vital
01How it works

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.

The Agency
The Worker
The Auditor
02For the agency

From roster to fully verified,
without a single follow-up email.

01

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.

Workers: Meadowbrook Care

Amara Okafor

RN

4 / 4 credentials

James Park

Allied Health

3 / 5 credentials

Maria Torres

RN

2 / 4 credentials

David Chen

Security

5 / 5 credentials
02

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.

Credential request: Meadowbrook Care

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
Upload my credentials →

Link expires in 30 days. No account required.

03

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.

AI verification: in progress

Document uploaded

RN License, State of California

Credential type
RN License
Issuing body
California BRN
License number
RN 123456
Expiry date
2027-03-14
Name match
Amara Okafor ✓
Auto-approved, confidence 98%
04

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.

Review queue2 pending

J. Park / TB Test

Low scan quality, expiry date unclear

M. Torres / CPR Card

Issuing body not recognised

05

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.

Worker: A. Okafor / RN05 credentials
RN License
2027-03-14Valid
BLS Certification
2026-08-01Expiring
TB Test
2026-04-30Expired
Background Check
2027-01-09Valid
Drug Screen
2026-09-22Valid
06

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

07

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.

Compliance report: Meadowbrook CarePDF export

Worker

Amara Okafor, RN

RN LicenseValid
Expires 2027-03-14Reviewed 2025-01-10by System (AI)
BLS CertificationValid
Expires 2026-08-01Reviewed 2025-01-10by System (AI)
TB TestValid
Expires 2027-02-14Reviewed 2025-01-11by J. Smith (manual)
Background CheckValid
Expires 2027-01-09Reviewed 2025-01-10by System (AI)

Generated 2025-01-15 · Vital · CMS/Joint Commission format

03For the worker

Two minutes.
From phone. Done.

01

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.

Credential request: Meadowbrook Care

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
Upload my credentials →

Link expires in 30 days. No account required.

02

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.

Worker upload portal: secure link
RN License
uploaded
BLS Certification
uploaded
TB Test
pending upload
Tap to upload or photograph TB Test
03

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.

Upload complete: Amara Okafor
RN License
Accepted
BLS Certification
Accepted
TB Test
Accepted

All done. You are cleared to work.

Meadowbrook Care has been notified.

04For the auditor

One click.
Everything they need.

01

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.

02

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.

03

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.

Compliance report: Meadowbrook CarePDF export

Worker

Amara Okafor, RN

RN LicenseValid
Expires 2027-03-14Reviewed 2025-01-10by System (AI)
BLS CertificationValid
Expires 2026-08-01Reviewed 2025-01-10by System (AI)
TB TestValid
Expires 2027-02-14Reviewed 2025-01-11by J. Smith (manual)
Background CheckValid
Expires 2027-01-09Reviewed 2025-01-10by System (AI)

Generated 2025-01-15 · Vital · CMS/Joint Commission format

05For engineers

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.

REST API with bearer-token auth
Real-time compliance status per worker
Webhooks on status change: expired, renewed, rejected
Bulk roster sync via CSV or API
Read the API docs
GET /v1/workers/:id/compliance
{
  "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.

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