State Survey Training Manual
This manual contains both the following lessons and laminates. The slides used in the manual are provided to facilitate additional staff training.
Lessons
1 - Welcome and Introductions [PDF,118KB]
2 - Transitioning to New Conditions for Coverage [PDF, 913KB]
3 - Using the New Survey Process [PDF, 1.7M]
4 - Infection Control/Physical Environment [PDF, 1.3M]
5 - Reuse [PDF, 489KB]
6 - Patient Assessment, Plan of Care, Medical Records [PDF, 763KB]
7 - Quality Assessment and Performance Improvement [PDF, 3.2M]
8 - Patients' Rights, Grievances, Involuntary Discharge [PDF, 472KB]
9 - Water and Dialysate [PDF, 1.1M]
10 - Personnel & Medical Director [PDF, 383KB]
11 - Governance, Emergency Preparedness, Laboratory Services, Special Purpose Dialysis Facilities [PDF, 644KB]
12 - Survey and Certification Issues [PDF, 456KB]
13 - Care at Home [PDF, 651KB]
14 - General [PDF, 3.3M]
15 - Worksheets [PDF, 481KB]
16 - Surveyor Tools [PDF, 376KB]
Surveyor "Laminates" are used as abbreviated survey guidance
- Updated: Measures Assessment Tool (MAT): 2-page summary of the standards used in assessing compliance with requirements (Version 1.6) [PDF, 165KB]
- Helpful Web Sites for ESRD Surveyors: 2-page listing of recommended Web sites inside and outside CMS (Version 1.1) [PDF, 154KB]
- Outline of the Basic ESRD Survey Process: 4-page list of tasks in the survey process (Version 1.4) [PDF, 215KB]
- Updated: End Stage Renal Disease Facilities V-Tags & Identifiers: 3-page list of V-Tags and Aspen identifiers along with Condition statements from the Interpretive Guidance (Version 1.3) [PDF, 228KB]
- Infection Control/Requirements for Isolation Room or Area: 2-page description of V-tags and descriptors plus requirements for all facilities, existing facilities and new facilities (Version 1.3) [PDF, 139KB]
- AAMI RD52 Table 4/Water Chart Decision Tree: Adapted from AAMI RD 52, Table 4 and Figure 1. [PDF, 174KB]
- Chemical Contaminant Levels in Water Used to Prepare Dialysate/Water System Flow Diagram: 2-page summary of the ANSI/AAMI RD 62 water levels and a diagram of a typical water system (Version 1.0) [PDF, 175KB]
- Updated: Correlation Grid of Patient Assessment & Plan of Care/Timelines for Patient Assessment & Plan of Care: 2-page summary showing the relationship between patient assessment and plan of care requirements (Version 1.3) [PDF, 139KB]
- Personnel Requirements/National Commercial PCT Certification Organizations: 2-page summary of requirements for staff of a dialysis facility (Version 1.2) [PDF, 134KB]
- Principles of Documentation Overview: 2-page adaptation of the Principles of Documentation (Version 1.0) [PDF, 111KB]
- Dialysis Lab Tests At a Glance: 2-page listing of common blood tests for people on dialysis (Version 1.1) [PDF, 213KB]
PowerPoints Used in Student Manual
View or download slides in Microsoft PowerPoint (PPT) or PDF format.
Lesson 2 - Transitioning to New Conditions for Coverage
[PPT, 1.4M] [PDF, 1.4M ]
Lesson 3 - Using the New Survey Process
[PPT, 2.6M] [PDF, 2.2M ]
Lesson 4 - Infection Control/Physical Environment
[PDF, 548KB ]
Lesson 5 - Reuse[PDF, 3.9M ]
Lesson 6 - Patient Assessment, Plan of Care, Medical Records
[PDF, 489KB ]
Lesson 7 - Quality Assessment and Performance Improvement
[PDF, 1.1M ]
Lesson 8 - Patients' Rights, Grievances, Involuntary Discharge
[PDF, 229KB]
Lesson 9 - Water and Dialysate [PDF, 720KB]
Lesson 10 - Personnel & Medical Director [PDF, 80KB]
Lesson 11 - Governance, Emergency Preparedness, Laboratory Services, Special Purpose Dialysis Facilities
[PDF, 252KB]
Lesson 12 - Survey and Certification Issues [PDF, 90KB]
Lesson 13 - Care at Home [PDF, 262KB]