Ace your next survey: Building confidence and compliance

Practical guidance for survey preparedness

Survey readiness comes down to how seamlessly clinical, operational, and documentation practices connect in daily work. With clear processes, aligned expectations, and visibility into potential risks, preparation feels more natural and less disruptive.

In this video, industry experts focus on practical strategies skilled nursing facilities can use to strengthen documentation habits, prepare staff with confidence, and leverage data-informed reviews to support ongoing readiness.

By watching, you’ll gain a better understanding of how to:

• Turn daily routines into ongoing readiness (e.g. rounds, audits, and QAPI meetings)
• Strengthen documentation accuracy and defensibility across care teams
• Prepare staff for interviews and onsite survey interactions
• Build a calm, confident survey culture, before the survey window opens
• Use analytics and internal reviews to identify and address risk areas early

Explore how operational and clinical habits can support survey confidence. The insights are practical, approachable, and designed to meet you where you are.

Speakers:
Allison Rainey, Head of Nursing & Clinical Informatics, MatrixCare

Jenny Lee, Regulatory Compliance Manager, MatrixCare