Survey Management Coaching
Managing your onsite survey is a challenge! But we have learned that survey management plays a key role in survey success. Our survey management coaching services provide your team the skills they need to manage the survey process and achieve successful survey outcomes.
Our coaching process includes:
Document Review
We help you organize your documents for review on the first morning of the survey. This includes all the documents commonly requested by surveyors. When working with our survey management consultants, you avoid the last minute chaos of trying to gather documents after surveyors arrive.
Leadership Presentation
We provide tips on developing your Organization Overview that is typically required on the first morning of the survey. The survey management services at Barrins & Associates make sure you have a polished presentation ready to go on Day 1.
Patient Tracers
Surveyors conduct patient-specific tracers but how should your team interact? We coach your managers and front line staff on how to review records with surveyors. Once your team completes our survey management coaching, they’ll know how best to answer questions about patient care and clinical documentation.
Medication Room Inspections
What types of questions do surveyors ask about medication storage and administration? We’ve compiled a long list of the most commonly asked questions. Our survey management consultants will work with your staff on how to effectively answer each one.
Systems Tracers
Surveyors conduct several “Systems Tracers” during your survey which typically include:
- Human Resources/Competency Assessment
- Performance Improvement/Data Use
- Environment of Care/Emergency Management
- Medical Staff Credentialing & Privileging
We conduct dress rehearsals for each of these sessions. You get to practice the questions that will be asked. As well as what information to have ready, and what documents to make available.
Environmental Tours
We prepare your Facilities Management staff for how surveyors will evaluate your physical plant and score the Life Safety, Environment of Care, and Emergency Management standards. This will help them fully understand what the accreditors look for during the survey.
Daily Briefings
Our survey management specialists coach your leadership team on how to handle the daily briefings the surveyors conduct. You learn how to analyze the SAFER matrix (prioritization of risks) and what questions to ask about how the survey is really going.
Managing Communication During Survey
Communication throughout the survey is a critical factor for success. We coach your leaders and managers on how to optimize communication during the survey which leads to better outcomes. These steps include:
- Setting up a Command Center
- Assigning surveyor escorts and scribes
- Responding to surveyor requests
- Fixing issues before survey ends
- Communicating tracer findings between units
- Conducting debriefings each day for your leadership team
- Using the Special Issue Resolution sessions on your agenda
- Communicating with your survey team leader
With these survey management skills in hand, your team is confident and on top of their game as the survey unfolds each day.
Why Choose Barrins & Associates for Survey Management Coaching?
Barrins & Associates excels at helping psychiatric hospitals and community behavioral health or human services providers achieve a successful survey outcome. Our insights into the accreditation and survey process are based on our 25+ years’ experience as nationally recognized consultants in behavioral healthcare.
Partner with us today and get the survey management skills you need to succeed on your next survey. Contact us online or call us at 1-888-742-4621 to discuss your needs.