CMS Survey Solutions Series 2017; Session #2: Surgical Services, Medical Records, Pharmacy & Others

Version:  2017

Are you expecting a Federal Survey soon from CMS? If you are Deemed Status you of course must follow the same Federal requirements set forth in the Medicare Conditions of Coverage (CfC). There are 4 types of surveys (initial, recertification, complaint and validation) and all follow the same rules. Whether you are new to this position, or you have been through survey in the past, it is often hard to keep up with the changes,  and know where to start. This webinar provides information current up to 2017.


We have created a comprehensive 3 - part training series to assist you by outlining the rules and providing you the necessary tools so you won't need to recreate the wheel. You may attend individual sessions that are of interest to you or all three as a complete discounted package on the date of your choice. Can't attend live? Recorded sessions will be available after the initial date. Email address will be provided for personal Q&A after viewing each session.


You will find these sessions an easy way to prepare in advance for a Medicare survey, invite your staff to participate as a team! This is your best defense to avoid a lengthy Plan of Correction. Each session will run for 1.5 hours and allow plenty of time for questions and answers.

Availability: In stock

CMS Survey Solutions Series 2017


Presented by: Cathy Montgomery, RN

Version:  2017

We are beginning our CMS Survey Solution Series, which will be broken down into three (3) one and a half hour sessions.  The CMS Survey Solutions Series will be offered on a variety of dates on a monthly basis until further notice.  So, if you cannot attend one date, perhaps you can pick up the session in the following months, but don't delay too long.

The three sessions consist of:

  • Session One: Governance, organization, Patients Rights, QA/PI
  • Session Two:  Surgical services, infection prevention, medical records
  • Session Three: Life Safety Codes and Environment

Session 2 Content

Surgical Services: Safe Surgical Checklist, neutral zone, borrow instruments, sterilization requirements, just to name a few of the things surveyors will be looking for. We will discuss the requirements for RN's administering conscious sedation.

Medical Records: HIPAA requirements, content requirements, examples of forms.

Pharmacy, Laboratory and Radiology: USP797 rules will be provided as well as CDC rules for safe injection practices. How should you handle MDV's? Drug recall policies as well as  the newest ruling on radiology oversite requirements will be provided.

Infection Control Program: This standard 416.51,  will cover the most daunting of all. We will be sharing the most common citations and how to avoid them. As well we will discuss the elements of the Plan that you need to include for success, including the most recently updated surveyor worksheet.

 Handouts provided as part of this session include:

  • USP797 Pharmacy Rules
  • OR Fire Risk Assessment Tool
  • DEA Directions for Destroying Narcotics
  • Instructions for Scoring Fire Risk
  • Infection Control Worksheet
  • Infection Control Risk Assessment
  • OSHA Forms

*This webinar is worth one and half Contact Hours of continuing education.  Each participant will receive a Certificate of Participation for attending this webinar.

Price:  $199.00 / individual 1-1/2 hour session;   if you order all three sessions, your price will be discounted to $150.00 / session or $450.00 for the 3 sessions.

CMS training without having to take the time and expense to travel to another city meeting venue.

This price includes one internet connection and one Toll Free telephone connection + presentation note-taking handout + other handouts and tools.  You are welcome to have your office members sit in on this webinar as long as they can view and listen through this one connection.   Upon ordering this webinar, you will receive an email with your personal login information.  This login is personally yours and should not be given out to others as you might bump yourself off the webinar.


CLICK HERE to read about Session 1.

CLICK HERE to read about Session 3.

CLICK HERE to see what HANDOUTS will be given out for Session 1, Session 2 and Session 3.

*About CE Contact Hours:

Excellentia Advisory Group LLC is approved by the California Board of Registered Nursing, Provider CEP 15481

Issue Date: 4/6/2010; for 1.5 contact hours.

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