Qualifications on file
Record qualification evidence references and renewal dates with each team member.
Credentials in one place
In Managed: Workforce management on Growth
Workforce management · Growth plan
Keep staff credentials and treatment permissions clear.
Keep qualifications, renewal dates and treatment authorisations in one place. Review which team member is permitted to perform each service at each clinic location before assigning work.
Workforce management is included with Growth. Your clinic is responsible for verifying qualifications and deciding who may perform each treatment.
See Managed staff credentials in 60 seconds.
No sound required
Follow a clinic credential request through evidence submission, independent qualification review, service and location authorisation, booking checks and an in-app renewal task.
Read the video summary
- 00:00
Request evidence for the treatment scope
Create a governed request for Hannah’s selected service option and clinic location. The published requirements and saved request keep the scope explicit.
- 00:08
Submit qualification evidence
Hannah submits her own evidence reference, issuer, registration reference and valid-until date. Submission waits for independent review.
- 00:17
Review the qualification independently
Emma reviews the evidence and records the qualification decision. The submitter does not verify their own evidence.
- 00:26
Approve a treatment authorisation
Review the selected member, service option and location, then record the separate authorisation decision, reason and renewal date.
- 00:35
Check the configured booking scope
Booking checks use the selected member, service option, location and appointment start time. A current saved eligibility decision precedes the successful booking receipt.
- 00:44
Queue an in-app renewal follow-up
Review the upcoming renewal and explicitly queue a follow-up task. The saved task is an in-app handoff, rather than an automatic external message.
- 00:53
Keep the records and decisions together
Review qualification evidence, independent decisions, treatment permissions and renewal follow-up on Growth. The clinic remains responsible for verifying qualifications.
Keep staff qualifications and treatment permissions visible
See qualifications, review decisions and permitted service scopes together.
Renewals ready to review
See which credentials are coming up for renewal or need review.
Renewal dates to review
In Managed: Workforce management on Growth
Authorisation by service and location
Record who may perform each treatment and at which location.
Treatment permissions
In Managed: Workforce management on Growth
Independent review
Request and review authorisations separately from recording that training was completed.
Separate evidence and approval
In Managed: Workforce management on Growth
Plan team capacity
Use recorded availability and capacity to compare staffing scenarios.
Capacity planning
In Managed: Workforce management on Growth
Put verified credentials to work
Keep verified evidence, service scope and renewal follow-up visible to the people planning the day.
1
Record verified qualifications
Record the qualification evidence reference and renewal date after the clinic has checked it.
2
Review authorisations
See each team member’s treatment permissions and locations, ready for review.
3
Plan team capacity
Review staffing capacity when scheduling work across services and locations.
Questions about staff credentials
Plan the day with clearer treatment permissions
Bring qualification evidence, clinic authorisations and renewal dates into your staffing decisions.