Passport, Score & Medical Expiry Tracking
Track each client's passport expiry, IELTS/PTE score validity, and medical certificate expiry — with configurable advance alerts to the assigned counsellor, so a case-level document never quietly ages out before filing or interview.
What does passport & document expiry tracking actually watch?
A visa application isn't just one document with one expiry date — it's built out of several, and each of them can expire on its own schedule, independent of the visa itself. A client's passport has an expiry date set by the issuing country, and most destinations also require a minimum period of validity beyond travel or beyond the visa's own validity, on top of the outright expiry date. An IELTS, PTE, or other test score is commonly treated as valid for around two years by testing bodies and receiving institutions, though that figure is a general guideline rather than a permanently fixed rule — the exact window can vary by test, by visa category, and by destination, and testing bodies do revise their own policies from time to time. And where a destination requires a medical exam or health-fitness certificate, that certificate typically carries its own validity window too, checked independently by the consulate the same way a passport's expiry is checked independently. VisaBOS logs each of these dates directly on the client's case, lets a consultancy set how far in advance to be warned for each document type, and surfaces the alert to the assigned counsellor as that date approaches — so a document that's about to lapse gets caught while there's still time to renew a passport, book a retest, or arrange a fresh medical exam, rather than being discovered at the filing counter or in front of a visa officer. This is a deliberately different layer from our visa renewal & expiry tracking feature, which watches the granted visa, Iqama, or permit's own expiry after approval — this feature watches the supporting documents feeding into a case before and during an active application, so nothing quietly expires before the visa has even been decided.
What happens when nobody is watching a client's own documents?
A passport, a test score, and a medical certificate can each quietly age past their own expiry while a case is still in progress — and nobody notices until filing or interview day.
What keeps a client's own documents from expiring unnoticed?
Six capabilities that track a passport, a test score, and a medical certificate individually, at the case level, so nothing depends on a counsellor remembering to check.
Passport Expiry Tracking, Per Client
Configurable advance-alert windows
- ✓Each client's passport expiry date is logged directly on their case, not in a separate spreadsheet
- ✓An admin sets how many days in advance the alert should fire, matched to how long a renewal typically takes to process
- ✓The alert flags a passport approaching both outright expiry and common minimum-validity thresholds destinations require
- ✓Passport data stays visible on the case even while other parts of the file are still being assembled
IELTS/PTE & Other Test Score Validity Windows
Catch an aging score before a retest is needed
- ✓Test date and result logged on the client case, with the score's own validity window tracked alongside it
- ✓An alert fires before the score reaches the end of its validity window, giving time to schedule a retest if needed
- ✓Works for IELTS, PTE, and other language or standardized tests a consultancy's destinations require
- ✓Configurable per consultancy, since validity windows can differ by test, visa category, or destination
Medical & Health-Certificate Expiry, Where Required
A separate clock from the passport and the visa
- ✓Medical exam or health-fitness certificate expiry logged on the case wherever a destination requires one
- ✓Tracked independently of passport expiry and visa validity, matching how consulates actually check it
- ✓Same configurable advance-alert approach as passports and test scores
- ✓Keeps a medical clearance from being treated as a one-time task with no expiry of its own
Alerts Route to the Assigned Counsellor
Surfaced in context, not lost in a shared inbox
- ✓Each alert appears against the specific client case it belongs to, for the counsellor actually handling that file
- ✓Counsellors see which document is ageing, how many days remain, and what the case is otherwise waiting on
- ✓Admins and branch owners can add visibility above the individual counsellor when a consultancy wants a second check
- ✓No generic queue for expiry alerts to sit in unread while a case moves toward filing
Per-Document-Type Alert Windows
A passport, a score, and a medical certificate don't share a clock
- ✓Advance-warning windows configured independently for passports, test scores, and medical certificates
- ✓Reflects the real difference in how long each renewal or retest actually takes to arrange
- ✓Adjustable at any time as a consultancy learns what lead time actually works for its counsellors
- ✓No single blanket countdown forced across document types that behave differently
Case-Level, Not Visa-Level
Distinct from VisaBOS visa renewal & expiry tracking
- ✓Tracks the client's supporting documents feeding into an application, not the granted visa or permit's own expiry
- ✓Sits on the case from intake through filing and interview, before a visa has necessarily been issued
- ✓Works alongside our visa renewal & expiry tracking feature rather than duplicating it — that page picks up after a visa is granted
- ✓A consultancy running both new applications and renewals typically needs both trackers for full coverage
Passport & document expiry tracking watches a client's supporting documents while a case is being built and filed. It is not the same feature as our visa renewal & expiry tracking software, which watches the granted visa or permit's own expiry after approval — and it pairs naturally with our document checklist automation feature, since a document flagged as expiring is also a document a checklist can hold back from being marked submission-ready.
How fast can you start tracking a client's own documents?
No separate system to build — passport, score, and medical expiry dates live on the same case file your counsellors already work from.
Log Passport, Score, and Medical Dates on the Case
As a client's documents come in, their passport expiry date, IELTS/PTE (or other test) score date, and — where required — medical certificate date are logged directly on the case file.
Set Advance-Alert Windows Per Document Type
An admin configures how many days ahead of each expiry the alert should fire — separately for passports, test scores, and medical certificates — matched to how long each one realistically takes to renew or redo.
Counsellors Act Before Filing or Interview Is at Risk
As each alert window is reached, the assigned counsellor sees it against that client's case and can start a passport renewal, book a retest, or arrange a fresh medical exam with time to spare — before the case reaches filing or interview stage.
Frequently Asked Questions
Common questions from consultancy owners about tracking passport, test score, and medical expiry — and how this differs from visa renewal tracking.
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