What setting do I select for the In-service Compliance Selection?

At a Glance

• Setting Options: Choose Calendar Year or 2 Years

• Default remains 2 Years (730 days)

• Aligns compliance with state requirements

• Changing this recalculates caregiver compliance immediately

Which Option Should You Choose?

Option	Best For	What it Means	Example Scenario	Result
2 Years (730 days)	Agencies using rolling compliance	Tracks last 730 days continuously	Caregiver completes hours on ​ Mar 1, 2025 ​ Does NOT complete hours in 2026	Compliant in 2025 and 2026 Not compliant on Mar 2, 2027
Calendar Year	Agencies with annual requirements	Resets Jan 1 each year	Caregiver completes hours in 2025 Does NOT complete hours in 2026 ​	Compliant in 2025 and 2026 Not compliant on Jan 1, 2027

How it Works

Where to Update the Setting

Path: Admin > Compliance Setup > General Setup Details > In-Service Compliance Window

What Happens When You Change It?

• Compliance statuses are recalculated immediately, and some caregivers may fall out of compliance

• Updates appear in Caregiver Profile Compliance tab

• Impacts In-Service records and statuses

  

Before Making Changes

• Confirm state or payer requirements.

• Review caregiver training completion.

• Align with internal teams.

• Consult your Customer Success Manager if unsure.

Next Steps

1. Review compliance requirements.

2. Confirm your current tracking method.

3. Decide if a change is needed.

4. Update the setting.

5. Monitor caregiver compliance after the update.

View or download a PDF version of the In-Service Compliance Window Quick Guide.