Packets an auditor accepts, built from the record.
Records laid out the way surveyors and inspectors want them.
In short
Packets turn your incidents, actions, signatures and trends into the documents surveyors and inspectors ask for. QAPI summaries and incident PDFs are ready today. Survey packets and OSHA 300, 300A and 301 outputs are rolling out.
SAMPLE RECORD · SYNTHETIC DATA
Compliance packets
QAPI summary packets
One PDF for your committee: the quarter's incidents, trends, actions and sign-offs. QAPI is the quality program CMS requires.
Per-incident PDF
A printable report for one incident. It has the story, causes, actions and signatures.
CSV and structured export
Take your data out in a structured form. Any period, any time.
Survey packets
Document sets for the accreditor or CMS survey you are getting ready for.
Rolling outOSHA 300, 300A and 301
The log entry, the incident report and the annual summary, made from the same record.
Rolling out
From first touch to done.
- Choose the packetA QAPI quarter, a survey, an OSHA year or one incident.
- Check what is insideEvery item links to its record.
- ExportPDF for the committee or auditor. CSV for your own analysis.
Compliance packets: frequently asked
Something we missed? Ask us, and a person answers.
Which packets exist today?
QAPI summary PDFs, incident PDFs and structured exports work today. Survey packets and OSHA 300, 300A and 301 outputs are rolling out. See the changelog.
Does a packet replace our policies and procedures?
No. Packets show what happened and what you did. Surveyors still want your written policies, training records and committee minutes.
Can we export everything if we leave?
Yes. PDF and CSV export work at any time, with no exit fee.
Start with one incident.
Create your kit in about ten minutes and report the first incident the same day. Free to start, no card.