Ambulatory Tools & Resources

Access complimentary regulatory and accreditation resources, tools, tracers, policy checklists and other key aids to facilitate ongoing success for Healthcare Professionals.

1:1 Monitoring for Suicidal Risk Patient Competency Checklist

This tool template is designed to ensure that your competency assessment documentation meets the intent of the competency assessment process. Simply populate the tool with the key steps of the skills you are assessing and follow the directions on the form.

Accu-Check II Cleaning and Disinfecting Competency Tool

Failure to properly clean and disinfect your Blood Glucose Monitoring equipment can result in Immediate Threat level findings.  This competency tool is designed to assess staff’s ability to properly manage the Accucheck-II equipment.

Adult Intravenous Access Insertion Competency Tool

This tool template is designed to ensure that your competency assessment documentation meets the intent of the competency assessment process. Simply populate the tool with the key steps of the skills you are assessing and follow the directions on the form.

Ambulatory Care Patient Tracer

Designed as a Universal tool for ambulatory care settings, utilize this tool to assess your Hospital-based or Free-Standing Ambulatory Care Operations for compliance with the CMS Conditions of Participation.

Anesthesia Technician Competency Tool

Designed to promote the assessment and documentation of competency, this tool contains core skills typically assigned to the role of Anesthesia Technician.

Anesthesia Tracer Tool

This tool is designed specifically to address all of the CMS Conditions of Participation and Accrediting Organization requirements for Anesthesia Management of the Patient.

Blood Transfusion Tracer Tool

This tool is designed specifically to address all of the CMS Conditions of Participation and Accrediting Organization requirements for the Management of the Patient having a Blood Transfusion.

Breast Milk Management Competency Assessment Tool

This tool template is designed to be integrated into your competency assessment program or the management of breast milk. Established indicators are designed to address key quality and safety areas.

Cardiac Cath Lab Tracer Tool

This tool is designed specifically to address all of the CMS Conditions of Participation and Accrediting Organization requirements for a patient undergoing a Cardiac Cath Procedure.

CareFusion Surgical Clippers Cleaning & Disinfecting Competency Tool

This tool template is designed to ensure that your competency assessment documentation meets the intent of the competency assessment process. Simply populate the tool with the key steps of the skills you are assessing and follow the directions on the form.

CDC Essential Elements of a Reprocessing Program for Flexible Endoscopes – Recommendations of the HICPAC

Flexible endoscope cleaning is a highly complex, essential process. Organizations must have a reliable system for endoscope reprocessing which minimizes infection risks. This guidance document from the CDC will assist your organization in establishing a step-by-step robust process that reduces or mitigates rick of infection and improves patient outcomes.

Changes in Patient Condition Competency Tool

This tool template is designed to ensure that your competency assessment documentation meets the intent of the competency assessment process. Simply populate the tool with the key steps of the skills you are assessing and follow the directions on the form.

Chemotherapy Tracer Tool

Utilize this tool to assess your organizations delivery of chemotherapy services to patients and determine your compliance with the CMS Conditions of Participation.

CMS Immediate Jeopardy Removal Plan Tool

This tool provides guidance to organizations regarding what to expect should the organization face an “IJ” finding and how to organize your response.

Competency Assessment Template

This tool template is designed to ensure that your competency assessment documentation meets the intent of the competency assessment process. Simply populate the tool with the key steps of the skills you are assessing and follow the directions on the form.

Competency Program Review and Human Resource File Review Tool

Competency Programs are one of the most important influencers of patient safety. Targeting key topics for discussion with Organizational Leaders, this tool is designed to help prepare your Human Resource/ Education and other key Leaders on key topics that lead to a successful Competency Program and Management of.

Computer Tomography (CT) Tracer Tool

Specifically designed to meet the needs of Quality and Accreditation/regulatory personnel to guide them through a thorough assessment of their organization’s Cat Scan(CT) Services based upon the CMS Hospital  Conditions of Participation and Accrediting organization requirements.

Considerations Malignant Hyperthermia Drills

This tool is designed with a touch of assessing risk and stimulating thought for when you are designing your malignant hyperthermia drill process.

Contracting for Care, Treatment & Services Policy Template

This policy is designed to ensure your policy addresses all of the required elements per The Joint Commission Standards.  Download the tool and personalize it for your organization.

Crash Cart Tracer Tool

Understanding and complying with your organization’s Crash Cart Management Process is vital to patient safety. Use this tool to trace compliance within your organization.

Dialysis Environment of Care Tracer Tool

This tool is designed specifically to address all of the CMS Conditions of Participation and Accrediting Organization requirements for the Dialysis Environment of Care.

Dialysis Patient Care Tracer Tool

Specifically designed to meet the needs of Quality and Accreditation/regulatory personnel to guide them through a thorough assessment of their organization’s delivery of patient care service within Dialysis Services based upon the CMS Hospital Conditions of Participation and Accrediting organization requirements.

