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Healthcare Staff HRMS
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HRMS for Healthcare Staff · Available now

Keep healthcare workforce credentials ready for review.

Healthcare HR and credentialing teams use this workspace to connect an employee's position, department and organization to the credentials that apply to that person. A credential requirement defines the expected item.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewPackets awaiting credential review
Healthcare Staff HRMS · Staff credential packets

Packets awaiting credential review

Approval conditions

New staff credential packet
Staff credential packets in view
6
Submitted
6
NumberNameEmployeeOrganizationDefinitionCompletion date
SCP-73643Leena Farah nursing credential packetElias ParkNorthshore Surgical CenterPharmacist state license13 Oct
SCP-82495Mateo Obeng radiology credential packetAnika SotoMeadowridge Health NetworkRespiratory therapist license15 Oct
SCP-94889Anika Soto pharmacy credential packetMateo ObengElmcrest Diagnostic CenterSurgical technologist certification13 Oct
SCP-55854Kiran Mensah therapy credential packetMateo ObengRiverstone Urgent CareRadiologic technologist registration10 Oct
SCP-91536Nora Iqbal laboratory credential packetMateo ObengWillowbend Medical CenterPhysical therapist license19 Oct
6 of 6 records
Leena Farah nursing credential packetStaff credential packets · SCP-73643
Submitted
EmployeeElias Park
OrganizationNorthshore Surgical Center
DefinitionPharmacist state license
Completion date13 Oct
License expiry20 Oct
Decide reviewSCP-73643 · Leena Farah nursing credential packet

Credential Reviewer approves, returns or rejects the packet revision.

Waiting for Credential Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
45
Saved views
14
Roles with set permissions
6
Reports and dashboards
8
Features

Credential work at a glance

Every feature works on the same records. Pick one to see the screen your team works in.

Credential requirements

Define the credential expected for each healthcare organization and connect it to staff packets.

  • Organization first
  • Stable reference
  • Dated policy
  • Organizations
  • Credential requirements
  • Staff credential packets
  • Employees
Explore credential requirements
OverviewCurrent staff credentials
Healthcare Staff HRMS · Credential requirements

Current staff credentials

Staff credential packets

New
NumberEmployeeDefinitionLicense numberLicense expiryCME credits
SCP-79741Kiran MensahRespiratory therapist licenseSCP-1039118 Oct250
SCP-27605Theo AdeyemiRegistered nurse license renewalSCP-8730720 Oct340
SCP-72054Theo AdeyemiRespiratory therapist licenseSCP-1202811 Oct420
SCP-23087Anika SotoMedical laboratory certificationSCP-7776213 Oct950
SCP-18897Anika SotoMedical laboratory certificationSCP-3757719 Oct80
6 of 6 records
Respiratory therapist licenseStaff credential packets · SCP-79741
Current
EmployeeKiran Mensah
License numberSCP-10391
License expiry18 Oct
CME credits250
Example screen with sample data
Process

From requirement to current packet

Staff credential review ships ready to use. One step needs a named approval before the work moves on: Decide review (Credential Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Set requirement

    Define the organization's credential and effective policy window.

    Leena Farah nursing credential packetSCP-73643
    Set requirement

  2. Open packet

    Connect an employee, owner and requirement to the packet.

    Leena Farah nursing credential packetSCP-73643 · Credentialing Coordinator
    Open packetBy Credentialing Coordinator

  3. Capture CME

    Record credits, dates and source references for each activity.

    Leena Farah nursing credential packetSCP-73643 · Credentialing Coordinator
    Capture CMEBy Credentialing Coordinator

  4. Attach evidence

    Keep the document and verification result with the packet.

    Leena Farah nursing credential packetSCP-73643 · Credentialing Coordinator
    Attach evidenceBy Credentialing Coordinator

  5. Decide review

    A reviewer records a decision for the presented revision.

    Leena Farah nursing credential packetSCP-73643 · Credential Reviewer
    Decide reviewBy Credential Reviewer
    ApprovalCredential Reviewer approves, returns or rejects the packet revision.

  6. Mark current

    Record current status after checking expiry, credits and evidence.

