Document Automation

The documentation solution of your dreams

Except this dream doesn’t have a voice in your head telling you that you forgot a signature. That’s cloud-based documentation with HR for Health.

Self-guided employee onboarding

Documents are automatically sent when new hires register on HR for Health.

Autofilled documents

Help employees complete documents quicker and more accurately by populating docs with info you already know.

Unlimited cloud storage

Never lose another HR document again (and save the environment) with paperless bliss

Trusted by thousands of practices nationwide

Cloud-based & secure

Get with the times. Head for the cloud.

Don’t rely on a rickety server or tearable paper to keep documents accessible and safe.

Put them on the cloud, where you can control access remotely, keep things organized, and take advantage of enterprise-grade security.

It’s the smart thing to do.

Unlimited document storage

Document storage that never gets full.

Send your filing cabinet to the office supply store in the sky. HR for Health holds all of your documents, forever.

It’s unlimited document storage for as long as the internet exists. (And if the whole internet breaks, we’ve all got bigger problems than time-off compliance).

Top-notch document recommendations

Keep your practice growing. We’ll keep track of compliance.

What happens when you have to keep track of paperwork by hand? Policies change. Forms get forgotten. Paperwork gets lost. And your practice gets exposed to claims and lawsuits.

At best they’re an expensive annoyance. At worst they put your whole practice at risk.

Make compliance automatic. HR for Health has to-do lists, automated alerts, and easy e-signatures that protect you and your practice.

Integrated eSignature

Give your printer the day off

You know what’s annoying? Having every document you need online, but still needing to print and scan every signature.

It eats up hours of time, opens you up to losing signed documents, and gives employees plenty of opportunities to slip between the cracks.

Integrated eSignature is the solution. Assign a document, send an email notification, and BAM! It’s signed. Just like that.

Email alerts & reminders

Humans forget. HR for Health doesn’t.

You’re busy. Your employees are busy. You’ve got jobs to do. And it’s easy to forget about paperwork and deadlines.

Luckily, HR for Health doesn’t. All of your important operations and compliance deadlines are there. And you’ll get alerted about them with plenty of time to handle them.

Making you part-human, part-HR-superstar-robot. Bleep bloop!

Performance & violation documentation

Powerful, permanent paper trails

Sometimes an employee leaves a legacy of success and feel-good moments. Sometimes the moments are a bit more feel-bad.

Whatever happens, we help you document it. Show employees exactly how they’re reaching their goals, or have a paper trail ready if you need to protect yourself in case of termination.

Get dashboard bliss

Go from paperwork pile to neatness nirvana

Healthcare produces paperwork. SO much paperwork. How do you keep track of everything?

An ancient server? Searching your email inbox? A filing cabinet? (For our younger users, that’s an antique that stores paper made from trees).

Our document dashboard shows you payroll, time clock, employee performance, and hiring and termination. All in one place. With built-in status updates so you know what’s done and who needs a nudge. Take a deep breath and feel the zen.

Partner for HR for Health

HR for doctors who don’t do HR.

Take a deep breath… Your HR’s done. It’s automated. Digital. Secure.

Sounds like heaven, right?

On-Demand HR Support

HR questions should be answered by certified HR pros... not a friend or a cousin.*

*Unless they’re certified HR professionals

Get your very own on-demand HR team (without the extra payroll expenses). You can shoot us an email or call our HR hotline during your workday, or access the HR Knowledge Base 24/7.

What makes our HR solution different?

It’s in the name: 

HR for Health

There’s a lot of HR software solutions out there, but there’s only one that’s designed by a practitioner and an attorney specifically for dental and medical practices. That’s us. Every feature, function, and product is designed for healthcare teams. No other HR solution can say that.

Customized & Compliant Handbooks

You don’t need to keep up with employment law, but your policies definitely do. We automatically update your policies and handbooks to account for changes to laws and regulations at the local, state, and even federal levels.

Compliance-First. 

Always.

Just because you haven’t faced a lawsuit doesn’t mean it’s not coming. Other software leaves compliance up to you. We take care of it with a total solution that ensures you stay legal.

Practice Protection = Profit Protection

Every year thousands of practices are attacked with expensive lawsuits that not only cost a lot but cause irreparable reputational damage. Simply keeping compliant allows you to mitigate nearly 99%* of HR-related legal claims. *1% of legal claims require beating someone with a stick.

Document Automation FAQs

What is HR documentation?

HR documentation is the set of records that businesses keep to track changes, inform decisions, and show evidence. It usually includes documents like records of employees, info about company actions, and incident reports. HR documentation guides your staff on everything from promotions to terminations, and protects your from HR-related lawsuits.

Why is HR documentation important?

SO many reasons. Compliance is always first — by keeping good records, you can prove you’ve complied with all federal, state and local laws and regulations. It can also help you enforce policies, guide your performance management process, and show you’re serious about professionalism.

Can document automation save my practice money?

Heck yeah — for three major reasons. First up, increased efficiency. McKinsey estimates automation leads to a 30-50% reduction in time spent on paperwork! Second, you save time. Documents are processed much faster when employees can quickly handle them at their desk. Third, increased accuracy. Manual input means manual errors, and those take time to fix. We all make typos, but robots don’t.

What are the benefits of storing HR documents in the cloud?

Moving important documents to the cloud is a no-brainer. Instant visibility and accessibility keeps employees informed. Digital recordkeeping is infinitely scalable and agile. And files can’t be lost or destroyed when they’re kept on a network of secure servers.

Who should have access to HR documentation?

HR documentation is like classified documents - access should be on a need-to-know basis. Your HR director and their subordinates will have access as part of their jobs, but managers, supervisors, and employees should only be able to see what is directly relevant to their work.

Why does my healthcare practice need e-signatures?

E-signatures help your practice in three key ways. They dramatically reduce the amount of time it takes to get contracts signed. They lower the amount of admin work required to store the signature. And the signature is recorded forever, giving you a permanent paper trail.

Better HR software, made simple.

Our team of HR experts are here to help you. Let’s connect.

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