Resident Contact Clearance

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Overview

ImaraCare enforces a contact clearance gate: a staff member cannot be assigned to direct resident interaction until they have completed all mandatory pre-contact training topics and passed a background check. This ensures every person who works with residents meets your licensing authority’s requirements.

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Clearance status

Each staff member’s profile shows one of two badges:

• Contact Cleared — all pre-contact training topics have been completed and the background check is clear
• Not Cleared for Resident Contact — one or more pre-contact requirements are still outstanding

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What is required for clearance

Clearance is granted automatically when all of the following are true:

1. All pre-contact training topics are marked Complete
2. The staff member’s background check has a Cleared status (or is otherwise in a non-barred state)

Both conditions must be satisfied. Completing training alone does not clear the contact gate if the background check is still pending.

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Viewing clearance status

Go to Staff & HR → Staff Directory. Each staff card shows the clearance badge. You can also filter staff by clearance status using the status filter at the top of the list.

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Clearance is revoked automatically when

• A required recurring training topic expires and the renewal is not completed within the allowed window
• A background check result is updated to Flagged, Barred, or Pending

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Assigning cleared staff to residents

Resident assignment flows in the Resident Directory and Resident Profile are blocked for staff who are not contact-cleared. A tooltip explains the reason and links to the staff member’s outstanding requirements.