The workflow, step by step
- 1
Create your agency
Sign up free. Your workspace is pre-loaded with 33 standard credential types (licenses, BLS/ACLS/PALS, TB tests, immunizations, background checks and more) and default compliance rules per profession.
- 2
Add your clinicians
Add physicians (MD/DO), RNs, LPNs, CNAs, NPs, PAs, PTs, OTs, SLPs and other clinicians with their profession, specialty, state and email.
- 3
Upload credentials
Attach each document with its issue and expiration date. Paste the credential text and AI detects the credential type and dates for you.
- 4
Review the checklist
Every clinician profile shows a live checklist: what's current, what's expiring soon, what's expired and what's missing entirely.
- 5
Check facility readiness
Add each facility's requirements and instantly see which clinicians are ready to submit and what's missing for the rest.
- 6
Let reminders run
Every morning, clinicians and your agency inbox get email reminders at 60, 30, 14, 7, 3 and 1 days before expiration.
What you see every day
- Dashboard with compliant, expiring and expired counts across your roster
- Color-coded expiration calendar (red expired, amber soon, green current)
- Alerts bell for anything that needs attention now
- Compliance reports you can export to CSV or save as PDF