Your POC writes itself. Now your audits do too.
Finalize a Plan of Correction and Clearpol builds every audit tool its monitoring plan calls for. Refine each one in plain English, assign the staff who own it, track the non-audit corrective work, and attach the evidence. One workspace per survey.
A great Plan of Correction still leaves you with a stack of audits to build by hand.
The monitoring section of every POC promises specific audits. Today, the work of turning that promise into real, trackable audit tools falls back on your team. That is where survey-readiness quietly slips.
- One audit per tag, even when the POC monitors staff and residents. The second audit gets forgotten.
- No home for the corrective work that is not an audit: policy updates, in-services, equipment fixes, posted signage.
- Evidence and sign-offs live in binders and email. When the surveyor asks for proof, the hunt begins.
From your Plan of Correction
Audit 1
Staff hand-hygiene compliance
Audit 2
Resident infection monitoring
One sentence. Two audits. Clearpol catches both.
From finalized POC to a working audit plan. In one sitting.
Audit Tools reads the same POC you just finalized, so there is no second setup. You review, refine, and assign. The structure is already there.
Finalize your POC
Write the Plan of Correction in POC Writer the way you already do. When you finalize a tag, the option to generate its audit tools appears right there.
AI builds every audit
The system reads your monitoring plan and creates every audit it calls for, with columns, sample size, and a schedule. Compound monitoring becomes separate audits automatically.
Refine, assign, and track
Adjust anything in plain English, assign the staff who will run each audit, add the non-audit corrective items, and attach evidence as it comes in.
The POC says what to monitor. Clearpol builds all of it.
When a monitoring plan covers more than one population or behavior, you get more than one audit. Five staff and five residents become two audits. Call-light placement, hand hygiene, and response times become three.
Nothing is a template. Every audit is generated from your specific POC text, so the columns and sampling already match what you committed to in writing.
A new row appears the moment you start filling in the last one.
Change anything by describing it. The same way you refine a POC.
There are no rigid forms to fight. Every audit has a refine box, and the whole workspace has one too. Add a column, change a frequency, split one audit into two, merge two into one, or add an audit that was missing.
Every change is shown as a preview you accept or discard, and each accepted change is logged. Whatever you want, you say it in your own words.
Assign the people who actually do the work.
One audit can belong to several staff, each with a role badge and their own completion status. When seven nurses each audit a portion of residents, every one of them is accounted for.
Choose how a period closes: any assigned auditor can mark it done, or require each auditor to complete their own. Every row records who entered it.
Auditors on this tool
Period closes when any one of them finishes.
Each auditor marks their own portion done.
Not everything is an audit. Now the rest has a home.
Policy updates, in-services, equipment repairs, posted signage, follow-up assessments. The corrective work that never fit anywhere now sits beside your audits, assigned, dated, and tracked. The AI suggests items based on the tags you cited; you accept or dismiss each one.
Policy & Procedure
Review, revise, or write the policy the citation points to.
Staff Training
In-services and certifications with per-person completion.
Equipment & Facility
Purchases, repairs, installs, and relocations.
Follow-Up Assessment
Re-evaluate a resident, run a skin check, audit the fall log.
Proof lives with the work, not in a binder.
Upload sign-in sheets, photos, completed forms, and policies right where they belong: on an audit, a single row, or a companion item. A reviewer marks each file verified or rejected, with a note.
The gallery gathers every file for the survey in one place, filterable by tag, category, and status. When the surveyor asks, you already have the answer.
Hand-hygiene sign-in.pdf
VerifiedSignage-posted.jpg
PendingUpdated-IC-policy.docx
VerifiedThe supporting documents, built from the same POC.
One click turns an audit into the paperwork your team would otherwise build by hand. Each output uses the POC text the audit came from, so the context is already correct.
Interview Sheet
A printable staff or resident questionnaire built from your audit's interview columns.
Staff Quiz
A short multiple-choice quiz tied to the in-service for that POC, with an answer key.
In-Service Outline
Talking points plus a sign-in sheet template, ready to run and to file as evidence.
The details that make audits livable.
Backdate a start date
Begin auditing before today with a short reason note kept on the record.
Reorder columns
Drag column headers into the order your team reads, with no data loss.
Edit after you begin
Adjust schedule, columns, or auditors mid-audit. History stays intact.
One workspace per survey
Every audit across every tag in one view. Filter by tag, status, or auditor.
Status at a glance
Clear pills, not noisy bars: Not Started, In Progress, Awaiting Review, Approved.
A complete activity log
Every refinement and edit recorded with who, when, and what changed.
Built for the people who carry the survey.
Directors of Nursing
You own the monitoring plan and the people who run it. Get every audit pre-built from your POC, assign your team, and see at a glance what is done and what is waiting, without rebuilding a spreadsheet for every citation.