Features of Clinical Wallet


Visual Dashboard

Clinical Wallet™ dashboard is a simple way to identify top priorities for monitoring student compliance. Our two-color visual approval system prioritizes the steps using Indicators to allow quick viewing of records.


Alerts and Notifications

Keep on track with dashboard filters and auto-notifications to take action for changes to meet compliance. Alerts for expiring documents are scheduled at 60, 30, 14, and 7-day intervals to keep users aware of the status.


Flexible File Upload

Submit mandatory documents on-the-go with Clinical Wallet™. Our smart technology offers compliance uploading and tracking in a mobile app or desktop access offering flexibility for busy health education programs.


Secure Storage

Worry-free secure file exchange is easy and affordable for programs with Clinical Wallet™. End-to-end encryption protects files as they are transferred from the device and stored in the cloud. Only students and authorized administrators can access the doc


Concise Reporting

Our Clinical Wallet™ dashboard reporting allows real-time visibility and insights to maintain student and group records. Create custom views of the file status to monitor necessary requirements and upcoming expirations.


Live Support

Health Education is fast-paced so lean on our Support team for immediate assistance. Quickly get answers 7 days/week via LIVE chat, Text, or Phone. Our Clinical Wallet™ team is here to help!