Survey Readiness Dashboard

Per-facility and per-unit gauges show months of sustained compliance, % above threshold, observation volume vs. sampling adequacy, days until your next survey window, and open performance-improvement actions. Drops into the same dashboard grid you already use, scoped by the same facility / unit / time-period filters.

• Sustained-improvement gauge (4+ month trend)
• Sampling adequacy flags per unit
• Survey-window countdown
• Open PI action-plan count

Performance Improvement Action Plans

When a unit drops below threshold, an action item opens automatically. Capture interventions, assign owners, and link the re-audit results that close the loop — mapping cleanly to PI.03.01.01 and LD.03.04.01.

• Auto-create from threshold drops
• Assign owner, target date, intervention type
• Link the re-audit that proves closure
• Status, age, and overdue indicators in the list

Survey Evidence Packet Generator

One-click PDF or Excel binder for any date range and standard set: compliance trends, sampled observations, action-plan closures, role and permission attestations, and a sampling adequacy summary. Builds the binder your accreditation lead would otherwise spend a week assembling.

• Custom date range and standard-set scope
• Compliance trends + sampled observations
• PI action-plan closures included
• PDF or Excel output, surveyor-ready

Tracer Methodology

Pick a patient, encounter, unit, or window and clearPath surfaces every related observation and custom-audit response in a surveyor-style tracer view. Run mock tracers between surveys to spot drift, capture the trail, and export the result alongside the evidence packet.

• Tracer subjects scoped by patient, unit, or window
• Pulls observations + custom audits in chronological view
• FHIR Patient / Encounter / Location for inbound subjects
• Export tracer packet inline with evidence binder

Tracer Subject Templates

Reusable tracer subject templates for the scenarios surveyors most often pick: high-risk medication paths, infection-control rounds, suicide-risk re-assessment for behavioral health, and post-fall investigations for LTC. Build once, run repeatedly to spot drift between surveys.

• Pre-built templates for acute, BH, and LTC scenarios
• Customise scope, evidence sources, and review checklist
• Re-run any template against the latest data window
• Side-by-side comparison across runs

TJC + CMS F-tag Template Library

Pre-built custom audits aligned to TJC Elements of Performance and CMS F-tags, organised in three packs: acute care, behavioral health, and long-term care. Standards tagging on every question lets reports filter by NPSG, EP, F-tag, or state-survey citation.

Sampling Adequacy Alerts

Configurable thresholds flag units with thin observation counts before a surveyor notices. Fix data gaps in the trailing 4 months, not the morning of the survey. Adequacy status surfaces inline on the readiness dashboard.

Survey Cycle Calendar

Enter your last survey date. clearPath projects the next survey window and reminds you about Focused Standards Assessment, Periodic Performance Review, and Evidence of Standards Compliance deadlines.

How It Maps to TJC Standards

• NPSG.07.01.01 — hand hygiene compliance with WHO/CDC guidelines: core platform capability, surfaced on the readiness dashboard.
• IC.02.01.01 / IC.02.02.01 — standard precautions, PPE, transmission-based precautions: tagged audit templates in the acute care pack.
• LD.03.04.01 / PI.01–03 — data-driven performance improvement: closed-loop PI action plans tied to threshold drops.
• Sustained improvement — 4+ months of compliance data above threshold: surfaced as a dedicated gauge on the readiness dashboard.
• Tracer methodology — observation-level data scoped by patient, unit, or window; pulls into the evidence packet on demand.

Built on the Platform You Already Use

Joint Commission Readiness doesn't introduce a parallel data store or a separate workflow. It's a layer of survey-prep tooling sitting on top of the same audit sessions, custom audits, dashboards, and security model your team uses every day.

• Time-stamped, observer-attributed audit trail per session
• WHO Five Moments + HCP type + technique + attributes per observation
• Custom audits for any compliance topic, with standards tagging
• Two-factor authentication, role-based permissions, LDAP / Active Directory
• FHIR R4 publish-out for BI and EHR integration

Direct Observation Custom Audits FHIR R4

Acute Care & AMCs

NPSG-focused hand hygiene, IC standard precautions, environmental rounds, medication storage. Auditor Groups roll units into programs of care so the readiness dashboard and evidence packets match the way infection prevention and quality teams actually operate.

Behavioral Health

The behavioral-health template pack ships with suicide risk re-assessment (NPSG.15.01.01), ligature-risk environmental scans, and restraint-use observation — same time-stamped, observer-attributed evidence trail as hand hygiene, same one-click evidence packet at survey time.

LTC / SNF and Critical Access

The LTC pack maps to CMS F-tags (F-880, F-684, F-689, F-755). Critical access customers draw from an essentials subset. Sampling adequacy alerts and the evidence packet generator do the work the accreditation coordinator doesn't have hours for.