> ## Documentation Index
> Fetch the complete documentation index at: https://docs.imaracare.com/llms.txt
> Use this file to discover all available pages before exploring further.

# HHSC Digital Binder

> Generate and review the full HHSC Digital Compliance Binder — an inspector-ready packet covering all six HHSC compliance domains.

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.

<Info>
  Only **Managers** and **Administrators** can open and export the binder.
</Info>

***

## 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

***

## Binder sections

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

### 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](/administration/facility-settings).

### 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](/compliance/policies-and-procedures).

### 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.

### 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](/compliance/assessments) in each resident profile.

### 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**.

### 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.

### Tab 7 — Evacuation & Drill Logs

Historical evacuation drill records including date, drill type, participants, facilitator, and outcome.

Drill records are maintained under [Drill compliance](/facility-operations/drill-compliance).

### 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.

***

## 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`).

<Tip>
  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.
</Tip>

***

## Keeping the binder current

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

| Section                           | Where to update                                                                 |
| --------------------------------- | ------------------------------------------------------------------------------- |
| Facility profile & physical plant | [Facility settings](/administration/facility-settings) → Facility tab           |
| Policies                          | [Documents → Policies & Procedures](/compliance/policies-and-procedures)        |
| Staff compliance                  | Staff profiles → Compliance tab                                                 |
| Resident assessments              | Resident profile → [Assessments tab](/compliance/assessments)                   |
| Incidents                         | Resident Care → Incidents                                                       |
| Rep payee status                  | Resident profile → Overview tab                                                 |
| Drill records                     | [Facility Operations → Drill compliance](/facility-operations/drill-compliance) |