Survey readiness
Walk into a survey with the paperwork already done
Training records, signed attestations, equipment inspection logs and mock code drills, tracked in one place with a requirement per clinic and a record of who did what and when.
Survey readiness
Riverside · This year
18 of 20
Requirements met
Survey readiness
Riverside · This year
18 of 20
Requirements met
The difference
Why clinics run this instead of a binder
The record builds itself
Every training, signature, inspection and drill is logged as it happens, with who did it and when. When someone asks for proof, you are pulling up a record instead of assembling one.
Late still counts, and still says late
A check done nine days after it was due is recorded as done, nine days late. It clears the item and the schedule moves on, but the record keeps the truth rather than quietly rounding it up.
Every clinic keeps its own register
Locations have different equipment in different rooms. Each site sees its own list and its own due dates, and you can set a different requirement for a smaller clinic.
Also included
Training assignments built from your own documents, completed and signed by the trainee, then signed off by a manager. Bundles let you assign a whole onboarding set to a new hire in one action.
Attestations sent to the right people, whether that is everyone, one location, a job position, or a named list. The tracker shows who has signed and who has not, and can send a reminder.
An equipment register per clinic covering fire extinguishers, AEDs, fridges, freezers, scales, vitals machines and medications. Each item carries its manufacturer, serial, location, service vendor and its own inspection log.
Mock code drills and recurring clinic audits, run from a scenario catalog you define. Fill the form on the spot, capture the facilitator signature, and the completed PDF record is generated for you.
One sign-offs view across all of it, showing every signature your team still owes, what is overdue, and who it is waiting on.
How it works
Set it once, pull it up whenever someone asks
- 1
Set the rules once
Choose what each clinic has to complete and how often. Set one number for the whole organization, then add exceptions where a location genuinely differs.
- 2
Your team does the work in the app
Staff log inspections, sign training and complete drills from their phone. Anything overdue is visible before it becomes a finding, not after.
- 3
Pull it up when someone asks
Open the item and read its history, or download the signed PDF for the drill. Nothing to reconstruct from a binder and a group chat.
FAQ
Questions clinics ask first
What happens if an inspection is done late?
It counts. The item clears, the next due date is scheduled, and the log records that it was late and by how many days. The next due date stays anchored to the schedule rather than the day someone got to it, so a run of late checks cannot quietly turn twelve inspections a year into eleven.
Does a clinic with nothing set up look compliant?
No. A location with no requirement configured is shown as not set up, never as passing. An unconfigured clinic and a fully compliant one looking identical is exactly how a gap survives until someone asks for the records.
More questions? Read the full FAQ
More features
The rest of the front office, in the same app
Team scheduling
Build and publish shift schedules in minutes, handle swap requests, export clean PDFs, and see coverage gaps before they bite.
Learn moreCompliance checklists
Opening, closing, and QC checklists with photo proof, out-of-range flagging, corrective actions, and inspector-ready history.
Learn moreDaily logs
Patient volume, send-outs, call QA, workers comp and more, logged in one tap and trended automatically.
Learn moreSupplies, counting & ordering
Count a shelf by scanning labels, reorder from one approved list grouped by vendor, and see it against monthly and annual budgets per location.
Learn moreGrowth tracking
Outreach pipeline, partnerships, goals that update themselves from your data, and a clinic leaderboard.
Learn moreReports & alerts
After-close email recaps, overdue-checklist push reminders, corrective-action alerts, and dashboards for every level of the team.
Learn moreScout, your clinic analyst
A Monday digest of opportunities and risks, plus answers about your daily logs, goals, outreach and what’s overdue for compliance.
Learn moreSee it running on your own clinic's data
Starter checklists are ready the moment you sign up.