Requirements by role
Organize the documentation each contractor needs and see what is missing.
What changes in your day
Onboarding opens the record. Follow-up continues.
First, gather onboarding documents. Then keep the credentials and renewals needing attention in view.
A portal to submit documents
Workers upload documents and complete signatures from their phone without installing an app.
Renewals in view
Identify expirations and follow the documentation requested and received.
How the work connects
A request. A submission. A review.
When a credential needs renewal, the worker provides the document and your office checks what arrived.
- 01
Identify outstanding items
See which credentials and documents need attention in the record.
- 02
The worker submits
They open their portal to provide the document or complete the outstanding signature.
- 03
Your office reviews
Check what arrived and continue following the renewal.
Contractors
A record built around each role.
A nurse and an HHA do not have the same documentation. Records organizes requirements by role so your office reviews the right record for each person.
- Licenses and certifications
- Agreements and onboarding documentation
- Follow-up on expiring documents
Explore onboarding and renewals.
See the worker portal and the record your office uses to review credentials and agreements.