Know who is current, who is expiring, and who needs attention.
Compliance tracking is another Lemonade workflow. It tracks the requirements your organization sets, monitors expiration dates, documents status, reminds employees, and escalates what is still outstanding, in place of a spreadsheet of expiry dates.
- Tracks
- Training, policies, credentials, and expiration dates
- Notifies
- Employees before expiration · supervisors when lapsed
- Built for
- Practices and healthcare facilities. Works for other industries too.
- Plans
- From $29/month
Current
42
Expiring within 30 days
5
Needs attention
1
- A. MorenoMedical assistantHIPAA annual trainingMar 14Current
- B. FischerRNBLS recertificationIn 21 daysReminder sent
- C. ItoFront deskHIPAA annual trainingIn 6 daysReminder sent
- D. GrantLVNInfection controlExpired 9 days agoSupervisor notified
- E. HaddadBillingConflict-of-interest policyJan 02Current
Illustration with made-up names.
Dashboard
Every employee, every requirement, one status
Open the portal and see where the whole organization stands. Each person shows what is done, what is due next, and when.
- Current, expiring soon, and needs attention at a glance
- Annual retesting by default, or the schedule you set
- Results and completion dates logged automatically
- Your own policies alongside standard HIPAA training
The workflow
From the day someone is hired to the day something lapses
Lemonade runs each step and keeps the record. You set the requirements, the timing, and the rules for escalation.
- 1Employee addedPaste in email addresses. Accounts are created and invitations sent.Admin
- 2Requirements assignedTraining, policies, licenses, and certifications each role needs, as your organization defines them.Admin
- 3Credentials and documents uploadedEmployees upload certificates and complete training in the portal.Employee
- 4Expiration dates trackedEvery requirement has a due or expiration date. Annual retesting is the default.Lemonade
- 5Reminded before expirationEmail reminders with a direct link, ahead of the date.Lemonade → employee
- 6Repeated reminders if necessaryReminders continue until the requirement is complete.Lemonade → employee
- 7Supervisor notifiedWhen a requirement lapses, the supervisor on file is told at the same time as the employee.Lemonade → supervisor
- 8Expired requirements escalatedFurther warnings or suspension notices follow the rules your organization sets. Employment decisions stay with you.Your rules
- 9Dashboard and history maintainedCurrent status for everyone, plus a record of what was completed, reminded, and escalated, and when.Lemonade
Add your staff by pasting their emails
Paste in as many email addresses as your plan allows. Lemonade creates the accounts and sends invitations, and each employee chooses their own username and password.
Assign what each role needs
HIPAA basics come standard. Add your own policies, conflict-of-interest training, and state, county, or organizational requirements. Assign once, or set it to recur.
Retrain when something happens
Assign focused retraining after a HIPAA incident or a conduct violation, and track it to completion like any other requirement.
Healthcare facilities and beyond: track clinical and non-clinical staff in one place, with each employee's supervisor notified when they fall behind. Other industries with required training or credentials can use it too, with or without the rest of Lemonade.
Plans
Priced by the size of your team
Base
$29/month
Up to 10 users
- HIPAA training included
- 3 custom policies
- Reminders and supervisor alerts
Advanced
$99/month
25 users included, then $3/month per user, up to 100
- HIPAA training included
- 20 custom policies
- Reminders and supervisor alerts
Enterprise
From $349/month
More than 100 users, by agreement
- Policies tailored to your organization
- Set up around your facilities, by agreement
- Reminders and supervisor alerts
Questions
What organizations ask
Can we use our own policies?
Yes. Every plan starts with HIPAA basics and can include your own policies. The number of custom policies depends on your plan.
Who gets told when someone is overdue?
The employee receives a warning and the supervisor on file is notified. What happens after that follows the rules your organization sets.
Are results reported to anyone outside our organization?
It's an internal training and compliance tool. It doesn't automatically submit training results or internal compliance flags to any authority. Your organization's own legal obligations still apply.
What happens to our records if we cancel?
Employee information and training records are kept for as long as you subscribe. When you cancel, the supervisor on file automatically receives an email about your historical records. If a payment is missed, administrator login is disabled.
Lemonade tracks the requirements your organization sets, documents status, and sends reminders and escalations. It doesn't guarantee regulatory compliance or certification, and employment decisions remain with your organization.
Replace the expiry-date spreadsheet
Tell us how many employees and which requirements you track today. We'll set up a demo with your own list.