    Leena Farah nursing credential packetSCP-73643 · Credentialing Coordinator
    Mark currentBy Credentialing Coordinator

Start with Staff credential review

Inside a record

Evidence with its source

Open any staff credential packet to see its cme activities, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Employee, Organization, Definition and Completion date.

  2. 2
    CME activities

    Each line is linked to this staff credential packet.

  3. 3
    Who works on it

    Admin, Credentialing Coordinator and Credential Reviewer, each with their own permissions.

  4. 4
    Process stages

    Every status change, in order.

  5. 5
    Approvals

    Decide review, with who decides.

Packets awaiting credential reviewLeena Farah nursing credential packet
Healthcare Staff HRMS · Staff credential packets

Leena Farah nursing credential packet

Northshore Surgical Center · Submitted

Log activity
1
Record details
EmployeeElias Park
OrganizationNorthshore Surgical Center
DefinitionPharmacist state license
Completion date13 Oct
2
CME activities

Leena Farah nursing credential packet

ParentDescriptionObserved on
Sana CalderCompleted four hours of trauma education16 Oct
Mina HaddadAttended medication safety workshop24 Oct
Anika SotoReviewed imaging dose guidance19 Oct
CME activities
6
Total CME credits
2,660
3

Who works on it

  • AdminManage Organizations, People, credential requirements, Employees
  • Credentialing CoordinatorManage staff credential packets, CME activities, evidence…
  • Credential ReviewerManage review decisions
5

Approvals

  • Decide reviewCredential Reviewer
    Approved
Example screen with sample data
Approvals

A named reviewer decides

OverviewApprovals
Healthcare Staff HRMS · Overview

Approvals

Signed in as Credential Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • SCP-73643Leena Farah nursing credential packet
    Northshore Surgical CenterRequested by Elias Park
    Submitted1dActions
  • SCP-82495Mateo Obeng radiology credential packet
    Meadowridge Health NetworkRequested by Anika Soto
    Submitted3dActions
  • SCP-94889Anika Soto pharmacy credential packet
    Elmcrest Diagnostic CenterRequested by Mateo Obeng
    Submitted4dActions
  • SCP-55854Kiran Mensah therapy credential packet
    Riverstone Urgent CareRequested by Mateo Obeng
    Submitted6dActions

Who approves what

DecisionApprover
Decide reviewA reviewer records a decision for the presented revision.Credential Reviewer
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Healthcare Staff HRMS to the work that is theirs. Pick a role to see what it starts with.

Admin

Maintains organization setup, access and reference data for the workforce.

  • Manage Organizations, People, credential requirements, Employees
  • View staff credential packets, review decisions, state history

Roles and permissions

Reports

See dates, decisions and gaps

Inspect credential status, license dates, evidence, follow-up and staff learning.

Overview
Healthcare Staff HRMS · Overview

Healthcare Staff HRMS dashboard

This quarter

Follow-up actions in view
6
Open
3
In progress
3
Due date within 14 days
4

Staff credential packets by status

How far records got this quarter

StageReachedStep
Submitted32
Verified619%
Reviewed233%
Current150%

Revision by status

Sample totals per stage

2.0k0
-5000Submitted
-6000Verified
2.0kReviewed
2.0kCurrent
-3000Expired
Example screen with sample data
  1. 01Credential status by organization

    Group packet status by organization and credential requirement.

  2. 02Licenses approaching expiry

    List employee, license number, expiry date, packet owner and current packet status.

  3. 03CME credits against requirement

    Compare recorded CME credits with required credits for each packet.

  4. 04Evidence verification queue

    Show documents without verification alongside their packet and document date.

  5. 05Reviewer decisions by revision

    Show each packet's review decisions, source revision, reviewer and decision date.

  6. 06Unresolved follow-up by owner

    Group open and in-progress actions by assignee and due date.

  7. 07Training completion by department

    Link employees and departments to course enrollment completion status.

  8. 08Leave requests by department

    Show request status, start and end dates, employee and approver.

All reports and dashboards

Who it's for

Built around healthcare staff

See how Healthcare Staff HRMS fits your kind of team.

Health systems

Coordinate credential requirements and staff packets across healthcare organizations and facilities.

