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Survey Prep Boot Camp - Long Term Care Version

Course Outline

Module 1: Your Survey Data

  • Introduction to the Nursing Home Compare Website
  • Implementation of OBRA and the current era of nursing home regulation
  • Details of the Five-Star Quality Rating System-The public display of your survey data
  • Regulatory research: End your confusion of the CMS website and find what you need

Module 2: Types of Surveys and Managing Complaints

  • Brief overview of the types of surveys
  • Complaint surveys (usually abbreviated surveys)
  • Federal oversight surveys
  • Managing and minimizing complaints and complaint surveys

Module 3: QIS Stage I Processes

  • Review of the QIS Stage I process and associated survey forms
  • Description of the tasks and new terms related to the standard QIS process
    • Sample types and sizes
    • Interviews, record reviews
  • Review of computer-assistance provided
  • Examination of the QCLIs and relationship to QM/QIs
  • Review of the facility-level survey tasks
    • Triggered
    • Non-triggered

Module 4: QIS Stage II Processes

  • Review of the QIS Stage II process and associated survey forms
  • Description of the tasks and completion of the facility-level tasks
  • MDS' and QCLI's control over the direction, scope, length of Stage II
    • In-depth review of computer-selected care areas by a survey team
    • Teaching staff how to respond during the survey process
  • Critical element pathways and relationship to investigative protocols

Module 5: The Traditional Survey Process

  • Off-site preparation
  • On-site survey tasks and phases of the survey
  • Surveyor tools for the traditional survey
  • Major differences between the QIS and traditional survey process
  • How to prepare for survey when you are unsure whether you will have a QIS, traditional, or blended survey

Module 6: Determining Scope and Severity

  • Statement of deficiency (CMS-2567)
  • Deficiency categorization
  • Understanding the scope and severity grid
  • Application of the psychosocial scope and severity
  • Impact on your facility's Five-Star rating

Module 7: Writing Your Plan of Correction

  • Understanding the format
  • Answering the four questions
  • Submission time frames
  • When to ask for help

Module 8: Responding to Citations and the Appeals Process

  • The informal dispute resolution (IDR) process
  • Additional appeals process
  • Enforcement process and penalties

Module 9: What to Do If You Are Placed in Immediate Jeopardy

  • Determination of Immediate Jeopardy
  • Enforcement process and penalties

Module 10: Focus on Survey Deficiencies (F-tags)

  • Overview of nursing home deficiency requirements and patterns
  • Focus on recent Quality of Care F-tag revisions
  • Focus on recent Quality of Life changes
  • Review of nursing home deficiency requirements, documentation, patterns, and terms

Module 11: Conducting Mock Surveys as a Quality Control Tool

  • Overview of survey preparation techniques
  • Process and problem identification
  • Ensuring your facility is always survey-ready

Module 12: Operational Focus Required for Good Survey Outcomes and Quality Care

  • Auditing current processes
  • CQI requirements and process to relationship to the Five-Star Quality Rating System
  • Staffing changes to yield best results
  • Benchmarking and implementing changes


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