Dialysis Patient Record Tracer Tool

This tool is designed specifically to address all of the CMS Conditions of Participation and Accrediting Organization requirements for Documentation on a Dialysis Patient.

Dialysis QAPI Tracer Tool

This tool is designed specifically to address all of the CMS Conditions of Participation and Accrediting Organization requirements for a successful QAPI Program in Dialysis.

Emergency Management Program Review Tool

CMS and Accrediting Organizations recently revised the requirements for Emergency Management – Use this tool to ensure your program meets the expectations.

Endoscope Cleaning-Disinfecting-Storage Tracer Tool

Utilize this tool to assess your Sterile Processing Department for compliance with the CMS Conditions of Participation and Accrediting Organization Requirements related to the care of surgical instruments.

Essential Contract Addendum Template for Healthcare Providers

Organizations continue to work on embedding performance expectations into their contracts.  This tool condenses all of accreditation/regulatory requirements into one easy to use contract addendum potentially eliminating the need to renegotiate an entirely new contract.

Exergen Temporal Thermometer Competency Tool

This tool template is designed to ensure that your competency assessment documentation meets the intent of the competency assessment process. Simply populate the tool with the key steps of the skills you are assessing and follow the directions on the form.

Eyedrop Instillation Competency

This tool is designed to ensure that your competency assessment documentation meets the intent of the competency assessment process. Simply populate the tool with the key steps of the skills you are assessing and follow the directions on the form.

Food Service and Nutrition checklist

Designed to guide you through tracing both the physical plant of food services, including the kitchen and other food/nutrition storage areas in addition to tracing the clinical nutrition process for patients.

Glucometer Management Tracer Tool

This tool template is designed to ensure that your competency assessment documentation meets the intent of the competency assessment process. Simply populate the tool with the key steps of the skills you are assessing and follow the directions on the form.

Hazardous Chemical Use Tracer Tool

Proper management of hazardous chemicals keeps patients, staff and visitors safe. This tool will help you to assess compliance with the most current requirements.

Human Resources File Review Checklist

The HR File Review Checklist is designed to provide you with a comprehensive list of the documents needed to substantiate compliance with regulatory and accreditation standards.

Hyperbaric Therapy Tracer Tool

Specifically designed to meet the needs of Quality and Accreditation/regulatory personnel to guide them through a thorough assessment of their organization’s Hyperbaric Services based upon the CMS Hospital  Conditions of Participation, Accrediting organization requirements and applicable guidelines.

Imaging Xray-Fluoroscopy Tracer Tool

This tool is designed specifically to address all of the CMS Conditions of Participation and Accrediting Organization requirements for Patients Undergoing a X-ray Procedure.

Last Minute Survey Checklist

Our last-minute survey checklist contains many of the most common survey findings that are easily correctable.  Use this list as a last-minute survey checklist or as a guide to daily survey readiness operations.

Leadership Guidance Tool

Targeting key topics for discussion with Organizational Leaders, this tool is designed to help prepare your Leadership team for interactions with your Accrediting Organizations or CMS Survey team.

LLD, HLD and Instrument Processing

This tool template is designed to ensure that your competency assessment documentation meets the intent of the competency assessment process. Simply populate the tool with the key steps of the skills you are assessing and follow the directions on the form.

Malignant Hyperthermia Competency Tool

Management of Malignant Hyperthermia takes honed skills that are not often used, This tool is designed with the core elements of Malignant Hyperthermia in the tool for ease of use.

Managing Fail Cycles, Spills and Maintenance of the Trophon Competency Tool

Proper skills in the maintenance of your Trophon equipment is essential to patient safety. This tool provides the detailed criteria to which staff must be competent in order to safely use the Trophon.

Maternal Hemorrhage Safety Program Checklist

Designed to promote the assessment and documentation of competency, this tool contains core skills typically assigned the responsibility of cleaning ultrasound probes.

Maternal Hemorrhage Tracer Tool

This tool template is designed to ensure that your competency assessment documentation meets the intent of the competency assessment process. Simply populate the tool with the key steps of the skills you are assessing and follow the directions on the form.

Medical Equipment Tracer Tool

Specifically designed to meet the needs of Quality and Accreditation/regulatory personnel to guide them through a thorough assessment of their organization’s Medical Equipment Management Process based upon the CMS Conditions of Participation and Accrediting organization requirements.

Medical Staff Credentialing File Checklist

Utilize this tool to ensure that your Medical Staff Credentialing/ Privileging documentation is compliant with the CMS Conditions of Participation.

Medical Staff Credentialing/Privileging Program Review Tool

Targeting key topics related to the management of the Medical Staff, this tool is designed to help prepare your Leadership team for interactions with your Accrediting Organizations or CMS Survey team.

