Six workbooks, defined as much by what they refuse to say.

Usually no, and we would rather say that than pretend otherwise. Where you have a clinical or case-management system, that system is the right home for patient information — it logs access, a spreadsheet does not. These workbooks are for the jobs that sit outside it: a volunteer-hours ratio, a credentialing file, an access register, a lone-worker check. Where one of them does touch identifiable information, it says so on its own first sheet, and the honest first step is to ask whoever is responsible for privacy at your organization before you type a name.

A Medicare condition of participation requires hospice volunteers to provide day-to-day administrative or direct patient care services amounting to at least 5 percent of the total patient care hours of all paid hospice employees and contract staff. Fundraising and board service do not count toward it. The hospice must also maintain records of volunteer use including the roles occupied and time worked. Our calculator does the arithmetic and shows it step by step; it makes no compliance determination, and your compliance lead owns the methodology.

Because it will not accept a credential as verified without both a primary-source check date and the name of the person who did the checking. That is deliberate. A tracker records the result of verification; it never performs it, and a row that looks complete otherwise proves only that somebody typed. Licensure and sanction status must be confirmed at the issuing board or registry by someone qualified to do it.

No. Nothing in a spreadsheet can. The access register tracks training, agreements and who can reach what — which is useful, and is a small part of a privacy program rather than a substitute for one. Your policies, your safeguards, your training and your risk analysis are the program. If you store or sync any of these files through a cloud service, that vendor may be a business associate and an agreement may be required; ask your privacy officer.

Free, no account, no email gate. We build background-check software and sell that separately. None of these six is a screening product, though two of them hold a screening date among other things — take all six and never speak to us again.

Yes. Upload the .xlsx to Drive and open with Sheets. Every formula carries over, and there are deliberately no array formulas anywhere. The one thing to know is that the in-home visit log uses NOW() to compute who is overdue, so it updates when the file recalculates rather than continuously — which is another way of saying it works because a person is looking at it.