Agency License Manager
Track state licenses, renewal dates, and requirements across every state you operate in. Upload license documents. Get automated reminders before anything lapses.
Compliance • Licensing • Credentials
Stay licensed. Stay compliant. Stay open.
Track state licenses, staff credentials, and audit readiness across every state you operate in — one dashboard instead of spreadsheets and filing cabinets.
What the Platform Tracks
- State agency licenses & renewal dates
- Staff credentials & expirations
- Training hours & background checks
- Live audit readiness score
Know your compliance gaps before a state surveyor does.
The pain
50 states. 50 different rule sets. One missed renewal can shut you down.
- Every state has different license requirements, renewal deadlines, and inspection criteria — most agencies track them in spreadsheets that break.
- Staff credentials (CPR, TB tests, training hours, background checks) all expire on different dates. One lapse and you're out of compliance.
- When a state surveyor walks in, it's a scramble to assemble documentation. Failing an inspection means losing your license.
Outcomes
Know your audit readiness score. Never miss a renewal.
- See a live compliance score for every state you operate in — click into any gap and see exactly what's missing.
- Automated alerts before licenses and credentials expire, for your whole team at once.
- Every document a state surveyor would ask for, organized and ready in one place.
What we do
Your compliance system of record — built for home health.
Staff Credential Tracker
Per-caregiver dashboard for CPR, TB tests, background checks, in-service training hours, and HHA certifications — all with expiration alerts. Bulk view: "3 caregivers have CPR expiring this month."
Audit Readiness Score
Live percentage score per state showing compliance gaps, missing documents, and upcoming expirations. Know exactly where you stand before a surveyor walks in.
How it works
Up and running in days, not months.
1
Connect Your Agency
Upload your staff roster and enter your existing license information. We import contact info, credential records, and employment history.
2
We Map Your Requirements
State-specific compliance rules are applied automatically. You don't have to research what each state requires — we already know.
3
Track Everything in One Dashboard
Licenses, credentials, training hours, and background checks — all visible in one place with status, expiration dates, and document uploads.
4
Get Alerts Before Things Expire
Automated reminders go out before credentials and licenses lapse — to your coordinators and optionally to staff members directly.
5
Stay Audit-Ready
Live readiness score shows your compliance percentage per state. One click to see every gap. Document storage means everything is ready if a surveyor arrives.
6
Expand to More States
Adding a new state of operation? New requirements are applied automatically. Multi-state agencies get a single dashboard view across all states.
Most agencies are fully set up within one week.
Packages
Simple pricing. No per-seat surprises.
Starter
For new and single-state agencies
- Up to 25 staff members.
- 1 state license tracked.
- Staff credential tracking with expiration alerts.
- Document storage for licenses and certificates.
- Coordinator dashboard.
$99/month. Cancel anytime.
Growth
For growing multi-state agencies
- Up to 100 staff members.
- Multi-state license tracking.
- Live audit readiness score per state.
- Team dashboard for coordinators.
- Automated renewal reminders.
$199/month. Cancel anytime.
Scale
For large or rapidly expanding agencies
- Unlimited staff members.
- All states — one dashboard.
- Priority support.
- API access for integrations.
- Custom reporting.
$299/month. Cancel anytime.
Why us
Most agencies track compliance in spreadsheets. One missed renewal can shut you down.
Home health compliance is non-negotiable — a failed state inspection means losing your license. We built the tool that turns spreadsheet chaos into a live, trackable system of record.
- 50 states, normalized. Every state has different licensing requirements and credential standards. We've mapped them so you don't have to.
- Automation over memory. Expiration alerts, renewal reminders, and compliance scores — no more relying on spreadsheets or institutional memory.
- Built for home health specifically. Not a generic HR compliance tool adapted for healthcare. Built around the exact requirements of home health agencies.
- Grows with you. Start tracking one state. Add more as you expand. The platform scales without changing how you work.
What you keep
Your license. Your agency. Your compliance data stays organized, accessible, and audit-ready — not buried in a binder or a spreadsheet only one person can find.
FAQ
Quick answers.
What compliance does the platform track?
We track state agency licenses (renewal dates, requirements, documents), staff credentials for every caregiver (CPR, TB tests, background checks, in-service training hours, HHA certifications), and generate a live audit readiness score showing where your gaps are.
How do state-specific requirements work?
Each state has different licensing requirements, credential standards, and inspection criteria. We normalize those rules into the platform so when you add a state, the right requirements are automatically applied. You don't have to research them yourself.
Do I need this if I'm just starting an agency?
Yes — especially if you're starting out. Getting your initial license right and building a compliant staff roster from day one is far easier than retrofitting compliance later. Use our free Compliance Readiness Assessment to see where you stand.
Can I track multiple states?
Yes. Multi-state tracking is available on the Growth and Scale plans. Each state gets its own license record, requirement set, and compliance score. You see all states in one dashboard.
How does credential expiration alerting work?
You enter or upload credentials for each staff member. The platform tracks expiration dates and sends automated alerts — to you and optionally to the staff member — before anything lapses. You can see a bulk view: "3 caregivers have CPR expiring this month."
How fast can we get set up?
Most agencies are up and running within a week. You upload your staff roster, enter your license information, and the platform maps your state requirements automatically. Day one you'll see your audit readiness score and any gaps.
Free resources
Tools to help you start and stay compliant.
Compliance Readiness Assessment
Answer a few questions about your agency and we'll show you where you stand on licensing, credentials, and audit readiness — with a score and action list.
Take the assessment →Turnover Cost Calculator
Calculate what caregiver turnover actually costs your agency — recruiting, training, overtime, and lost revenue. See the real numbers.
Calculate your costs →Job Description Templates
Copy-paste job descriptions for HHAs, CNAs, and PCAs. Optimized for Indeed and other job boards to attract qualified candidates.
Get templates →Caregiver Retention Playbook
Proven strategies to reduce turnover and keep your best caregivers. Covers onboarding, recognition, scheduling, and career paths.
Read the playbook →Get started
Start Your Free Compliance Check
Answer a few questions about your agency and we'll show you where you stand on compliance across your states — licenses, credentials, and audit readiness.