HR software for home health agencies

Every credential current. Every day. Without the chasing.

Benson tracks every compliance item you require, reminds people before anything lapses, and files what they send back.

Track any item you chooseSet up from your spreadsheetStaff upload from their phoneOne monthly price, no seats
app.bensonhr.com/app/matrix
Compliance

Employee Compliance

Live
Employee Compliance Live
EmployeeCPR certificationTB testDriver's licenseFlu vaccination
ABAngela BrooksRN
ExpiringNov 6, 2026 · 2d
CurrentMay 25, 2027
CurrentJul 29, 2027
CurrentJul 20, 2027
ARAyesha RahmanOT
CurrentAug 3, 2027
CurrentApr 8, 2027
Missing
CurrentJul 20, 2027
BSBeatriz SalcedoCOTA
CurrentOct 4, 2027
CurrentJun 7, 2027
CurrentSep 29, 2027
CurrentSep 20, 2027
DODaniel OkonkwoRN
ExpiredAug 16, 2026
CurrentJul 17, 2027
CurrentAug 29, 2027
Missing
FDFatima DialloIntake Coordinator
CurrentAug 3, 2027
CurrentMay 25, 2027
N/A
CurrentJul 20, 2027
Reminder sent to Angela · CPR certification expires in 2 days
Scroll
The week before survey

Compliance doesn't fail loudly. It lapses quietly, and the surveyor finds it first.

01

Someone eyeballs dates every week

Scrolling the tracker, comparing expirations to today, hoping nothing was typed wrong.

Benson colours every item against today, automatically.
02

The CPR card is "somewhere in email"

Staff text a photo, forward a PDF, hand it to a scheduler. Filing it is a second job.

Each person uploads through a private link. It files itself.
03

Onboarding stalls on paperwork

New hires wait while HR collects a TB test, a license, an I-9 and three signed forms.

One onboarding link collects all of it.
04

The binder is built the night before

Survey, accreditation and payer audits all ask for the same proof, assembled by hand.

Compliance for any date prints in one click.
01 · Compliance grid

Every person, every requirement, one grid.

Current, expiring, expired or missing, per employee, per item. Filter to who needs attention and you have today's call list.

  • Any item with a renewal date or a document, and which titles need it
  • Filter by job title, status, or what needs attention
  • Click a name for a quick view without leaving the grid
app.bensonhr.com/app/matrix
Compliance

Employee Compliance

Click a filter or a name
Employee ComplianceColumns ⌄
Search name, email, or phoneActiveAll job titles
AllNeeds attention 3Expired 1Expiring soon 2Missing 2Current 3
EmployeeProfessional licenseCPR certificationTB testFlu vaccinationDriver's license
ABAngela BrooksRN · 1 Expiring
CurrentAug 24, 2027
ExpiringNov 6, 2026 · 2d
CurrentMay 25, 2027
CurrentJul 20, 2027
CurrentJul 29, 2027
ARAyesha RahmanOT · 1 Missing
CurrentFeb 17, 2028
CurrentAug 3, 2027
CurrentApr 8, 2027
CurrentJul 20, 2027
Missing
BSBeatriz SalcedoCOTA · Current
CurrentMay 28, 2028
CurrentOct 4, 2027
CurrentJun 7, 2027
CurrentSep 20, 2027
CurrentSep 29, 2027
CWColin WhitakerCHHA · Current
N/A
CurrentSep 3, 2027
CurrentOct 16, 2027
CurrentAug 20, 2027
CurrentAug 29, 2027
DODaniel OkonkwoRN · 1 Expired · 1 Missing
ExpiringNov 24, 2026 · 20d
ExpiredAug 16, 2026
CurrentJul 17, 2027
Missing
CurrentAug 29, 2027
DWDarnell WashingtonCHHA · Current
N/A
CurrentMar 11, 2027
CurrentDec 31, 2026
CurrentFeb 25, 2027
CurrentMar 6, 2027
6 employeesPage 1 of 1
02 · Document reading

Uploads arrive read, filed and dated.

Staff send a photo or a PDF. Benson reads it, files it under the right person and updates the date. Anything unclear waits for you, with the reason shown.

  • Approve everything yourself, or let clear documents file on their own
  • In automatic mode, blurry or cut-off photos go back to the person with a new link
  • Every version is kept
app.bensonhr.com/app/documents
Compliance

Approval Queue

Click a tab or a row
Needs review (7)Awaiting replacement (1)Approved
Waiting7
YPYolanda PierceProfessional LicenseDate conflict21d
GNGregory NashDriver's License17d
DODaniel OkonkwoCPR Certification16d
NPNadia PetrossianTB Test15d
MVMarisol VegaAuto Insurance14d
RN licence renewal — Yolanda Pierce−  100%  +
BOARD OF REGISTERED NURSINGRegistered Nurse (RN) — Primary Source Verification
License Verification
Licensee
Yolanda Pierce
License type
Registered Nurse (RN)
License number
RN 076290
License status
Active — clear
Original issue date
10/14/2024
Expiration date
10/14/2028
Yolanda Pierce
Needs your reviewThe printed expiration date doesn't match this item's renewal period.
Compliance item
Professional License
Issued
10/14/2024
Expires
10/14/2028
Approve & fileSend back
03 · Automatic reminders

Reminders written, sent and followed up for you.

Benson emails each person what they owe, with their private upload link. Connect your Microsoft 365 mailbox and the emails go out from your own address.