Medication Administration Competency Skill Checklist

Designed to promote the assessment and documentation of competency, this tool contains core skills typically assigned to those individuals responsible for the administration of medications.

Moderate Sedation Tracer Tool

This tool is designed specifically to address all of the CMS Conditions of Participation and Accrediting Organization requirements for Patients Undergoing Moderate Sedation.

MRI Tracer Tool

Specifically designed to meet the needs of Quality and Accreditation/regulatory personnel to guide them through a thorough assessment of their organization’s MRI Services based upon the CMS Hospital Conditions of Participation and Accrediting organization requirements.

Negative Pressure Wound Therapy Competency Tool

This tool template is designed to ensure that your competency assessment documentation meets the intent of the competency assessment process. Simply populate the tool with the key steps of the skills you are assessing and follow the directions on the form.

Nuclear Medicine Tracer Tool

Specifically designed to meet the needs of Quality and Accreditation/regulatory personnel to guide them through a thorough assessment of their organization’s Nuclear Medicine Services based upon the CMS Hospital Conditions of Participation and Accrediting organization requirements.

Pain Management Competency Tool

This tool template is designed to ensure that your competency assessment documentation meets the intent of the competency assessment process. Simply populate the tool with the key steps of the skills you are assessing and follow the directions on the form.

Peri-Operative Outpatient Tracer

Utilize this tool to assess your processes for managing patients undergoing surgical/invasive procedures that do not require inpatient admission. Criteria is based upon the CMS Conditions of Participation and Accrediting Organization Requirements.

Personal Protective Equipment Donning-Doffing Competency Tool

Designed to promote the assessment and documentation of competency, this tool contains core skills associated with the donning and doffing of Personal Protective Equipment and can be used to assess these skills in any staff member.

Point of Use Cleaning Tracer Tool

A problematic area often cited on surveys, this tool is designed to walk the user through the process to be followed for cleaning equipment at the point of use.

QA-PI Plan Attachment- Gap Analysis and Risk Assessment Approaches

Assessing Risks and the risk assessment process is a staple of our QA-PI programs. This tool is designed to help you describe the process within your QA-PI Plan.

Rehabilitation Services Tracer Tool

Specifically designed to meet the needs of Quality and Accreditation/regulatory personnel to guide them through a thorough assessment of their organization’s Rehabilitation Services based upon the CMS Conditions of Participation and Accrediting organization requirements.

Respiratory Tracer Tool

Specifically designed to meet the needs of Quality and Accreditation/regulatory personnel to guide them through a thorough assessment of their organization’s Respiratory Services based upon the CMS Conditions of Participation and Accrediting organization requirements.

Risk Assessment Tool – Generic

Assessing risk is the latest strategy for organizations to utilize to set priorities. This tool is designed to facilitate that assessment regardless of the situation/ process you are evaluating.

SAMHSA Useful Resources on Opiod Overdose Prevention

This resource provides a summary of the Opioid Crisis Management Strategy set for by SAMHSA and can be used to determine and design your organizations focus area for fighting the Opioid Epidemic.

Sample Educational Workplace Violence Template

This tool is designed specifically to assist the organization in designing an Education and Training Program for Workplace Violence and ensure that all of the CMS Conditions of Participation and Accrediting Organization requirements are met.

Sharps Use Tracer Tool

The Sharps Exposure Tracer Tool is designed to be used to conduct a comprehensive assessment to your Sharps Exposure plan.

Sleep Study Center Tracer Tool

Specifically designed to meet the needs of Quality and Accreditation/regulatory personnel to guide them through a thorough assessment of their organization’s Sleep Lab/Sleep Study  Services based upon the CMS Conditions of Participation and Accrediting organization requirements.

Surgical Instrument InspectionTool

Utilize this tool to assess your Sterile Processing instrument inspection process to ensure compliance with the CMS Conditions of Participation and Patient Safety.

Survey Readiness Execution Checklist

This checklist accounts for 16 components and the necessary tasks required for survey readiness. 

Tissue System Tracer Tool

This tool is designed specifically to address all of the CMS Conditions of Participation and Accrediting Organization requirements for Patients having a Tissue Implant.

TJC Required Plans-Policies-Documents List

Formatted in an easy-to-use document, this list contains the most current documents that your organization must have ready for the surveyors from the moment they enter your organization.

Trophon Use Competency Tool

This tool template is designed to ensure that your competency assessment documentation meets the intent of the competency assessment process. Simply populate the tool with the key steps of the skills you are assessing and follow the directions on the form.

Ultrasound Tracer Tool

This tool is designed specifically to address all of the CMS Conditions of Participation and Accrediting Organization requirements for Patients Undergoing an Ultrasound Procedure.

Workplace Violence Sample Education & Training Plan Design

This tool is designed specifically to assist the organization in designing an Education and Training Plan for Workplace Violence and ensure that all of the CMS Conditions of Participation and Accrediting Organization requirements are met.

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