Features – Everything Your Clinic Needs for Compliance
Back Office Hub is purpose-built for Canadian healthcare clinics managing directives, policies, certifications, and staff credentials. Here is what it does.
Medical Directive Management
Create, track, and renew medical directives with structured templates. Assign directives to staff, collect digital signatures, and get notified before expiry. CPSO-compliant framework templates included.
Policy and Procedure Tracking
Store clinic policies with version control. Set annual review dates, assign reviewers, and maintain a complete audit trail of who signed what and when.
Certifications and Licences
Track professional certifications, college registrations, and licences for every team member. Record issuing authority, reference numbers, and renewal dates. Get reminders before expiry.
Training Records
Log mandatory training completions: WHMIS, infection control, privacy training, CPR, and more. Assign required training to staff and track who has completed it.
Credentials Management
Maintain a central record of staff credentials including degrees, specializations, hospital privileges, and insurance. Never scramble to find proof of credentials during an audit.
Staff Compliance Tracking
See at a glance which staff members are compliant and which have gaps. Assign required documents to individuals or the entire team. Compliance scores update in real time.
Automated Email Reminders
Set reminder dates and let the system notify staff before documents expire. Escalation logic sends follow-ups at 3, 7, and 14 days overdue, with clinic admin CC at 14 days.
Digital Signature Requests
Send documents for signature via email. Signers review and sign from any device without needing an account. Signed copies are stored automatically.
Document Templates
Create reusable templates with placeholder fields. Pre-built starter templates for CPSO medical directives, annual policy reviews, and OHP protocols. Customize to fit your clinic.
Multi-Clinic Organizations
Each clinic gets its own workspace with separate records, team members, and settings. Manage multiple locations from one account.
Export and Audit Readiness
Export records to CSV or Excel filtered by type, status, category, or assignee. Be audit-ready at all times without manual preparation.
Dashboard and Compliance Score
See overdue items, upcoming renewals, pending signatures, and active records at a glance. Your compliance score shows the percentage of current documents across the organization.