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Features

Credentialing ops, without the clutter.

Every capability below is backed by real Agency and Clinician Portal screens—not mockups.

01. Agency Portal

Credential requirements by discipline

Build credential types, forms, and signatures once. RN, PT, HHA, and every other discipline see only what applies to them.

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Agency · Credential Setup
Agency · Notifications

02. Agency Portal

Expiry alerts that actually land

In-system notifications and reminders keep expirations visible. Send reminders when something needs attention—without another spreadsheet chase.

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03. Agency Portal

Onboarding that finishes

Bulk-import clinicians from CSV, invite by email, and watch onboarding progress from one roster—not a folder of half-finished threads.

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Agency · Clinicians
Agency · Dashboard

04. Agency Portal

Audit-ready reporting

Dashboard KPIs, credential status trends, and clinicians needing attention—so compliance is continuous, not a last-minute scramble.

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05 · Clinician Portal

Credentials clinicians can finish

Clinicians see what is current, what needs attention, and what needs a signature. View, history, edit expiry, and replace—right from their credentials grid.

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Agency · Credentials
Agency · Operations

06. Agency Portal

Multi-entity ready

Run business lines from one operations hub. Dashboards, alerts, and to-dos stay scoped to the agency work that matters today.

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