Compliance Overview
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Staff Fully Compliant
1
Expired / Flagged
1
Action Required Soon
6
OIG Clear (monthly)
Staff Compliance Summary
Staff Member Role OIG Background License Supervision Overall
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Supervision Plans
Track hours, relationships, and progress toward licensure
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Background Checks
Track checks, vendor requests, and document uploads
All Staff Background Checks
Recommended renewal: every 2 years
Staff Member Vendor Check Date Expires Status Actions
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OIG / LEIE Checks
Automated monthly check against federal exclusion list
✓ All 6 staff members checked April 28, 2026 — All clear. Next automated check: May 28, 2026.
License Verification
NC board license status for all credentialed staff
🔍 License verification queries NCBLCMHC and NCSAPPB public portals using name + license number. Results are advisory — always verify directly with the board for official confirmation.
License Status
Last verified: Apr 28, 2026
Staff MemberLicense #TypeBoardStatusExpiresActions
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Documents
All uploaded compliance documents — stored securely in Supabase Storage
🔒 Documents are stored in a private Supabase Storage bucket. Access requires authentication. Links expire after 60 minutes for security.
Document Library
DocumentStaff MemberTypeDateExpiresActions
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Session Logs
All supervision sessions with dual-signature attestation
Recent Sessions
DateSuperviseeSupervisorTypeHoursSignaturesActions
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Board Reports
Generate board-ready supervision summaries for license renewal
Generate Supervision Report
Previous Reports
ReportGeneratedPeriodActions
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Staff Compliance
Full compliance status for every staff member
All Staff Members
Name / RoleOIG/LEIEBackgroundLicense CPRInsurance (opt.)SupervisionActions
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Vendor Configuration
Set your preferred vendor for each compliance check type
Background Check Vendor
360 Investigations
Checkr
Sterling
Other / Manual
Renewal Intervals & Alert Schedule
Alert Rules
Configure who gets notified and when
Notification Recipients
Alert Thresholds
Check TypeAlert at 90 daysAlert at 60 daysAlert at 30 daysAlert at 7 days
OIG / LEIE
Background Check
License Verification
CPR / First Aid
Professional Insurance (optional — org may cover)
Supervision Hours
Monthly OIG Check
✓ Automated OIG/LEIE check runs on the 1st of every month for all active staff. No configuration needed.
Time & Attendance
Staff clock-in/out records, pay period summaries, and ADP payroll export
Pay period:
Open
Clocked in now
Hours this period
Pending approval
Overtime flags
Time entries
Staff Date Clock In Clock Out Hours Status
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Pay period summary by staff
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Staff Schedules
Weekly schedule templates — click any cell to edit
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Time Off Requests
PTO, sick leave, and other time off management
Staff Type Dates Hours Status
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