The platform

Compliance at the core.
Meaningful AI built in.

Practical intelligence grounded in your policies and live data — plus licensing, implementation, and advisory from one behavioral health partner.

Total solution

Everything we deliver, around the platform

Simplifyance is software plus the people and expertise to run it — from go-live through accreditation cycles and multi-site growth.

Platform licensing

Full-platform access for your organization — compliance, training, and HR modules licensed together so data and workflows stay in one system.

White-glove partnership

Dedicated onboarding, migration support, and customer success — high-touch help configuring sites, teams, and workflows before survey season.

Consulting & advisory

Joint Commission and CARF accreditation support, state licensure consulting, compliance advisory, and remediation — from the same team that built the platform.

Compliance & risk
Training & learning
HR & workforce
Compliance & risk

The bedrock: tasks, incidents, policies

This is where Simplifyance starts — recurring compliance work, event response, and the policy library your surveyors expect. Everything else connects here.

Core

Tasks

Automate recurring compliance work, assign owners, track due dates, and prove completion when surveyors ask.

Core

Incidents

Report, triage, investigate, and close incidents with a clear trail — tied to the people and sites involved.

Core

Policy library

Version-controlled policies and procedures your staff can find, acknowledge, and reference during surveys.

Simplifyance compliance dashboard showing open tasks, incidents, and training at a glance

Dashboard

At-a-glance view of open tasks, incidents, training gaps, and credentials — scoped to what each leader needs to see.

Forms & surveys

Build custom data collection and staff surveys without a separate tool — responses flow into reports and records.

Reports & analytics

Export and visualize compliance data for state surveys, accreditation cycles, and board meetings.

Training & learning

Training tied to HR — not siloed

Replace standalone LMS tools. Assignments, completions, and transcripts live next to credentials and compliance records.

Simplifyance learning page with training details and module content in the sidebar

Learning management

Assign courses by role, site, or team. Track progress, due dates, and overdue training from one place.

Built-in course library

Behavioral health and state-required modules included — reduce spend on third-party course packs.

Custom content

Author org-specific training and push updates when policies or regulations change.

Transcripts & completion

Completion records on the employee file — ready for surveyors, accreditors, and internal audits.

HR & workforce

People data that supports compliance

Credentials, HR files, and time & attendance — connected to tasks, incidents, and training so surveyors see a complete picture.

Simplifyance HRIS sidebar with time clock, team attendance, and HR documents expanded

Credentials & licenses

Track licenses, certifications, and expirations by role, site, and state — with attachments and audit history.

HR files & employee records

Central employee profiles, hire dates, supervision, and HR documents — not scattered across folders and email.

Time & attendance

Punch in/out, timesheets, PTO requests, and manager approvals — integrated with HR records, not a separate system.

Teams & org structure

Model sites, departments, and reporting lines so permissions, tasks, and visibility match how you operate.

Documents & attachments

Upload and link files to people, incidents, tasks, and policies — one attachment model across the platform.

Intelligence built in

Meaningful AI that knows your world

Not a chatbot bolt-on — intelligence grounded in your policies, accreditors, and live platform data, with human oversight where it matters.

In-platform assistant

Staff get answers from your policies, tasks, and workflows — with citations to source documents, not generic web results.

Policy review & generation

Draft and review policies aligned to Joint Commission, CARF, state requirements, and your accreditation cycle — faster, with human oversight.

Analytics & executive briefings

Turn compliance data into board-ready dashboards, survey prep summaries, and presentation decks — without rebuilding reports in spreadsheets.

AI analytics & quality reporting

Surface trends, outliers, and quality issues across programs — so leaders act on patterns, not one-off spreadsheets.

Connected operations

Everything talks to everything else

The modules above share one data model — so an open task, unresolved incident, or policy gap surfaces where it matters.

Calendar

Deadlines, renewals, and scheduled compliance work in one view.

Messages

In-app communication tied to your organization — not lost in email.

Assistant

AI grounded in your org’s policies and knowledge base — answers for staff navigating compliance day to day.

Multi-site rollups

Enterprise operators see risk and completion across every program in one dashboard.

See it on your workflows

We'll walk through the modules that map to how your organization actually runs.

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