New Manual Provides Guidance on Hospital Survey Process
Order the California Hospital Survey Manual

CHA has released a new publication intended to help hospital administrators understand and prepare for the licensing and certification survey process from start to finish. The California Hospital Survey Manual explains important differences between state and federal surveys, provides tips on how to achieve a successful survey, and outlines tasks that must be completed after the survey.

“It’s a confusing process.

There are five different types of state surveys and three different types of federal surveys,” states Lois Richardson, Esq., CHA vice president, privacy and legal publications/education. “In this manual, we break it down and explain both state and federal requirements, as well as the specific laws that surveyors will assess compliance with.”

Topics include the survey processes and procedures, how to interact with surveyors (including what to provide the survey team during entrance and exit conferences), and how surveyors determine deficiency levels. The publication also addresses how to write plans of correction and appeal adverse actions. Further it explains possible outcomes from surveys including statement of deficiencies, immediate jeopardy, administrative and civil penalties, and the Medicare/Medicaid termination process.

To order the California Hospital Survey Manual, visit