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The HHSC Digital Binder is an inspector-ready compliance packet that consolidates all six HHSC compliance domains into a single, reviewable interface. Open it by clicking the HHSC Binder button on the Documents page.
Only Managers and Administrators can open and export the binder.

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Opening the binder

  1. Go to Documents in the sidebar
  2. Click the HHSC Binder button in the top-right header area
  3. The binder opens as a full-screen panel with an eight-section sidebar

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Binder sections

Navigate sections using the left sidebar. Each section corresponds to a tab in the binder.

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Tab 1 — Facility Profile & Permits

Displays your facility’s complete profile and physical plant specifications:
  • Facility name, license number, address, phone, and licensed capacity
  • Kitchen square footage, food prep area, cabinet storage per resident
  • Landline phone availability, emergency numbers posted, fire department evacuation plan approval date
  • Mobility-impaired resident flag
  • Active permits table (name, number, expiry date, status)
Update facility and physical plant data under Facility settings.

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Tab 2 — Policies & Procedures

Lists all six HHSC-required written policies with:
  • Policy title and type
  • Document link (opens in a new tab)
  • Last reviewed date and reviewer
  • Not Yet Uploaded placeholder for missing policies
Manage policies under Policies & Procedures.

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Tab 3 — Staff Compliance Matrix

A per-staff compliance grid showing:
  • Staff name and role
  • Background check status and expiry
  • Sex offender registry check expiry
  • Food handler permit expiry
  • Completion status for all 10 training modules
Update staff compliance records from individual staff profiles or the Staff Compliance page.

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Tab 4 — Resident Care & Assessments

A roster of all active residents with:
  • Resident name and admission date
  • Service agreement signed date
  • HHSC eligibility status (Eligible or Action Required) from the latest assessment
  • Care level from the latest ADL assessment
Complete or update assessments from the Assessments tab in each resident profile.

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Tab 5 — Incident & Safety Logs

The 20 most recent incidents with:
  • Incident date, type, and severity
  • Guardian notification date
  • 48-hour SLA status (Met or Violated)
Incidents are entered under Resident Care → Incidents.

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Tab 6 — Financial & Rep Payee

Lists residents where the facility or an external party manages representative payee responsibilities:
  • Resident name
  • Rep payee type (Facility or External)
  • Admission date
Update rep payee status from the resident profile Overview tab.

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Tab 7 — Evacuation & Drill Logs

Historical evacuation drill records including date, drill type, participants, facilitator, and outcome. Drill records are maintained under Drill compliance.

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Tab 8 — Certification & Sign

The administrator certification page used when printing or presenting the binder. This page includes a signature block for the administrator to sign and date.

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Export to PDF

Click Export PDF (top-right of the binder panel) to generate a pdfmake-rendered PDF of the full binder. The PDF includes:
  • A branded cover page with facility name, license number, and generation date
  • All eight sections with tables formatted for print
  • Page headers and footers with facility name and page numbers
  • A signature page for administrator certification
The PDF filename includes the facility name and today’s date (e.g. HHSC_Binder_Sunrise_House_2026-07-05.pdf).
Generate the binder before every scheduled HHSC inspection so you have a dated, printable record of your compliance status. The Workbox PWA cache ensures the binder loads quickly even on slower connections.

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Keeping the binder current

The binder pulls live data each time it is opened. To ensure a complete and accurate binder: