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5 Tips for Survey Preparedness in Post-Acute Care & Senior Living

Julie Halfpop RDN, LD
Julie Halfpop RDN, LD | July 25, 2025

As a leader in post-acute care or senior living, you know that survey readiness is crucial for maintaining quality care and regulatory compliance.

Here are five essential tips to help your community stay prepared for surveys:

1. Know Your Regulations Inside & Out

Understanding the regulations that govern your entity is the foundation of survey preparedness. Make sure your leadership team and key staff members are well-versed in the specific requirements for your type of facility. Regularly review and update your knowledge of federal, state and local regulations to ensure you're always in compliance.

2. Develop a Culture of Continuous Readiness

Create an environment where survey readiness is part of your daily operations and not just a last-minute scramble. Focus on delivering high-quality care and maintaining resident satisfaction at all times. This approach ensures that your community is always prepared for surveys while prioritizing what matters most – the well-being of your residents.

3. Educate Staff & Stay Informed on Survey Trends

Provide ongoing education to your staff about the survey process, including what to expect and how to interact with surveyors. Additionally, stay informed about national and state survey trends. This knowledge will help you anticipate potential focus areas and proactively address them in your community.

4. Conduct Regular Audits & Engage Staff

Implement a schedule of regular internal audits to identify areas of concern before they become issues during a survey. Engage your staff in these audits to promote a sense of ownership and accountability. Use the results to develop action plans for improvement and track progress over time.

5. Foster Accountability & Collaboration

Hold your team accountable for meeting expectations and achieving goals related to survey readiness. Recognize and reward staff members who consistently demonstrate best practices. Additionally, consider partnering with other communities to conduct mock surveys for each other. This collaboration can provide fresh perspectives and valuable insights to improve your survey preparedness.

Remember, survey readiness is an ongoing process that requires dedication and teamwork. By implementing these tips, you'll be well on your way to creating a culture of excellence that shines during surveys and, more importantly, benefits your residents every day.

For more ideas and resources to enhance your survey preparedness, be sure to check out our Martin Bros. Survey Readiness Toolkit. It's packed with additional strategies and tools to help your community stay ahead of the curve and deliver exceptional care.

This toolkit and many other resources are available to Martin Bros. customers! Not a Martin Bros. customer yet? Find out more about what Martin Bros. has to offer here!

 

Questions or comments about this article? Feel free to contact us!

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