Practicing Certificates

A clinic operates legally on the strength of its practitioners' certificates. This screen keeps the details of each one — and the expiry date, which must never be forgotten.

Illustration of the Practicing certificate screen

Area	What it does
1. Create	Records a certificate.
2. Search employee	Filter by person.
3. Branch filter	One site only.
4. Type	Filter by certificate type.

The table holds Type, Certificate number, Scope of practice, Issued by, Issue date and Expiration date.

Recording one

Illustration of the practicing certificate form

Area	What goes in
1. Staff (required)	Whose certificate it is.
2. Type (required)	E.g. Medical practicing license (CCHN).
3. Certificate number	As printed on the certificate.
4. Issued by	The issuing authority.
5. Scope of practice	The professional scope permitted — copy it exactly.
6. Issue date	When it was issued.
7. Expiration date	Leave blank if the certificate has no expiry.
8. Certificate file	Attach the scan.
9. Save	Records it.

Scope of practice must match what people actually do

A doctor may only work within the scope on their certificate. Record it accurately so that the paperwork and the rota agree when an inspector asks.

Review expiries quarterly

Once a quarter, look down the Expiration date column and start renewals early rather than on the day one lapses.

Related

• Labor contracts — employment papers, also date-sensitive.
• Staff list — the person's main record.