See for yourself in the live sandbox. No login or signup.

  • AllyMatter for behavioral health & IDD providers

The surveyor pulls a personnel file. It answers.

Start a trial
Book a demo
  • THE SURVEY MOMENT

Surveys verify people, not binders

The sampled record has to show what that person received, when, and against which version.

  • 01

The sampled file

Accreditation surveys and state inspections check whether staff reviewed the policies, and they check it by sampling personnel records. A missing signature becomes a finding with a name on it.
  • 02

The newest hire

Turnover makes readiness a moving target: the file most likely to fail belongs to whoever started last month. Tag a new hire into their role and site and the whole packet, deadlines included, assigns itself.
  • 03

The revised policy

When the medication or incident policy changes, everyone it covers acknowledges the new version. Old records stay version-bound, permanent, and intact through every departure.
  • THE MACHINERY

What does the work

Assignment, reminders, proof, and current-state visibility—without another manual roster.

Day-one packets ->

Packaged guides bundle the reading list, in order, with a deadline.

Tags scope by program, site, and role

Residential teams see residential policies; nobody drowns in the rest.

Automatic reminders plus a manual nudge

Email, Slack, and Microsoft Teams; chasing stops being a coordinator’s job.

Acknowledgment records ->

Identity, attestation text, version, and timestamp on one permanent record.

Review dates, expiry dates, and the in-force dashboard ->

Keep the policy set current between survey cycles.

Per-document exports

CSV and tamper-evident PDF, ready to hand a surveyor.

Direct-support staff read and sign free ->

Unlimited readers; only editors pay.
  • WHERE WE STOP

The layer we are, next to the systems you have

Policy and acknowledgment—not the clinical system

AllyMatter is not an EHR, an incident-reporting system, or a training platform. Client records and clinical documentation stay where they are, and an acknowledgment is evidence a person received and read a policy, not a training record. For HIPAA, AllyMatter is the policy and acknowledgment layer: your policies, your wording, and proof they reached the workforce. The content remains fully yours.

Map your policies to:

CARF | Joint Commission | state licensing rules | HIPAA |

  • FAQS

Frequently asked questions

We run programs across several sites. Does that mean several systems?

No. Tags scope every policy by site, program, and role, records stay separate per person and per version, and one in-force dashboard covers all of it.

Per-document exports (CSV or tamper-evident PDF) covering versions, distribution, and every acknowledgment, or a free viewer seat if you would rather they look directly.

Nothing. Acknowledgment records are permanent and survive departures, so last year's signature is still there when the survey asks about it. New arrivals inherit their obligations by tag on day one.

Survey-ready as a standing state

Start a Trial
Book a Demo

30-day free trial · No credit card · Cancel anytime

Scroll to Top