Tracking professional licenses across states without a spreadsheet

One license is easy. Forty licenses across twelve states, each with its own board, renewal cycle and continuing-education rules, is a part-time job. Most of that job is keeping track of everything.

What to capture for every license

Holder

The person, not just their department.

Jurisdiction

State and board, with a link to the verification page.

Cycle

Annual, biennial, or tied to a birthday or issue date.

CE hours

Required, completed and deadline, which is often earlier than expiry.

Fee

And who pays it.

Track CE separately from the renewal

The renewal form is quick. What causes lapses is discovering, two weeks out, that someone is eight CE hours short. Track hours as their own deadline with their own reminders.

Our renewal rate didn't change. What changed is that nobody panics in the last week anymore.