Workflow

Staff Credentials, tracked automatically.

No expired credentials. No "I thought you renewed that." No audit-day panic. Just a clear, current picture of who's qualified to do what.

The compliance problem

A spreadsheet isn't an audit defense.

Every credentialed role has expiration dates — CPR, first aid, medication administration, professional licenses, background checks, annual trainings, mandatory reporters. Tracking those across 30, 100, or 500 staff in a spreadsheet means someone is going to be working with an expired credential, and you're going to find out from a surveyor.

CozziTech tracks every credential per staff member, alerts on upcoming expirations, and produces audit-ready reports on demand.

What's tracked
  • Professional licenses (RN, LPN, LSW, etc.) with renewal dates
  • CPR, first aid, medication administration
  • Background checks and fingerprinting
  • Annual mandatory trainings (HIPAA, abuse reporting)
  • Role-specific certifications (DSP, etc.)
  • Upcoming expiration alerts to staff & supervisors

Ready to see it in action?

Book a 30-minute walkthrough and we'll tailor it to how your team works.