CMS Facility Assessment Template and Resources
Resources for Requirements of Participation (RoP) for Skilled Nursing Facilities (SNFs)
Are you ready for Phase Two of the RoP?
These resources have been compiled to support the implementation of the RoP for SNFs and have been updated to reflect the most recent changes.
The Facility Assessment Template is a downloadable Word Document formatted for ease of use and identifies the reports and additional information you will need to collect in order to complete the form.
Download it on its own or with the accompanying instructions. We hope these resources help you get ready for your completion of the facility assessment.
For further information on what changes PointClickCare is making to help you with the implementation of the RoP, please watch the webinar at the bottom of this page, or connect to our online community, The Pulse.
For more details on PointClickCare and the RoP, contact your account manager or reach out to our PointClickCare Success Team at success@pointclickcare.com.
Resources
- Instructions for Completing the Facility Assessment Template
- Editable Facility Assessment Template (Changes mandated effective August 8, 2024)
Archive
This template can be used for completing the facility assessments and was provided by the QIO. This document was used in the creation of the PointClickCare formatted facility assessment document.
We based our template on the facility assessment tools provided by the Quality Improvement Organization (QIO) original guidance. For more information about the QIO and news about the program, visit the Centers for Medicare & Medicaid (CMS) Quality Center.
Best-practice resources for Long-Term Care and Infection Control Programs
CMS and QIO resources for implementing a comprehensive QAPI program.
- QAPI Tools and Resources
- QAPI Written Plan How-to Guide
- QAPI: Five Elements
- QAPI at a Glance: Step by Step Guide to Implementing QAPI
Baseline Care Plan
- BCP versus CPC: This document outlines the requirements for the baseline care plan and the comprehensive care plan.
- Baseline Care Plan and Summary Checklist: This checklist identifies all the requirements that must be met for compliance with the Baseline Care Plan and Summary and can be used as a compliance audit tool during the transition.
- Creating a Baseline Care Plan Dashboard View: This document outlines how to create a dashboard view for Baseline Care Plans in PointClickCare.
New Survey Process and F-Tags
Effective November 28, 2017, the new survey process, a hybrid of the QIS and standard surveys will begin. The resources below identify the changes of what to expect with the new process.
- New Survey Process: CMS PPT Presentation on New Process
- Full List of F-Tags
- New Entrance Form: Entrance Conference Form
- New 802 Matrix: Matrix with Instructions
- Revised Long-Term Care Surveyor Guidance
CMS/Other RoP Resources
Surveyor Resources for Replacing Medication Tables
These resources have been provided to surveyors for the use in determining compliance with F329 and other medication related tags currently and as of November 28, 2017, new tags F756, F757, F758. This list replaces the previously available medication tables in Appendix PP.
PointClickCare Products Supporting RoP (Subscription Required)
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Advanced Insights
Clinical, financial and operational metrics that enhance patient care, improve quality and drive reimbursement.
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Integrated Results
Order tests and get instant access to lab and radiology results directly within a resident record.
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Integrated Direct Messaging
Secure email capabilities that ensure complete and compliant information transfer between care network partners.
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Practitioner Engagement
Drive more responsive, collaborative care by keeping physicians connected to resident records.
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Secure Conversations
HIPAA-compliant mobile messaging enables efficient and improved care team coordination.
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Infection Prevention and Control
A clinical workflow and intelligence solution to identify, manage, and report infections in real time.
Learn More about Infection Prevention and Control
News and Resources
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