75. Plan of Correction 365- Streamlining Long-Term Care Compliance with AI

In this episode of Raising Tech Podcast, host Amber Bardon talks with Matt Just, founder and developer behind Plan of Correction 365 (POC-365)—an AI-driven platform aimed at simplifying the compliance process in long-term care. Matt shares his background as a consultant pharmacist, his transition to software development, and the evolution of POC-365.

They discuss how the platform automates the creation of compliance plans, reducing the time and effort required post-survey, and the importance of adopting AI to improve efficiencies in the long-term care sector. The discussion also covers client success stories, privacy considerations in using AI, and the future direction of the platform based on client feedback.

You can find more about POC-365 on their website!

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Transcript

Welcome to Raising Tech Podcast. I'm your host, Amber Barden. And today we have Matt Just. Matt Just is the founder and developer of the software behind Plan of Correction 365. Plan of Correction 365 is an AI driven platform designed to simplify and streamline the compliance process.

Welcome to the show, Matt. 

Thank you so much. I'm so happy to be here, Amber. appreciate the invite and the intro. 

the podcast is a long time coming for a little peek behind the scenes, but we have rescheduled this recording so many times because you've gone through a complete rebrand and restructure and our topic compliance.

It's not something that people get super excited about, but it's something we all need. I've had a lot of clients asking about compliance tools lately. So I'm really excited to dig into this. first of all, just tell our listeners, who are you? Who is Matt? 

Yeah. So, I'm Matt. I'm actually a consultant pharmacist by trade, have been in long term care space, assisted [00:01:00] living, post acute care, skilled, nursing communities for Jeepers.

It's been about 12, 13 years I've been in the industry. I've been a software entrepreneur, developer, sort of dabbling in that type of stuff. created, a previous infection control platform and have since moved on to Plan of Correction 365, which, which you mentioned isn't, is a AI automated compliance management platform.

we're really focusing on. that compliance component of long term care, which, can be Very mundane at times, but extremely necessary in the industry. we're here to help with that. we do a lot of things, leveraging AI. in the long term care space, AI is sort of this nebulous topic, that's a very much a buzzword right now.

we really need to leverage in long term care. That's my opinion to create efficiencies. as you know, Amber, there's a lot of team member shortage in the long term care industry. And [00:02:00] so I think communities really need to embrace a I technology to become more efficient. Given that lack of team member capabilities sometimes we have as well as availability for for those positions.

So leveraging those AI tools can be really important to create efficiency over time within long term care. tell me a little bit about this shift to compliance. you originally started out in pharmacy and then you made this change. Did you identify a gap in the marketplace or tell me a little bit about that evolution?

Yeah. we launched the business about, 12 months ago and launched the platform. Functionality and capability about, two months ago and have had much success with the platform my transition focused on long term care and main pain points Talking to my consultant clients I kept hearing the term compliance come up, I saw the frustration and panic that happens not only during the survey process for everyone involved, but even after.

the survey [00:03:00] process. this frustration and panic lingered throughout the post survey process. that's when a lot of the work really occurs in terms of providing that plan of correction to the state. What are we going to do with our team members to become compliant?

What kind of education and policy reviews need to happen? I thought, why not leverage AI for that? we have so many open source tools that can help Create efficiencies in that post survey process and reduce that survey anxiety that people can experience with that survey process after the surveyors leave the building.

And that's where I really identified that gap. I thought, there could be something to improve efficiency within that post survey process. And that's Planet Correction 365. tell me a little bit more about that. is your tool specifically focused on survey or do you also do incident reporting or what is included in that compliance component?

Right. we take that 2567 or that assisted living survey [00:04:00] document extract data from it and leverage our AI tool to automate the process of writing your plan of correction we take what usually has taken hours to days to weeks to do and reduce the time to create a plan of correction specific to what you were cited on, within minutes.

we leverage our technology to create audit templates and tools for you. when you get surveyed and get a deficiency, we grab that information and create every tool you need around that post survey process to become compliant. including audit tools, audit calendars, policy and procedure.

we leverage our automation to create PowerPoints for you for educational purposes and really how is everything in that post survey process in our system. In addition to that, you know, not only do we focus on being compliant in [00:05:00] the moment, but also what can we do for the future to ensure that we really minimize our risk for obtaining potential deficiencies.

we have a proactive Insight tool within Planet Correction 365 that allows you to see regionally what deficiencies communities are getting in your area How do I prevent that deficiency from occurring in my community? What can I look at for policy and procedure?

