Accreditation & Survey Preparation

Safety concerns and potential for erroneous errors have made the Waived Testing (WT) chapter a common area of focus for surveyors during patient tracers. Surveyors will observe staff while performing waived testing and ask them questions about training and competency. Therefore, you will want...

Download this sample basic mock survey tactics checklist. 

Download this sample CMS checklist for tips to prepare before, during, and after survey. 

Download this sample information sheet for Joint Commission individual patient tracers.

Download this sample ligature risk assessment tool for patient care units. 

Download this sample ligature/self-harm risk assessment tool for behavior medicine units. 

Use this tool as a guide for ongoing record reviews. Download this sample medical record documentation guide. 

Download this sample pain assessment and management standards evaluation tool. 

Download this National Patient Safety Goals tracer and education tool. 

Download this sample infection control tracer form.