Employees & compliance · Guide · updated Sep 6, 2026
- 1Every morning: open the digest email or the dashboard. Clear anything expired first, then anything expiring within 30 days.
- 2Every week: open Incomplete records and close the gaps. Use Request documents for anything you need from a caregiver.
- 3Every month: check the Authorizations tab on each consumer against iConnect. Expired authorizations block sending visits.
- 4Before the surveyor arrives: open each record's document history to confirm nothing was replaced without a reason, and print or export what they ask for.
What the surveyor sees
Records, documents and the audit log. The audit log shows who viewed, uploaded, replaced or deleted each document and when, which answers most questions before they are asked.
Related
- Documents, expiration dates and the checklist · How requirements work, what counts as complete, and how expiration tracking keeps you survey-ready.
- The audit log · What is recorded, how to read it, and how to export it for a surveyor.