Survey Survival Part 2: The Survey Tasks
Presented by Nancy E. Allen
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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 E. Allen
Nancy E. Allen 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 10 years as a state and accreditation surveyor. She has served as a corporate integrity monitor…
Chapters & learning objectives
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.
