration
Sync expiration dates to agency calendar
Add to agency scheduling calendar
Expirations appear on the scheduling hub
Google Calendar sync
Push events to Google Calendar
Outlook / iCal export
Generate .ics file for import
🚨
Escalation Rules
Auto-escalate when certs lapse
Block visit scheduling at expiry
Prevent expired staff from being scheduled
Notify billing hub on expiry
Flag claims for expired-credential visits
Auto-generate renewal tasks
Create compliance tasks at 30-day mark
Automated Alert Schedule
90
Days Before Expiration — First Notice
Initial renewal notice sent to staff member and agency admin. Renewal instructions and renewal cost estimate included.
💌 Email to Staff💌 Email to Admin📅 Calendar Event
60
Days Before Expiration — Second Reminder
Follow-up reminder with step-by-step renewal instructions and direct links to renewal resources for each certification type.
💌 Email to Staff💌 Email to Admin
30
Days Before Expiration — Priority Alert
Escalated to agency admin. Staff profile flagged in scheduling hub. Renewal task auto-created in compliance tracker.
💌 Email to Staff💌 Email to Admin📅 Calendar Reminder
14
Days Before Expiration — Urgent Alert
Clinician flagged as at-risk for visit suspension. Admin notified to take immediate action. Scheduling hub displays warning on staff card.
💌 Email to Staff💌 Email to Admin🔔 Dashboard Alert
7
Days Before Expiration — CRITICAL: Daily Alerts Begin
Daily email alerts begin. SMS sent to admin phone. Staff receives SMS if enabled. Visit scheduling restriction activated in system.
💌 Email Daily📱 SMS to Admin🔔 Dashboard Alert📅 Calendar Flag
3
Days Before Expiration — Final Warning
Final alert before suspension. Billing hub notified. SMS sent to staff if enabled. Compliance risk notification generated for agency records.
💌 Email📱 SMS Admin + Staff🚨 Critical Alert
0
Expiration Day — Auto-Actions Triggered
Visit scheduling blocked. Billing hub flagged. Admin receives immediate SMS and email. Compliance incident logged in agency record.
💌 Email📱 SMS Immediate🚨 System Alert
Expiration Calendar
All upcoming certification expirations sorted by urgency
| Days Left | Staff Member | Role | Certification | Expiration Date | Alert Status | Actions |
|---|