Using Compliance Management

Compliance Management is specifically for Provider Agency Administrators to set up employee compliance. Employee compliance can be used to track employee vaccinations, licensure, and more. This feature is for those users given Administrative privileges. 

Creating a Compliance 

To create a compliance, begin by heading to the Admin module and selecting Compliance Management 

  1. 1. Select Create Compliance 

A screenshot of Create Compliance Screen 

  1. 2. In the Details screen, complete the required information. You can describe the compliance, input a Start Date Requirement, an Expiration Period, and mark it as a Triggered Compliance. 

A screenshot of Details in Compliance Setup 

 

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  1. 3. In the Options step, you can add a Label Field Name and Add Options for compliance results. For example, if the compliance was completed, you can have it result in a compliance, trigger a compliance based upon the result selection, set an expiration date, or add an option for recurrence. Select Next to move on to Settings. 

A screenshot of Options in Compliance Set Up 

  1. 4. In Settings, you have the option to include an in service Code, import and export data for Third Party Compliance Mapping, and a Comment Section.  

A screenshot of Settings for Compliance Setup 

Editing a Compliance 

You may want to edit a compliance. For example, if a change in requirements for a particular vaccine or a certain certification has come through. 

  1. 1. Go to the Admin module and select Compliance Management.  

A screenshot of Compliance. 

  1. 2. To edit a Compliance. Select any field in the row. 

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  1. 3. To delete a compliance, select the trash can icon. 

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Adding a Compliance to an Employee  

Once you have created your Compliance, you’ll want to add them to employees. This is a useful tool to track which employees have completed the appropriate certification or other important steps for them to provide care to clients. 

  1. 1. Go to the Employee module and select an employee profile to edit. Then, go to the Compliance tab on the profile. There are no items for this employee, so you select Add Compliance. 

A screenshot of an employee profile with the compliance screen showing. 

  1. 2. Select the Compliance and select Add. 

A screenshot of adding a compliance to an employee profile. 

  1. 3. To edit the Compliance on the profile, select any field in the row.  

 

  1. 4. To change the status of the Compliance, select the required fields and select Save Changes.  

 

  1. 5. Once completed, it will disappear from the Compliance section. To view completed items, select Show Completed Items. 
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