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Compliance officer Onboarding

The Sensible Care Compliance Officer Portal is a focused, role-specific web application designed to support Compliance Officers in managing provider registration, compliance verification, services, and invoicing within the Sensible Care platform. The portal is structured to guide Compliance Officers through each operational area — including Dashboard, Verifications, Service Providers, and Verify Service — ensuring that compliance activities can be managed efficiently and without confusion.

The Compliance Officer Portal serves as the operational layer of the Sensible Care workflow. Compliance Officers are responsible for:

  • Reviewing and approving provider onboarding registrations
  • Requesting and verifying compliance documentation
  • Reviewing and approving service requests submitted by providers
  • Managing provider account statuses and administrative actions
  • Ensuring providers meet all platform compliance requirements before activation

Receiving the Invitation

Once your profile has been verified, the Sensible Care team will begin your onboarding process. During this stage, you will receive an invitation email at your registered email address.

Account Confirmation Email​

The invitation email is an account confirmation email which confirms that your Compliance Officer account has been created and is ready for setup.

This Email Will Contain​

  • A link to set up your account password
  • Instructions for accessing the Compliance Officer Portal

Tip: Ensure you check your inbox, including your spam or junk folder, to avoid missing this communication.

Setting Up the Password

Upon receiving the onboarding email, click the link provided to set up your secure password for the Compliance Officer Portal.

Password Setup Steps​

Step 1 — Open the Email Link​

Click the link provided in your account confirmation email.

Step 2 — Create Your Password​

Ensure your password meets the platform's security requirements.

Step 3 — Save Your Credentials​

This password, combined with your registered email address, will be used for all future logins.

Recommendation: Store your credentials in a safe and accessible location.

Logging In to the Compliance Officer Portal

Once your password has been set up and your account has been activated, navigate to the Sensible Care login page to access the portal.

Login Steps​

Step 1 — Enter Your Credentials​

Enter your registered email address and password on the login page.

Step 2 — Alternative Sign-In​

You may also use the Sign in with Microsoft option if your organisation uses Microsoft credentials.

Step 3 — Stay Signed In​

Select Remember Me if you wish to stay signed in on your device.

Step 4 — Access the Dashboard​

Upon successful login, you will be directed to the Compliance Dashboard.

Forgot Your Password?​

If you have forgotten your password, click the Forgot Password link and follow the instructions to reset it.

Portal Navigation

Once logged in, the Compliance Portal displays a consistent navigation menu on the left-hand side of the screen. This menu provides Compliance Officers with quick access to all provider compliance management functions and remains available throughout the session.

Dashboard​

The main landing page that provides a high-level overview of compliance operations. This section displays key compliance metrics, provider statistics, verification summaries, and pending actions requiring attention. The Dashboard enables Compliance Officers to quickly assess the current status of provider compliance activities across the platform.

Verifications​

The central compliance review area where Compliance Officers manage provider document verification requests. This section displays providers based on their current compliance status, including Pending, Request Sent, Submitted, Approved, Rejected, and Expired categories. From this page, Compliance Officers can view provider profiles, request additional documents, review submitted compliance documents, and monitor the progress of ongoing verification activities.

Service Providers​

Provides access to all registered service providers within the platform. This section allows Compliance Officers to search, review, and manage provider accounts, view business and contact information, monitor onboarding and agreement statuses, and perform provider-related administrative actions. Providers can be filtered based on their account status, including Active, Pending Agreement, and Incomplete registrations.

Verify Service​

Allows Compliance Officers to review and approve service code requests submitted by service providers. Each request displays the service details, service code, service name, billing information, and submission date. Compliance Officers can assess each request and either approve or reject the proposed service before it becomes available within the platform.

At the bottom of the navigation menu, the Logout option allows Compliance Officers to securely sign out of the Compliance Portal at any time.