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Free spreadsheet

Caregiver credential & expiry tracker

Registry check, background, TB, CPR, license, insurance, training hours and I-9 per caregiver. Turns amber, orange, then red at 90, 60 and 30 days. State-survey export tab.

Preview of the caregiver credential tracker spreadsheet: the amber, orange and red expiry key above blank caregiver rows with columns for registry check, background check, TB test and CPR dates

What’s inside

  • One row per caregiver

    Registry check, background, TB, CPR, license, insurance, training hours and I-9, all in one place.

  • Amber, orange, red at 90, 60 and 30 days

    Expiry dates turn amber at 90 days, orange at 60 and red at 30, worked out from today's date every time you open the file.

  • State-survey export tab

    One tab formatted to hand a surveyor, built ahead of the visit rather than during it.

  • Plain Excel

    No portal, no login, no new software to learn — just a spreadsheet you already know how to use.

Get the spreadsheet

Free, no strings. Works in Excel and Google Sheets.

Instant download. No spam — just the file and the occasional genuinely useful thing.

Frequently asked questions

What format is the tracker in?
A single Excel (.xlsx) file with a survey-export tab. It opens fine in Google Sheets too.
Do I need Excel to use it?
No. It's a plain spreadsheet — Excel, Google Sheets or Numbers will all open it without losing the formulas.
Is it actually free?
Yes. Leave an email and it's yours, no trial or credit card required.
Who wrote it?
Dazlab, the studio behind First Shift, built the tracker around the credentials home care agencies actually check.

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