Associate Compliance

PATH:
Reports
>
ROLE PRIVILEGES NEEDED: <udl-white>Associate Compliance Reports<udl-white>

COMPLIANCE | INCLUDE COMPLIANT | INCLUDE LICENSE ISSUES | INCLUDE MISSING RENEWAL DATES | FILTER | REPORTSQUIZ

The Compliance report helps track compliance indicators, licenses, and specialty skills for your organization. Because of the nature of the home health and hospice industries, most organizations set standards that prospective and current associates must meet both at the time of hire as well as part of continued employment.  Expiration and renewal dates for licenses and other compliance items display on the Compliance Report.  Go to Reports > Associate Compliance

Select the drop down <btn>   All Items Checked  ▾ <btn> to the right of Agency to choose your agenc(ies).

Choose the agency(s) that you want to run compliance by.

COMPLIANCE <returntomenu>menu ↑<returntomenu>

Select the drop down <btn>   select        ▾ <btn> to the right of Compliance to choose a compliance item

Select the specific compliance items that you want to review.

Enter From and To Dates

INCLUDE COMPLIANT <returntomenu>menu ↑<returntomenu>

Check to include Compliant as well as non-compliant

INCLUDE LICENSE ISSUES <returntomenu>menu ↑<returntomenu>

Check to include License Issues

Compliance/License Renewals From/to Dates - lets you create a report for all compliance items that have a renewal date based on the date range you entered (i.e. - you want to see items for 01/01/2021 - 12/31/2025, enter this date range to see any items that may have already expired as well as anything that will expire up through 12/31/2025)

INCLUDE MISSING RENEWAL DATES <returntomenu>menu ↑<returntomenu>

Include Missing Renewal Dates - check this box to include any compliance items that require a renewal date but no date exists

Click <btnw>   Search   <btnw>

FILTER <returntomenu>menu ↑<returntomenu>

Select the drop down <btn>   All      ▾   <btn> under Associate Status to filter by Associate Status

REPORTS <returntomenu>menu ↑<returntomenu>

Associate Compliance <btnw>   PDF  ▾ <btnw> includes:

Associate Compliance <btnw>   Spreadsheet  ▾ <btnw> includes:

Associate Compliance - Sort By Associate Name <btnw>   PDF  ▾ <btnw> includes:

Interactive Tutorial