Caregiver Credentialing Tracker

Track credentials, expiration dates, and renewal status for each caregiver | Home Health Workforce

Initial Hire Credentials

Complete before first patient assignment

Credential Verified Date Verified Expiration Notes
Government-issued photo ID
SSN verification
I-9 / E-Verify
State license (LPN/RN/HHA/CNA)
CNA registry verification
CPR/BLS certification Every 2 yr
First Aid certification
Specialty certifications

Background Screening

Check Completed Date Result Notes
Criminal background (state + federal)
Sex offender registry
OIG/GSA exclusion list
State abuse registry
Motor vehicle record
Drug screening

Health & Safety

Requirement Status Date Expiration Notes
TB test (PPD/chest X-ray) Annual
Hepatitis B vaccination
Flu vaccination Annual
COVID-19 vaccination
Physical exam (fitness for duty)
Immunizations (MMR, Varicella, Tdap)

Training & Competency

Training Completed Date Next Due Notes
HIPAA privacy & security Annual
Infection control
Patient rights & abuse prevention
Emergency procedures
Agency policies & procedures
Competency assessment Annual
Continuing education

Renewal Tracking (12-Month View)

Mark expiration dates and set reminders at 60, 30, and 7 days before each

Credential Current Exp. 60-Day Alert 30-Day Alert Renewed? New Exp.