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ComplianceHPCSA compliance and CPD tracker

CPD tracking software with your HPCSA renewals in the same place.

Wholistic includes CPD tracking software inside your practice system. Log each activity with its certificate, see the points you hold against your target, and get a reminder before a registration, a policy or a batch of points lapses. It is part of Compliance, one of Wholistic’s three pillars: staying in good standing without holding the dates in your head.

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DemoHPCSA compliance and CPD tracker: a quick tour

  • CPD tracker

    Activities, certificates, points held against target, and ethics points.

  • Renewal dates

    HPCSA, BHF, indemnity, CIPC and any of your own.

  • Proof on file

    Upload certificates and proof of payment next to each registration.

  • Downloadable record

    A CPD record you can download when you need to show it.

01

A CPD points tracker for psychologists in South Africa

Record each CPD activity, attach the certificate, and Wholistic adds up the points you hold against your target, with ethics points counted separately. Because points lapse over time, the tracker names the next one to lapse, so you can plan before it does.

  • Activities and certificates in one place
  • Points held against your target
  • Ethics points counted separately
  • The next points to lapse, named in advance
  • A downloadable CPD record
App screenshotA CPD points tracker for psychologists in South Africa

02

HPCSA CPD compliance without the scramble

HPCSA CPD compliance is easier when the record is kept as you go. With every activity and certificate already logged, a request for your CPD record becomes a download and not a search through old emails. Check the current HPCSA CPD guidelines for the points your category requires.

  • Certificates stored next to each activity
  • CPD status shown on your dashboard
  • A record ready to download
  • CPD tracking software for practitioners in any registration category
App screenshotHPCSA CPD compliance without the scramble

03

An HPCSA registration renewal reminder, and one for everything else

Add the renewal date for each registration and upload the certificate and proof of payment. A reminder appears on your dashboard before each one is due. The default is 30 days, and you can adjust it per registration.

  • HPCSA and BHF renewals
  • HPCSA indemnity insurance: an expiry reminder before your cover lapses
  • CIPC, and any registrations of your own
  • Certificate and proof-of-payment uploads
  • Reminder timing adjustable per registration
App screenshotAn HPCSA registration renewal reminder, and one for everything else

04

Practice details entered once

Compliance details show up on almost every document you send. Enter your logo, registrations, practice and BHF numbers, locations, banking details and signature once, and they are used on invoices, your booking page, your website and the directory.

  • Logo, registrations, and practice and BHF numbers
  • Locations, banking details and signature
  • Rates set once and used everywhere
  • A reminder to check your fees are still current
App screenshotPractice details entered once

05

Tools that support POPIA compliance for psychologists

No software can make a practice POPIA compliant by itself, but some features help you handle client information carefully. These are the ones built into Wholistic.

  • A password-protected, AES-256 encrypted backup of your notes
  • Accountant exports with client names off by default and diagnosis codes never included
  • Referral requests sent with no client-identifying details
  • An HPCSA retention warning before a client record is deleted
  • Insights exports with totals only and no client names
App screenshotTools that support POPIA compliance for psychologists

The Compliance pillar

Compliance that doesn’t rely on your memory

Registrations, indemnity cover and CPD points all lapse on different dates. Wholistic’s Compliance pillar moves those dates out of your head and onto your dashboard, with the proof stored next to each one. Staying in good standing becomes a routine.

Stay in good standing without having to think about it.

Reminders and messages

What gets sent, and what stays with you

These reminders appear in the app only. Nothing is emailed.

In-app, automatic

  • A renewal reminder on the Dashboard before each registration is due (default 30 days, adjustable per registration)
  • CPD points about to lapse, with the next one to lapse named
  • A reminder to check your fees are still current

Emails

  • None. These reminders appear in the app only.

Questions

HPCSA compliance and CPD tracker: common questions

Straight answers about what this feature does, and what it doesn’t.

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Does Wholistic submit my CPD points to the HPCSA?

No. Wholistic is your own record: activities, certificates and points against target, with a downloadable CPD record. You remain responsible for meeting and reporting your CPD requirements to the HPCSA.

How many CPD points do I need?

That depends on your registration category and can change, so check the current HPCSA CPD guidelines. You set your target in Wholistic and the tracker measures against it.

Will I get a reminder before my indemnity insurance expires?

Yes. Add the indemnity renewal date and a reminder appears on your dashboard before it is due. The default is 30 days and you can change it.

Can I track registrations other than HPCSA?

Yes. BHF, indemnity and CIPC are built in, and you can add your own, each with its certificate and proof of payment.

Is Wholistic POPIA compliant?

POPIA compliance belongs to the practice, not to a piece of software. Wholistic gives you tools that help, such as encrypted backups and exports without client names. Take your own advice on your POPIA obligations.

Free resources

Templates and guides to use today

Free to download, with no sign-up. Use them in your practice whether or not you use Wholistic.

Guides

It all connects

Features that work with this one

Enter it once. Use it everywhere. Each part of Wholistic feeds the others, so nothing is typed twice.

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Understand your private practice.

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  • 1 month completely free
  • Built around South African private practice
  • Built by practitioners
  • Every feature included