Core Compliance Tools
Reduce the risk of penalties and fines with easy-to-maintain regulatory training and compliance management solutions built specifically for HCBS and waiver providers.
Establish a corporate policy management system to communicate and monitor compliance. Create, manage, assign, and store your policies and procedures in a single location. Track acknowledgments and full version history automatically.
LEARN MORE →Platform Capabilities
One platform that replaces spreadsheets, binders, and siloed systems — giving your team a single source of compliance truth.
Save time by managing all compliance activities — training, policies, incidents, credentials — from one centralized system.
Make it easier for staff to remain compliant and foster a safety culture without drowning in paperwork.
Proactively identify gaps before surveyors do. Improve care quality and avoid unnecessary citations and penalties.
All state-specific mandates pre-loaded. Requirements update automatically when regulations change.
Enterprise-grade security, role-based access, and full HIPAA compliance protect your agency's sensitive data.
Automated alerts and renewal reminders ensure no credential, policy, or certification ever lapses unnoticed.
Field Guide
Across HCBS surveys, the same handful of training-related deficiencies appear again and again. Here's what triggers them — and the operational habit that prevents each one.
Why It Happens
Staff completed training, but there's no dated record, no signature, or the certificate can't be produced during the survey window.
How To Prevent It
Every completion should generate a timestamped certificate automatically. If it isn't documented, to a surveyor it never happened.
Why It Happens
A CPR card, nursing license, or med-admin certification lapsed — and the staff member kept working shifts. Each shift worked is a separate deficiency.
How To Prevent It
Set escalating alerts at 90, 60, and 30 days before every expiration, routed to both the staff member and their supervisor.
Why It Happens
Initial competency was verified at hire, but the required annual re-check was never performed or never documented.
How To Prevent It
Anchor re-evaluations to hire-date anniversaries, not calendar years — anniversary-based tracking closes the gap most agencies miss.
Why It Happens
The agency updated a policy after a regulation change, but can't prove existing staff were informed and trained on the new version.
How To Prevent It
Version every policy and require fresh electronic signatures on each revision — with a report showing who hasn't signed.
Why It Happens
An incident triggered a corrective action plan that required retraining — but the retraining was never assigned, completed, or documented.
How To Prevent It
Link corrective actions directly to training assignments with due dates, so remediation is provable, not anecdotal.
Business Case
More than a quarter of FTEs dedicated to administrative compliance are shouldered by clinicians and direct care staff. An effective compliance solution alleviates the administrative burden so staff can focus on care — not paperwork.
Integrated Ecosystem
Compliance Software connects seamlessly with every other Waiver Academy module.
Auto-assign required courses when policies are updated or regulations change.
Pull compliance status into audit-ready reports with one click.
Link compliance requirements directly to staff competency frameworks.
Automated notifications for expirations, overdue training, and policy gaps.
2,500+
Agencies Protected
50
States Covered
99.9%
Platform Uptime
90%
Audit Time Saved