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
State Survey Prep Checklist FAQs
Common questions about the State Survey Prep Checklist