Product tour. Sample data for a fictional 14-person billing company — including its overdue items, because that is what a real dashboard looks like. Start your own.
Staff training
A knowledge check on your own course, graded automatically, with a dated certificate per person on each individual’s own renewal clock. Reminders chase whoever falls behind, so you are not the one nagging.
Completed
3/6
In progress
Being chased
2
Automatic reminders on
Certificates issued
3
In your packet
HIPAA for business associates 2026
Workforce completion3/6
Renews every 12 months from each person’s completion date, so staff who joined mid-year are not forced onto someone else’s schedule.
| Person | Role | Status | Completed | Score | Certificate |
|---|---|---|---|---|---|
| Dana Whitfield | Compliance lead | Complete | Mar 14, 2026 | 95% | |
| Marcus Bell | Operations | Complete | Mar 18, 2026 | 90% | |
| Priya Raman | Billing supervisor | Complete | Apr 2, 2026 | 100% | |
| Tomas Alvarez | Billing specialist | Overdue | — | — | — |
| Jess Okonjo | Billing specialist | Due | — | — | — |
| Ray Feldman | Accounts receivable | Not started | — | — | — |