Get your entire team ready for the moment surveyors walk through the front door

Using a mock survey approach that fully integrates the tracer methodology is a particularly effective way to take a snapshot of your organization’s compliance and ensure staff are ready in the event of an unannounced survey.
  
The four major phases to the process are:

• Develop your mock survey approach and schedule
  • Get a good understanding of what you’re trying to accomplish and how much time you have to do so.
• Form and train your teams
  • Ideally, the mock survey teams will have gone through a Joint Commission survey and be experts in the areas covered by the standards.
  • Be sure team members know what they’re doing.
• Conduct the mock survey and monitor the teams’ progress
  • Keep in contact with the heads of the survey teams and make sure they’re on time, on schedule, and not encountering any roadblocks.
• Analyze results and create an action plan
  • Prioritize issues that need immediate attention. Then further divide that list into items that can be completed by a manager and items that require the input of the whole organization.

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