Admins in NurseIO play a crucial role in ensuring that Healthcare Professionals (HCPs) maintain up-to-date credentials, licenses, and other required documents. This guide walks you through the process of accessing an HCP profile, uploading and updating documents, and verifying credentials.
Accessing the HCP Profile
Navigate to the HCP Tab
From the NurseIO Dashboard, click on the HCP tab.
Search for an HCP
Use the search bar to find an HCP’s profile by entering their name, email, or phone number.
You can also filter by specialty, state, and status.
Open the HCP Profile
Click on the pink pencil icon on the far right to access the HCP’s profile.
Managing Documents in the Certs & Docs Tab
Once inside the HCP’s profile, go to the Certs & Docs tab, where you will find:
Certificates & Licenses
Medical Records
Background Clearance
CPR/BLS Certifications
Fingerprint Clearance Cards
TB Test Results
Other Documents (COVID-19 Vaccination Card, Social Security Card, etc.)
Uploading a New Document
Click the pink pencil icon next to the document category you need to update.
Select Upload and choose the file from your device.
Ensure that all documents are clear, readable, and valid (expired documents cannot be accepted).
Under the ACTION tab, mark the document green to indicate it is active and up-to-date.
Updating an Existing Document
Click on the document you wish to update.
Select Replace or Upload New File.
Ensure the previous version is removed or archived to prevent confusion.
Mark the new document green in the ACTION tab to confirm it is active.
Verifying Documents
Admins must verify all licenses and credentials before activating an HCP profile. Follow these steps:
Check Expiration Dates
Any expired document must be updated immediately.
Verify Through Official Databases
Nursing Licenses: Use Nursys e-Verify or state board websites.
CNAs & Caregivers: Check the state’s Nurse Aide Registry.
Background Checks: Verify through OIG, SAM, and NSOPW for exclusions.
TB Tests & X-Rays: Ensure results meet CDC compliance.
BLS/CPR Certifications: Must be hands-on training (online-only certifications are not accepted).
Handling Common Issues
Expired Documents: Notify the HCP and request an updated version.
Branch Payment Issues: Check for duplicate profiles that may be affecting credentials.
Missing Signatures: Ensure that HCPs sign required forms before activating their profile.
Final Steps
After uploading and verifying documents:
Click Update Info to save changes.
Leave notes in the Notes Tab if there are any issues or additional steps required.
Ensure all signed forms are completed before activating the profile.
This process ensures that all HCPs on NurseIO have verified, up-to-date credentials, allowing them to work shifts without delays.