What you get
Everything Wardwell covers.
We include regulatory monitoring, survey preparation, Plan of Correction drafting, staff certification tracking and QAPI meeting records in one monthly fee. Review the work covered and how it fits alongside your current process.
- Regulatory monitoring
Regulatory updates reviewed for your facility.
We track the Federal Register, CMS QSO memos, State Operations Manual revisions, state survey-process changes, and enforcement guidance. Every ingested update is classified for license-type and state applicability before any alert fires. You get a weekly digest summarizing what applied to you — and separate urgent alerts for items that can't wait, like immediate jeopardy guidance or enforcement memos that change civil money penalty calculations. If nothing applied to your facility this week, the inbox stays quiet.
- Survey prep dashboard
Your compliance posture, updated daily.
A single view showing: open deficiencies and corrective action status (tied to specific F-tags), upcoming certification and license expirations across all staff, your QAPI meeting cadence and next scheduled meeting, documentation gaps a surveyor would cite under Phase 3 Requirements of Participation, your facility risk score, and a separate state-enforcement-pressure indicator — how aggressive your state's survey agency has been over the last 90 days. The dashboard is designed to answer one question: “If the state walked in tomorrow, what would they find?”
- Plan of Correction drafting
A Plan of Correction draft for your review.
When you receive a CMS-2567 with deficiencies, upload it. Wardwell reads each citation, references our F-tag knowledge base (the structural requirements surveyors look for under each tag), and reviews your correction history for that F-tag family. We draft a PoC for each deficiency: root cause analysis, corrective action steps tied to specific staff and timelines, a monitoring plan for recurrence prevention, and a proposed compliance date. The current review screen shows the citation alongside a versioned draft and lets you regenerate it. Your facility handles final editing, approval and agency submission through its own process; those actions are not enabled in the current review screen. We do not guarantee acceptance.
- Staff certification tracking
Every license, every card, every expiration — tracked.
CNA certifications, CMA licenses, ADON credentials, CPR/First Aid cards, annual TB tests, abuse registry checks. Load your full roster at onboarding via CSV bulk import — no manual entry. Wardwell tracks every credential and sends renewal alerts at 60, 30, and 7 days before expiration. You review the reminders, arrange renewals and update your records when credentials change.
- QAPI meeting tracker
Phase 3 QAPI without the binder.
Schedule recurring QAPI meetings on whatever cadence your committee runs. Each meeting captures attendees, agenda, and action items. Overdue meetings or missing committee documentation surface in your dashboard's documentation-gap findings — because a missing QAPI record is one of the most reliably cited Phase 3 Requirements of Participation. When the surveyor asks for your QAPI plan and last six months of meetings, you hand them a clean record, not a pile of sticky notes.
- State-specific intelligence
Your state. Your survey agency. Your rules.
Regulations aren't federal-only. Every state has its own Nurse Practice Act, its own assisted living licensing rules, its own survey agency, and its own enforcement personality — Florida AHCA, Texas HHSC, Ohio ODH each look at survey patterns differently. Wardwell knows your state's specific requirements and calibrates every alert, every PoC draft, and every risk assessment accordingly. Launch states: Florida, Texas, Ohio.
Compare your options
Which work do you need help covering?
Your choice depends on the work you already cover and the work still landing on your desk. These approaches can be used together. Check the scope of your current tools and agreements before adding another monthly expense.
| Approach | Role in your process | What to check |
|---|---|---|
| Spreadsheets and binders | Keep dates, records and checklists in a process you control. | Who checks regulatory updates, follows up on dates and keeps every copy current? |
| Your existing EHR | Continue the clinical documentation workflows you already use. | Which survey-prep tasks does your current package cover, and which still require separate tracking? |
| A one-off PoC template | Start with a document structure for a correction response. | Who fills in citation-specific facts, checks the proposed actions and tracks completion? |
| A compliance consultant | Arrange advice and review under the scope you agree with the consultant. | Does the engagement include onsite work, draft review or ongoing follow-up, and who handles work between visits? |
| Wardwell | We monitor regulatory updates, track compliance work and prepare correction drafts for your review. | Can the pilot support your state, license type and records, and does the review process fit your administrator and DON? |
Choose by the work that still needs an owner.
