Everything your 245D license asks for, done and on file
Intake, plans, reviews, signatures, staff files, insurance and audits — the whole compliance workflow for Minnesota 245D, PCA and CFSS providers, with training and payroll in the same login.
Onboard a client in one sitting
Enter the details once. The intake wizard builds the full 245D intake packet — plus CFSS forms when they apply — on your agency's letterhead, collects signatures on an iPad, files every page to the client's folder and marks each requirement complete.
- Your legal name, license number, designated manager and reporting contacts merged into every form
- Agency admins choose which optional documents belong in their packet
- A form is either complete or absent — no signed blanks
- Import existing clients from a spreadsheet
Guided intake · Step 4 of 6
Continue →Upload the paperwork. Review the draft.
Certify245D reads the documents that arrive from the county and does the first pass for you — so your designated coordinator spends time reviewing, not re-typing.
- Service authorizations: reads each line, date span and unit count, calculates hours per week and sets up services
- CSSP addendum: drafted from the case manager's support plan
- IAPP: drafted from the same plan and your assessment
- Every AI draft is reviewed and finalized by qualified staff before it's used
SA — read automatically
ConfirmEvery clock, counted to the day
Clients and staff run on the same requirement engine. Each requirement knows its rule, its due date and what happens next — and recurring items roll forward on their own.
- Basic 245D.07 and Intensive 245D.071 review cycles, per service
- Separate Basic and Intensive annual-review wizards — because the law is different
- PCA and CFSS documentation timers
- Color-coded: on track, due soon, overdue
Upcoming
This monthDocuments & signatures
iPad signing
Client, legal representative and staff sign intake and orientation packets in person, on one device.
Case-manager signing
Send the CSSP addendum or a change notice; the case manager signs through an emailed link with no login. The signed copy files back beside your original.
Send any PDF
Drag signature, initial, date and text boxes onto any PDF. Up to two signers in order. No per-envelope fees.
Auto-filed to your Drive
Documents are named consistently and filed to the right client, employee or agency folder in your own Google Drive.
Forms library
The 245D forms your agency uses, pre-filled from the record and generated on demand.
Disclosure log
The standing release covers routine coordination; one-off disclosures are recorded as they happen.
Staff & HR
Employee self-service portal
Staff update W-4s and direct deposit, request sick and safe time or time off, report incidents and payroll errors, upload timeslips, and see their training and documents. See the portal →
Applications & onboarding
Applicants fill out the employment application and onboarding paperwork themselves; it files to their record when you hire them.
Credentials & background studies
Background study status, licenses and credentials tracked with due dates, like any other requirement.
Who works with whom
Link caregivers to clients with start and end dates — which drives client-specific orientation and the 72-hour training reminder.
Scheduling
Schedule caregivers against their assigned clients and see coverage at a glance.
Training built in
CareCertify completions post to the employee record with the real date, and next year’s requirement opens automatically.
Running the agency
Insurance, bonds & certificates
Lists only what your programs require — employer, PCA, CFSS, home care — with the statute behind each, and warns before anything lapses.
Auditor access
Read-only, scoped to the clients and employees you pick, with an expiry date. Auditors never share your login.
Secure messaging
Recipients get a secure link to read, reply and upload files — the way county case managers already work.
Users & roles
Owners, designated managers, coordinators and staff each see what their role needs, and nothing more.
Your brand
Logo, brand color and agency details applied across the documents your clients and case managers see.
Multi-agency
Several licenses or a consulting practice? Switch between agencies in one login, each fully separated.
Built for the way 245D actually works
Certify245D knows the difference between service tracks — and applies the right rules to each.
Basic 245D
245D.07 · service plan reviews and the Basic annual review.
Intensive 245D.071
45-day review clocks, self-management assessment, the Intensive annual review.
PCA
256B.0659 · documentation timers and bond requirements.
CFSS
256B.85 · service-delivery plans, forms and timers.
What agency owners say
“Working with Certify245D has been a valuable investment in strengthening the compliance practices at Yolanda’s Blessings. Joe brings extensive knowledge of Minnesota 245D requirements and provides practical, detailed guidance that helps providers understand not only what needs to be corrected, but why those corrections are important. His consulting and training have helped me identify documentation gaps, strengthen our internal processes, and gain a better understanding of what is expected from a compliance standpoint. The Certify245D software has also been a helpful tool for organizing client information, reviewing compliance requirements, and identifying areas that need attention. Having the software combined with Joe’s hands-on training and consulting provides an additional level of support that is especially beneficial when managing the many responsibilities that come with operating a 245D organization.”
“Care Certify provides information that is clear, well-organized and straightforward to follow, while still covering important requirements of Minnesota 245D. Information is provided in a way that is easy for staff to understand and track their progress/ transcripts. The customer support is another great benefit- they are knowledgeable, responsive and always willing to help! I would highly recommend them as a trusted training resource for agencies.”
“It was difficult to stay organized and stay on top of all the changes happening until I found this company. Since then, my life has been simplified. The training modules are great, and the system is not difficult to use. The customer service is great. I can get a hold of the owner easily if I have any concerns. The cost is also reasonable compared to other places. Overall, I am happy, and I encourage other organizations to check this company out, and if you are on the fence, just do it. You will be happy you did.”
Common questions
Does Certify245D generate the 245D intake packet?
Yes. The guided intake wizard fills, signs and files the full 245D intake packet, plus CFSS forms, on your agency letterhead, and marks each requirement complete when it is signed.
Can Certify245D read a service authorization?
Yes. Upload the service authorization PDF and it reads each line item, dates and units, calculates hours per week, and sets up the client services for you to confirm.
Can a DHS licensor see our records without a login?
You grant auditors scoped, read-only, time-limited access to only the clients and employees you select. Grants expire on their own and every view is logged.
How do case managers sign the CSSP addendum?
Send it from the client record. The case manager gets an emailed link with no login, reviews the exact document and signs, and the signed copy files back to the client folder.
See it run a real intake
Book a demo and watch Certify245D onboard a client, draft the addendum, file the documents and set the review clocks — live.