Associate Compliance

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


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

You have the following options:

  1. Select the drop down <btn>   All Items Checked  ▾ <btn> to the right of Agency to choose your agenc(ies). Select the agency(s) that you want to run compliance by.
  2. Select the drop down <btn>   select        ▾ <btn> to the right of Compliance to choose specific compliance items that you want to review.
  3. 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)
  4. Include Missing Renewal Dates - check this box to include any compliance items that require a renewal date but no date exists
  5. Check to include Compliant as well as non-compliant
  6. Check to include License Issues
  7. Enter Active Associate Dates From / To to filter dates
  8. Select the drop down <btn>   All      ▾   <btn> under Associate Status to filter by Associate Status
  9. Click <btnw>   Search   <btnw>
  10. Select the drop down <btn><select>     ▾   <btn> to the right of PDF to choose the type of file you would like to export
  11. Select the <btnw>   Export   <btnw> button when you have finished setting all of your options.  

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:

Select the <btnw>   Export   <btnw> button when you have finished setting all of your options.

Interactive Tutorial