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Keep staff compliant · For managers & staff
01Templates say what staff must provide
lycare.vercel.app/compliance/templates/2
Compliance templates / TB ScreeningSearch residents, staff…⌘KLC

TB Screening

Health · set by the platform administrator
Save template
What staff provide
Information staff fill in
Test type (skin test, IGRA blood test, chest X-ray)Choice listRequired
Test dateDateRequired
ResultChoice listRequired
Next screening dueDateSets the expiryRequired
Documents staff upload
Result letter or lab reportFileRequired
Where it applies
States All states
Offered to 2 companies
Sunrise Senior LivingHarborview Care Group
Review and renewal
A manager reviews each submission
Show as expiring 30 days before
The platform sets up each requirement once: the details and documents staff must provide.
One date sets the expiry. The template also names its states and companies.
02Each company gets the ones that apply
Sunrise Senior Living
Assisted living · Texas
CPR & First Aidall
TB Screeningpicked
Texas Nurse Aide RegistryTX
Food Handler CardTX
Dementia Care Trainingpicked
Harborview Care Group
Foster group homes · WA and OR
CPR & First Aidall
DCYF Background CheckWA
ODHS Background CheckOR
Foster Parent Pre-ServiceWA, OR
Mandated Reporter Trainingpicked
BrightPath Home Care
In-home care · Florida
CPR & First Aidall
Driver's License & Insurancepicked
TB Screeningpicked
A Texas requirement never shows up for a Washington facility.
Templates are for all companies or picked ones, and can be limited to certain states.
So a senior community in Texas and a group home in Oregon each see only their own rules.
03Assign them to facilities
lycare.vercel.app/compliance/templates
Compliance / Templates & assignmentsSearch residents, staff…⌘KJC

Compliance templates

The requirements your company can use and the facilities they're assigned to.
Assign to facilities
Tick where each requirement applies. Requirements for another state can't be assigned.
FacilityCPR & First AidDCYF Background Check (WA)ODHS Background Check (OR)Mandated Reporter Training
Harborview Ballard WANot in WA
Harborview Capitol Hill WANot in WA
Harborview Queen Anne WANot in WA
Harborview Portland ORNot in OR
Save assignments
✓ Assignments saved
The company admin ticks which facilities each requirement applies to.
Oregon gets Oregon's background check; Washington homes get Washington's.
04Staff submit their own
lycare.vercel.app/account/compliance
My complianceSearch residents, staff…⌘KMS

My compliance

What Sunrise at Barton Creek needs from you
CPR & First Aid
Training · expires Mar 4, 2027
Compliant
TB Screening
Health · expires Oct 30, 2026
Expiring soonRenew
Texas Nurse Aide Registry
License · nothing submitted yet
Missing
Food Handler Card (Texas)
License · expires Jan 12, 2028
Compliant

TB Screening

Miguel Santos · Health
Expiring soon
Test type
Blood test (IGRA)
Test date
Oct 16, 2026
Result
Negative
Next screening due ★
Oct 16, 2027
Result letter or lab report
Choose fileigra-result-oct-2026.pdf
SubmitA manager will review it.
✓ Submitted · Pending review
Staff see My compliance: what's done, what's missing and what's about to expire.
They fill in the details, upload the document and submit. The reviewer is notified.
05A manager reviews it
lycare.vercel.app/compliance/staff/412/2
Compliance / Miguel Santos / TB ScreeningSearch residents, staff…⌘K1ML

TB Screening · Miguel Santos

Submitted Oct 18 by Miguel Santos
Pending review
Submitted
Test typeBlood test (IGRA)Test dateOct 16, 2026ResultNegativeNext screening dueOct 16, 2027
igra-result-oct-2026.pdfOpen
Earlier submissions: Oct 30, 2025 · approved by Maria Lopez
Review
Check the details and documents, then approve or decline.
Note
Optional
ApproveDecline
Declining needs a note saying what to fix.
✓ Approved · Miguel notified
The reviewer checks the details and the document, then approves or declines with a note.
Approved: the expiry date is set from the form. Every step is kept in the history.
06See who's compliant at a glance
lycare.vercel.app/compliance
ComplianceSearch residents, staff…⌘KML

Compliance

124 staff across 5 facilities
Export CSVTemplates & assignments
Compliant
0%
552 of 607 met
Missing
0
Nothing submitted
Pending review
0
Waiting for a manager
Expiring soon
0
Renew before they lapse
Expired
0
Out of compliance
Hildegard LoweCPR & First AidSunrise GeorgetownExpiredOct 2
Miguel SantosTexas Nurse Aide RegistrySunrise at Barton CreekMissing—
Juston KlockoDementia Care TrainingSunrise Round RockExpiring soonNov 9
Linda OkoroTB ScreeningSunrise at Barton CreekPending review—
Managers see every requirement for every staff member, by status.
Filter by facility, state or requirement, and export the list for an inspector.

Keep staff compliant

  • 1Platform defines templates
  • 2Limited by state and company
  • 3Admin assigns to facilities
  • 4Staff submit with documents
  • 5Manager approves or declines
  • 6Expiries tracked and flagged
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