All tools
Each tool takes one kind of recurring office work, such as training reports, exclusion checks, credentials or forms, and keeps a record you can show.
- Staff intake and document requestsCollect new staff details and missing documents through safe request links instead of email chains.
- Staff readiness dependency checklistCheck each staff member's evidence against the reviewed rules and see what is ready, pending or unknown, with the reason.
- Credential and renewal trackerTrack licenses, certifications and renewals before they lapse.
- CDS training report trackerCompare training reports with what each person still needs to complete.
- Monthly exclusion and debarment checksRun the monthly exclusion checks, review possible matches, and keep dated evidence for each source.
- Background-check workflow coordinatorTrack each background check from request to official result, with the appointments and actions each one needs.
- Driver Abstract / MVR coordinatorRequest driver abstracts through your approved CAIR account, see the exact record type and cost first, and keep the receipt.
- Reference-request follow-throughSend single-use reference requests, record each response, and follow up on the ones still missing.
- Orientation and policy evidence packetAssemble the orientation and policy packet for each role and keep the acknowledgments and competency evidence with it.
- Staff exit and archivingPreview what a staff exit affects, revoke access, and archive the required evidence with receipts.
- NJ DDD Resource NavigatorSearch official NJ DDD resources and get answers that link to the exact page they came from.
- DDD Date ManagerSee the dates that matter, where each one comes from, and what counts as done.
- Official forms to workflowsFill official forms from records you already hold, collect the right signature, and keep the receipt.
- Incident preparation and UpDoc trackingPrepare incident reports and UpDoc follow-ups from the actual facts, with the notification checklist and receipt.
- Findings and corrective-action trackerMap each finding to the response it requires, assign corrective tasks, and collect the proof.
- Auditor evidence portalGive an invited auditor time-limited access to a sampled evidence index and log what they view.
- Policy publication and acknowledgmentPublish policies by version, request acknowledgments from the right audience, and keep the history.
- Emergency preparedness plan workflowTrack emergency preparedness tasks, drills and evidence for each facility, and prepare the plan packet.
- Provider file organizer and evidence indexIndex the files you already keep so the right document is quick to find and show.
- Requests, reminders and follow-throughSend requests and reminders, and see who still owes what.
- Email, Teams, SMS and telephony coordinationDraft and route email, Teams, SMS and call tasks, with approval required before anything external or sensitive goes out.
- Vehicle and facility obligation trackerTrack inspections, maintenance and insurance for each vehicle and facility, and keep the completion evidence.
- Equipment and IT handoff trackerRegister and assign equipment, track repairs and warranties, and verify returns at exit.
- Business registrations, licenses and renewalsKeep a register of business registrations, licenses and insurance, with renewal dates and the receipts for each filing.
- Vendor and subscription renewal registerList vendors and subscriptions with their renewal and notice dates, and flag unclear auto-renewal terms.
- Owner operating scorecardSee open obligations, data freshness and source coverage across your tools in one scorecard.
- Contracts, disputes and legal holdsKeep contracts, disputes and legal holds in a restricted index, with the dates and people responsible.
- SOP and recurring business workflow designerBuild and version your standard procedures and recurring workflows from approved actions.
- Provider ReadinessWork out the enrollment steps for the services you plan to offer, prepare the application packet, and track each receipt.
- Referral relationship follow-throughKeep referral source contacts and follow-ups, and track the outcome of each referral.
- Service expansion readiness navigatorCompare your current approvals to a proposed service or site and list the prerequisites still missing.
- Connector access and health centerSee which connections are set up, what access they hold, and when they last worked.
- Safe import, export and template mapperBring in spreadsheets and exports, map the columns once, and see every row that did not import.
- Microsoft workspace onboarding assistantWalk your Microsoft administrator through a least-privilege setup of Teams and storage access, with a revocation path.
- Identity and data-quality workbenchReview duplicate and conflicting identifiers, link records with a reversible resolution, and see the downstream impact first.