Credential Tracking

HR & Compliance
March 17, 2026•2 min read

Credential Tracking

The Credential Tracker in Medipyxis helps HR and operations teams keep professional healthcare credentials up-to-date and audit-ready. One can easily monitor expiration dates, upload new documents, and track the status of every staff credential—without needing to chase emails or spreadsheets.

You can:

  • View how many credentials are currently valid or need attention

  • Filter by credential type, employee role, status, and territory

  • Export credential records

  • Upload or update credential documents for any employee

  • Add new credential

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  1. From the left menu, go to HR & Compliance.

  2. Click Credential Tracker.

  3. You’ll land on the Healthcare Credential Management dashboard.

    Here you will see

    • At the top of the page, you will find key metrics to help you quickly understand your organization's credential health.

      These include:

      1. Total Credentials– Total number of credential records tracked in the system.

      2. Valid Rate– Percentage of credentials that are currently valid and up to date.

      3. Expiring Soon– Credentials that will expire shortly and need renewal.

      4. Needs Action– Credentials that are expired or missing and need immediate attention.

Filter & Search Section

Use this panel to find specific credential records.

You can:

  • Search by employee name or credential type

  • Filter by:

    • Credential Type (e.g., RN License, WOCN Certification)

    • Credential Status (Valid, Expired, etc.)

    • Role (Admin, Manager, etc.)

    • Territory (National or regional)

You can also clear all filters to view the complete list again.

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Credential Records List Section

This section shows each employee along with their credential summary.

Each record includes:

  • Employee Name

  • Role & Assigned Territory

  • Number and Type of Credentials

  • Expiration Dates

  • Current Status– Valid, Expiring, Expired, or Missing

  • Action Buttons– Edit or view full details for each credential

Clicking on a row will open a detailed view of all credentials for that employee.

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Credential Detail View

When you click on a credential record, you’ll see:

  1. Credential Type and Status

  2. Expiration and Upload Dates

  3. Uploaded Document– Available to download or replace

  4. Employee Details– Name, Role, Employee ID, and assigned territory

  5. Credential Status Summary:

    • Number of Valid Credentials

    • Number Expiring Soon

    • Number Expired

    • Credentials Not Uploaded

From here, you can:

  • Edit the credential

  • Upload a new version of the document

  • Download the current file

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