Find missing employee-file documents before surveyors do.

This is a client-ready document system for home care and home health employee/personnel file audits. The download includes only buyer-facing documents, workbook files, and preview images needed to use and understand the system.

What you receive:

- 18 fillable PDF employee-file audit forms

- Excel audit and expiration tracker workbook

- Features and implementation guide

- Read Me First setup note

- Product preview images showing the forms, dashboard, workflow, and completed example

Use it to review employee files, log missing paperwork, monitor credential/license expirations, document background/exclusion screening, track orientation/training proof, and record clear-to-work decisions.

Best for home care agency owners, home health administrators, HR/compliance coordinators, DONs, clinical supervisors, startup agencies, and teams preparing for survey, audit, or internal QA review.

Important: open PDFs in a fillable-PDF reader such as Adobe Acrobat Reader, PDF Expert, or Foxit when typing into fields. Some browser previewers display PDFs but do not reliably support typing into form fields.

Templates are for administrative support and must be customized to agency policy and applicable federal, state, payer, and accreditation requirements. Not legal advice.