Compliance oversight for practices

Catch license and CE gaps before they become a practice problem.

certification.app gives group practices a roster-level view of renewal risk, CE pacing, and onboarding status, so managers can act before compliance work turns into a fire drill.

Clinicians keep their own records. Managers get the signal they actually need: who is current, who is falling behind, and what needs follow-up.

SG

Stillwater Group

3 clinicians

Oversight

Roster status

3 clinicians

Manage roster

Clear

2

Attention

1

Logged

78hrs

Needs attention

2 open items

Maya PatelLCSW - TX

  • 21 CE hours short with 113 days to renewal.
  • Ethics requirement is still open.
Next issue113d
  • Maya Patel

    LCSW - TX

    Clinical Social Worker

    PACE

    Progress

    9 / 30 hrs

    Renewal

    Sep 30

    113d

    Needs follow-up
  • Dana Whitfield

    LPC - OH

    Licensed Professional Counselor

    PACE

    Progress

    12 / 30 hrs

    Renewal

    Nov 30

    175d

    On track
  • Omar Reed

    LPC - WV

    Licensed Professional Counselor

    PACE

    Progress

    35 / 35 hrs

    Renewal

    Jan 31

    237d

    Complete
2 clear - 1 needs follow-up - 0 pending78 CE hours recorded across the roster

Where gaps start

Compliance risk builds long before a renewal deadline.

Most misses are not dramatic. They are small, ordinary gaps that stay hidden until someone has to answer for the whole practice.

What slips

Renewals do not miss loudly

They slip through in quiet ways: one date entered wrong, one clinician behind on CE, one invite never accepted. By the time it is obvious, the scramble has already started.

What slips

Hours are not the same as compliance

A clinician can look close on total CE and still miss a required category. Managers need to know whether the rule is satisfied, not just whether the number is big enough.

What slips

Document chasing burns trust

Practices need visibility into exposure. Clinicians need confidence that their personal record is still theirs. Oversight works better when the boundary is built in.

Clinician compliance summary

Maya Patel

Clinical Social Worker - TX

At risk

Manager visibility stops at status and progress. Courses, certificates, and audit documents remain private to Maya.

CE completed

9

of 30 hrs

CE pacing

30%

Days to renewal

113

soonest

Licenses

1

tracked

Needs attention

  • LCSW - TX: 21 CE hours short with 113 days to renewal.

License & renewal1 credential held

LCSW - TXAt riskSep 30, 2026113

CE pacing by credential

TX
LCSWRenewal Sep 30, 2026

Clinical Social Worker

At risk

9/ 30 hrs total

30%
PACE

Progress

  • EthicsOpen
  • Cultural competencyMet
  • SupervisionOpen
  • Total CEOpen

Practice oversight

One roster view. The right level of detail.

Start with a clean roster summary, then open a clinician's compliance snapshot when something needs attention. The view stays focused on status, deadlines, and requirements.

See the exceptions first

The roster separates clear clinicians from the people who need follow-up, so managers are not scanning rows for trouble.

Know the pace, not just the total

Progress bars show completed CE against the current-cycle pace marker, making it clear who is incomplete and who is behind.

Drill down without overreaching

Clinician summaries show renewal timing, CE status, and open requirements without exposing certificates, course logs, or audit packets.

Team adoption

Clinicians are more likely to connect when the tradeoff is clear.

Practice oversight should not feel like handing over a personal file. Covered clinicians get a full professional record for themselves, while the practice sees only compliance status.

01

Invite the roster

Managers invite clinicians by email and see which invitations are still pending, so onboarding does not become another spreadsheet.

02

Give clinicians real value

Covered practitioners get Pro-grade access for their own licenses, CE tracking, reminders, and audit-ready recordkeeping.

03

Keep the boundary visible

Managers see the compliance summary. Clinicians keep certificates, course logs, and audit packets private.

Built-in privacy

Oversight without turning the practice into a records vault.

The manager view is compliance-summary-only by design. It gives the practice a reliable read on exposure without taking ownership of every private document behind the summary.

Managers see

  • License status and renewal dates
  • CE progress against requirements
  • Clear, at-risk, and behind status
  • Pending invites and onboarding state

Clinicians keep private

  • Certificates and uploaded documents
  • Course logs behind their totals
  • Audit packets and export files
  • Personal records beyond the summary

Practice plans

Simple bands that match how practices actually buy.

Pick the roster size that fits today. Annual billing is standard, monthly is available, and self-serve setup supports practices up to 50 clinicians.

Every covered practitioner gets Pro-grade access under the practice plan.

Pending invites count toward your band, and any band change is confirmed before billing changes.

More than 50 clinicians? We will route you through a sales-assisted setup.

  • Starter

    1–5 clinicians

    $49/mo

    billed annually ($588/yr)

  • Small

    6–10 clinicians

    $99/mo

    billed annually ($1,188/yr)

  • Group

    11–20 clinicians

    $179/mo

    billed annually ($2,148/yr)

  • Mid-Market

    21–50 clinicians

    $349/mo

    billed annually ($4,188/yr)

  • Large

    51+ clinicians

    Custom

Put license risk where your practice can see it.

Choose a practice band, activate coverage, and invite clinicians into a private record that still gives managers the right oversight.

Add your practice