  • Before expiry, on the day, and until it's fixed
  • People who don't respond surface for a call
  • Onboarding, birthdays and the agency's own licenses too
app.bensonhr.com/app/settings/automations
Communications

Automations

Flip a switch, drop a chip
OverviewEmployee remindersOrganization remindersOnboarding remindersBirthday emails
OnRuns daily at8:00 AMPacific Time
ScheduleDaily · Pacific Time8:00 AM
Next runTomorrow, 8:00 AMNov 5
Reminder rules
Remind before it expires30 days ×14 days ×7 days ×3 days ×1 day ×Add
Remind on the expiry date
Remind while expired or missingEvery days until they send it
Skip weekends
Cc the officeoffice@youragency.com
SavedSave changes
04 · Dashboard

Open it in the morning and know where you stand.

What's expired or missing, what's expiring this month, what arrived overnight and what needs your decision, on one page.

  • Compliance health across the active workforce
  • Onboarding, e-sign, document review and agency compliance in progress
  • Every change logged, permanently
app.bensonhr.com/app
Overview

Good morning, Demo

Click a person
Compliance healthReview compliance →
18items expired or missing
17 of 27 active employees fully compliant (63%)
Employees by compliance
Compliant17
Expiring4
Expired or missing6
Active employeesof 31 on record27
Expiring items6 employees affected6
Expired items5 employees affected6
Missing items5 employees affected12
In progress
Onboardingbeing onboarded2
E-Signawaiting signature2
Document reviewawaiting review7
Organization complianceneed attention3
Expired or missingView all 6 →
GNGregory NashProfessional License, CPR Certification +6 more2 expired6 missing
PRPriya RaghunathanTB Test, Background Check +1 more1 expired2 missing
YPYolanda PierceProfessional License, Auto Insurance +1 more1 expired2 missing
DODaniel OkonkwoCPR Certification, Flu Vaccination1 expired1 missing
ARAyesha RahmanDriver's License1 missing
TAThomas Ashworth-DelacroixProfessional License, TB Test1 expired1 expiring
Expiring soonView all 6 →
ABAngela BrooksCPR Certification2d
LRLucia RomeroTB Test9d
TAThomas AshworthTB Test15d
DODaniel OkonkwoProfessional License20d
KMKwame MensahAuto Insurance25d
HOHenry OyelaranFlu Vaccination26d
Yours to shape

You set it up. You change it.

Nothing in Benson is fixed by us. Add a job title today, change what it requires tomorrow, and the grid and the reminders follow.

Job titlesAdd any title, with its own short code. Decide which items each one needs.
Compliance itemsCreate your own, set the renewal period, mark what the office provides.
Visit types & ratesYour visit codes, your rates, per employee and per contracted company.
Users & rolesMake roles, choose what each can see and change, area by area.
Onboarding formsWhich forms new hires fill in and sign, by job title.
Reminder scheduleTime of day, days before expiry, how often to repeat, who is copied.
Email wordingEdit the reminder and onboarding emails in your own words.
Approval modeReview every document yourself, or let clear ones file on their own.
Security & privacy

Personnel files deserve the same care as patient files.

Each agency's data is kept separate, every change is logged permanently, and a Business Associate Agreement is signed with agencies that store protected health information.

Hosted in the United StatesData stays in US data centers.
Each agency kept separateNo agency can see another's records.
Encrypted in transit and at restSocial Security numbers are encrypted twice.
Permanent audit logWho changed what, when. Never deleted.
Roles and permissionsChoose what each user can see and do.
Automatic sign-outIdle sessions end after 15 minutes.
Your data is yoursExport every record and document as a ZIP, any time.
Business Associate AgreementSigned with each agency that stores PHI in Benson.
Pricing
$495a month

One price. Everything included. No modules, no per-user seats, no setup project.

100employees and contracted workers on record+$249a month for each additional 50∞office users, no seat fees
Compliance grid & requirements by title
Automatic reminders & follow-ups
Document reading & filing
Approval queue
Onboarding links & forms
E-signature with certificates
OIG exclusion screening
Contracted companies
Rates & visit types
Reports, print & export
Sending from your own mailbox
Email support
Questions

What agencies ask before they switch.

What can we track?

Anything your agency requires. You define the compliance items, each with its own renewal period and the job titles that need it: licenses, certifications, TB tests, trainings, background checks, driver's license and auto insurance, or something only your agency asks for.

How long does setup take?

Import your existing tracker, set requirements per job title and turn on reminders. The first reminders can go out the same day.

Do my employees need an account or an app?

No. Every reminder and onboarding email carries a private link. Staff open it on their phone, take a photo of the document and tap send.

What if a document is filed wrong?

You choose: approve every document yourself, or let clear ones file on their own. Anything uncertain waits for you with the reason shown, and any filing can be corrected.

Can reminders come from our own email address?

Yes. Connect your Microsoft 365 mailbox in Settings and every reminder goes out from your agency's own address. Until then, Benson sends them for you with your agency's name, phone and email on every message.

Does Benson sign a Business Associate Agreement?

Yes, for agencies that store protected health information in Benson. Workforce health records held by an agency as an employer are governed by our Data Protection Addendum.

What happens to our data if we leave?

You can export every record and document as a ZIP at any time, including during the 30 days after cancellation. After that the data is deleted.

Book a demo

Bring your roster. Leave knowing who's expiring this month.

We import a sample of your tracker on the call, show you the grid with your people in it, and send one reminder so you see the whole loop.

Your spreadsheet, imported live
A document read and filed in front of you
A snapshot of who's expiring this month, to keep

Three ways to start

A live video call, the recorded walkthrough in your inbox, or just an email.

info@bensonhr.com