Survey Survival Part 1: How to Be Prepared for Any Survey
Presented by Nancy E. Allen
Non-Financial: Nancy Allen has no competing non-financial interests or relationships with regard to the content presented in this course.
Learn how to be prepared for any survey. It is a dreaded call when we are notified the surveyor is to coming or is in the building. It is like taking a test for which one often feels unprepared. This course provides knowledge of the skill sets needed to respond confidently. Surveyor secrets will be revealed, including what makes a surveyor smile, even if it is only on the inside. This course is for anyone who has to go through a survey, whether you are a clinician or administrative.
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. Her experience spans clinical, administrative, and provider roles, along with ten years as a state and accreditation surveyor. Nancy has served as a Corporate Integrity Monitor for the Office of…
Chapters & learning objectives
1. Know the Type of Survey
It is important to know the type of survey being conducted. In this chapter, terms relating to the various types of surveys will be defined. This way, staff can respond appropriately to dispel the fear, mystery, and frequent myths associated with surveys.
2. Survey Secrets Revealed!
Learn the inside secrets to make the surveyor smile (even if it is only on the inside). In so doing, you will learn how to expedite any survey, audit, or inspection. Plan ahead to avoid an unpleasant survey. Learn how to start out on the right foot and stay on the right foot. Survey processes will be discussed along with lessons learned.
3. Apply Information to Avoid the Common Mistakes
Do you have your survey binder ready? Do you know what QIES are and who CASPER is? Learn the inside secrets to demonstrate smooth operations and further facilitate the survey. Learn interpersonal skills to demonstrate the care and respect needed for the surveyor and the processes of the survey.
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