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Survey Prep Boot CampSM - Long-Term Care Version

Learning Objectives

Module 1: Overview of OBRA '87 and how it began the current era of nursing home regulation
  • Define how OBRA '87 changed how nursing homes are operated
  • Describe the elements of the resident assessment instrument
  • Explain the different components of the State Operations Manual
  • Find the nursing home survey and certification letters on the CMS Web site
Module 2. Relationship between quality of care and the survey process
  • Demonstrate how to find survey regulations in the State Operations Manual
  • Explain why surveyors are required to cite nursing homes for seemingly minor infractions
  • Predict how surveys will change in the future due to the government's Nursing Home Action Plan
Module 3: What is a Quality Indicator Survey (QIS)?
  • Recognize the main differences between the Quality Indicator Survey and the traditional CMS nursing home survey
  • Conclude why CMS felt it was necessary to update the survey process
  • Identify the states that will first undergo the new survey process
  • Classify the different types of Quality Indicator Surveys as to their cause
  • Identify the QIS survey tasks
  • Demonstrate one of CMS' new quality measurement tools for the survey
Module 4: Traditional Surveys
  • List the types of surveys separate from the QIS
  • Distinguish between the purpose of state surveyors and federal surveyors
  • Recognize the surveyor forms review process
  • Summarize how you can use the forms to manage your own survey process
Module 5: The Survey Process
  • Define the survey window and survey frequency
  • Illustrate how the resident sample selection process works
  • Name the distinct phases of a typical nursing home survey
  • Determine the focused areas for review for a case scenario phase two survey
  • Explain how to read a Statement of Deficiency
  • Illustrate the different deficiency severity levels
Module 6: Offsite Survey Preparation Tasks of Importance, or, "How are surveyors armed when they arrive at your facility?"
  • Analyze a quality indicator report to determine where surveyors will put their focus during survey
  • State what might cause a quality indicator score to be inflated, though not an effect of poor resident care
  • Review transmitted Minimum Data Set records to determine nursing home compliance
  • Review prior survey history using OSCAR reports and the Nursing Home Compare Web site
  • State the ultimate value of the Nursing Home Compare Web site
Module 7: Predicting Your Survey
  • Identify the resident sample of a survey's phase one using a case scenario
  • Determine the focus of a survey for phase two using a case scenario
  • State how you can influence phase two of a survey in a positive manner
Module 8: F-Tag Fun
  • Recall the recently revised F-Tags by CMS
  • List two upcoming F-Tags that will be revised within the next few years
  • Explain the difficulty of complying with F-Tag #314, Pressure Ulcers
  • Discuss the difficulty of complying with F-Tag #315, Incontinence
  • Demonstrate how to look up deficiencies in the Compendium
  • Identify a deficiency that is on the top 10 survey deficiencies list and give your strategies for complying with it
Module 9: Survey Citations
  • Argue strategy to fight deficiencies before surveyors cite your facility
  • Demonstrate how to write an acceptable Plan of Correction
  • Use the informal dispute resolution process
  • Recognize other types of survey appeals
  • Use F-Tags to uncover miscoding on the Minimum Data Set
  • Relate how you would defend a nursing home from a survey citation in a case scenario
Module 10: Mock Surveys and Role Playing
  • Differentiate between surveyor personality types and how to handle them
  • Construct a staff training strategy to train different levels of staff for survey
  • Evaluate a mock survey and determine what the nursing home staff could have done differently
  • Classify the survey forms by their different uses
Module 11: Life Safety Code Surveys
  • Contrast the difference between a Life Safety Code survey and a traditional state survey
  • State the purpose of the Life Safety Code Survey
  • Defend your nursing home from common Life Safety Code deficiencies
Module 12: Enforcement issues
  • Define trends in civil money penalties CMS surveyors are awarding
  • Describe how to recover from a Denial of Payment for New Admissions (Payment Ban)
  • Explain the timeline for termination from the Medicare program
Module 13: Continuous Quality Improvement
  • Define what constitutes a continuous quality improvement program
  • State CMS' latest guidance for quality assessment and assurance
  • Organize an interdisciplinary care team meeting that will satisfy quality assurance requirements
  • Determine the success of your current quality assurance and assessment efforts
  • Perform follow up to quality issues


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