Welcome to clearPath

Welcome to the clearPath documentation. If you have any questions, clarifications, concerns or comments please feel free to drop us an email at support@clearpathhealthsolutions.com.

ShortCuts

• 1. Introduction
• 2. About This Guide
  • 2.1. Other Help Formats
  • 2.2. Notation Conventions
• 3. Quick Start Guide
  • 3.1. Getting Onboard
  • 3.2. The Basics
  • 3.3. Reports

Auditing Software

• 1. Auditing Software
  • 1.1. Getting Started
  • 1.2. Auditing Software Downloads
  • 1.3. Supported Auditing Platforms
  • 1.4. Session Name Convention
  • 1.5. Signing In with a Device Code
  • 1.6. Sync Process
  • 1.7. Sync Troubleshooting

clearPath Server

• 1. About
• 2. Accessing clearPath
  • 2.1. Your URL
  • 2.2. Signing In
  • 2.3. Desktop and Mobile Modes
  • 2.4. Landing Page
  • 2.5. Signing Out
• 3. Main Menu
  • 3.1. The Top Bar
  • 3.2. The Sidebar
• 4. Mobile Mode
  • 4.1. Switching Modes
  • 4.2. Light and Dark
  • 4.3. What’s Available
• 5. Dashboard
  • 5.1. Filter Bar
  • 5.2. Widgets
  • 5.3. Drill-Down Detail Pages
  • 5.4. Visual Map
  • 5.5. Live (Kiosk) Mode
  • 5.6. Widget Gallery
• 6. Accounts
  • 6.1. Accounts List
  • 6.2. Account Editor
• 7. Hand Hygiene
  • 7.1. Audit Sessions
  • 7.2. Importing Audit Files
  • 7.3. Session Naming Convention
  • 7.4. Session Detail
  • 7.5. Audit Summary
  • 7.6. Transaction Log
  • 7.7. Conducting an Audit in the Browser
• 8. Facilities and Units
  • 8.1. The Facilities Page
  • 8.2. The Facility Editor
  • 8.3. Units
• 9. Floors and Floor Plans
  • 9.1. Floor List
  • 9.2. Floor Detail
  • 9.3. Floor Plan Viewer
• 10. Regions
  • 10.1. Region List
  • 10.2. Region Detail
• 11. Digital Signage
  • 11.1. Lineups
  • 11.2. Managing Slides
  • 11.3. Pairing a Display
• 12. Auditing Devices
  • 12.1. Device List
  • 12.2. Editing a Device
  • 12.3. Approving a New Device
  • 12.4. Audit Device Map
  • 12.5. IP Location Popup
• 13. Health Care Providers
  • 13.1. Health Care Providers List
  • 13.2. Provider Editor
• 14. Observation Notes
  • 14.1. Notes List
  • 14.2. Adding or Editing a Note
  • 14.3. How Notes Are Used
• 15. Targets
  • 15.1. Target List
  • 15.2. Target Editor
  • 15.3. How Targets Are Used
• 16. Groups and Programs
  • 16.1. Group List
  • 16.2. New Group Quick-Create
  • 16.3. Group Editor
• 17. Scheduling
  • 17.1. Schedule List
  • 17.2. Schedule Editor
  • 17.3. Build a Full Schedule
• 18. Audit Progress
  • 18.1. Coverage Heatmap
• 19. Inter-Rater Reliability
  • 19.1. Observation Windows
  • 19.2. IRR Window Editor
• 20. Reminders
  • 20.1. Choosing the account
  • 20.2. Hand Hygiene
  • 20.3. Audit Scheduling
  • 20.4. Custom Audits
  • 20.5. Saving your changes
• 21. ROI Assumptions
  • 21.1. Account
  • 21.2. Program and Compliance
  • 21.3. Length-of-Stay and Readmission
  • 21.4. HAI Categories
  • 21.5. Saving and Resetting
  • 21.6. References
• 22. Authentication
  • 22.1. Password Requirements
  • 22.2. Users
  • 22.3. Roles
  • 22.4. Auditor Groups
  • 22.5. Two-Factor Authentication
  • 22.6. LDAP / Active Directory
• 23. Custom Audits
  • 23.1. Define Audits
  • 23.2. Question Pool
  • 23.3. Response Pool
  • 23.4. Audit Groups
  • 23.5. Categories
  • 23.6. Permissions
  • 23.7. Completing a Survey
  • 23.8. Survey Invitations
• 24. Challenges, Badges and Points
  • 24.1. What This Chapter Covers
• 25. Reports
  • 25.1. The Reports Page
  • 25.2. Report Logo
  • 25.3. Report Definitions
  • 25.4. Dynamic Report Name Tags
  • 25.5. Report Anatomy
  • 25.6. Report Legends
  • 25.7. Reports by Edition
  • 25.8. No Data Condition
  • 25.9. New Report Requests
  • 25.10. Report Styles
  • 25.11. Word Template Reports
• 26. Keyword Manager
  • 26.1. Fields
• 27. Distribution Lists
  • 27.1. At-a-Glance Cards
  • 27.2. Page Header Buttons
  • 27.3. Searching and Filtering
  • 27.4. Table Columns
  • 27.5. Row Actions
  • 27.6. List Health
  • 27.7. Distribution List Editor
  • 27.8. Sending a Link Instead of Attachments
  • 27.9. Manage Recipients
  • 27.10. Unsubscribing from a List
  • 27.11. Distribution Scheduling
  • 27.12. Global Distribution Settings
• 28. Report Archive
  • 28.1. At-a-Glance Cards
  • 28.2. Page Header Buttons
  • 28.3. Searching
  • 28.4. Table Columns
  • 28.5. Row Actions
  • 28.6. Opening an Archive
• 29. Report Groups
  • 29.1. How a Group Decides Which Reports Belong
  • 29.2. The Report Groups Page
  • 29.3. The Report Group Editor
• 30. Report Builder
  • 30.1. The Workspace
  • 30.2. General
  • 30.3. Scope & Period
  • 30.4. Header
  • 30.5. Data
  • 30.6. Chart
  • 30.7. Footer
  • 30.8. Page Summary
• 31. Manage
  • 31.1. Importing Hand Hygiene Compliance Data
  • 31.2. Importing Data from the Command Line
  • 31.3. Supported File Formats
  • 31.4. Export Data
  • 31.5. Remote URL
  • 31.6. Moment Methods
  • 31.7. Indicators vs Observations
  • 31.8. Multiple Indicators
  • 31.9. Reminders
  • 31.10. Corporate Scorecard
• 32. System Backups
  • 32.1. General
  • 32.2. Local Backups
  • 32.3. Offsite Backups
• 33. Alerts
  • 33.1. Stat Chips
  • 33.2. Toolbar
  • 33.3. Table Columns
  • 33.4. Row Menu
  • 33.5. Acknowledge All
  • 33.6. Bulk Actions
  • 33.7. Event Details
  • 33.8. Deleting an Event
• 34. Notifications
  • 34.1. Configuring Teams Integration in clearPath
  • 34.2. Setting up the destination
• 35. Security
  • 35.1. Penetration Testing
  • 35.2. Two-Factor Authentication
  • 35.3. Password Protection
  • 35.4. Password Requirements
  • 35.5. Rate Limiting and Connection Limits
  • 35.6. Blocked IPs
  • 35.7. Threat Map
  • 35.8. Additional Security Controls

