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Automated Caregiver Credential Expiry Alerts

Every morning, WebRun opens AxisCare, scans every active caregiver's credential records for licenses, CPR cards, and certifications expiring within 60 days, posts an internal Slack digest to the compliance channel, and drafts a renewal reminder email per caregiver for a coordinator to review and send.

Runs on WebRun · Strict Lockdown policy
Every day at 7:00 AM WebRunorchestrates each step
1 AxisCare scan credential expiry dates
2 Slack post internal compliance digest
3 Gmail draft renewal reminders for review
In short

How do I automatically track caregiver credential and license expiry dates?

Every morning, WebRun checks AxisCare for caregiver licenses, CPR cards, and certifications expiring within 60 days. It posts an internal Slack digest sorted by urgency, then drafts a renewal reminder email for each flagged caregiver in Gmail. No email is sent until a coordinator reviews and approves it.

  • No caregiver credential lapses unnoticed before the expiry date
  • Compliance team sees a ranked risk list in Slack every morning
  • Renewal emails are ready to send in one click after coordinator review

Built for home care agencies · home health agencies · HR coordinators · compliance officers

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.axiscare.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    AxisCare - scan credential expiry dates
    axiscare.com
    WebRun in AxisCare: scan credential expiry dates
    WebRun opens AxisCare to scan credential expiry dates.
    • Open AxisCare and navigate to the Caregiver list
    • For each active caregiver, read credential expiry dates for licenses, CPR, TB tests, and required certifications
    • Flag any credential expiring within 60 days and note the caregiver name, credential type, and exact expiry date
    • Skip caregivers with no credentials due within 60 days

    Done when Every at-risk credential is listed with caregiver name, type, and days remaining.

  3. 2
    Slack - post internal compliance digest
    slack.com
    WebRun in Slack: post internal compliance digest
    WebRun opens Slack to post internal compliance digest.
    • Post a structured digest to the compliance Slack channel listing each flagged caregiver and credential
    • Sort by most urgent first, with expiry date and days remaining clearly shown
    • Tag the compliance coordinator if any credential expires within 14 days

    Done when The compliance team has today's credential risk list in Slack.

  4. 3
    Gmail - draft renewal reminders for review
    gmail.com
    WebRun in Gmail: draft renewal reminders for review
    WebRun opens Gmail to draft renewal reminders for review.
    • Draft a polite renewal reminder email for each flagged caregiver, naming the specific credential and expiry date
    • Leave every draft in the Gmail Drafts folder for a coordinator to review before sending
    • Do not send any email automatically

    Done when One Gmail draft exists per flagged caregiver, ready for coordinator review.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.axiscare.com
ScheduleRuns automatically on this cadence
Every day at 7:00 AM
DeliveryHow each run's result reaches you
Credential risk digest · Slack
OutputWhat each run produces - An internal Slack digest of credentials expiring within 60 days, plus one Gmail draft renewal reminder per caregiver, held for coordinator approval.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send reminder emails to caregivers automatically?

No. Every reminder is drafted in Gmail and held for a coordinator to review before sending. Nothing goes to a caregiver without human approval, protecting caregiver privacy and agency tone.

How far in advance does it flag credentials?

By default it flags credentials expiring within 60 days, giving coordinators ample lead time. The window is adjustable when you set up the workflow.

What credential types does it track?

It reads whatever AxisCare stores: state licenses, CPR cards, TB tests, first aid certifications, and any custom credential fields your agency has configured.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.