Internal Demo Script

Psychotropic Compliance Demo Walkthrough

For Administrators, Directors of Nursing, and MDS Coordinators

Demo Introduction: "Psychotropic medication oversight is a high-risk survey focus. This demonstration shows how QAPIShield supports documentation, monitoring, and compliance readiness — helping facilities address survey focus areas related to unnecessary drug use (e.g., F758)."

Step 1 of 4
Step 1

Identify Residents Receiving Psychotropic Medications

Show the psychotropic oversight dashboard

Visual Cue

Navigate to Dashboard → Psychotropic Oversight section

Talking Points

  • Show the psychotropic oversight dashboard with de-identified resident reference IDs
  • Highlight visibility without exposing PHI — only Reference IDs are displayed
  • Emphasize the two-system model: EHR maintains identity, QAPIShield tracks compliance
  • Point out medication class categorization (Benzodiazepines, Antipsychotics, etc.)
Step 2

Review Documentation Readiness

Demonstrate documentation flags and indicators

Visual Cue

Click on a resident record to show documentation status

Talking Points

  • Demonstrate flags for missing or outdated supporting diagnoses
  • Show time-sensitive medication review indicators
  • Highlight how the system identifies documentation gaps before surveys
  • Explain that flags support — not replace — clinical judgment
Step 3

Monitor Renewal & Review Timelines

Show 14-day renewal tracker visuals

Visual Cue

Open the Psychotropic Medication Renewal Tracker

Talking Points

  • Show the 14-day renewal tracker with color-coded status indicators
  • Highlight upcoming reviews (yellow) and overdue reviews (red)
  • Demonstrate filtering by status to prioritize urgent items
  • Explain how alerts support timely provider notification
Step 4

QAPI & Survey Preparation

Demonstrate exportable reports

Visual Cue

Click Export → Generate QAPI Report

Talking Points

  • Demonstrate exportable PDF reports for QAPI committee review
  • Show how oversight data supports survey readiness documentation
  • Explain that reports can be shared with surveyors without exposing PHI
  • Highlight compliance with unnecessary drug use oversight expectations (e.g., F758)

Demo Close

"QAPIShield provides active oversight and documentation support — reducing survey risk while saving staff time."