CMS Survey Process 101: Learn the foundation to transform your understanding of The Conditions of Participation (CoPs)


centers for medicare and medicaid services survey processLearn the CMS survey process to understand regulatory expectations and improve patient care. In this course, we will discuss current survey approaches to prepare leaders, doctors, nurses and other healthcare professionals for regulatory compliance.

CMS maintains oversight for compliance with the Medicare health and safety standards for laboratories, acute and continuing care providers (including hospitals, nursing homes, home health agencies (HHAs), end-stage renal disease (ESRD) facilities, hospices, and other facilities serving Medicare and Medicaid beneficiaries), and makes available to beneficiaries, providers/suppliers, researchers and State surveyors information about these activities.

The survey (inspection) for this determination is done on behalf of CMS by the individual State Survey Agencies or deemed accrediting organizations. The functions performed for CMS under the agreements in Section1864 of the Social Security Act (the Act) are referred to collectively as the certification process.

Learn & Apply:

  • Identifying Potential Participants – Payment for health services furnished in or by entities that meet stipulated requirements of the Act. Identification includes those laboratories seeking to participate in the CLIA program.
  • Conducting Investigations and Fact-Finding Surveys – Verifying how well the health care entities comply with the “Conditions of Participation” (CoPs) or requirements. This is referred to as the “survey process.”
  • Certifying and Recertifying – Certifications are periodically sent to the appropriate Federal or State agencies regarding whether entities, including CLIA laboratories, are qualified to participate in the programs.
  • Explaining Requirements – Advising providers and suppliers, and potential providers and suppliers in regard to applicable Federal regulations to enable them to qualify for participation in the programs and to maintain standards of health care consistent with the CoPs and Conditions for Coverage (CfCs) requirements.

Meet the course instructor on CMS survey processes

Judy Courtemanche, President of Courtemanche & Associates, has served healthcare for more than 4 decades as an administrator and nurse. She has worked in many healthcare settings and served in leadership, managerial, educational and nursing roles. In addition, she worked in accreditation as a field surveyor, team leader and faculty for The Joint Commission. She has also served healthcare organizations and systems as a regulatory consultant and educator for more than 25 years, troubleshooting and assisting physicians, leaders and staff to successfully overcome regulatory challenges through understanding, education and creative solutions for difficult issues.

Be prepared to meet each of your CoPs by knowing them inside and out, applying them to improve care, and following best practices outlined in the course. Interested in our Nursing Contact Hours opportunity?

Take the Centers for Medicare and Medicaid Services Survey 101 course today!