Know who is cleared to practice before an audit asks.

Medical Staff Credentialing gives HR and compliance teams one standalone, audit-ready system for licenses, insurance, background checks, training and CPD — with primary-source verification and proactive 90/30/7-day renewal alerts, built for Odoo 20.

The problem

Credential data for every practicing clinician — license numbers, issuing bodies, expiry dates, CPD points, training records and background checks — is scattered across spreadsheets, email reminders and HR folders. Renewal deadlines slip through the cracks, and a single expired license can void malpractice coverage, trigger regulatory penalties and put facility accreditation at risk.

The solution

Medical Staff Credentialing gives every clinician one structured, searchable record with auto-computed validity, a primary-source verification gate and tiered 90/30/7-day renewal alerts — so coordinators always know, at a glance, exactly who is cleared to practice.

Capabilities

Everything compliance teams need, built in

Every capability below is implemented in the module.

01

Structured Credential Records

Licenses, indemnity insurance, background checks, mandatory training, appraisals and CPD cycles each get purpose-built fields — type, reference number, issuing body, dates and status — instead of a free-text note.

02

Auto-Computed Expiry Status

Every credential's validity — valid, expiring soon or expired — and its days-to-expiry are calculated automatically, so nobody has to track dates by hand.

03

Primary-Source Verification Gate

A Draft, To Verify, Verified workflow records who verified each credential, when, and against what evidence — distinguishing entered data from primary-source-checked data.

04

Tiered 90/30/7-Day Renewal Alerts

A daily scheduled action fires an activity and an email reminder at 90, 30 and 7 days before expiry (and again once expired) — applied uniformly across every credential category.

05

CPD Point-Cycle Tracking

CPD-tracked credentials show target vs. earned points with a live progress bar, built from an editable list of individual CPD activity entries.

06

Region-Agnostic Configuration

Credential types and regulatory/issuing bodies are configured freely from first run, so the register fits US, UK, EU or any other jurisdiction without reconfiguration.

07

Clear-to-Practice Compliance View

A dedicated employee list defaults to clinicians who are not yet cleared, answering the question coordinators ask every day: who is compliant right now?

08

Employee Smart-Button Navigation

One click from any employee record opens that clinician's full credential history — no separate search, no deep navigation.

09

Full Chatter & Activity Audit Trail

Every status change, verification and reminder is timestamped and attributed, giving auditors a complete, defensible history on every record.

Workflow

How it works

1

Configure your region

Add your regulatory bodies and credential types once, tailored to your jurisdiction's licenses, insurance and training requirements.

2

Record every credential

Log each clinician's licenses, insurance, background checks, training and CPD cycles as structured, searchable records.

3

Verify against the source

Move credentials from Draft to Verified once checked against the issuing body, capturing who verified it and when.

4

Stay ahead of renewals

Tiered 90/30/7-day alerts and the Clear to Practice view keep coordinators proactive instead of reactive.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

No. Medical Staff Credentialing is fully standalone on Odoo 20 Community or Enterprise. It only depends on the standard HR and Discuss apps, so you can install and trial it in minutes with no proprietary HMS suite.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Medical Staff Credentialing

Structured licence, insurance, background check, CPD and training records with a primary-source verification gate and tiered 90/30/7-day renewal alerts.

Buy on Odoo App Store