How it works
Home health compliance isn't a one-time project — licenses expire, credentials rotate, and state surveyors show up unannounced. This is how the platform keeps you audit-ready at all times.
Know your gaps before a state surveyor does.
Step 1 — Connect your agency
Start by uploading your staff roster — a spreadsheet with names, roles, start dates, and any existing credential records you already track. The platform imports contact information, employment history, and current credential data so you're not re-entering information you already have.
If your records are scattered across binders and email inboxes, you can start with partial data and fill gaps as you go. The audit readiness score immediately shows you what's missing.
Enter your agency's state license information — license number, issue date, expiration date, and any supporting documents. Upload the license certificate directly into the platform so it's stored alongside your compliance data.
If you're in multiple states, enter each license separately. The platform applies the right requirements for each state automatically once you've added the license.
Step 2 — State requirement mapping
Every state has different home health licensing requirements, different credential standards for staff, different inspection criteria, and different renewal timelines. These rules are built into the platform — when you designate a state, the right requirements are applied to your agency and staff automatically.
State regulations change — training hour minimums increase, background check requirements tighten, new credential types are added. We track regulatory updates and update the requirement mappings so the platform reflects current rules, not last year's rules.
Agencies operating in multiple states see consolidated guidance on what changed and which staff members are affected.
Step 3 — Dashboard overview
All state licenses in one view with status (active, expiring soon, expired), expiration dates, renewal due dates, and links to uploaded documents. If you operate in multiple states, you see all licenses side by side — not in separate spreadsheets.
Per-caregiver view showing every required credential for their role, current status, and expiration date. The bulk view shows you across your whole team: "4 staff have CPR expiring this month" or "2 CNAs are missing TB test documentation."
Upload and organize licenses, certificates, inspection reports, and training records. Everything a state surveyor would ask for lives in one place — not in email attachments, file cabinets, or a shared drive that only one person can navigate. Documents are linked to the specific credential or license they support.
Step 4 — Expiration alerts
Once credentials and licenses are entered, the platform calculates days-to-expiration for every item. No manual tracking required — expiration dates are always current.
Alerts fire at configurable lead times — typically 60, 30, and 7 days before expiration. Different credential types can have different lead times based on how long renewal takes. A state license renewal that requires paperwork gets more lead time than a CPR recertification that takes an afternoon.
Alerts go to coordinators and administrators — the people responsible for making sure renewals happen. Optionally, alerts can also go directly to the staff member, so they know their CPR is expiring and can schedule recertification without coordinator follow-up.
As credentials approach expiration, the dashboard status updates: Active → Expiring Soon → Expired. Coordinators see the same picture in their dashboard that the alerts describe, so nothing is missed between notifications.
When a credential is renewed, coordinators upload the new certificate and update the expiration date. The record closes the alert cycle and the next expiration window begins. Document history is preserved so you can show renewal continuity if a surveyor asks.
Step 5 — Audit readiness score
The audit readiness score is a percentage that reflects how close your agency is to full compliance for a given state. It accounts for:
A 100% score means: if a state surveyor walked in today, every credential they would ask for is current, documented, and findable in under two minutes.
The score gives you a daily signal — not a quarterly surprise. Clicking into any gap shows you exactly what's missing or expiring:
Each gap item includes a suggested action. Coordinators work from the gap list until the score reaches 100%. The score updates in real time as records are updated.
Step 6 — Multi-state expansion
When your agency expands to a new state, you enter the new state license and the platform applies that state's requirement set automatically. Staff credential requirements that differ from your existing states appear as new compliance gaps in the dashboard — so you can see exactly what your current staff are missing for the new state before you start operating there.
Each state has its own compliance score and license record. The multi-state dashboard view shows all your states side by side — so if Florida is at 98% and you just opened in Georgia at 71%, you can see that gap immediately and work the Georgia action list to close it. You don't need separate spreadsheets for separate states.
Some staff members work across state lines. The platform can track state-specific credential requirements per staff member when applicable — particularly relevant for agencies operating in contiguous markets where caregivers cross state borders.
Multi-state tracking is available on Growth and Scale plans.
Onboarding new staff
When you add a new staff member, the platform generates their required credential checklist based on their role and the states they'll work in. Coordinators see exactly what needs to be collected before the hire is fully compliant.
Survey preparation
State surveyors can arrive with little or no advance notice. The platform organizes every document they would ask for in advance:
Instead of spending two hours assembling a binder, you access the document library and pull what the surveyor is asking for in seconds.
Get started
The free Compliance Readiness Assessment takes about two minutes. Answer a few questions about your agency and you'll get a score and action list showing where your compliance gaps are — before a surveyor finds them.