Know your compliance status before the auditors do.
Meridian scans your Home Portal data and generates QAM compliance reports automatically. Training gaps, eMAR issues, and incident tracking problems flagged in minutes, not months.
It also runs Passport for you: every client's allocation, what is left, and what expires next, so funding is not lost to a deadline. Free tier available.
Compliance Overview
Last scan: 2 hours ago
Training Compliance
94%
eMAR Compliance
78%
Incident Tracking
91%
Issues Found (3)
Sample dashboard with simulated data
Passport money doesn't roll over. In April it's simply gone.
Ontario Passport reimburses community participation and caregiver respite, between roughly $5,500 and $44,275 per person per year. It is claimed after the fact, against receipts, before a filing deadline, and nothing unspent carries into the next year. Three separate things cost agencies money here, and they are not the same problem.
Allocations quietly expire
Nobody notices the money is unspent until the deadline has passed, and then it is not recoverable.
A worklist of every allocation with money left inside 45 days of its filing deadline, and a running total of what is still recoverable across every client you support. Sorted by what runs out first.
Claims come back rejected
A purchase outside the rules, or a service with no record behind it, is money you already spent and will not be reimbursed for.
Check a purchase against the eligibility rules before it happens: claimable, over cap, needs pre-approval, or not eligible, with the rule quoted back. Capture the service when it happens, by voice if that is faster, so the record exists before anyone needs it. Rejected claims stay on the worklist for the full two-year refile window instead of being written off.
One coordinator, forty people
Every person has their own envelope, their own spend, their own deadline. Tracked across spreadsheets, it is unmanageable at scale.
One row per client: allocation, spent, remaining, days to deadline. Families get their own view of their own person and nothing else, so they can see their balance without a phone call.
Allocation ledger
Sample dataFiling itself is still done in the PassportONE portal. Passport lays out every value to enter and records the eClaim number that comes back. Filing straight from here is on the roadmap and depends on PassportONE permitting it.
Free to start
Start on the free tier. No card, no term.
We set your agency up, bring your Passport clients and allocations across, and you keep the ledger, the eligibility checks, the service log and family statements for free. You pay only when you want us handling the claim work itself.
Onboarding is a call and a data import, not a signup form.
How it works
Three steps from data to compliance clarity.
Nothing to install and nothing to migrate. You opt in once, and the scan runs against the data your staff already keeps.
- Step 1
Connect
You opt in through Home Portal. Meridian gains read-only access to your agency's operational data. No changes, no writes, no risk.
- Step 2
Scan
Meridian checks your data against QAM requirements: staff training completion, eMAR documentation, incident reporting timelines, and more.
- Step 3
Report
You get a clear PDF report showing exactly where you're compliant and where you're not, with specific staff, dates, and items that need attention.
Compliance coverage
What Meridian checks.
Aligned to Ontario Regulation 299/10 (Quality Assurance Measures).
Staff Training
Identifies staff with expired or missing required training. First aid, medication administration, abuse prevention, and agency-specific certifications.
eMAR Compliance
Checks electronic medication administration records for missed doses, late documentation, unsigned records, and documentation gaps.
Incident Tracking
Verifies serious occurrence reporting timelines, follow-up documentation, and that incidents are properly categorized and resolved.
Regulation mapping
Mapped to the regulation, section by section.
Every finding Meridian generates references the exact Ontario Regulation 299/10 section it relates to. No guessing what the auditor will look at.
Training and clearance
Who is trained, who is cleared, and who is past due.
First aid and CPR training
Who holds it, when it expires, and who is past due.
Health and well-being needs training, including controlled acts
Per-person health needs training, and whether it was delivered in-house or arranged with a third-party health professional.
Abuse training, then a refresher every year thereafter
Consecutive-year gaps flagged before the anniversary.
Worth knowing. One of the few places the regulation actually states an interval.
Supervised contact only until reference check, police check and orientation are complete
Anyone not yet cleared, and which of the three items is outstanding.
Behaviour support
The plans, the reviews, and what happens after an intervention.
Trained on the person's behaviour support plan before beginning work with them
Staff by person by plan version, so a plan update reopens the requirement only for the staff who support that person.
Behaviour support plan reviewed at least twice in each 12-month period
Every plan's review dates, against the twice-yearly cadence.
Worth knowing. Twice-yearly, not annually — the cadence people most often get wrong.
All intrusive intervention incidents recorded in the person's file
Incidents recorded, and whether the s.20(5) effectiveness evaluation followed.
Records and retention
The paperwork an inspector asks for first.
Policies in writing, dated, current
Every policy we hold carries a version and a date, because the regulation requires they reflect your most current practice.
Medical and dental appointment log, and a medicine administration record
Administration rate, missed dose documentation, and the reason recorded.
Service records retained at least seven years after services end
Retention clock per person, counted from the date services ended.
