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Meet Record Requirements?
New Form Simplifies Survey Prep

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April 25, 2024

Client/patient records are a vital part of the accreditation survey process. When a Surveyor arrives for your on-site survey, your home care or home infusion therapy organization must provide several client/patient record reports during the opening conference. A new ACHC checklist (see details further down) is available to help you assess your organization’s compliance with client/patient record requirements.

Reports required for the following settings:

Your Surveyor should be able to view or access all required client/patient records. Client/patient records should be available for the Surveyor to access either in hard copy or electronic format.

Being prepared to promptly supply client/patient record reports is critical. Failure to grant the Surveyor timely access to client/patient records may lead to survey deficiencies.

The Surveyor will use the reports to determine which client/patient records will be reviewed and which client/patient home visit will be conducted during your survey.

Three client/patient record reports are required:

  • Active Census Report
  • Schedule of Visits Report
  • Discharged/Transferred Clients/Patients Report

Required Client/Patient Records

Your Surveyor should be able to view or access all required client/patient records. Client/patient records should be available for the Surveyor to access either in hard copy or electronic format.

Being prepared to promptly supply client/patient record reports is critical. Failure to grant the Surveyor timely access to client/patient records may lead to survey deficiencies.

The Surveyor will use the reports to determine which client/patient records will be reviewed and which client/patient home visit will be conducted during your survey.

Three client/patient record reports are required:

  • Active Census Report
  • Schedule of Visits Report
  • Discharged/Transferred Clients/Patients Report

 

Survey Prep Checklist

Our new checklist, customized for your setting, can help you prepare for your ACHC Accreditation survey. The checklist details survey expectations for client/patient records. Use it to assess your survey readiness and take corrective steps, if needed, to avoid deficiencies.

A guide on electronic medical record (EMR) survey best practices is also provided for organizations that use and store electronic client/patient medical records.

Download a copy of the checklist from the ACHC customer portal (under “Resources”) or complete the accompanying form to receive an email with a link to the checklist.

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ACHC is your partner in accreditation. For information on ACHC Accreditation, email [email protected] or call (855) 937-2242

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