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Be Survey-Ready Every Day — Not Just Survey Day

Surveyors can walk in any day, unannounced. This comprehensive checklist covers everything they'll look at — documentation, environment, staffing, resident care, and staff interview readiness.

The Problem

Why this matters for your facility

CMS surveys are unannounced, comprehensive, and consequential. Surveyors review documentation, tour the environment, interview staff and residents, observe care delivery, and cross-reference everything against federal requirements. Most facilities go into survey mode when rumors of surveyors in the area start circulating — scrambling to fix obvious issues instead of maintaining survey readiness year-round. The result is predictable: deficiencies that could have been prevented with consistent preparation.

The Solution

What this template gives you

Our State Survey Prep Checklist is a comprehensive readiness assessment that covers every area CMS surveyors evaluate. Organized by survey focus area — documentation, physical environment, staffing, resident care, infection control, kitchen/dietary, and staff readiness — this checklist helps you identify and fix gaps before surveyors find them. Use it as a monthly readiness assessment or as an intensive preparation tool when your survey window approaches.

What's Inside

Here's exactly what you get when you download the State Survey Prep Checklist.

Documentation review checklist: care plans, MDS assessments, incident reports, physician orders

Physical environment walkthrough: life safety, infection control, resident rooms, common areas

Staffing and scheduling compliance: posted schedules, minimum staffing ratios, credential verification

Kitchen and dietary services: food safety, menu compliance, therapeutic diet documentation

Staff interview preparation: common surveyor questions by role with recommended responses

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Who Is This For?

This template was built for:

SNF administrators preparing for an upcoming state survey cycle

Quality assurance directors conducting internal readiness assessments

Directors of Nursing ensuring clinical documentation meets CMS standards

Facilities that received deficiencies in a previous survey and want to prevent recurrence

Need More Than a Template?

SNF Survey Readiness Services

Stop dreading survey day. Our CMS survey preparation program gives your team the systems, documentation, and confidence to pass with flying colors — every time.

State Survey Prep Checklist FAQs

Common questions about the State Survey Prep Checklist

Ready to Download?

Get the State Survey Prep Checklist and start improving your facility's compliance today.