Operations
Assign the training, then prove it happened.
Onboarding, annual compliance, and program-specific training assigned by role, completed in the platform, and recorded with a date and a score — ready for the surveyor who asks.
Your content or ours. Upload your own modules or use the included library.
Assigned by role
The training your accreditor expects, tracked to a name and a date.
Onboarding tracks for new hires, annual compliance for everyone, and program-specific modules by job. Each with a quiz, a passing threshold, and a completion record that survives a survey.
Annual · all staff. What may be disclosed, to whom, and under what consent.
Annual · all staff. Completed by every current employee.
Annual · clinical and residential staff. Two overdue.
Annual · residential staff.
Onboarding · clinical staff. Your own note policy, as a module.
Annual · nursing and techs. Newly assigned this month.
| Staff | Part 2 | HIPAA | De-escalation | Bloodborne | Documentation | Med admin |
|---|---|---|---|---|---|---|
| J. Reyes · LCSW | Complete | Complete | Complete | Not applicable | Complete | Not applicable |
| A. Patel · LPC | Complete | Complete | Due | Not applicable | Complete | Not applicable |
| D. Cole · RN | Complete | Complete | Complete | Complete | Complete | Due |
| K. Osei · Tech | Due | Complete | Overdue | Complete | Not applicable | Overdue |
| M. Ruiz · Billing | Complete | Complete | Not applicable | Not applicable | Not applicable | Not applicable |
Two reasons this exists
One is the survey. The other is the first week.
Accreditation
Missing records are findings
CARF and Joint Commission review training files. If the training happened but the record does not exist, the outcome is the same as if it never happened.
- Completion date and score per person
- Records retained seven years
- Exportable per staff member
- Your own policies as modules
Onboarding
A new tech's first week
A structured track means day one does not depend on who happens to be free to shadow. Turnover in residential settings makes this a recurring cost, not a one-off.
- Role-based new-hire tracks
- Progress visible to the supervisor
- Quizzes with a passing threshold
- Tied to credential requirements
One fewer subscription
A standalone LMS is another vendor that does not know who works for you.
Every new hire has to be created twice, every departure remembered twice, and every completion report exported and reconciled. Putting training beside the staff record removes that entirely.
Works with
It runs on the same record as the rest of the platform.
Operations
Credentials & licensure
Every license, certification, supervision agreement, background check, and payer enrollment tracked with its expiration date — with warnings early enough to renew rather than to scramble.
Read more →Operations
Payroll, time & attendance
Clock-in, shift differentials, PTO, and hours worked in the same platform as the schedule — then pushed to Gusto, ADP, or Paychex instead of retyped into them.
Read more →Audit & compliance
42 CFR Part 2 handling
Part 2 protects SUD treatment records more tightly than HIPAA, and it governs what you can disclose, to whom, and with which consent.
Read more →Get started
Start today, or take a look first.
Create an account in minutes. Or book a 30-minute walkthrough.