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Survey Ready? New Checklist Simplifies Record Preparation

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April 10, 2024

Patient records are a vital part of the accreditation survey process. When a Surveyor arrives for your on-site survey, your home health, hospice, palliative care, or renal dialysis organization must provide several patient record reports during the opening conference. A new ACHC checklist (see details further down) is available to help you assess your organization’s compliance with patient record requirements.

Reports required for the following settings:

Required Patient Records

Your Surveyor should be able to view or access all required patient records. Patient records should be available for the Surveyor to access either in hard copy or electronic format.

Being prepared to promptly supply patient record reports is critical. Failure to grant the Surveyor timely access to patient medical records may lead to survey deficiencies.

The Surveyor will use the reports to determine which patient records will be reviewed and which patient home visits will be conducted during your survey.

Four patient record reports are required:

  • Unduplicated Admissions Report
  • Active Census Report
  • Schedule of Visits Report
  • Discharged/Transferred Patients Report

Required Patient Records

Your Surveyor should be able to view or access all required patient records. Patient records should be available for the Surveyor to access either in hard copy or electronic format.

Being prepared to promptly supply patient record reports is critical. Failure to grant the Surveyor timely access to patient medical records may lead to survey deficiencies.

The Surveyor will use the reports to determine which patient records will be reviewed and which patient home visits will be conducted during your survey.

Five patient record reports are required:

  • Unduplicated Admissions Report
  • Active Census Report
  • Schedule of Visits Report
  • Discharged/Transferred Patients Report
  • Bereavement Report

Required Patient Records

Your Surveyor should be able to view or access all required patient records. Patient records should be available for the Surveyor to access either in hard copy or electronic format.

Being prepared to promptly supply patient record reports is critical. Failure to grant the Surveyor timely access to patient medical records may lead to survey deficiencies.

The Surveyor will use the reports to determine which patient records will be reviewed and which patient observation visit will be conducted during your survey.

Three patient record reports are required:

  • Active Census Report
  • Schedule of Visits Report
  • Discharged/Transferred Patients Report

Required Patient Records

Your Surveyor should be able to view or access all required patient records. Patient records should be available for the Surveyor to access either in hard copy or electronic format.

Being prepared to promptly supply patient record reports is critical. Failure to grant the Surveyor timely access to patient medical records may lead to survey deficiencies.

The Surveyor will use the reports to determine which patient records will be reviewed and which patient home visits will be conducted during your survey.

Four patient record reports are required:

  • Active Census Report
  • Patient Criteria Report
  • Patient Treatment Schedule Report
  • Discharged/Transferred Patients Report

Survey Prep Checklist

Our new checklist, customized for your setting, can help you prepare for your ACHC Accreditation survey. The checklist details survey expectations for patient records. Use it to assess your survey readiness and take corrective steps, if needed, to avoid deficiencies.

A guide on electronic medical record (EMR) survey best practices is also provided for organizations that use and store electronic patient medical records.

Download a copy of the checklist from the ACHC customer portal (under “Resources”) or complete the accompanying form to receive an email with a link to the checklist.

Here for You

ACHC is your partner in accreditation. For information on ACHC Accreditation, email [email protected] or call (855) 937-2242.

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Ready to get started? Contact us to begin your ACHC Accreditation process today.

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