High patient volume, multiple sites, and a rotating bench of service vendors — that’s the recipe for a certificate slipping through the cracks. An expired COI on your waste hauler or lab courier is an exposure you carry until you catch it.
3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card
The job
A courier moving specimens between your clinic and the lab carries auto and liability exposure every trip. If their policy lapsed, an accident can reach back to you. Track each courier’s certificate and let 30/14/7-day reminders flag the renewal.
Each site hires its own cleaners and haulers, and the certificates pile up in separate inboxes. Pull every vendor into one dashboard and filter by status so no location falls behind.
With constant foot traffic, a slip or spill tied to an uninsured cleaning vendor is a live risk. Keep the janitorial and maintenance certificates current, and store each PDF in private storage for when you need it.
Typical vendors urgent care clinics track
Yes. Add every vendor to one dashboard and note the site in the vendor name field, then filter by status per location. Growth ($59/mo) adds CSV import if you’re moving several site spreadsheets in at once.
Couriers drive and handle specimens on your behalf, so their auto and liability coverage matters if there’s an incident. COI Tracker stores their certificate and reminds you before it expires — it doesn’t verify the policy, so confirm limits with your broker.
When a certificate nears expiry you get reminders at 30, 14, and 7 days, then click "Request Update" to email the vendor from your name for the new copy. No calendar math, no digging through old emails to find who lapsed.
The Free plan tracks up to 3 vendors and includes CSV export. When you outgrow 3, Starter is $29/mo; Growth at $59/mo adds CSV import for bulk-loading vendors.
Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.
Go deeper
Checklist
12 items every auditor checks — what to fix before yours does.
Diagnostic
Four breaking points that tell you it’s time to switch.
Free download
14 fields, status formulas, conditional formatting. Email-gated.
Same product, different industries.
3 vendors free, no credit card required. Upgrade only when you outgrow it.