How do I monitor license expirations and renewal alerts?
Use the Compliance Dashboard and Renewal Alerts view to proactively identify expiring worker licenses and prevent staffing gaps.
Step-by-Step Instructions
Check the Dashboard Alert Bell & Widget
The Operations Dashboard displays an immediate count of all credentials expiring within 30 days. Clicking "View all" jumps directly to the alerts view.
Open the Renewal Alerts Tab
In the Credentials module, click the "Renewal Alerts" tab in the header. Expired items appear at the top in red, followed by expiring items in amber.
Credential inventory showing active clinician compliance statuses, expiration dates, and verification records.
Review Days Remaining
Each entry displays the clinician name, license title, and exact countdown of days remaining until expiration.
Update After Renewal
Once the clinician provides an updated license, click on the record in the License Inventory tab to update the expiration date and attach the new PDF.
Pro-Tips & Best Practices
- The "Compliance Score" on the dashboard provides an overall percentage rating of your agency’s total credential health.
- Automated background cron jobs run daily to notify workers and compliance managers via in-app alerts and transactional emails at 30, 14, and 7 days prior to expiry.
Frequently Asked Questions & Troubleshooting
Does the system send automated email alerts to clinicians?
Yes. Daily background cron verification routines check all expiration dates and dispatch formatted warning emails with direct renewal upload buttons to clinicians as soon as their licenses cross 30, 14, or 7-day expiration thresholds.
What happens if a license expires completely without renewal?
The system automatically marks the clinician as non-compliant and prevents coordinators from scheduling them for shifts without an explicit admin compliance override.
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