Homecare Survey Prep and Survival Guide

The complete survey preparation manual

Take the fear and stress out of the survey process by creating a perpetual state of readiness at your agency. In theHomecare Survey Prep and Survival Guide, author Paula Long, RN, CHCE, provides you with the ultimate blueprint to navigate the CMS survey process. Develop and maintain a survey preparation book, which will provide you with regulatory compliance resources and organized information for the surveyor. Discover how to conduct mock surveys to reinforce compliance and address deficiencies before a surveyor finds them. With dozens of tools, checklists, templates, and customizable worksheets and forms, this comprehensive survival guide will serve as your road map to a successful survey experience.

The Homecare Survey Prep and Survival Guide will help you:

• Adapt your survey prep to meet the data-driven and outcome-oriented focus of the new survey process
• Develop a plan to ensure your agency exists in a perpetual state of survey readiness under the revised state survey protocols
• Comply with the Conditions of Participation using valuable, cost-effective resources
• Coordinate a mock survey using the tools provided to confidently reinforce ongoing readiness
• Reduce stress on staff by preparing them for their interaction with a surveyor
• Get practical tips from the field, such as how to reduce staff stress on survey day and how to organize survey preparation under one individual

Table of Contents

• Understanding the Terminology and Acronyms
• A History and Overview of the CMS Survey Process

• The Initial Survey
• Survey Types
• Level 1 and 2 Standards
• Survey Tasks

• The Entrance Interview
• Information Gathering
• Home Visits
• Information Analysis
• The Exit Conference

• Section 1: The Survey Preparation Checklist
• Section 2: Preparation Resources

• The CoP, Interpretive Guidelines, and Compliance
• The State Operations Manual

• Your State Rules
• Accreditation Standards

• Compliance and Integration

• The Survey Team
• Pre-Survey Preparation
• Start at the Beginning: Entrance Interview
• The Survey

• The Statement of Deficiencies (Your Report Card)
• The Plan of Correction

• Tips
• Survey Traps

• Clinical record compliance audit checklist
• Customer complaint log
• Discharge and final billing audit
• Home health agency survey preparation checklist
• Home health agency survey sample questions and probes
• Survey record review guidelines
• Contract and policy templates