Compliance for the Clinical Laboratory
Overview
MTS offers an end-to-end compliance solution for the clinical laboratory — competency checklists, document control, and objective testing, all integrated in one platform. Use any one feature on its own, or combine all three for full traceability from procedure to performance. Aligned with CLIA and CAP.
What You Can Do
- Build structured competency checklists with direct-observation, acknowledgment, and training items
- Manage SOPs, policies, IFUs, and forms with version control and director approval
- Verify staff performance with objective competency tests
- Use any one feature standalone, or integrate all three for end-to-end compliance
- Produce an inspection-ready audit trail of every checklist, signature, version, and result
One system of record.
A procedure, the competency checklist that assesses it, and the objective test that proves it — joined into a single evidence trail for one person, on one method.
Document control
Routine Urinalysis Procedure
UA-007 v2.1 Effective
- Approved by
- Dr. R. Alvarez
- Effective
- May 13 '26
- Review due
- May 13 '27
Competency checklist
Routine Urinalysis
12 items Approved
- Assessee
- Marcus Chen
- Observed by
- Ava Patel
- Items met
- 12 of 12
Objective test
Urine sediment identification
10 questions Passed
- Score
- 9 of 10
- Taken
- May 20 '26
- Question type
- Specimen images
Audit trail — one row, inspection-ready
- Marcus Chen
- Routine Urinalysis
- UA-007 v2.1
- observed May 18 '26
- test passed
- approved May 21 '26
01. Competency Checklists
Build structured checklists with items for direct observation, written acknowledgment, or training completion. Observers sign off in‑app; supervisors review and approve.
When paired with document control, each checklist item ties to the exact procedure version it was assessed against — so “what was this person trained on, and which version?” has one defensible answer.
02. Document Control
Manage SOPs, policies, IFUs, and quality documents with full version control. Every revision is a new immutable version — director-approved before going effective, with the previous version preserved in the audit trail.
Set review-due dates and get reminders before procedures go stale. When a major revision is published, the system flags who was previously assessed against an outdated version so you can re‑train where it matters.
03. Objective Testing
Move beyond self-reported training to objective evidence of staff performance. Distribute competency tests, capture results, and produce defensible performance data for every assessment.
Combine with checklists and document control for a complete picture of how each staff member performs against current procedures — subjective observation, objective testing, and version-anchored documentation in a single audit trail.