How it works
Three things Wardwell does that your current process doesn’t.
We review your survey records and staff roster, monitor work between surveys, and prepare Plan of Correction drafts. You and your DON check the records, review the drafts and submit corrections.
- Step 01
We read what you already have.
Give us access to your CASPER/iQIES at the setup call — or just upload your last CMS-2567 if iQIES access takes a few days to sort. Wardwell ingests your survey history, the public CMS Care Compare data on your facility, and your staff roster (CSV import if you have one). We plan about 15 minutes for the setup call; gathering records and arranging authorized access may take additional time.
Wardwell works alongside whatever EHR you already use — PointClickCare, MatrixCare, or paper. We don't replace it. We don't ask you to migrate.
- Step 02
We watch everything you can't.
Wardwell monitors your facility's compliance posture continuously:
Federal Register updates, CMS QSO memos, and State Operations Manual revisions — every one classified for whether it applies to your license type and state before it ever reaches you. Your state's survey-process changes and enforcement trends. Your open deficiencies and whether corrective actions are on track for the proposed compliance date. Staff certification expirations — CNAs, CMAs, ADON licenses, CPR cards, TB tests, abuse registry checks. Your QAPI meeting schedule and attendance. Documentation gaps a surveyor would cite under Phase 3 Requirements of Participation.
Two channels: a weekly digest of everything that applied to you, and separate urgent alerts for items that can't wait (immediate jeopardy guidance, enforcement memos that change civil money penalty calculations, a CNA whose certification expires in 7 days).
The survey cycle - Annual surveyReview findings
- PoC submittedFollow agency instructions
- Revisit windowAs directed by the agency
- Ongoing monitoringTrack open work
- Prepare for the next surveyKeep records current
- Step 03
When the state cites you, we draft the response.
You and your DON review each Plan of Correction before submission. Check it against the citation, the actions your facility will take, the staff responsible, the monitoring approach and the proposed dates. Follow your survey agency's instructions for the required content and submission process.
Wardwell reads each citation on the CMS-2567, references our F-tag knowledge base for the cited tag's structural requirements (what surveyors specifically look for under F-689, F-684, F-880), and reviews your correction history for that same F-tag family. We draft a PoC for each deficiency for your review. The current screen shows a versioned draft beside the citation and allows regeneration. Your facility completes final editing, approval and agency submission in its own process. Review time depends on the citation and your records.
Inside the current app
Walk through the records you will review.
These read-only previews are rendered from our current app screens with invented example records, as of October 9, 2026. They show the layout and review tasks, not customer results. Your pilot’s records, coverage and setup are confirmed with you before use.
1. Start with survey history and open drafts.
The facility screen shows survey dates, cited tags and open Plans of Correction with their status and recorded due date. Start by matching a finding with your actual CMS-2567. In this example, the draft has no deadline set; confirm the receipt date and agency instructions before relying on a date.
2. Review documentation gaps and QAPI records.
The documentation screen lists open findings, document records and QAPI meetings. Check a finding against your evidence, confirm the current record and review the meeting status. A logged record or a cleared finding does not establish regulatory compliance; your team still verifies the underlying work.
3. Agree the review and handoff before starting.
The current PoC review screen displays the citation beside a versioned draft and allows regeneration. Final editing, approval and agency submission remain in your facility’s own process; the app’s approval and export controls are not enabled in this version. Confirm any required export format, recurring task workflow or direct connection during pilot qualification.
Ask the administrator and DON to repeat the same tasks using your existing process and the pilot. Use the pilot evaluation checklist (opens in a new tab) to record what worked, what still needs manual attention and which records you can retain. Then review the price and day-30 decision.
Common questions
Before your setup call.
What should I bring to the setup call?
Bring your latest survey report, records of open corrections and your staff certification roster. For a nursing home, a CMS-2567 upload gives us a starting point; bring a CSV roster if you have one. We review the records available and the access needed for your facility during the setup call.
Can we start while CASPER/iQIES access is being arranged?
Yes. You can upload your latest CMS-2567 while authorized report access is being arranged. We can also use public CMS Care Compare data for your nursing home. The setup call establishes which records are available, what still needs to be provided and how you will supply updates during the pilot.
Do we need an EHR migration or a direct integration?
An EHR migration is not part of the Wardwell setup. You continue using your current clinical records and provide the survey and staff records needed for compliance work. If your decision requires a direct PointClickCare, MatrixCare or other connection, ask us to confirm that specific connection before you commit to a pilot.
How much time should the administrator and DON set aside?
We plan an initial setup call of about 15 minutes, followed by the baseline review, check-ins and decision milestones shown on the pricing page. Record gathering and draft review take additional time based on your facility’s records and open deficiencies. Include your DON in correction review and your decision-maker before the pilot ends.
What should we check before submitting a draft?
Check every draft against the actual citation and the actions your facility can carry out. Confirm the facts, assigned staff, monitoring approach and proposed dates, then follow your survey agency’s submission instructions. You remain responsible for review and submission; a prepared draft is a starting point for that work, not an approval from the agency.
Where can we review data-handling terms before sharing records?
Read our current privacy page and contact us about the records you plan to provide. The full privacy policy is still being finalized with counsel. If your facility needs specific agreements, access controls or retention terms, ask us to confirm those requirements before sharing records or deciding whether the pilot fits your process.
That’s it. Monitor, alert, prepare.
Want the longer-form version? See everything that’s included or read the Wardwell guides — administrators’ field manuals for CMS-2567 response, IDR filings, and Special Focus Facility recovery.