How I work.
Surveillance done well is data infrastructure work. The Foundation engagement builds the system; Managed Surveillance keeps it tuned. Both are scoped specifically enough to be delivered consistently — which is what makes the resulting data defensible.
One cadence, sustained.
Each month follows the same cadence: EHR, lab, and pharmacy exports flow through validated cleaning recipes; submissions go out on your designated approver's sign-off; the dashboard refreshes and reconciles to what was submitted; and a recurring check-in with your DON or IP delegate closes the loop. Findings carry forward into the next cycle, and a quarterly review takes the longer look. Nothing about this is heroic — that's the point.
Data pull
Scheduled EHR, lab, and pharmacy exports.
Cleaning & validation
Deduplication, onset categorization, denominator checks.
NHSN submission
Prepared, validated, and submitted on your approval.
Dashboard refresh
Counts reconcile to what was submitted.
DON / IP review
A recurring check-in closes the loop.
Quarterly trend review
Longer look back, with leadership.
Reviewable by design.
CSV and XLS extracts from PointClickCare, MatrixCare, or your EHR of choice flow through lightweight Python cleaning recipes into Looker Studio or Metabase. NHSN submissions follow a documented runbook. The dashboard is built on my account and transfers to your own environment whenever you ask, at no charge — third-party hosting and license fees are yours either way. Nothing is a black box.
Foundation, then Managed — or Foundation alone.
Most engagements start with Foundation, then transition to Managed Surveillance for facilities that want continuing support — at a tier I recommend from what I observed during the build. Some facilities run Foundation and stop there, and where they meet the self-sufficiency criteria I say so in writing and don't propose ongoing services. Where a program is already working, Managed can start without Foundation against a documented equivalent baseline. Add-Ons attach to either, and only where the baseline assessment indicated one.
What this would look like at your facility.
See where your reporting stands today, and what a documented monthly cycle would look like for your facility.