Keeping credentials current is required for HHSC surveys and safe resident care.
Certification tracker
From Staff and HR, open a staff member’s certifications. Enter license type, number, issue date, and expiration.
Expiration alerts
Expiring credentials appear in:
Background checks
Record screening completion dates. When a check expires:
- The staff member shows an Expired badge
- Remove them from direct resident care assignments
- Upload the renewed check when complete
Operating with expired background checks on direct-care staff is a common survey deficiency. Resolve expirations before the expiration date when possible.
Training records
Link completed training to staff profiles under Training management for survey-ready documentation. 