The moment you assign someone a role, HealthPliant automatically builds their entire compliance profile — every certification, every training course, every document their HR file requires, and continuous OIG exclusion monitoring. Nothing added by hand. Ever again.
Automatically assigned — 0 seconds
Automatically assigned and tracked by role
You define what each role needs — once. From then on, every hire, every renewal and every annual cycle runs on its own.
Define once what an RN, CNA, provider or administrator must hold — certifications, trainings, HR file documents and screening cadence. That blueprint becomes the rule.
Hire someone and pick their role. Every requirement in that blueprint is instantly applied to their record, with deadlines already set. No checklist to copy over.
Annual trainings re-issue on schedule. Expiring certifications trigger alerts. OIG screening runs monthly. Change a blueprint and everyone in that role updates at once.
These are example blueprints — yours are fully configurable to your state, accreditor and policies.
Clinical · direct patient care · licensed
28 items auto-assignedChange one blueprint — say you add a new annual training for all RNs — and it applies to every registered nurse in the organization instantly, with deadlines assigned automatically.
Clinical support · direct patient care · certified
22 items auto-assignedIn-service hour requirements track cumulatively across the year — the portal shows exactly how many hours each aide still owes before their deadline.
Licensed prescriber · credentialed · privileged
26 items auto-assignedRecredentialing cycles start themselves. The portal opens the packet, requests updated documents, and tracks what's outstanding — months before the deadline.
Non-clinical · billing, reception, records
15 items auto-assignedNon-clinical staff still require monthly exclusion screening under federal guidance — HealthPliant enrolls them automatically, so nobody gets missed.
Federal guidance expects monthly exclusion checks on every employee, contractor and vendor. Doing that by hand across hundreds of names is where most organizations quietly fall behind — and where the penalties bite hardest.
Same compliance obligations. Almost none of the work.
Every module runs off the same role blueprint — so a certification, a course and a signed policy all stay in sync automatically.
Requirements assigned by role, not by hand. Staff and corporate credentials tracked to the day, with the document attached and verified.
Reminders fire at 90, 60, 30 and 7 days — by email and text message — to the employee, their manager and HR, escalating on their own until the renewal lands.
Annual training assigns and re-assigns itself. Nobody rebuilds the list in January, and nobody chases completions manually.
Every role carries its own document requirements. The portal knows what belongs in each employee file — and shows you what's missing.
For providers who administer medication. Replace paper MAR charts with a digital record that flags missed doses in real time — and links straight back to whether the staff member giving the medication is trained and in date.
Ask about eMARA lapsed certification is rarely a memory problem — it's a notice problem. HealthPliant warns early and keeps escalating on its own until the renewal is uploaded and approved.
Separate logins with separate permissions — staff never see each other's records, and leadership gets the overview without the noise.
Portal 01
Portal 02
Portal 03
A 20-minute walkthrough using your own roles and requirements. No obligation, no pressure.
Typically live within days — not months.
Tell us a little about your organization — we'll be in touch within one business day.
We'll be in touch within one business day to arrange your walkthrough.