CMS Survey Process 101

Learn the Foundation to Transform Your Understanding of The Conditions of Participation (CoPs)

Foundational Course

CMS Survey Process 101


Learn 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.

Learn & Apply

Learn the Foundation to Transform Your Understanding of The Conditions of Participation (CoPs)

  • Identifying

    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

    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 & Recertifying

    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

    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.

About the Instructor

Judy Courtemanche, Founder of Courtemanche & Associates

Hello, I’m Judy Courtemanche
Founder and former President of Courtemanche & Associates.

I have served healthcare for more than 4 decades as an administrator and nurse. I have worked in many healthcare settings and served in leadership, managerial, educational and nursing roles. I have worked in accreditation as a field surveyor, team leader and faculty for The Joint Commission. In addition, I have also served healthcare organizations and systems as a regulatory consultant and educator for over 25 years, troubleshooting and assisting physicians, leaders and staff to successfully overcome regulatory challenges through understanding, education, practical application, and proven solutions for persistent and difficult issues.

Learn More

Reach out and contact us today to learn more about our eLearning opportunities.

Completion is eligible for CE credits through the ANCC.

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