Never Fail a Caregiver Compliance Audit Again
Automate certification tracking, renewal reminders, and document proof. Stay audit-ready 365 days a year, not just during audit week.
Setup in under 30 minutes. No data migration headaches.
Built Specifically For
Compliance is where agencies lose time and money.
- X
The "Expired" Surprise: CPR or TB tests expiring without a single notification.
- X
Audit Scramble: Hours spent chasing paperwork before a site visit.
- X
Legal Risk: Accidentally scheduling a non-compliant caregiver.
Compliance is not just paperwork. It is operational risk. Replace spreadsheet chaos with a single source of truth.
Traffic-Light Dashboard
Filter by Green, Yellow, or Red status and find risk before scheduling.
Scheduling Guardrails
Prevent non-compliant caregivers from being assigned by mistake.
1-Click Audit Export
Generate timestamped credential exports in seconds for inspectors.
Every credential a caregiver needs to work
Home care has more paperwork than most people think. Here is what the tracker watches for you, every day, without you opening a spreadsheet.
CPR & First Aid
American Heart Association or Red Cross. Most cards are good for 2 years. We send the first reminder 60 days out.
TB Test
Yearly for most states. Some states want a two-step test on hire. We track both.
Background Check
State and federal. Many states want a fresh check every year or two. Pull the date right from the report.
HHA & CNA Certifications
State registry numbers, in-service training hours, and renewal dates — all on one record.
Driver's License & Auto Insurance
For caregivers who drive clients. Get a heads-up before the policy runs out.
Work Authorization (I-9)
Re-verification dates for caregivers with time-limited work authorization. Never miss the deadline.
Annual Health Screenings
Flu shots, hepatitis B, drug screens — whatever your state or your liability carrier wants.
In-Service Training Hours
Most states want 8–12 hours of continuing education each year. Log them as they happen.
Need to track something else? Add a custom credential type in 30 seconds. Set the renewal cycle. We handle the reminders.
What one missed credential really costs
A spreadsheet feels free. It is not. Here is the math most agency owners do not see until they are in it.
Pulled shifts
$640+
One caregiver pulled from the schedule for an expired CPR card. Two days off. Replacement overtime. Lost client confidence. That is a normal week.
Failed audits
$2,500–$25,000
State fines for missing or expired records during a survey. Some states pull your license for repeat issues. Most owners only learn this once.
Admin hours
6–10 hrs/wk
The time a scheduler or office manager spends chasing paperwork, copying expiration dates into a spreadsheet, and emailing caregivers reminders by hand.
The tracker pays for itself the first time it stops a non-compliant shift. Most agencies recover the cost in week one.
Common questions
What credentials does the tracker handle?
+
Everything caregivers need to work. CPR, TB tests, background checks, HHA and CNA certifications, driver's license, auto insurance, I-9 work authorization, in-service training hours, and any state-specific item your license requires.
How do expiration alerts work?
+
You pick how far ahead you want to know. Most agencies set 60 days for CPR and 30 days for everything else. Caregivers and admins both get the alert by email and text, so nothing falls through.
Can it stop me from scheduling a non-compliant caregiver?
+
Yes. Turn on Scheduling Guardrails and the system blocks any shift assignment to a caregiver whose required credentials are expired or missing. You can override with a reason if you need to — every override is logged.
What does an audit export look like?
+
A timestamped PDF or spreadsheet with each caregiver's name, every credential on file, expiration dates, and links to the source document. Hand it to a state surveyor or your accreditation body in seconds.
Is it HIPAA compliant?
+
Yes. All caregiver and credential data lives in our HIPAA-covered systems with encryption, access logs, and a signed BAA with our database provider. Documents go to encrypted storage with pre-signed URLs — never public links.
How long does setup take?
+
Most agencies are live in under 30 minutes. Upload your current spreadsheet or invite caregivers to add their own documents. No data migration project. No consultants.
Does it work for agencies in every state?
+
Yes. The credential list is configurable per agency, so you can match California, Texas, New York, Florida, or any other state's home care licensing rules. New states get added on request.
Tools that work well with this
Built for agencies running the whole operation in one place.