Three people.One system.Zero chasing.
Vital connects the compliance manager, the worker, and the auditor into one automated loop. Here is exactly what each of them experiences.
From roster to fully verified,
without a single follow-up email.
Build your roster
Add workers one at a time or import by CSV. For each worker, assign a role: RN, Allied Health, Security, Trades. Vital uses the role to determine which credentials that person is required to hold. You define credential requirements once per role, and they propagate automatically to everyone in it.
Amara Okafor
RN
James Park
Allied Health
Maria Torres
RN
David Chen
Security
Request credentials, hands free
Click “Request credentials” for one worker or your entire roster at once. Vital generates a unique, secure, time-limited upload link for each person and sends it as a branded email from your agency's address. Workers receive a plain, professional email. No jargon, just a button and a list of what you need. The link expires in 30 days. You can revoke it at any time.
To: amara.okafor@email.com
From: compliance@meadowbrookcare.com
Subject: Action required - upload your credentials
Hi Amara,
Meadowbrook Care needs the following credentials on file before your first shift. Please upload them using the secure link below. It takes about 2 minutes.
- RN License
- BLS Certification
- TB Test
Link expires in 30 days. No account required.
AI reads and verifies every document
When a worker uploads a document, our AI reads it immediately. It extracts the credential type, issuing body, license number, expiry date, and the worker's name, then cross-checks all of it against what was requested. Documents that pass with high confidence are auto-approved and land on the ledger in seconds. You never see them unless something is wrong.
Document uploaded
RN License, State of California
Your review queue catches the rest
Any document the AI isn't confident about goes into your review queue: blurry scans, unfamiliar issuing bodies, potential name mismatches, or anything that looks tampered. You see the document, the AI's concern, and a one-click approve or reject. Rejected documents trigger an automatic re-request email to the worker with your reason attached.
J. Park / TB Test
Low scan quality, expiry date unclear
M. Torres / CPR Card
Issuing body not recognised
The ledger, live at all times
Every approved credential lands on the compliance ledger with a live status: Valid, Expiring Soon, Expired, or Missing. The entire roster is visible at a glance. Filter by status to see who needs attention. Click any worker to drill into their full credential history. The ledger updates the instant a new document is verified. No manual refreshes, no stale data.
Automatic renewal reminders
Vital watches every expiry date and sends branded reminder emails at 90, 60, and 30 days out, automatically, on your behalf. Workers click the same secure upload link and resubmit. The ledger flips back to green the moment the new document is verified. You are notified of every renewal. You never need to track a date manually again.
BLS Certification / A. Okafor / expires 2026-08-01
90 days out
First reminder sent
60 days out
Second reminder sent
30 days out
Urgent, final notice
Expiry out
Access automatically blocked
Audit-ready in one click
When a Joint Commission surveyor or a client asks for proof of compliance, you export a date-stamped PDF report for any worker or your entire roster. The report includes every credential, its expiry date, when it was uploaded, who reviewed it, and whether it was approved by AI or a human reviewer. CMS and Joint Commission formatting included.
Worker
Amara Okafor, RN
Generated 2025-01-15 · Vital · CMS/Joint Commission format
Two minutes.
From phone. Done.
An email arrives, nothing to install
Workers receive a clean, professional email from your agency, not from Vital. It lists exactly which documents are needed and contains a single button. No account to create. No app to download. No password to remember. The link works on any phone, tablet, or desktop.
To: amara.okafor@email.com
From: compliance@meadowbrookcare.com
Subject: Action required - upload your credentials
Hi Amara,
Meadowbrook Care needs the following credentials on file before your first shift. Please upload them using the secure link below. It takes about 2 minutes.
- RN License
- BLS Certification
- TB Test
Link expires in 30 days. No account required.
Upload from anywhere, even from your phone
The upload page lists each credential required for their role. Workers drag in PDFs or take a photo directly from their phone camera. Most workers complete the process in under two minutes. Progress is saved as they go. If they close the page, already-uploaded documents are not lost.
Instant feedback, so they know exactly where they stand
Once uploaded, AI verifies each document and the worker sees the result immediately. A green tick means the document is accepted. If something is rejected (wrong document, illegible scan, or mismatched name), they are told specifically why, and a fresh upload prompt appears. No waiting for a human to review before they get feedback. Renewal reminders work the same way: one email, one click, done.
All done. You are cleared to work.
Meadowbrook Care has been notified.
One click.
Everything they need.
Export on demand
When a surveyor walks in or a client requests proof, your compliance manager exports a PDF in one click. You can export a single worker, a team, or your entire roster. The PDF is date-stamped with the moment of export and the credentials inside reflect the state of compliance at that exact time.
Full audit trail, nothing missing
Every credential record shows: the document type, the expiry date, when it was uploaded, when it was reviewed, who reviewed it (AI or a named human), and whether it was approved or rejected. Rejected documents and the reasons for rejection are included. Nothing is hidden. Joint Commission and CMS format.
CSV for your own analysis
Prefer to run your own analysis? Export the full roster to CSV and open it in Excel, Sheets, or your existing reporting tools. Every field is included: worker ID, credential type, status, expiry, reviewer, timestamp.
Worker
Amara Okafor, RN
Generated 2025-01-15 · Vital · CMS/Joint Commission format
An API that blocks non-compliant workers before they reach a shift.
Integrate Vital into your scheduling, HR, or rostering system. Before assigning any shift, your system calls our API. If the worker has an expired or missing credential, the call returns non-compliant and the assignment is blocked. No exceptions. No manual checks.
{
"worker_id": "wkr_abc123",
"name": "Amara Okafor",
"compliant": true,
"credentials": [
{
"type": "RN License",
"status": "valid",
"expires_at": "2027-03-14"
},
{
"type": "BLS Certification",
"status": "expiring_soon",
"expires_at": "2026-08-01"
},
{
"type": "TB Test",
"status": "valid",
"expires_at": "2027-02-14"
}
]
}Never chase a credential again.
Start a 14-day free trial. No credit card required. Every feature, full roster, real compliance tracking from day one.