Compliance and Standards

• 1. Joint Commission
  • 1.1. Survey Readiness
  • 1.2. Action Plans
  • 1.3. Tracers
  • 1.4. Evidence Export
• 2. Accreditation Canada
  • 2.1. Survey Readiness
  • 2.2. ROP Catalog
  • 2.3. Action Plans
  • 2.4. Tracers
  • 2.5. Risk Screens
  • 2.6. Evidence Export
• 3. Leapfrog
  • 3.1. Hospital Survey Cover

Support

• 1. What’s New and Fixed
  • 1.1. Q2 2026
  • 1.2. Q1 2026
  • 1.3. Q4 2025
  • 1.4. Q3 2025
  • 1.5. Q2 2025
• 2. Getting Support
  • 2.1. Email
  • 2.2. Phone
  • 2.3. Self-Service Resources
• 3. Glossary
• 4. Documents
  • 4.1. cp2go Auditor Training
  • 4.2. clearPath Presentation
  • 4.3. clearPath User Guide
  • 4.4. Other Resources
• 5. Frequently Asked Questions
  • 5.1. Hosting and Data Residency
  • 5.2. Security
  • 5.3. Reliability
  • 5.4. Auditing and the cp2go App
  • 5.5. Reporting
  • 5.6. AI Assistant
  • 5.7. Integrations
  • 5.8. Languages
  • 5.9. Passwords and Sign-In
• 6. Auditing Apps
  • 6.1. Downloads
  • 6.2. Windows Desktop
  • 6.3. Android Phones and Tablets
  • 6.4. Apple Phones and Tablets
• 7. Contact Us
  • 7.1. How to Reach Us
  • 7.2. Our Mailing Address
  • 7.3. Hours
• 8. Privacy Policy
  • 8.1. What information do we collect?
  • 8.2. How do we use your information?
  • 8.3. Do we share your information?
  • 8.4. Do we use cookies or other tracking technologies?
  • 8.5. How long do we keep your information?
  • 8.6. How do we keep your information safe?
  • 8.7. Do we collect information from minors?
  • 8.8. What are your privacy rights?
  • 8.9. Do-Not-Track signals
  • 8.10. California residents’ privacy rights
  • 8.11. Do we update this notice?
  • 8.12. How can you contact us about this notice?
  • 8.13. How can you manage the data we collect?

Indices and tables

• Index

• Module Index

• Search Page