Training Information

Training Name

Introduction to Surveying for Non-Long Term Care (BHFS-NLTC)

Activity Code


Training Description

This Introduction to Surveying for Non-LTC training intends to introduce Federal & State surveyors to survey processes associated with non-LTC facilities. This training introduces basic terminology & the observation, investigative, and interview skills surveyors use throughout the survey process. The training also provides examples of documentation for several non-LTC survey types, including hospitals, critical access hospitals, ambulatory surgical centers, and others. This training will aid learners in developing surveyor skills & proficiency by establishing a foundational understanding of the non-LTC survey process.

Training Objectives: On completion of this training, you will be able to:

  • Identify the key terms & roles associated with the certification & survey processes.
  • Identify the activities & purpose associated with each process and the differences between providers & suppliers.
  • Determine the proper methods to use when interviewing patients, family members, and facility personnel.
  • Determine if documentation follows guidelines for defensible deficiencies.
  • Determine if documents & statements adhere to the factors & guidelines that contribute to being an effective witness.
  • Identify the facts, responses, and statements that best support the government’s case during a hearing.

Training Duration: 9 hours

Completion Requirements: This self-paced Introduction to Surveying for non-LTC training includes a mandatory pretest, six learning modules, a mandatory posttest, and a CMS-approved training evaluation. Both the posttest and the evaluation must be completed to generate a certificate of completion. To pass the Introduction to Surveying for Non-LTC training, you must score a minimum of 80 percent on the training posttest.

Training CEUs: N/A

Email for Questions: The training is available on-demand online, 24 hours a day, 7 days a week. During the training, questions can be submitted using the comment tool. For all technical issues, including accessing the training, email; for all content-related questions, email

Note: The training is currently available as a PDF but will soon be reuploaded as an interactive online training. The original training used Adobe Flash player and is being converted to an updated format.


No prerequisites in addition to those indicated in the Prerequisites (Mandatory) section of the Training Plan.

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