This training is intended for learning purposes only, it is not official guidance. For official policies and guidance please refer to CMS laws and regulations, including the State Operations Manual (SOM) and CMS official guidance memos. Additional information is listed on the Training Disclaimer Page.
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The LTC Basic Online Training course will provide participants with a solid foundation in the skills and knowledge required to be an effective LTC surveyor. During the course, participants will be provided with learning opportunities that will aid in the development of their LTC surveyor expertise. Surveyors must complete the LTC Basic Online Training course before they become eligible to take the Surveyor Minimum Qualifications Test (SMQT). Target Audience: All surveyors and reviewers who currently conduct or review LTC surveys. This course may also be taken by experienced surveyors who are adding the LTC provider type to their list of survey responsibilities and current LTC surveyors taking the course as a refresher. Note: In response to the COVID-19 pandemic, CMS has been updating the standard recertification survey process for LTC. The modules are in the process of being updated to incorporate these changes. Please see the latest LTCSP procedure guide for the most current information.
Navigation Orientation
﹂ Lesson 1: LTC Survey Core Skills
﹂ Lesson 2: Module Activity: Finding Clues to Individualized Care with Your Virtual Survey Team
﹂ Lesson 1: Offsite Preparation
Updated on 12/19/2022
﹂ Lesson 2: Facility Entrance
﹂ Lesson 3: Initial Pool Process
﹂ Lesson 4: Guidelines for Determining Immediate Jeopardy
﹂ Lesson 5: End of Day 1 Team Meeting
﹂ Lesson 1: Selecting the Sample
﹂ Lesson 1: Guidelines for the Investigation
﹂ Lesson 2: Using the Critical Element Pathways
﹂ Lesson 3: Information Sources: Observations
﹂ Lesson 4: Information Sources: Interview
﹂ Lesson 5: Information Sources: Record Review
﹂ Lesson 6: End of Day Team Meetings
﹂ Lesson 1: Closed Record Review
﹂ Lesson 2: Mandatory and Triggered Facility Tasks
﹂ Lesson 3: Dining
﹂ Lesson 4: Infection Control
﹂ Lesson 5: Sufficient and Competent Nurse Staffing
﹂ Lesson 6: SNF Beneficiary Protection Notification Review
﹂ Lesson 7: Kitchen Observation
﹂ Lesson 8: Medication Administration Observation
﹂ Lesson 9: Medication Storage and Labeling
﹂ Lesson 10: Resident Council Interview
﹂ Lesson 11: Environmental Observations
﹂ Lesson 12: Personal Funds Review
﹂ Lesson 13: Resident Assessment
﹂ Lesson 14: QAA/QAPI Review
﹂ Lesson 1: Determining Critical Element Compliance
﹂ Lesson 2: Exercise: Using Appendix PP
﹂ Lesson 3: Determining Severity
﹂ Lesson 4: Team Analysis and Decision Making
﹂ Lesson 5: Determining Scope and Substandard Quality of Care
﹂ Lesson 6: Conducting the Extended Survey and Exit Conference
﹂ Lesson 1: Principles of Documentation
﹂ Lesson 2: Effective Writing
﹂ Lesson 1: Form CMS-2567
﹂ Lesson 2: Informal Dispute Resolution, Independent IDR, and Formal Appeal
﹂ Lesson 3: Defending Deficiency Citations
﹂ M9A: Introduction
﹂ M9A: Offsite Preparation
﹂ M9A: Facility Entrance
﹂ M9A: Initial Pool Process
﹂ M9A: End of Day 1 Team Meeting
﹂ M9A: Sample Selection Meeting
﹂ M9A: Investigation
﹂ M9A: Facility Tasks and Other Survey Activities
﹂ M9A: Determining Compliance, Severity, and Scope
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