Build the package for a Qlarant review

Qlarant chooses who is reviewed in a Provider Discovery Review and tells you the names. Tools → Qlarant audit turns those names into one folder, laid out like Qlarant's own checklists. You can also use it for a practice run with your own picks.

1. 1Set the review period. Qlarant looks at the 12 months before the review, so that is the default.
2. 2Tick the staff under review, then the consumers. The line next to Export shows how many of their documents are missing or expired.
3. 3Fix what you can first: open the record, upload or renew the document, come back.
4. 4Export package. You get a zip with a cover index, each person's documents in their record sections, a service log for every month, service authorizations and incident reports.

What's inside

• Cover index: the sample, each person's readiness, Qlarant Alert items that are not on file, and everything to fix.
• Pre-review lists: all employees and the persons served. Qlarant asks for these before it names the sample; fill in the columns Waiversoft doesn't track.
• Each person's checklist: what the reviewer looks for, its status, and the file that answers it. That is the page to have open on the closing call.
• Service logs: every completed visit with the staff member, the scheduled and clocked times, and the session note. Copied notes are flagged.

The other two pages

• To fix: every required document that is missing, expired or expiring within 30 days on your active staff and consumers. Qlarant's Alert items come first. Tap a row to open the record.
• What Qlarant reviews: how the review works, and what the reviewer looks for on each person, matched to the document types on your records.