Built for healthcare
A healthcare compliance platform built for pharmacies, dental practices, veterinary practices, medical practices, urgent care centers, and healthcare clinics.
Bring policies, credentials, screenings, training, tasks, and audit history into one platform built for healthcare, for a single location or for thousands of them.
Dashboard
Good morning, Dana.
People compliant
24 of 28
Acknowledgments owed
4 policies
Tasks overdue
2 people
Credentials expiring
next 90 days
Needs your attention
6Infection control policy v3
12 acknowledgments owed since Mar 2
RN license · M. Okafor
Ohio RN.318442 · expires in 11 days
OIG/SAM screening · March
1 potential match to resolve
BLS card · J. Alvarez
Uploaded, awaiting review
Furthest behind
M. Okafor
42%1 license, 2 tasks
T. Reyes
61%3 acknowledgments
S. Whitfield
88%1 task overdue
Who it's for
The same compliance work, in every kind of practice.
Policies to keep current. Licenses that expire. People to screen. Training to track. Routines to run every day. Evidence to keep for the next survey. The names change from one setting to the next. The work does not.
Pharmacies
Where we started, and still the deepest shelf of policies and checklists in the library.
- Pharmacist, technician, and intern licenses beside the permits the location holds, including DEA
- Monthly OIG/SAM screening across the whole roster, with every determination kept
- Compounding and specialty shelves of policies and checklists, already written
Dental practices
Dentists, hygienists, and assistants, and the infection control work that never stops.
- Dentist, hygienist, and assistant licenses, with CPR and radiography certificates beside them
- Infection control and OSHA policies, versioned and acknowledged by every person
- Sterilization monitoring and opening routines as recurring checklists, with proof attached
Veterinary practices
Veterinarians, technicians, and the controlled substance procedures a DEA registration depends on.
- Veterinarian and technician licenses, with the DEA registration each veterinarian holds
- Controlled substance, radiation safety, and OSHA procedures, versioned and acknowledged
- Daily controlled drug counts and equipment checks, assigned and tracked by location
Medical practices
Physicians, advanced practice providers, nurses, and medical assistants, across one office or many.
- Physician, NP, PA, and nursing licenses, with BLS and ACLS cards and DEA registrations
- HIPAA, OSHA, and clinical policies with acknowledgments tracked by version
- Monthly OIG/SAM exclusion screening for everyone on the roster and every vendor you pay
Urgent care centers
Extended hours, several sites, and a roster that changes faster than a spreadsheet can keep up with.
- Onboarding checklists that start the day a new hire is entered
- Provider and nursing licenses across every site, ordered by what lapses next
- Opening and closing routines per location, visible to the regional manager without asking
Healthcare clinics
Community health, behavioral health, and multi-site clinic networks answering to funders and surveyors.
- Policies published from the organization to every clinic, with that clinic's own details filled in
- Credentials, screenings, and training rolled up across the network, then opened one clinic at a time
- Audit evidence assembled as the work happens, by site or across all of them
The policy library was written for pharmacy first. Every other kind of practice brings in the policies it already has, or links to where they live today, and the platform versions, publishes, and tracks acknowledgment of them the same way.
How compliance is managed today
Compliance should not be this hard.
Policies in Word and SharePoint. Licenses in a spreadsheet. Renewal reminders in an inbox. Training in some other system. The monthly exclusion check on a sticky note. Each tool does its job. Connecting them is still somebody's job.
=IF(C4<TODAY(),"RENEW","OK")| A | B | C | D | |
|---|---|---|---|---|
| 1 | Staff | License | Expires | Follow-up |
| 2 | J. Chen | RN | 10/01 | Email again |
| 3 | M. Patel | RN | 11/15 | Updated? |
| 4 | A. Rivera | MA | 09/30 | Still waiting |
| 5 | S. Kim | MA | 12/01 | — |
Following up on the follow-up.
renew CPR card
screening
Cold storage &
temperature logs
All temperature checks must be
recorded daily and reviewed
by the clinical lead.
Medication safety
Certificate downloaded.
Tracker updated?
A place for everything.
A history behind it.
Policies, credentials, screenings, training, tasks, and audit history in one record, for every location.
- Renewal reminders already on the calendar.
- Acknowledgments tied to the policy version.
- Screening that runs against the roster each month.
Good morning, Dana.
What the platform does
From onboarding to audit, one shared record.
Enter one new hire and the onboarding checklist starts, their licenses go on the list ordered by what lapses next, the policies for their role go out for acknowledgment, their CE cycle opens, and they are in next month's exclusion screening. Each of those steps happens automatically, and not one of them depends on a person remembering it.
Policies and procedures
One master policy, published to every location with that site's own details filled in.
- Placeholders resolved against each location's record
- An immutable version history behind every publish
- Acknowledgments tracked by version, with reminders
Exposure control plan
Master · v4Maintained at Location name in the state of State under Medical director.
Eastside clinic
OhioEastside clinicOhioDr. D. Whitmore
9 of 12 acknowledged
Riverside clinic
OhioRiverside clinicOhioDr. R. Nakamura
11 of 11 acknowledged
Downtown clinic
KentuckyDowntown clinicKentuckyDr. L. Barrett
+ Kentucky addendum
6 of 9 acknowledged
One location or thousands
Built for one location, or an entire organization.
A single practice should have compliance taken care of for it, so the people there can focus on patients. That has to hold whether the practice stands on its own or is one of a thousand sites an organization answers for.
The single location
One site, nobody above it, and usually one person who owns compliance alongside everything else they do.
- Set the location up in a single form and invite the team with the access code it generates.
- Bring in the policies you already have, or link to the system where they live today.
- Your own licenses, your team's licenses, and the permits the building holds, on one page.
- You see and resolve your own screenings. Nobody else is deciding for you.
The organization
Ten locations or a thousand. A central team that has to know what every site is working from, without asking each of them.
- Write a policy once and lock it, and it appears in every location's library with that location's own details filled in.
- Publish v2 and it replaces v1 everywhere, carrying forward the answers each location already gave.
- Set the reminder cadence once for every location you own rather than at each one.
- Read a rollup across the whole organization, then open the one location that is behind.
Tell us what kind of practice you run.
Dental, veterinary, medical, urgent care, clinic, or pharmacy. One location or a network of them. We will walk through the product against your own policies, licenses, and checklists.