Credentis
Compliance Infrastructure for Home Health

Know exactly which
clinicians are
ready to staff.

Credentis automates credential collection, tracks expiration dates, and gives your agency a single source of truth on clinician readiness — so compliance gaps don't become missed placements.

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credentis.app/dashboard

Clinician Roster

60 active clinicians

ClinicianTypeStatus
Sarah M.PTReady
James K.OTPending
Linda R.SLPNot Compliant
Carlos V.PTAReady

3 clinicians have credentials expiring within 14 days. Reminders sent automatically.

No long-term contract required
Live in under 24 hours
No patient PHI stored

The Problem

Your current process is a liability.

Most home health agencies are managing clinician compliance the same way they did ten years ago. The tools haven't kept up with the risk.

Expired licenses slip through

A spreadsheet with 80 clinicians and quarterly manual reviews is not a compliance system. It's a guessing game — and expired licenses get deployed.

Onboarding stalls placements

Email chains, missing documents, and chasing follow-ups delay a clinician from going active by days or weeks. Each day is a day of unbillable capacity.

No audit trail when it matters

If a surveyor or insurer asks who approved a clinician's credentials and when, "I think we have it in a Drive folder somewhere" is not an acceptable answer.

30%
of compliance incidents are caused by untracked document expirations
11 days
average delay for contract clinician onboarding without a structured process
$499
per month is less than a single missed placement from a compliance hold

The Solution

Compliance that runs itself. Visibility you can act on.

Credentis gives your agency a structured, automated pipeline from clinician invite to Ready-to-Staff status. Every credential has an owner, a due date, and a status — visible at all times.

  • One readiness status per clinician

    Ready, Pending, or Not Compliant — calculated automatically from document status.

  • Automated expiration reminders

    30, 14, and 7 days before expiration. Status flips automatically if nothing is renewed.

  • Structured checklist templates

    Build per-discipline templates (PT, OT, SLP, MSW, PTA, COTA) once. Apply consistently across every hire.

  • Full audit trail

    Every approval, rejection, and override is timestamped and logged. Ready for any surveyor review.

Clinician Checklist — TX Home Health PT

TX PT License

Approved · Exp. Aug 12, 2026

Verified

CPR / BLS Certification

Approved · Exp. Jan 5, 2027

Verified

TB Test / QuantiFERON

Uploaded · Pending Admin Review

Review

W-9 Form

Not yet uploaded

Pending

Background Check

Not yet uploaded

Pending

Readiness Status

3 of 5 items complete

Not Ready

Reminder sent

License expires in 14 days — Sarah M.

Features

Built for how agencies actually operate.

Every feature in Credentis is designed to reduce administrative burden, eliminate compliance risk, and give your team real-time operational clarity.

Automated Readiness Status

Credentis calculates Ready-to-Staff, Pending, or Not Compliant based on the actual status of every required credential. No manual interpretation needed.

Expiration Tracking & Reminders

Daily cron jobs check every document expiration date. Automated reminders go out at 30, 14, 7 days — and on day of. Status flips automatically if not renewed.

Discipline Checklist Templates

Build reusable templates per discipline (PT, OT, SLP, MSW, PTA, COTA). Assign the right checklist to each clinician at creation — no manual setup per hire.

Secure Magic Link Upload

Clinicians receive a secure, tokenized link to upload their own documents. No account creation. No friction. No credentials to manage for contract staff.

Full Audit Trail

Every approval, rejection, override, and status change is logged with timestamps and actor identity to support internal review, audits, and legal response workflows.

Admin Review & Override

Admins approve or reject uploaded documents individually. Override controls available for eligible items, with full restrictions on expired license overrides.

Multi-Tenant Architecture

Each agency is fully isolated. Invite your operations team with role-based access. Data never crosses tenant boundaries — built for healthcare data handling from day one.

Document Upload & Storage

Clinicians upload licenses, CPR cards, TB results, W-9s, background checks, and more. All stored securely and linked to the specific checklist item.

No Patient PHI Stored

Credentis is focused on clinician credentialing workflows. Agencies remain responsible for managing PHI and confirming whether a BAA and additional safeguards are required for their environment.

How It Works

From invite to Ready-to-Staff in one workflow.

Credentis replaces your email threads and folder chases with a structured pipeline that runs predictably every time.

1

Admin Creates Record

Add the clinician's name, discipline, and assign the appropriate checklist template.

2

Magic Link Sent

Clinician receives a secure, one-time link to their personal credential upload portal.

3

Clinician Uploads

They upload each required document directly. No account. No login. No friction.

4

Admin Reviews

Approve or reject each item. Every decision is logged with timestamp and rationale.

5

Ready to Staff

Status updates as checklist and review data changes, based on your configured requirements and ongoing expiration monitoring.

After the clinician goes active, Credentis keeps watching.

Daily jobs check each document's expiration date and send reminders. If an item expires without renewal and approval, clinician status updates automatically based on configured rules and should be reviewed by your team before assignment.

Pricing

One plan. No surprises.

Credentis is priced to be immediately ROI-positive for agencies managing 30 or more contract clinicians.

Agency Plan — Everything Included
$499/month

Billed monthly. Cancel anytime. No setup fees.

  • Up to 200 active clinicians
  • Unlimited checklist templates
  • Automated expiration reminders (30/14/7/day-of)
  • Automatic Ready-to-Staff status engine
  • Secure magic link clinician upload portal
  • Full admin audit trail and override controls
  • Multi-admin team access with roles
  • Email support with 24h response SLA
Get Started Today

One missed placement from a compliance hold pays for 2+ months of Credentis.

Compare the math: A single delayed placement from credential chaos typically costs an agency $800–$2,000 in unbilled visits. Credentis at $499/month prevents that — month after month.

FAQ

Questions we hear from operations teams.

Credentis v1 does not store patient Protected Health Information (PHI). We only store clinician credential data — licenses, certifications, and employment documents. This significantly reduces HIPAA exposure. We implement standard security controls including encrypted storage and access logging. If your legal team requires a formal BAA, please contact us.
No. Clinicians receive a secure, tokenized magic link via email. They click the link, upload their documents, and they're done. No username, no password, no app to download. This is intentional — contract clinicians work across multiple agencies and shouldn't be burdened with another account.
Credentis runs daily expiration checks. When a document is within 30 days of expiration, automated reminders are sent at 30, 14, 7, and 0 days. If the document is not renewed and approved before expiration, the clinician's status updates based on your workflow rules. Admin overrides are available for eligible scenarios, while expired license safeguards remain enforced.
Yes. You create checklist templates for each discipline your agency works with — PT, OT, SLP, MSW, PTA, COTA, and others. Each template specifies exactly which documents are required, which are optional, and which require an expiration date. When you create a new clinician record, you assign the appropriate template and it applies automatically.
Most agencies are operational within 24 hours of signing up. You'll build your checklist templates (which takes 20-45 minutes depending on how many disciplines you staff), then begin adding clinicians. There's no migration project, no implementation consultant, and no professional services engagement required.
No. Credentis is month-to-month. You can cancel at any time with no penalty. We don't believe in trapping customers — we believe in building a product that earns continued use every month.
No setup fee · No contract · Cancel anytime

Stop managing compliance
in a spreadsheet.

Every day your agency runs on email chains and shared folders is a day you're exposed to a missed expiration, a delayed placement, and the compliance liability that follows.

Get Started Today

$499/month · Live in under 24 hours · No PHI stored