SquareBiz Docs Survey Readiness Resource
Home Health Agency Survey Preparation Checklist
Use the interactive checklist above to organize the agency survey-readiness review. Document gaps, assign follow-up tasks and confirm that supporting records are current and accessible.
Important: This checklist is an organizational resource, not legal advice or a guarantee of licensure, certification or survey results. Requirements vary by state, payer, accreditor and agency type. Verify current requirements with the applicable authority.
What to review before a home health survey
- Personnel files: credentials, screening, orientation, competencies and training.
- Clinical records: assessments, plans of care, orders, visit notes and discharge records.
- QAPI: indicators, minutes, projects, complaints and corrective actions.
- Emergency preparedness: risk assessment, plans, training, exercises and follow-up.
- Infection prevention: surveillance, exposure response, PPE and staff education.
- Policies: confirm written procedures match actual agency practice.
How to use this checklist
- Complete an honest baseline review.
- Record an owner, evidence and due date for each gap.
- Recheck high-risk items and retain proof of correction.
- Repeat the review when requirements or operations change.
The interactive checklist appears above.
Survey-readiness resources
When the checklist identifies a gap, review these existing SquareBiz Docs resources and confirm that the product fits your agency type and jurisdiction.
- Survey Readiness Assessment Tool
- Home Health QAPI Manual
- Emergency Preparedness Plan Policy Template
- Home Care and Home Health Competency Checklist Bundle
- Infection Control Plan Policies
- 24/7 Home Health and Home Care Policy and Procedure Access
Frequently asked questions
Does this checklist guarantee that my agency will pass?
No. It helps organize a readiness review but does not replace current state, federal, payer or accreditor requirements.
How often should we complete a review?
Complete a baseline review, recheck unresolved gaps and repeat periodically, before an anticipated survey and after material changes.
What evidence should we keep?
Keep applicable policies, personnel and clinical records, minutes, audit results, training records, corrective-action plans and proof of follow-up.