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10-Point LTC Survey Readiness Checklist
Feel confident, prepared, and survey-ready without the guesswork.
Staying compliant with Centers for Medicare and Medicaid Services (CMS) requirements can feel overwhelming. This checklist helps professionals in long term care (LTC) quickly identify gaps, strengthen documentation, and prepare for surveys with confidence.
CMS Expectations
Ongoing staff competency
Documented training
Evidence of performance improvement (QAPI)
Administrative oversight
Quick Compliance Check
Staff Competency Is Current (F726)
Continuing Education (CE) Requirements Are Met & Documented (F658)
Download the compliance tracker for the remainder of the checklist
Documentation Check
Every entry should clearly answer:
What was done
Why it was done
What the outcome was
Why This Matters
Small gaps in compliance can lead to major survey issues. This checklist helps you:
Catch issues early
Reduce survey risk
Improve documentation clarity
Strengthen team accountability
Stay aligned with CMS expectations
About the Author
Jeri Pleticha, Registered Nurse (RN)
Continuing Education (CE) for professionals in long term care (LTC)
How To Use This Checklist
Review each section regularly with your team. Use it during audits, staff meetings, and pre-survey preparation to ensure consistent compliance and readiness.
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