ottertrack

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Ottertrack keeps competency, currency, and training records in one place and one dashboard. Clinicians or administrators log their cases, sims, and courses. Or they are automatically imported from your other databases. These feed live assurance dashboards so you can immediately see compliance or currency.

Try free for 30 days - no payment details required. Use the guided setup or get in touch for a demo.

Why it exists

Spreadsheets, paper logbooks, a training portfolio nobody opens. The records exist. They just don't add up to an answer when someone asks for one.

What you get

A live skills and training matrix, and compliance percentages. Immediately see who on your team has performed a skill (or not!) recently, and set expected currency periods so your clinicians can own and sort their own exposure.

Check training records, set mandatory training, require recurrent completion, and get live-to-the-second reports. Track competency or entrustment levels and have an audit trail of evidence.

Plus electronic PGD tracking, bulletin/notice acknowledgements, and built-in workplace-based assessments.

Imports

Ottertrack can sync with some anonymised electronic patient record systems for daily import, so that cases and currency are automatically added. Get in touch if you're interested. We can also import existing logbooks.

Current Due Not held

Plans
smallfrom£8.90/user/moUp to 10 users
teamfrom£7.98/user/moUp to 50 users
largefrom£4.45/user/moUp to 200 users
enterpriseTalk to usUnlimited users · self-hosting
30-day trial · no card Start one →
LogbooksClinicians record cases, sims, training and assessments. Private by default. Training leads can push out templates with the skills already set.
WPBAsDOPS, Mini-CEX and CBD, attached to a case and signed in the app. Assessors outside your team can be invited to sign.
CurrencySet how often a particular skill should have exposure, and crews can refresh it with case exposure or a sim. See who's current and who isn't, and plan your training needs from actual data.
ProficiencyTrack autonomy level per clinician. Clinicians can submit requests for review and sign-off as they get more autonomy, or set default levels for particular grades of staff. Full audit trails.
Assurance dashboardWhat's expiring, who's short, and what to run next. Governance leads see the organisation; clinicians see themselves.
Training recordsLog regular and one-off sessions. Attach the certificate.
PGDsVersion a PGD, choose who must sign, and track signatures live. Immediately rescind or update PGDs.
NoticesSend a bulletin. Track read acknowledgements.
ExportsIt's your data. Clinicians export their own record; governance leads export the organisation's.

Every plan

Assurance dashboards / Logbooks / Document uploads / Customisable skills / Mandatory training / Course attendance / User groups and grades / Auditable competency progression / Role-based access / CSV import / Zoho Analytics

Get started Try free for 30 days →
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