What kind of audits can I create around that we have created the ability for mock survey templates to be uploaded to our system, creating plans of correction, finding those deficiencies, and putting proactive tools and processes in place to prevent survey tags from occurring.

Okay. Interesting. Is there anything else like this on the marketplace? No, we're really only the, we're the only company that's really leveraging automation and AI to, to create plans of correction for people. So, yes. Yeah. I haven't heard of that before. I know that there is a [00:06:00] big need for, um, more automated and streamlined incident reporting.

Is that something you're going to be spotting in the future? Yeah. So the evolution of our platform really is driven by our clients. And so, you know, we have a large number of clients on board that are providing feedback for us that are providing guidance. And we're really letting them be in the driver's seat for future development and functionality.

We've already had some great suggestions on adding um, A couple of fields for survey process, survey dates, and those type of things really create the reporting capabilities needed on the back end to, to really leverage what, what long term care is needing in those reports and whatnot. we're really letting our clients sit in the driver's seat and tell us, what do you need?

And I think that's unique about our company. We're really. We're really focused on client satisfaction and, and getting feedback from them to create a platform that really is a robust platform. So, [00:07:00] um, I don't know if incident reporting is on our roadmap at this point in time, but we're letting our clients sit in the driver's seat and, and, and tell us what they need in the post compliance space.

Makes sense. Do you have any advice for communities on navigating the survey process or anything that you've learned or tips or tricks that you could share? Yeah, well, you know, as, as a lot of individuals know, time is of the essence when it comes to the post survey process, um, uh, citations and fines can accumulate very rapidly on a day by day basis if you're out of compliance in, in certain areas.

Um, You know, our platform is really focused on saving that time and getting you a compliant as fast as possible. And that's what I would focus on. So, once the surveyors leave the building, you need to have the ability to respond quickly to their, their recommendations and their, their actions as well as when you get that 2567, that document.

You have a [00:08:00] certain amount of time to respond. And so, you know, time is of the essence in that regard. So my advice is to be timely, um, get that response back, get the survey process behind you in that respect and look towards the future to really prevent those tags. AI is super cool. We can really leverage it to slice and dice data however we really want to in the snap of a finger.

And I think in addition to being timely, we also need to be proactive in a lot of respects with that survey process. So timeliness and proactiveness are essential and leveraging AI to create efficiency for you. Why not? Why not do that? So do you have? Sorry, we'll start that over. When we think about AI, I think there's a lot of opportunity and excitement people have with what it can do.

But I know there's also concerns on the privacy side. So can you talk a little bit about how can you [00:09:00] ensure that this data that's going into a survey process utilizing AI is safe? How is it safeguarded and how does it remain private? Right? Yeah. So we take privacy very, very seriously here at Planet Correction 365.

And we know that You know, a lot of communities don't want their data out in the open air within the AI realm. We only hand AI what is needed to create a plan of correction, and we've really created our own little in house AI component and functionality that really keeps things in that tight knit circle.

So we don't hand AI any more information that it needs, no community information, nothing about that. Here's the survey tag, we've trained you on the process of the, of the survey deficiencies. Create a plan of correction that is accurate for this specific deficiency, and let's move on in that survey process.

So, but you're right, there is a lot of concern on the industry within the AI realm about that privacy. [00:10:00] And, you know, I think In some respects, Amber, I think we need to sort of get over that privacy. Um, you know, I think that, uh, there is a concern, but when you talk about holding a cell phone in your hand, all your private information is already out there anyway.

So, my focus is really how can we leverage it to create efficiency within that long term care space. Yeah. Sometimes I feel like it is a little bit defeatist, but yeah. Yeah. Understand that people also have concerns about that. And that's something I hear, I hear frequently and I don't always know what the answer is to that either.

