TX
At riskLCSW84213
Licensed Clinical Social Worker
9/ 30 hrs total
- Renewal
- Mar 31, 2027
Ethics
2 / 6 hrs
Cultural competency
3 / 3 hrs
Human trafficking
0 / 1 hrs
For practices
Every clinician’s renewal status, on one roster.
You get renewal dates, CE pace, and open requirements for the whole practice, and clinicians keep their own records. You see who is current, who is behind, and who hasn’t accepted the invite.
Your whole team gets full access for 30days, and you don’t need a card. When the trial ends, your view goes read-only and every clinician keeps their record.
SG
Stillwater Group
3 clinicians
Practice roster
Manage rosterRoster status
On track2of 3
Needs attention1clinician
Hours logged78across the roster
Needs attention
2 open itemsMaya Patel
LCSW · TX- 21 CE hours short with 113 days to renewal.
- Ethics requirement is still open.
Next issue113d
| Clinician | CE pace | Renewal | Status |
|---|---|---|---|
Maya Patel LCSW - TXClinical Social Worker | PACEYou're 72% through this renewal cycle. Completing about 72% of the required CE hours by today keeps this license on pace. | Mar 31 187d | Needs follow-up |
Dana Whitfield LPC - OHLicensed Professional Counselor | PACEYou're 60% through this renewal cycle. Completing about 60% of the required CE hours by today keeps this license on pace. | Nov 30 175d | On track |
Omar Reed LPC - WVLicensed Professional Counselor | PACEYou're 55% through this renewal cycle. Completing about 55% of the required CE hours by today keeps this license on pace. | Jan 31 237d | Complete |
2 clear · 1 needs follow-up · 0 pending · 78 CE hours recorded across the roster. This is example data for a fictional practice.
Where gaps start
The miss happens months before the deadline.
Most misses are small: a date typed wrong, a topic nobody checked, an invite nobody accepted.
What slips
Nobody tells you a renewal is slipping
A date gets entered wrong, a clinician falls behind on CE, or an invite never gets accepted. By the time anyone notices, it's already a problem for the practice.
What slips
Total hours can look fine while a required topic is empty
A clinician can be at 28 of 30 hours with no ethics hours logged. Every requirement gets checked, not just the total.
What slips
Asking for certificates every quarter wears everyone down
You need the status, but clinicians want their records to stay theirs. That boundary has to be built in so nobody renegotiates it every cycle.
Practice oversight
Same clinician. Two views.
You see status, the deadline, and which requirements are open. Maya sees everything: her courses, certificates, license number, and pace.
Example data
What you see
Maya Patel on your roster
Maya Patel
Clinical Social Worker · LCSW · TX
- Days to renewal
- 187Mar 31, 2027
- CE hours
- 9of 30
- Requirements met
- 1 of 3
- EthicsOpen
- Cultural competencyMet
- Human traffickingOpen
The license number isn’t shared, and courses, certificates, and documents are visible only to Maya.
Managers see
- License status and renewal dates
- CE hours against the total
- Which requirements are met or open
- Pending invites and onboarding
What Maya sees
Her own account
- Ethics in Telehealth Practice2.0 hrs · Ethics · Jun 14, 2026Certificate
- Serving Immigrant Families3.0 hrs · Cultural competency · Apr 2, 2026Certificate
Maya keeps
- License numbers
- The course log behind the totals
- Certificates and uploaded documents
- Audit packets and exports
Team adoption
Clinicians accept the invite because they get something too.
Every clinician on the plan gets the full individual account: license tracking against their board’s rules, certificate forwarding, the pace chart, and the monthly email. That is why they accept the invite. See what each clinician gets
01
Invite by email, see who hasn't accepted
Invite clinicians by email and see which invitations are still pending, so onboarding doesn't turn into another spreadsheet.
02
Each clinician gets the full individual product
Covered practitioners get full access for their own licenses: CE tracking, reminders, and audit-ready records.
03
They keep the files. You see the status.
Managers see the compliance summary. Clinicians keep their certificates, course logs, and audit packets private.
Practice plans
Priced per clinician. Pick the roster size that fits today.
Every practice starts with a free 30-day trial, no credit card required. Annual billing is standard, monthly is available, and you can set up a practice of up to 50 clinicians yourself.
Every covered practitioner gets full access under the practice plan.
Pending invites reserve seats, and added seats are confirmed before billing changes.
More than 50 clinicians? We will route you through a sales-assisted setup.
Each rate applies only to seats in that tier.
| Clinician seats | Per seat / month |
|---|---|
| First 10 seats | $8billed annually |
| Next 10 seats | $7billed annually |
| Next 30 seats | $6billed annually |
Annual bill: $960/year
Monthly bill: $96/month
There’s a two-seat minimum, and manager-only accounts count as seats. You pay per person, not per license, and you can reassign seats when staff leave. Added annual seats are prorated for the rest of the term, and reductions apply at renewal. Monthly changes show up on the next invoice with proration. Monthly billing costs 20% more, so annual billing saves you 16.7%.
See where every clinician stands this week.
Invite your clinicians and the roster fills itself in. Nothing is charged until you subscribe, and if you don’t, nobody loses their records.
Start your free trialNo credit card required.