- Mock Surveys Services
Mock Surveys
Mock surveys are conducted using current regulatory methodology to replicate the expectations and approach of actual surveyors.
- Mock Survey Process
Services Include
- Clinical and operational tracer reviews
- Staff interviews assessing knowledge, competency, and practice consistency
- Documentation audits focused on accuracy, completeness, and internal consistency
- Identification of high-risk findings, including Immediate Jeopardy and repeat deficiency exposure
Survey Deliverable
Each mock survey concludes with a detailed findings report and actionable improvement plan.
- Risk Mitigation
Reportable Event and Investigation Review
Reportable events present significant regulatory risk when documentation is incomplete, inconsistent, or unsupported by facts.
The objective is to ensure investigations are accurate, defensible, and fully compliant with regulatory expectations.
This service focuses on:
- Validation of event timelines and investigative findings
- Alignment of staff statements with summaries and conclusions
- Verification that corrective actions were implemented as documented
- Organization and completeness of reportable event files
- Alignment
Policy and Practice Alignment
Policies must be implemented consistently and reflected accurately in daily practice and documentation.
- Review of facility policies for regulatory alignment
- Development of clear education objectives and documentation standards
- Integration of policies into staff education and competency validation
- Elimination of vague or non-specific training records
The objective is to ensure investigations are accurate, defensible, and fully compliant with regulatory expectations.
- Leadership Support
Leadership Oversight and Coaching
Effective survey readiness depends on informed and engaged leadership.
Targeted coaching is provided to:
- Administrators
- Directors of Nursing and Assistant Directors of Nursing
- Regional and clinical leadership teams
Focus areas include:
- Oversight of significant events and investigations
- Verification of corrective actions and follow-through
- Routine review of high-risk processes
- Prevention of repeat deficiencies and escalation
- Who We Serve
Intended Clients
These services are designed for:
Facilities with recent or repeated survey deficiencies
Organizations at risk for enforcement actions or heightened regulatory oversight
Newly acquired or transitioning facilities
Leadership teams seeking to strengthen compliance infrastructure and reduce survey-related risk
- Professional Approach
Policy and Practice Alignment
Survey readiness is achieved through disciplined processes, accurate documentation, and consistent oversight. Our approach emphasizes clarity, accountability, and regulatory defensibility—ensuring facilities are prepared not only for surveys, but for ongoing compliance.
Ready to Schedule a Mock Survey?
Identify vulnerabilities before surveyors do. Let us help you build confidence through preparation.