Module · Compliance & KYC
Audit-ready, by default.
Staff KYC, audit trail, incident workflow, downloadable reports. Pass an inspection with a single export.
Staff KYC
Documents in one place, expiry tracked.
ID, address, police-record, and qualification documents per staff member. Expiry-driven nudges to the staff and the agency.
- Per-role document checklist
- Auto-redaction in family-visible profiles
- Expiry alerts 60/30/7 days out
Audit trail
Every change, signed and timestamped.
Every state change in care plans, MAR, KYC, and bookings is captured with user, IP, and reason — exportable to PDF or CSV.
- Tenant-scoped, RBAC-enforced
- Cross-tenant access alerts even if blocked
- Filter by user, date, entity, action
Incident workflow
Capture, classify, close.
From near-miss to medication error, every incident has a workflow — capture, assign, root-cause, close, and escalate to compliance reports.
- Severity classification + nurse manager triage
- Linked to the care plan and the audit log
- Closure requires named approver
Reports
One click to the regulator pack.
Pre-built reports — visits, MAR variances, KYC expiry, incident summary. Export to PDF/CSV; email to the regulator's address.
- Standard reports out of the box
- Custom report builder for power users
- Scheduled delivery on a cron
Roles using this module
- Owner
- Branch admin
- Nurse manager
- Coordinator
Outcomes early customers see
- 0
- Failed audits across pilots
- 94%
- KYC documents in date
- 1 click
- From inspector ask to PDF export
Pairs naturally with
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