Cautions / Expires is your go to section for license expiration forecasting and missing credential information for your providers.
This information can be viewed directly from your corporate or facility dashboard.
Corporate Dashboard view:
By clicking on the numbers on the Corporate Dashboard, it will pull reports of all missing, total licenses and certificates and expired and expiring licenses and certificates.
Facility Dashboard View:
From the Facility Dashboard, you can click on any of the links under the Cautions/Expires section on your dashboard or directly on the Cautions/Expires tab to go directly to this section.
The searchable fields will allow you to filter to specific individuals, units or to credentials expiring within a certain time.
Passport Item Type allows you to sort to Licenses, Certificates or Documents.
Status: Missing is for licenses that are required for your provider but has not been entered in Passport for monitoring
Expiring is for licenses that will be expiring within a certain time frame
Expired is for expired licenses.
Expires Within allows you to choose the timeframe you wish to see licenses expiring within
Severity allows you to see the chosen severity options, for most organizations this will be Required or Optional.
Display: On Dashboard means it will impact your ProviderTrust score on the dashboard and is required.
Not on Dashboard means it will not affect your ProviderTrust score on the dashboard as it's likely an optional credential. Any will pull in either on dashboard or not on dashboard.
Once you've chosen your search criteria, you can export a list of items by pressing Export in the bottom right hand corner. You can download an XLSX, PDF or schedule the report to yourself on a weekly or daily basis.