Features · Compliance
Staff Credentialing

Licenses current, provably.

Track every license, certification, and training in one place, with alerts before anything lapses — so an audit finds a file, not a scramble.

DA
D. Alvarez
CADC · CASE MANAGER
CLEARED
CADC license
Exp 03/2027 · verified
CURRENT
CPR / First Aid
Exp 08/09/2026 · renewal booked
29 DAYS
TB screening
Completed 01/2026
CURRENT
How it works

Nothing expires quietly.

01
Add

Record each credential with its document, number, and expiry date.

02
Verify

A supervisor confirms the document — verification is logged with a name and date.

03
Track

One board shows every credential across the org — current, expiring, lapsed.

04
Alert

Staff and their supervisor are nudged at 60, 30, and 7 days before expiry.

05
Renew

The new document replaces the old — history kept, so the file is always audit-ready.

Credentials gate work

If the license lapsed, the assignment won't happen.

Tie requirements to roles and tasks — counseling sessions require an active license, med passes require med training. SoberLab checks at the moment of assignment, not at the annual review.

Requirements per role, program, or task
Assignment blocked or flagged when out of date
Org-wide readiness view for surveys and audits
Credential boardALL STAFF · 14
DA
D. Alvarez
CADC · Case manager
3 / 3
KP
K. Park
RN · Med pass
CPR 29D
RM
R. Moore
House manager
2 / 2
On one record

Credentials touch everything staff do.

Into scheduling

Schedules respect requirements — sessions and shifts only go to qualified staff.

Into compliance

Verification history sits with the rest of your compliance posture, ready for a surveyor.

Into reporting

Staffing and qualification data flows into state submissions that ask for it.

Questions, answered.

What can we track besides licenses?

Anything with a document or a date — certifications, trainings, background checks, TB screens, insurance, driver eligibility for transport runs. Credential types are yours to define.

Do staff manage their own credentials?

Staff can upload their own renewals from their account; a supervisor verifies before the credential counts. Both steps are logged.

What does a surveyor actually see?

A per-staff file: each credential, its document, verification history, and current status — exportable as a packet for the whole team in one action.

Does a lapsed credential lock someone out?

That's your call, per requirement — hard-block the gated tasks, or flag them for a supervisor override with the reason recorded.

Audit-ready, every day.

We'll load a sample roster and show you the credential board, the alerts, and the surveyor packet.