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Resources is your agency’s shared library: documents, policies, identifiers and reference links. Every authenticated user can open it, which makes it the right home for material the whole agency needs to reach.

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Tabs

Shared document library with approval workflows and effective date tracking.Columns: Title · Type · Approval · Effective · ExpiresUse this for general agency documents that need a review and approval trail.
Business documents with approval workflows, version control, and expiration tracking.Columns: Title · Type · Effective · Expires · Version · Approval StatusVersion control makes this the right tab for documents that get reissued, such as contracts and agreements.
Organizational policies with category, numbering, effective dates, and review schedules.Columns: Title · Category · Number · Effective · Next Review · Approval StatusNext Review is what surveyors ask about. Keep it populated.
Emergency preparedness plans with drill schedules and approval status.Columns: Title · Type · Effective · Last Drill · Next Drill · Approval StatusThese plans are also reachable from Emergency Preparedness, where you run the drills that update Last Drill.
Organization identifiers such as NPI, tax IDs, and registration numbers.Columns: Name · Number · URLKeeping identifiers here saves hunting for an NPI or tax ID during a claim correction or a survey.

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Adding a document

1

Choose the right tab

Policies go in Policies, contracts in Business Documents, everything else in Documents. The tab decides which fields you get.
2

Set effective and expiry dates

Expiry drives the alerts that warn you before a document lapses. A document with no expiry date never warns you.
3

Record approval

Set the approval status once the document has been signed off. Surveyors check approval, not just existence.
4

Set the next review date

On policies, Next Review keeps the document in your review cycle.
Identifiers are worth filling in early. Billing and licensing work both depend on your NPI and tax IDs, and having them here avoids a scramble mid-claim.

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Troubleshooting

Emergency Preparedness

Run drills and maintain continuity plans.

Compliance

Track HIPAA documents and compliance audits.