Office Based Surgery Tools & Resources

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.

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.

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.

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

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.

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.

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.

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 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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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

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

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

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.

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.

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.

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.