Hand the state auditor the lists. Use the deficiency files yourself.
The HHSC Survey-Prep Bundle generates a zipped packet with two folders: lists (for the state auditor) and deficiencies (for you to fix before they show up). Client roster, IRP linkage compliance, MAR refusals and holds, incidents, fire-drill cadence, staff credentials. All surfaced.
Generation runs in the background: no spinning loader on the page. Trigger it, get a notification when it’s ready, download the zip.
AI can start a bundle on your behalf: "Give me a survey packet for the last 90 days." The bundle starts; the admin downloads when it lands.
The Payroll Pay-Period Bundle normalizes timesheets, manual entries, and summary to your pay-period config: one CSV export for payroll, no Excel acrobatics.
For Texas IDD agencies, Compliance Bundles is not an isolated screen. It touches the client 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.
The page is tuned for 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, Background generation with download notification, AI-triggerable from chat. Those details are what turn daily documentation into evidence that can support HCS Residential Support, TxHmL documentation workflows, HCBS Supervised Living, and Host Home / Companion Care operations.
Yes. Sereniq includes Compliance Bundles as part of its compliance workflow for Texas HCS, TxHmL, HCBS Supervised Living, and Host Home providers. The HHSC Survey-Prep Bundle generates a zipped packet with two folders: lists (for the state auditor) and deficiencies (for you to fix before they show up). Client roster, IRP linkage compliance, MAR refusals and holds, incidents, fire-drill cadence, staff credentials. All surfaced.
The workflow keeps evidence close to the original shift, client, home, staff member, and approval trail. The pieces that matter most are: Lists for the state auditor + deficiencies for the admin; Background generation with download notification; AI-triggerable from chat.
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.