It does feel like a lot of it is just out of our control and we have to give up a lot of privacy to get some of this automation and efficiency. Yeah, absolutely. I totally agree. Absolutely. And another thing is like, I feel like when long term care, you know, I've been at conferences and they, they, they think about AI and this really, uh, uh, what am I trying to say?

You're thinking about [00:11:00] AI in this very broad space and this very, all encompassing component of AI. With long term care, you don't have to adopt a robot that hands your, uh, your residents meals. Like that's, start small, I guess is my point with AI. What can you use right now to create exponential efficiency in your community, reduce operational disruptions, And that really is a lot around the post survey process in the survey process in general.

So, you know, I always encourage long term care communities. You don't need to think of AI in this all encompassing fashion. How am I going to adopt? something that, you know, passes meals to my residents, um, and has very, a big expense tag behind that. You can leverage AI very, uh, inexpensively to create exponential efficiency.

And that's what we're here to do at Planet Correction 365. Yeah, I agree completely. I mean, AI [00:12:00] is such a buzzword. Like you said at the beginning of the meeting, you know, you go to a conference and people are just like, Throwing AI out there all over the place, but not a lot of people are talking about the practical application of it.

And what does it actually mean? And like you said, it can be in so many different ways. So AI could be, you know, taking notes of our call that we're on right now, or it could be writing policies for us to chat GPT. Um, or it could be something more advanced with like data analytics and things like that.

But I think it's just such a case by case use. Um, scenario that you have to look at specifically what it is you're looking for and asking about than just the sort of general AI. And so I think we're going to, you know, actually, actually think, um, we've talked about doing a podcast series where we talk about practical application of AI and how can you actually use it?

Because that's the question everybody has. Yeah, I think, I think you're right. I think that can be a tough spot to sort of start. Like people think about where do I start with AI? And I think you're right. The practical applications can be difficult to extract in terms of what can I [00:13:00] use it for. And, you know, my advice would be to start small.

You don't need to adopt this all encompassing AI technology all at one time. Start in small bites and move forward. What can you leverage right now that's out there in the market to create exponential efficiency? So sorry, I couldn't find you. Uh, Matt, can you give us an example of a specific client you've worked with or a use case or a success story you can share?

Oh, right. Yeah. Uh, many different ones I could choose from, but I, I always revert back to, you know, a couple of, you know, surveys that didn't go great. They had a lot of citations, the coordination that it's going to take to manually create a plan of correction for each different citation. This one community had 47 different citations and 160 page PDF documents.

So you can imagine the, [00:14:00] the, uh, burden that that might occur, uh, that might, um, Yeah, be on that community's plate for that process. And we were able to turn around a plan of correction for them utilizing our software within 10 minutes. We had a fully complete plan of correction that was written. They were able to become compliant very quickly and, and move on from that process.

We also had the same client, uh, unfortunately get an IJ tag. Um, that needed a plan of correction that day, like within hours, and so, you know, they were really struggling to come up with that on their own, but leveraging our tool, we were able to create a plan of correction for them that the surveyors looked at, accepted very quickly, and moved on in their survey process.

Well, Matt, I think you really created a product is really necessary, and there's a gap in the marketplace. So I really appreciate you coming on and telling our listeners about it. Is [00:15:00] there anything we haven't talked about that you want to let our listeners know? Yeah, I would like to let you know about our, um, Uh, our partnership with the Institute for Post Acute Care and Ayesha Kallur, um, very excited for that, uh, for, for Planet Correction 365, um, partnering with them and, and, and getting their knowledge in the industry has been extremely beneficial.

They've really provided guidance on the functionality of the website and really leveraged that clinical, uh, uh, aspect in terms of the plan of correction that we're looking to, to generate and write. And, you know, I'm very excited and, and, and wanted to just give them a shout out for what they, uh, for what that, what they do on an everyday basis.

Excellent. Where can our listeners learn more? you can visit our website at plan of correction, three 65. com. that's where you can get all the information about the platform. Uh, we really you know, [00:16:00] the simplicity of the signup process, simplicity of the pricing structure. You know, we're here to help long term care and create efficiencies.

And that's what we're focused on is assisting in that post compliance process. that's where you can find more information, PlanetCorrection365. com. Thanks Matt. Thanks so much for coming on. Appreciate it. Thanks