SurveyGuard

SurveyGuard is a connected compliance operations platform built exclusively for skilled nursing and post-acute care providers. Through its secure integration with MatrixCare, SurveyGuard uses resident and facility data to help automate and connect each stage of the compliance lifecycle.

Organizations can conduct CMS-style mock surveys, complete clinical and operational audits through AuditGuard, manage Quality Assurance and Performance Improvement (QAPI) programs and Performance Improvement Projects (PIPs), generate AI-assisted Plans of Correction with SmartPOC, investigate and track resident grievances with GrievGuard, complete CMS-required Facility Assessments, and monitor organizational performance through executive dashboards.

Because every module is interconnected, information captured in one workflow can help inform corrective actions, quality initiatives, and regulatory readiness across the platform.

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Partner's Customer Authorization form to Marketplace

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My company currently uses this partner’s solution or works with a party that uses the this partner’s solution and I would like to integrate it with our MatrixCare EHR(Required)

Yes

Is your EHR Implementation in progress?

Yes

Consent to Share Data, including Patient Information between MatrixCare and the Partner Company is the company proposing this Authorization. Company has built an Integration to be able to populate data from your database(s) and/or from a static copy of your database(s) (including all facilities in an enterprise account) in the MatrixCare, Inc. ("MC") Solution that is updated from time to time, and, if applicable, bidirectionally. It is our policy to obtain consent from each of our customers before we allow their data to be shared with another company or party. We have a Business Associate Agreement in place with you, and we have been informed by MC that they also have a Business Associate Agreement in place with you for the protection of that information.

Please complete all the fields below and submit this Authorization form authorizing us to exchange data between MC and Company.

By submitting this Authorization, I, as a duly authorized representative of the Client/Customer, hereby grant my consent to the passage of data between the MC Solution and the Company Solution and represent and warrant that Customer is legally free to enter into this Authorization.

About you:(Required)

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MatrixCare EHR URL(Required)

Your company information:(Required)

Company Requesting This Integration Your Job Title

Your Company email Address(Required)

Your Phone(Required)

Facility information for Integrations:

Click here for Customer Authorization Form FAQs to help with completing this form.

PLEASE NOTE: You can individually add in the Facility information in the form below [Click the (+) to add multiple locations or care settings]

OR Upload a document with the facilities information. Please refer to this document for the specific formatting.

List all facilities requesting Integration

Facility Name

Facility Address

MC ID

Care Setting

ALTERNATIVELY : Upload File or list below

Upload file containing all facilities requesting Integration

Accepted file types: pdf, xls, xlsx, doc, Max. file size: 50 MB.

Comments

Details/Benefits/Features:

SurveyGuard integrates with MatrixCare to securely synchronize resident and facility information, minimizing duplicate documentation and supporting connected compliance activities in one platform. This connected approach allows organizations to standardize processes, gain earlier visibility into potential risks, strengthen survey preparedness, and reduce administrative burden. Together, these capabilities can help improve operational efficiency, support ongoing compliance efforts, and give staff more time to focus on resident care.

Mock survey: Conduct CMS-style mock surveys using guided pathways, document findings, and track corrective actions.

AuditGuard: Complete clinical, operational, and regulatory audits through standardized workflows and real-time reporting.

QAPIGuard: Manage quality indicators, action plans, compliance initiatives, and Performance Improvement Projects (PIPs).

SmartPOC: Generate AI-assisted Plans of Correction designed to align with CMS expectations, then review, refine, and finalize each submission.

GrievGuard: Document, investigate, track, and manage resident and family grievances while supporting a complete regulatory record.

Facility assessments: Complete CMS-required assessments using synchronized facility information.

Executive reporting: Monitor organizational performance and progress through real-time analytics and dashboards.

Anita, AI compliance assistant: Access contextual regulatory guidance and documentation support throughout compliance workflows.