Nursing Home State Survey Prep, Mock Survey Calendar, F-Tag Checklist, QAPI Tracker, SNF Survey Readiness Binder, Excel Template
Stop cramming when the survey window opens. Be survey-ready all 365 days.
Survey Ready 365 is a year-round state survey readiness system for nursing homes and SNFs, created by a licensed nursing home administrator (LNHA, MBA). It turns readiness into a monthly rhythm: one focus area and F-tag group per month, a mini mock survey, daily and weekly rounds, a QAPI tie-in, and an always-ready entrance conference binder.
WHAT'S INCLUDED
1. Survey Ready 365 Guide (21 pages): survey process primer (LTCSP steps, survey frequency, 2025 tag changes, the 2026 risk-based survey, all checked against current CMS survey resources), readiness operating system, 12-month mock-survey calendar with F-tag focus areas, monthly focus pages, daily and weekly rounds, high-risk radar, QAPI tie-in, entrance conference binder checklist by CMS timeframes, staff interview prep, survey-week command center, exit and plan-of-correction steps, F-tag quick reference
2. Monthly QAPI / QA Report Template (15 pages, 27 QA topics with review schedules)
3. Surveyor Hot List template: repeat-tag watch list plus standing survey focus areas
4. Department Survey-Prep Checklists: 19 sections (regulatory history, residents, dietary, environment, housekeeping, maintenance, security, social services, activities, business office, MDS, therapy, nursing, surveyor arrival, during survey, exit)
5. Resident Securement Observation Audit (16 weeks)
6. Wheelchair Van Securement Strap Function Audit (16 weeks)
7. Smoking Policy Compliance Observation Audit (12 weeks)
All audits use a Resident ID / Room column, never resident names.
FILLABLE EXCEL TRACKER (11 tabs)
Annual calendar, daily rounds P/F grid, 52-week audit tracker, high-risk radar, Fix-Now Log with days-open alerts, entrance binder checklist, QAPI dashboard with goal flags, QAPI monthly report tracker, Surveyor Hot List with Pass/Fail, interview practice log, and F-tag reference. Works in Excel and Google Sheets.
FORMATS: Complete printable PDF (49 pages, US Letter) + 7 editable Word templates (guide + 6 tools) + XLSX tracker.
PLEASE NOTE
Digital download. Educational tool only, not legal or regulatory advice, and no guarantee of survey results. Federal and state requirements change; always verify against current CMS (Appendix PP, Appendix Z, SOM Chapter 7) and your state agency. License: use within one organization.