The regulation itself has not changed since 2011. The ministry's policy directives do, and our checks follow them.
Coverage
How much of your inspection this covers.
An MCCSS Program Advisor works through 351 indicators in six categories. Here is where meridian.compliance stands on each of them. A requirement can apply to more than one category, so the counts sum to more than 351.
Records and Documentation
The largest category. Whether records exist, are complete, are retained and can be produced. Service records are kept seven years after a person stops receiving services, under s.14(3).
Individual Records
Each person's own file. The individual support plan and its annual review, the behaviour support plan and its review at least twice in each 12-month period, and the records of any intrusive intervention.
Policies and Procedures
That each required policy exists, says what the regulation requires, and under s.1(3) is in writing, dated and reflects your most current practice.
Site Inspection
Observed at the home rather than read from a file. Four of the five most urgent indicators in the whole list live here.
Staff-Volunteer Records
Almost entirely training. 22 of the 27 are training records - the five that are not are staff references, volunteer references, ASAP references, supervision, and written protocols with local police.
Board Records
Governance. New board members oriented to the mission and to the abuse policies, an annual board review, and the independent financial review reported to the board under s.6(3).
Read the list yourself.
We publish all 351indicators with the ministry's rating, the regulation section, and the page each one sits on in the source document. Nobody else in this market publishes any of it.
Audit prep used to take weeks. Now it takes minutes.
Without Meridian
- •
2-3 weeks of manual audit prep
Staff pulled from care duties to check spreadsheets and paper records
- •
Expired certifications found during the audit
No automated tracking means gaps go unnoticed until an inspector flags them
- •
Compliance conditions after every inspection
Agencies scramble to remediate findings under pressure and tight deadlines
- •
No visibility between audits
Compliance status is a mystery until MCCSS sends the notification letter
With Meridian
- •
Full compliance scan in under 10 minutes
Automated scan of your Home Portal data with a downloadable PDF report
- •
Expiring certs flagged 30 days early
Email alerts when staff certifications are approaching expiration
- •
Walk into audits confident
You know your score before the inspector does, and you've already fixed the gaps
- •
Continuous monitoring, not annual panic
Weekly scans keep your compliance dashboard green year-round
Unique feature
Inspector Simulation.
Meridian doesn't just show you the data. It shows you what an MCCSS inspector would find if they walked in tomorrow.
Risk assessment
See exactly which findings would trigger a compliance condition during an audit
Priority ranking
Critical, high, medium, and low severity findings so you fix the most important issues first
QAM section mapping
Every finding maps to the specific Regulation 299/10 section it relates to
O. Reg 299/10 s.13(6) — supervised contact only until checks are complete
O. Reg 299/10 s.24 — medicine administration record
O. Reg 299/10 s.20(5) — effectiveness evaluation after an intervention
Interactive tool
How audit-ready is your agency?
Answer 6 questions. Get your estimated QAM readiness score in 60 seconds.
Question 1 of 6
How do you currently track staff certifications and training?
Ontario DS agencies spend an average of two to three weeks preparing for every QAM audit. Meridian does a full scan in under ten minutes.
Getting started
From first call to your first report.
What onboarding actually looks like. No long sales cycle, no consultants, and nothing for your team to install.
Start your journeyWeek 1
Scoping call
A 30-minute call. We look at how your homes record medication, training and incidents today, and where inspections tend to catch you out.
Week 2
We connect your records
Read-only links to Home Portal and to your pharmacy, so medication records line up with the rest of your compliance picture. Nothing for your team to install.
Week 3
Your first scan
We scan your data and hand back a plain-language report: what is missing, which regulation it maps to, and what to fix first. Free, and yours to keep.
Week 4
Free training for your staff
We walk your team through the work they actually do. Included, and you can book us again whenever you bring new people on.
Ongoing
Scanning continuously
Scans keep running as records change, so gaps surface while there is still time to fix them. When the Ministry updates the rules, your scans pick them up.
FAQ
Frequently asked questions.
How does Meridian access our data?
Meridian connects to your existing Home Portal database with read-only access. Your agency opts in through Home Portal, and we scan the same data your staff already works with. No new software to install, no data migration needed.
Is our patient data safe?
Yes. Meridian runs on Canadian infrastructure. Your data is never sent to third-party servers, never crosses borders, and never leaves the secure environment. We follow PIPEDA and Ontario PHIPA requirements by design.
What if we're already using Home Portal?
That's exactly who Meridian is built for. All 79 agencies on Home Portal are already scannable. The free tier requires no setup beyond opting in. Meridian reads your existing data and turns it into compliance intelligence.
Can we try it before committing?
Absolutely. The free tier gives you a monthly PDF compliance report at no cost. See the value before you spend a dollar. Request your first report and we'll have it to you within 48 hours.
Get started
Let's talk about your operation.
Tell us what you're trying to solve.