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 exports flow through validated cleaning recipes into your dashboard. NHSN submissions follow a documented runbook. A 15–30 minute review with your DON or IP delegate closes the loop. The action log carries forward into the next cycle. Nothing about this is heroic — that's the point.
Data pull
EHR exports pulled on a scheduled cadence.
Validation & cleaning
Recipes flag gaps, outliers, and inconsistencies.
Dashboard refresh
Validated data updates the dashboard.
NHSN reporting check
Submission follows the documented runbook.
DON / IP review
A short review closes the loop.
Action log follow-up
Items carry forward to the next cycle.
Reviewable by design.
CSV and XLS extracts from PointClickCare, MatrixCare, or your EHR of choice flow through Python-based cleaning recipes into Looker Studio or Metabase. NHSN submissions follow a documented runbook. Reports go to Google Workspace or your preferred system. Everything is reviewable. 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. Some facilities run Foundation and stop there — and that's a legitimate ending. Add-Ons attach to either Foundation or Managed when a specific need shows up.
Start with a focused surveillance review.
See where your reporting stands today, and what a documented monthly cycle would look like for your facility.