ClearView
Quality Improvement System
A complete QI program infrastructure — call review tracking, significant event documentation, peer review framework, medical director reporting, and a live dashboard. Deployable from a shared drive in under an hour.
The Problem
Most EMS agencies with 50–300 employees have a QI program on paper — they can point to a policy document during accreditation surveys. But operationally, quality improvement is informal, inconsistent, and undocumented.
Call reviews happen sporadically. Significant patient care events get discussed verbally but never formally tracked. Peer review meetings — if they happen at all — produce no structured minutes or follow-up documentation. Medical directors lack standardized reports on clinical performance trends.
The result: when accreditation reviewers ask "show me your QI data," there's nothing to show. When a clinical practice issue becomes a pattern, there's no documentation trail proving the agency identified and addressed it.
What QI Should Look Like
Call reviews happen informally — verbal feedback with no documentation trail
Significant patient care events are handled reactively with no structured review process
Peer review meetings lack agendas, minutes, and privilege protections
Medical directors have no standardized reporting on clinical performance trends
QI program exists on paper for accreditation — but nobody runs it operationally
No system to distinguish individual performance issues from systemic clinical gaps
ClearView replaces every one of these gaps with structured, trackable, reportable documentation infrastructure.
What's Inside
A complete QI operational system — not a template pack. Every component connects to the tracker.
QI Program Tracker with Dashboard
A centralized Excel tracker for all QI activities — call reviews, significant events, provider metrics, and corrective actions. Dropdown-controlled data entry ensures consistency. The live dashboard surfaces review completion rates, event severity trends, provider-level performance, and open action items — so your medical director walks into QI meetings with data, not anecdotes.
Significant Event Review Form
A structured form for documenting adverse outcomes, near misses, and patient complaints. Captures event details, severity classification, root cause analysis, system vs. individual determination, and recommended actions — building the documentation trail that turns reactive firefighting into defensible quality improvement.
QI Program Policy, Charter & Peer Review Framework
Professional tierA complete, ready-to-adopt QI program policy with charter, plus peer review privilege documentation that protects your QI activities under state peer review statutes. Includes meeting agenda and minutes templates, provider feedback forms, and corrective action referral forms that hand off seamlessly to CaseGuard when conduct issues are identified.
Medical Director Reporting & Oversight Tools
Professional tierA monthly/quarterly medical director QI report template that aggregates call review findings, significant event trends, provider performance data, and recommended protocol changes. Gives your medical director a structured format for communicating clinical oversight activities — critical for both CAAS accreditation and state medical direction requirements.
14
files in Professional tier
< 1 hr
average deployment time
$0
ongoing subscription cost
Choose Your Tier
One-time purchase. No subscription. No IT required.
Standard
The core QI tracking infrastructure — significant event documentation, program tracker with dashboard, and operational SOP.
- QI Program Tracker with live dashboard
- Significant Event Review Form
- QI Program SOP
- Quick-Start Setup Guide
Professional
The full QI infrastructure — policy through peer review privilege protection. For medical directors and quality managers.
- Everything in Standard
- QI Program Policy & Charter
- Peer Review Privilege Policy
- Peer Review Meeting Agenda & Minutes
- Provider Feedback Form
- Corrective Action Referral Form
- Medical Director QI Report Template
Professional + Consulting
Professional tier plus a 90-minute implementation session. $299 product + $499 consulting add-on.
- Everything in Professional
- 90-min implementation call with Ken Wogan
- Medical director integration support
- Priority email support for 30 days
Built for Real Clinical Operations
ClearView was designed by analyzing how EMS agencies actually run QI — the informal reviews, the undocumented feedback conversations, the peer review meetings with no minutes, the medical directors who know there are clinical gaps but have no data to quantify them.
The tracker uses dropdown-controlled data entry to eliminate free-text inconsistencies. The dashboard gives medical directors and quality managers real metrics — review completion rates, significant event severity trends, provider performance comparisons, and open corrective actions — without building a single report manually.
The corrective action referral form creates a clean handoff to CaseGuard when QI findings identify conduct issues that need progressive discipline, keeping clinical quality improvement and employee accountability in separate but connected systems.
Setup Requirements
- Setup time
- Under 1 hour
- Software required
- Microsoft Excel + Microsoft Word
- IT involvement
- None — runs from any shared drive
- Customization
- Find-and-replace placeholder values (agency name, medical director name, protocol references, drive path)
- Subscription
- None — one-time purchase, yours to keep
CAAS Standards Coverage
ClearView addresses the largest cluster of clinical QI requirements under CAAS Section 200 — seven sub-standards under 201.05 plus CME integration.
| CAAS Standard | ClearView Coverage |
|---|---|
| 201.05 — Clinical Performance Improvement | QI Program Policy & Charter, Tracker Dashboard |
| 201.05.01 — Medical Director QI Involvement | Medical Director QI Report Template |
| 201.05.02 — PCR Review | Call review tracking in QI Tracker |
| 201.05.03 — Clinical Indicator Tracking | Dashboard metrics and trend analysis |
| 201.05.04 — Provider Feedback | Provider Feedback Form |
| 201.05.05 — System vs. Individual Issues | Significant Event Review Form (root cause analysis) |
| 201.05.06 — QI-Driven Changes | Corrective Action Referral + Tracker follow-up |
| 201.05.07 — Peer Review Committee | Peer Review Meeting Agenda & Minutes, Privilege Policy |
| 202.01.02 — CME from QI | QI findings feed into training topic identification |
How It Compares
| Alternative | Cost | Limitation |
|---|---|---|
| Generic QI templates | $10–99 | Hospital-focused, no EMS context, no integrated tracker |
| Enterprise QI platforms | $2,000–8,000+/yr | Recurring cost, IT required, overkill for 50–300 employee agencies |
| EMS consulting engagement | $5,000–20,000+ | Advice and guidance — you still build the documentation system |
| ClearView Professional | $299 one-time | Complete system, EMS-specific, CAAS-aligned, peer review protected |
Works with ChartLink: ClearView's call review findings complement ChartLink's documentation compliance tracking — together they cover the full clinical quality picture.
Learn about ChartLinkWorks with CaseGuard: ClearView's corrective action referral form hands off cleanly to CaseGuard when QI findings identify conduct issues requiring progressive discipline.
Learn about CaseGuardThis product provides documentation infrastructure, not legal advice. Peer review privilege protections vary by state — consult your agency attorney before relying on peer review privilege documentation. Medical protocol references should be reviewed by your medical director.
Ready to Transform Your Operations?
Schedule a consultation to discuss how Wogan Solutions can help your agency achieve operational excellence.