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Survey Survival Part 2: The Survey Tasks

presented by Nancy Allen, BSN, RNC, CMC

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Disclosure Statement:

Financial: Nancy Allen receives compensation from MedBridge for this course. Nancy Allen is the owner and Senior Consultant for Solutions for Care Inc.. This course makes no product or services recommendations. There is no financial interest beyond the production of this course.

Non-Financial: Nancy Allen has no competing non-financial interests or relationships with regard to the content presented in this course.

Satisfactory completion requirements: All disciplines must complete learning assessments to be awarded credit, no minimum score required unless otherwise specified within the course.

MedBridge is committed to accessibility for all of our subscribers. If you are in need of a disability-related accommodation, please contact [email protected]. We will process requests for reasonable accommodation and will provide reasonable accommodations where appropriate, in a prompt and efficient manner.

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In Survey Survival Part 2, we will continue to learn practical guidance to expedite any survey or government inspection. The six tasks of a survey will be shared and practical tips will be revealed to help the home health agency avoid deficiencies and stay one step ahead of the surveyor. Most importantly, one will learn how to integrate the survey processes into daily operations to improve patient care.

Meet Your Instructor

Nancy Allen, BSN, RNC, CMC

Nancy E. Allen, BSN, RNC, CMC, is the owner and CEO of Solutions for Care, Inc., a consulting company specializing in community-based healthcare and care management. Her experience includes clinical, administrative, and provider roles as well as ten years as a state and accreditation surveyor. She has served as a Corporate Integrity Monitor for the…

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Chapters & Learning Objectives

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1. Start Off Right!

This course provides practical guidance to expedite any survey or government inspection. The first two survey tasks (Presurvey Preparation and Entrance Interview) will be presented, along with tips for starting the survey appropriately.

2. Gather Information

Observation, documentation review, and interviews comprise Information Gathering, the third task of the survey process. Home visits and patient records are a large part of this information gathering. Learn how to stay one step ahead of the surveyor with knowledge, and know how to apply information to avoid the common mistakes that lead to standard and condition-level deficiencies.

3. Information Analysis

Chapter Three describes survey tasks Four and Five (Information Analysis and Exit Conference) and what to expect after the survey. Learn how to avoid deficiencies when possible, even near the end of the survey.

4. Always Be Survey Ready!

Apply the knowledge shared in this course to avoid survey disconnects and develop systems to always be survey ready! Utilize survey processes to deliver quality and continuously improve patient care. Use the survey processes in your Quality Assurance Performance Improvement program to address any findings in Task Six, the Statement of Deficiencies.

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