Medical groups

Keep clinicians' licenses, education credits and reviewer decisions connected to employee records.

Clinic networks

Assign credential work across locations while retaining each employee's review trail.

Controls

Keep the review trail

Each stage of staff credential review names the role that acts and the status it records, so a change is never anonymous.

OverviewStaff credential review
Healthcare Staff HRMS · Process

Staff credential review

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
3
Tables touched
8
Decide reviewApproval
Credential Reviewer
StatusSubmitted → Verified
RecordsReview decisions
Record review status
Credentialing Coordinator
StatusVerified → Reviewed
Mark current
Credentialing Coordinator
StatusReviewed → Current
Staff credential review
  1. Start
    Decide reviewSubmitted → Verified
    Review decisions
  2. Step
    Record review statusVerified → Reviewed
    Credentialing Coordinator
  3. Step
    Mark currentReviewed → Current
    Credentialing Coordinator
  4. Step
    Recheck expiryCurrent → Expired
    Credentialing Coordinator
Example screen with sample data

See each stage in detail

AI agent

Get help preparing the next review

Ask Proto to prepare credential work while people retain the review decisions.

It can

  • Credentialing Coordinator: Find Submitted packets with approaching license expiry and list their owner and outstanding follow-up.
  • Credential Reviewer: Bring together the packet revision, CME activity outcomes and attached document references for inspection.
  • HR Manager: Show active employees whose credential packets are Expired or awaiting review.
  • Learning Coordinator: Compare course completions and training records with the activities recorded on a staff packet.

Stays with a person

  • A person checks source documents and records the independent decision.
  • A person also decides when a packet is Current and resolves a returned review.
  • Proto can gather records, prepare a worklist and point out a mismatch for review; the named team member remains accountable for the decision.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Healthcare Staff HRMS
  • License issuers
  • Learning providers
  • Payroll services
  • Employee roster
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 45 tables
45tables
  • Credential requirements4
  • Staff credential packets5
  • CME and evidence4
  • Review and follow-up6
  • Workforce records7
  • Learning and leave8
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Set the scope

    Choose an organization, the staff group and the credential requirements to include in the first cycle.

  2. Prepare people records

    Confirm employees, positions, departments, locations and named credential owners.

  3. Enter requirements

    Add the policy reference and effective window for each applicable credential.

  4. Prepare packets

    Add license dates, credit requirements, CME activities and source documents for a representative group.

  5. Rehearse review

    Have a different person review each packet revision; test both approval and return for correction.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Healthcare Staff HRMS.

All questions
How do I get started?

Click Get started, then use Proto to configure HRMS for Healthcare Staff for your business. Begin with one organization, a small group of employees and their current credential requirements. Rehearse an approved packet and a returned packet before expanding.

What does a staff credential packet contain?

It connects an employee, organization, owner and credential requirement. It also carries the license number and expiry, completion date, credit figures, evidence reference, revision and status.

How are CME credits recorded?

CME activities sit under a packet. Each activity can record the date, credit amount, category, source reference and outcome. The packet carries its overall recorded and required credit figures.

Who makes the review decision?

Credential Reviewer records Approved, Returned or Rejected against the packet's source revision. Credentialing Coordinator prepares the packet and handles corrections.

Can a reviewer return a packet for correction?

Yes. The decision can be Returned with a reason. A follow-up action can name the assignee and due date while corrected evidence is gathered.

Where do license dates appear?

The packet carries license number and expiry. Expired credential packets and the status board help the team find cases needing attention.

How does the app handle attached evidence?

An evidence document links to the packet and can carry an attachment, date, external reference, verification result and named verifier.

Can a staff member's assignment change?

The employee record connects to position, department and location. Employment history can retain a dated transfer or manager change while the credential packet remains linked to the employee.

Are course completions the same as a credential decision?

Course enrollments and training records show learning activity. A credential review uses the packet's CME activity and evidence, then a named reviewer records the decision.

How do we track missing material?

A follow-up action connects to the packet, names an assignee and due date, and records status and resolution. The coordinator can review unresolved actions alongside packet status.

Set up Healthcare Staff HRMS your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

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