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Never Miss a Deadline:

Smarter Document Renewal Tracking in Your EHR

n behavioral health and human services, compliance isn’t optional—it’s essential. Agencies juggle dozens of time-sensitive documents every day, from treatment plans and consent forms to staff certifications and progress notes. When a renewal deadline slips through the cracks, the consequences can be costly: denied claims, failed audits, or even disruptions in client care.

The challenge? Many providers are still managing these critical dates with manual spreadsheets, sticky notes, or reminders scattered across inboxes. It’s inefficient, stressful, and far too easy for something to be overlooked.

How Agencies Can Stay Ahead of Compliance Deadlines

Keeping up with document renewals doesn’t have to be overwhelming. A few best practices can make a big difference:

  • Centralize tracking – Keep all renewal dates in one system rather than across multiple calendars or spreadsheets.
  • Automate reminders – Use alerts or notifications to warn staff before documents expire.
  • Customize workflows – Every agency has unique requirements. Set policies that reflect your specific 30/60/90-day timelines.
  • Make it visible – Color coding or dashboard views can help teams quickly see which documents are up to date—and which need attention.

Compliance Made Easy with Lauris Online

Lauris Online’s new Document Renewal Tracking feature puts these best practices into action—directly within your EHR. Agencies can now:

  • Assign initial and renewal due dates to any document—treatment plans, consent forms, staff certifications, and more.
  • View compliance status at a glance with color-coded indicators.
  • Customize renewal timelines to match your organization’s workflows (30/60/90 days, or whatever fits your policies).
  • Stay audit-ready with built-in tools that reduce risks and ensure consistency.

Instead of juggling spreadsheets or worrying about missed deadlines, your team can focus on what matters most: delivering care with confidence.

With Lauris Online, compliance becomes seamless—not stressful.

Image of Compliance Video
Click to see a video overviewing our compliance module.

Want to read more?  Ready to book a free demo?

Connect With Lauris Online

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Whether you’re ready for a demo or just have questions, we’re here to help you streamline tasks, stay organized, and deliver better care. Reach out and see what Lauris Online can do for your team.

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