Question 1

Is my practice's data isolated from other customers?

Accepted Answer

Yes. Every table is protected by Postgres row-level security scoped to your practice — enforced in the database itself, not just the app. Staff logins are further restricted to their own records only.

Question 2

Do you store patient data (PHI)?

Accepted Answer

No, never. CredVault stores employee credential and training data only — licenses, CE certificates, trainings, attestations. No patient records of any kind.

Question 3

How does the birth-month expiry rule work?

Accepted Answer

In California (and other states), licenses expire on the last day of the license holder's birth month — so a 10-person practice hits a renewal event nearly every month. CredVault computes the exact date for every person, including leap-year February handling, and starts reminding everyone 90 days out.

Question 4

What if my practice isn't in CA, TX, FL, or NY?

Accepted Answer

CredVault works in every US state. Federal requirements — OSHA trainings like Bloodborne Pathogens and HIPAA workforce training — apply nationwide and are tracked out of the box, with the same reminders and evidence binders. Pre-loaded state rule packs (state-board license and CE rules with source citations and review dates) currently cover CA, TX, FL, and NY; in any other state you add each license or certification with its renewal date and CredVault handles the tracking, reminders, and binders the same way.

Question 5

What exactly is in an evidence binder?

Accepted Answer

A professional PDF cover report — practice info, per-person compliance summary, and every attestation e-record with its timestamp — plus a ZIP of every source document, organized per employee. OSHA binders use a 3-year lookback, HIPAA binders 6 years, matching each rule's retention window.

Question 6

Can this replace my OSHA training log template?

Accepted Answer

Yes — that's the idea. Instead of a blank OSHA training log template you fill in by hand, CredVault records each training with its date and certificate, reminds staff before the annual cycle lapses, and rolls everything into the 3-year OSHA evidence binder. Every requirement shows its source rule and review date — verify specifics with the cited source and your state board.

Question 7

Is this legal advice?

Accepted Answer

No. Requirement data is provided for convenience, with the source and review date shown on every rule — always verify with your state board.

Question 8

What happens if my trial ends or I cancel?

Accepted Answer

Your account becomes read-only. Your records are never deleted, and you can still export evidence binders — we never hold your audit evidence hostage.

Question 9

How long does setup actually take?

Accepted Answer

About five minutes for most offices: add your staff, photograph the certificate wall for the AI scanner, and the requirement checklists, expiry math, and reminders are live.

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