Scope and Connect
We agree what the agent says, what it must never say, and what counts as a good outcome. Then we connect to the system it reads from and map the fields, because nothing can be built until we can see your data.
Credential
Expiry Tracking
Certifications, TB tests and background checks chased on a 90, 60 and 30-day cadence,
logged back to the caregiver record, so nothing lapses without anyone noticing.
Nothing Lapses Quietly
Credential lapses are the quiet kind of problem. Nobody notices an expired certification on a Tuesday. They notice it during a state audit, during an incident review, or when a payer asks for documentation you cannot produce. Home care licensing is a state-by-state patchwork with no national regime, which means the specific list you have to keep current is yours and it changes. What does not change is that tracking it in a spreadsheet works right up until the person who maintained the spreadsheet is busy. This workflow watches expiry dates across your roster and starts chasing at ninety days, again at sixty, and again at thirty, by phone, until the renewal is in hand and logged.
It is the least glamorous thing we build and one of the easiest to justify, because the downside it prevents is an audit finding rather than an inconvenience.
What We Do?
We start from the list you actually have to keep current, since that varies by state and by payer. Certifications, TB tests, background checks, driving records, immunizations, in-service training hours. Whatever is on your list goes into the watch, with the renewal path and the person responsible attached to each. One honest caveat: several scheduling platforms do not expose credential dates through their API at all. Where yours does not, this runs off a scheduled export or a shared sheet you keep current instead, and we confirm which applies to you in week one rather than after you have paid.
Chasing escalates rather than repeating. The first touch is gentle and informational, the last one goes to your administrator as well as the caregiver, because a credential thirty days from expiry is your compliance problem and not only theirs. Every touch is logged, which is exactly what an auditor wants to see.
Key Deliverables
A live view of every expiring credential across your roster, with an automated chase sequence and a complete log of who was contacted, when, and what came back.
- Expiry watch across your whole caregiver roster
- 90, 60 and 30-day chase sequence by phone
- Escalation to your administrator at thirty days
- Full contact log kept against each caregiver record
What’s included?
- + Your credential list mapped
- + Chase cadence and escalation rules
- + Scheduler or HR record integration
- + On its own: $350/mo, $500 setup
Process
How We
Build It
Build It
FAQs
Frequently Asked
Questions
Questions
Whatever your state and your payers require. We map your actual list rather than assuming one, because home care licensing is a state patchwork with no national standard.
It stores expiry dates and contact history, not medical records. HIPAA's boundary for a purely private-pay agency is genuinely ambiguous, so we keep the data minimal and treat it as sensitive regardless.
At thirty days your administrator is copied in and it stops being a quiet reminder. You get a list of who is at risk while you can still act on it.
Yes. It reads expiry dates from wherever you keep them, and logs every contact where your system allows it, or in your monthly report where it does not. It is not trying to be your HR system.
Contact
Let’s Talk About
Your Agency
Your Agency