Survey Preparation Suggestions

1. Ensure that all staff understand their role in the survey process and continue checking for compliance on a regular basis.
2. Gather necessary and preferred documentation (ensure that everything is current). See Appendix A: Evidence Binder for a sample format.
   • Floor plan
   • Organizational chart
   • List of staff and roles
   • Hours of operation
   • List of services including any that may be contracted
   • Quality assurance/quality improvement plans
   • Infection control plan
   • Network agreements
   • Copy of current CLIA
   • Current policy and procedure manual
   • Documentation of clinic ownership