Compliance

Client Binder

Your audit prep, in one click.

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One button — state auditor packet. Demographics, IRP or PDP, MAR month, incidents, latest notes, consents — assembled in seconds and printed in the order HHSC reviewers actually walk through.

Sereniq separates the client binder (for general surveys) from the nursing binder (for delegation surveys) because the two reviewers want different stacks. Both render on demand.

Twelve consent templates are pre-loaded — emergency medical, behavior management, exchange of info, psychotropics, med release, transportation, waiver services, records disclosure, services, release of info, photographs, rights of individuals. Pick what you need; the agency profile and client data auto-fill.

The HHS lockup appears only on regulated state forms. Internal documents use Sereniq branding, so a state auditor can tell at a glance which paper is which.

What you get

The things that actually ship.

How we’re different

What competitors don’t do here.

Paper binders
Re-typing the same name across 12 PDFs. Sereniq fills them once.
Statewise / GIV
Audit packets exist but aren’t one-click and aren’t separated by state auditor type.
Related features
Compliance
Care Plans · IRP · PDP · IP
The plan that drives every note your DSP writes.
Daily Operations
MAR · Form 3092
The real Form 3092 grid. Not a "card UI" approximation.
Compliance
Incidents · Form 4719
MAR refusals turn into incidents. Automatically.
See Sereniq in 20 minutes

Book a demo.

A live walk-through with your homes, your forms, and your questions. We’ll show you the mobile app, the Form 4119 print, and the six-month look-back export — then answer whatever your team needs to evaluate us.

  • 20-minute live walk-through
  • Built around your home count and programs
  • Migration support from Statewise, GIV, or paper
  • Custom pricing after the call
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