Keep a spreadsheet when ownership is already clear.
A shared tracker may be enough when one person maintains it, a backup can retrieve the evidence and follow-up happens on time. Test a handoff: can the DON find an open item, its owner and the latest record without asking the administrator? Account for time spent updating sources and chasing changes.
Use a template to organize a specific response.
A worksheet gives you a structure for one correction. It still needs your facility’s facts, actions, dates and review. Check who maintains the follow-up after the document is finished. Our free PoC worksheet is useful for this task; it does not provide ongoing monitoring or an acceptance guarantee.
Bring in a consultant when judgment or onsite review is the gap.
Agree the actual engagement: record review, observation, draft review, training or follow-up. Ask who owns work between visits and which deliverables remain with you. Specialist advice and software can be complementary; a dashboard cannot perform an onsite assessment or make leadership’s clinical decisions.
Check your EHR’s existing capabilities before adding another tool.
List the tasks your current package already covers, including any optional modules you use. Confirm required data connections directly and test a representative record. Working alongside PointClickCare or MatrixCare does not establish a direct connection, and this comparison does not rate either vendor’s current feature set.
Test Wardwell against the recurring work you want to improve.
Ask to see survey findings and draft status, a credential record, documentation gaps and QAPI records for your agreed pilot scope. Test updates and retrieval with the people doing the work. Confirm any required export, recurring task assignment or direct submission workflow before depending on it.
Use the same three tasks to compare options. Record the owner, time spent, missing evidence and what you can keep if you stop. Review the product walkthrough, then use our printable pilot evaluation checklist (opens in a new tab) before making a decision.
Common questions
How the work fits your facility.
What compliance work is included in the monthly price?
We include regulatory monitoring, a survey prep dashboard, Plan of Correction drafting, staff certification tracking, a QAPI meeting tracker and state-specific intelligence. You also have email and phone support. The same work is available during the pilot, so you can review it against your facility’s records before deciding to continue.
How are regulatory alerts delivered?
We send a weekly digest of regulatory updates that apply to your state and license type, with separate alerts for urgent items. If no regulatory updates apply that week, we do not send a regulatory digest. Staff certification reminders also help you review approaching expiration dates rather than relying only on the weekly regulatory review.
How is a facility-specific draft different from a PoC template?
A template gives you a structure to fill in. We prepare a draft using your CMS-2567 citation and your facility’s correction history, so your review starts with the deficiency and the work needed to address it. You still check the facts, edit the proposed actions and dates, and submit the completed response.
Can we keep working with our compliance consultant?
Yes. You can use Wardwell to track records, dates and draft corrections while continuing to ask your consultant for advice. We provide software rather than onsite consulting. Decide who will review drafts, verify corrective actions and advise on disputed findings, so the responsibilities are clear before a new survey or submission deadline.
Does assisted living use the same workflow as a nursing home?
The workflow must match your license type and state. Our CMS-2567 and F-tag examples describe nursing-home survey work; assisted living facilities should confirm the state licensing records, correction process and coverage needed for their own facility. Tell us those details before the pilot so we can review fit instead of assuming the nursing-home examples apply.
How should we decide whether Wardwell adds value?
Use the pilot to compare your current process with the records, alerts and drafts you review in Wardwell. Check whether you can see open work, identify approaching dates and prepare corrections with less repeated effort. Record the time you spend reviewing and updating information, then weigh that evidence against the monthly price.
See it in action with your facility’s data.
Want to read first? How Wardwell works in three steps or browse the Wardwell guides — plain-English deep dives on PoC drafting, immediate jeopardy response, and the Scope and Severity grid.