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CLINIC STAFF MANAGEMENT & CREDENTIAL TRACKING

From the first application to the next renewal.

A therapist’s paperwork does not stop at hiring. Little Files connects recruiting and orientation with the employee record, so HR can keep up with documents, credentials, time off, and the work that repeats.

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WORKFLOW EXAMPLE02

An applicant finishes orientation

Orientation checklist
  • Background check
  • Shadowing
  • Required documents
Employee recordPeople details and documents retained.
Onboarding carries the applicant’s information and documents into their employee record.

HOW THE WORK MOVES

Hiring, onboarding, and the employee record.

  1. 01

    Follow the applicant

    Review applications through screening, interviews, and hiring. Keep applicant information and supporting documents with the person as they move through the pipeline.

  2. 02

    Finish orientation

    Use onboarding checklists to track required documents and orientation steps. When the person becomes an employee, their existing information and paperwork carry forward.

  3. 03

    Keep the employee record current

    Manage credentials, document renewals, attendance, leave, and performance information in the staff workspace. Employees complete their own assigned forms through their portal.

Requirements by role

Give an RBT, BCBA, administrator, or other staff member the document requirements relevant to their role. Track license and certification expiration dates so renewals have a clear owner.

Certificates you can issue

Prepare an individual certificate or letter from a shared template. Each issuance keeps its own submission, review, and approved document history rather than replacing an earlier copy.

Staff information that supports operations

Approved time off and staff availability inform scheduling. Credential and payer-panel records help the team review provider readiness. Payroll records stay available for administrative follow-through.

Before your demo

Does Little Files track employee credentials?

Yes. Keep licenses and certifications with employee records, track expiration dates, and follow renewal requirements. Payer-panel information is available alongside the workforce administration tools.

Can staff request leave and complete forms themselves?

Employees have a portal for their assigned forms, documents, leave, attendance, and other work permitted for their role. Managers retain the review and approval steps.

Does this replace a payroll payment provider?

Little Files maintains payroll-related records. Bank transfers, tax filing, and payroll payment services should be confirmed separately when discussing your implementation.

BRING YOUR WORKFLOW

See it with your team’s questions in mind.

Choose one staff role and its onboarding checklist. We’ll follow an applicant into employment, issue a document, and review the next credential renewal.

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KEEP EXPLORING

The rest of the clinic is connected, too.