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Pre-Conference
Quality Indicator Survey - The Fundamentals of What You Need to Know
Kenneth Daily, LNHA
*The QIS process training is a two-day, 11 hour course which will cover each
of the two phases and the nine tasks.
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Day 1 – Tuesday, October 20, 2009
Across America CMS continues to transition to the Quality Indicator Survey
(QIS) process. The QIS process incorporates a comprehensive, systematic
and automated approach to review all regulatory areas. Through the use of
sophisticated computer software, surveyors determine a facility’s Quality
Care Indicators (QCIs) and subsequently compares this facility’s outcomes to
the nationally established thresholds. Each QCI that is greater than the CMS
threshold requires an in-depth surveyor investigation to determine facility
compliance.
The Fundamentals of What You Need to Know will guide participants through
CMS’s two-phase multi-task process with a comprehensive review including
off-site preparation, entrance process, the initial tour, sample selection,
investigative interviews, observations and record reviews, facility level task
reviews, QCI determinations, surveyor investigations, preliminary deficiency
determinations, and deficiency outcomes. This will be a tremendous opportunity
to learn the Quality Indicator Survey process from one of the nation’s leading
QIS educators and to receive accurate and up-to-date information on the survey
process changes.
| 7:00 to 8:00 a.m. |
Registration & Continental Breakfast |
| 8:00 - 8:30 a.m. |
Overview of the Quality Indicator Survey process
and its development, implementation and outcomes |
| 8:30 - 10:00 a.m. |
Review of the 162 Quality Care Indicators |
| 10:00 - 10:15 a.m. |
Break |
| 10:15 - 12:00 noon |
Procedural tasks including off-site preparation, entrance
and on-site activities, initial tour and resident sampling
and the use of MDS data |
| 12:00 - 1:00 p.m. |
Lunch |
| 1:00 - 1:30 p.m. |
Procedural tasks including resident interviews,
observations and record review, family interviews, staff
interviews, comprehensive record reviews and facility
level tasks |
| 1:30 - 1:45 p.m. |
Break |
| 1:45 - 3:00 p.m. |
Surveyor investigative protocols, triggered facility
tasks, medication review, survey data gathering,
deficiency determination, exit conference |
Day 2- Tuesday, October 21, 2009
The QIS software identifies the care areas to be investigated in Stage II by
determining a facility’s Quality Care Indicators. CMS has an extensive list of
procedural guidelines for surveyors to use for the investigations including the
nursing home regulations and the state operations manual, CMS’s published
guidelines which are a collection of detailed protocols and the QIS process’
Critical Element Pathways. The Critical Element Pathways are a systematic
and consistent way to review a variety of care issues and services. CMS
has developed these additional tools for surveyors in order to enhance the
investigative process.
Beyond the Basics … Investigations, Processes and Outcomes will explore
the processes and techniques used by surveyors to investigate and validate the
existence of non-compliance. There will be a comprehensive evaluation of
the Critical Element Pathways along with the CMS’s state operations manual
and regulatory guidelines that are commonly used during the Quality Indicator
Survey. Mr. Daily will share innovative, proactive, realistic approaches to
identify your facility’s survey weaknesses and how to prepare for the new
survey process. This will be a tremendous opportunity to learn the Quality
Indicator Survey process from one of the nation’s leading QIS educators and to
receive accurate and up-to-date information on the survey process changes.
| 8:30 - 9:00 a.m. |
Registration & Continental Breakfast |
| 9:00 - 9:30 a.m. |
Surveyor Investigation Techniques |
| 9:30 -10:00 a.m. |
Critical Element Pathways |
| 10:00 - 10:15 a.m. |
Break |
| 10:15 - 12:00 noon |
Critical Element Pathways |
| 12:00 - 1:00 p.m. |
Lunch |
| 1:00 - 1:30 p.m. |
Deficiency Determinations and Surveyor Conclusions |
| 1:30 - 1:45 p.m. |
Break |
| 1:45 - 3:00 p.m. |
Preparing for the QIS |
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