How Are You Managing POCT Documentation?

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Hi everyone,

I'm curious how other POCT departments are managing things like competencies, training records, operator lists, and compliance tracking.

Are you still using paper documentation, or have you moved to a digital system? If digital, are you using Microsoft 365 tools (SharePoint, Power Automate, Forms, etc.) or another platform?

I'd love to hear what's working well for your team. Thanks for sharing!

23 Replies

Stacy Boyer

Mon Aug 03, 2026 at 12:01PM

I am getting that information from this guide: CLIA Assessing Personnel Competency. Note that TP means testing personal

Jagruti Patel

Mon Aug 03, 2026 at 12:37PM

Please add me to your Teams/ Zoom meeting... Thanks!
Jagruti.patel@wellstar.org

Kelly Thornton

Mon Aug 03, 2026 at 1:05PM

I would like to be included in the meeting as well. Thanks!
kelly.thornton@confluencehealth.org

Susan Buckley

Tue Aug 04, 2026 at 7:54AM

Please include me in the Teams meeting as well. Thanks very much! sbuckley2@elliot-hs.org

Rosemary Gray

Tue Aug 04, 2026 at 10:55AM

@Jo Win Please add me to your Teams meeting as well. I seem to have a disorganized system and would like to see what others are doing. Thank you.
rosemary.gray@skylakes.org

Jo Win

Tue Aug 04, 2026 at 11:15AM

Hello everyone, I sent out a link for a poll to figure out what is the best date and time to have a discussion about how we all manage our documents. Please respond to it and I will figure out what the best time for all of us. If you didn't get the link please see the following link for the poll.

Point of Care Document Management Discussion – Fill out form
https://forms.cloud.microsoft/r/g4X75rU0Zd

Amy Berry

Tue Aug 04, 2026 at 3:53PM

We have QML and are managing interfaced competencies in QML and some by documenting a skill in Cornerstone. Please add me too! berryam@slhs.org

Briggit Miller

Wed Aug 05, 2026 at 1:17PM

I would like to join the Teams meeting. Thanks! briggit.miller@uky.edu

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How Are You Managing POCT Documentation?