Hand the state auditor the lists. Use the deficiency files yourself.
| Check | Scope | Result |
|---|---|---|
| Notes complete | Last 90 days | Pass |
| MAR gaps | Current month | 2 cells |
| Consents current | 6 individuals | Pass |
| Physicals (3044) | 6 individuals | 1 due |
| Fire drills (4719) | Last 12 months | Pass |
The HHSC Survey-Prep Bundle generates a zipped packet split into list CSVs (for the state auditor) and deficiency CSVs (for you to fix before they show up). Individual roster, IRP linkage compliance, incidents, fire-drill cadence, staff credentials, settings and medication reviews. All surfaced for the date range you pick.
Pick the home and date range, click once, and download the zip from the bundle page. Every download is audit-logged.
Ask Sereniq can start a bundle on your behalf: "Give me a survey packet for the last 90 days." The bundle builds; the admin downloads it from the bundle page.
The Payroll Pay-Period Bundle normalizes timesheets, shifts, manual entries, missing punches, and overtime flags to your pay-period config: one zipped export for payroll, no Excel acrobatics.
For Texas IDD agencies, Compliance Bundles is not an isolated screen. It touches the individual record, staff permissions, home assignments, supervisor review, and the evidence packet you may need during an HHSC look-back. Sereniq keeps those pieces in one workflow so the record reads cleanly months after the shift is over.
In scope here: survey-prep bundle · payroll bundle. In practice, that means the product has to work for the DSP on a phone, the supervisor approving work, the nurse or program lead checking exceptions, and the administrator who needs a defensible export without rebuilding the story from paper binders.
The core controls are specific: Lists for the state auditor + deficiencies for the admin, One-click generation, audit-logged downloads, Triggerable from Ask Sereniq. Those details are what turn daily documentation into evidence that can support HCS Residential Support, HCBS Supervised Living, and Host Home / Companion Care operations.
Yes. Sereniq includes Compliance Bundles as part of its compliance workflow for Texas HCS Residential Support, HCBS Supervised Living, and Host Home / Companion Care providers. The HHSC Survey-Prep Bundle generates a zipped packet split into list CSVs (for the state auditor) and deficiency CSVs (for you to fix before they show up). Individual roster, IRP linkage compliance, incidents, fire-drill cadence, staff credentials, settings and medication reviews. All surfaced for the date range you pick.
The workflow keeps evidence close to the original shift, individual, home, staff member, and approval trail. The pieces that matter most are: Lists for the state auditor + deficiencies for the admin; One-click generation, audit-logged downloads; Triggerable from Ask Sereniq.
Sereniq is built around Texas IDD operations instead of a generic form builder. Manual prep: Six weeks of cross-checking before every survey. We do it on demand.
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