Home Health preperation for a state survey

Administrative Documentation

Review and update policies and procedures manuals

Ensure staff training and orientation records are up-to-date

Verify licenses and certifications of all employees

Organize and maintain patient records in a secure and organized manner

Conduct a review of employee background checks and drug screening results

Ensure that all required forms and documentation are completed accurately and filed appropriately

Update employee contact information and emergency contact information

Conduct a review of employee performance evaluations and disciplinary actions

Verify that all required documentation for billing and reimbursement is completed accurately and submitted on time

Quality of Care

Review patient care plans and ensure they are current and individualized

Conduct regular staff meetings to discuss patient care and address any concerns

Monitor patient outcomes and satisfaction surveys to assess quality of care

Implement a system for tracking and reporting incidents or errors

Infection Control

Conduct regular audits of infection control practices

Ensure staff are trained on proper hand hygiene and personal protective equipment

Monitor and track infections within the agency

Develop and implement policies and procedures for infection prevention

Emergency Preparedness

Review and update emergency preparedness plan

Ensure staff are trained on emergency procedures

Conduct regular drills and exercises to test emergency response

Maintain supplies and equipment for emergency situations

Regulatory Compliance

Review state and federal regulations and ensure agency is in compliance

Conduct regular audits of documentation to ensure accuracy and completeness

Maintain up-to-date licenses and certifications for agency and staff

Address any deficiencies found during internal audits in a timely manner

Continuous Quality Improvement

Implement a system for monitoring and evaluating agency performance

Develop and implement performance improvement projects to address areas of concern

Conduct regular surveys of patients and staff to assess satisfaction and identify areas for improvement

Establish a system for tracking and reporting quality indicators

By following this checklist and ensuring all sections are addressed, a home health agency can be well-prepared for a state survey and demonstrate compliance with regulatory requirements.