Getting started
From sign-up to your first results in a few minutes.
1. Create an account
Sign up with your work email. You get 14 days of the Agency plan, and no card is needed.
2. Upload your list
Under Add subrecipients, choose your Excel or CSV file. It needs a column of UEIs, and its layout doesn't matter. What makes a good list.
3. Tell us the names you go by
Under Names you go by, enter how subrecipients name you in their audits, such as Ohio Department of Health, ODH.
You'll also see buttons with the names your subrecipients actually use. Click any that are you.
4. Read your results
The To do list shows what needs you, soonest deadline first. Below it, every subrecipient has a status, its dates, any findings and a link to the clearinghouse report. Read the report before you act on anything.
5. Record your decisions
When you issue a management decision, press Record management decision and enter the date. It leaves your to-do list and goes in your records.
6. Save a record
Press Check now and save a record to reload from the clearinghouse and save proof of what it said. Doing this regularly, for example monthly, gives you a history to show your auditors.