Webinars, Other Education, & Events

Survey Readiness Training

How to Prepare for and Achieve Successful DOH Surveys

 Survey readiness is not a one-time event—it’s an organizational culture.

Survey success begins long before surveyors arrive. This program equips Assisted Living leaders with the knowledge, systems, and confidence needed to transform survey preparation from a stressful event into an ongoing process of excellence. Participants will leave with a clear roadmap for improving compliance, reducing deficiencies, and fostering a culture of continuous survey readiness.

Join us for this comprehensive, practical program designed specifically for Assisted Living professionals who want to strengthen compliance, reduce survey risk, and confidently navigate Department of Health (DOH) inspections. This session provides proven strategies, real-world examples, and actionable tools to help your team prepare for surveys, address common deficiencies, and create sustainable systems that support ongoing compliance.

Key Learning Topics

Building Survey Readiness

  • Preparing and training staff
  • Managing documentation and departmental responsibilities
  • Self-auditing and quality assurance processes
  • Handling surveyor inaccuracies and the Inspection Review Process (IRP)

The Big Heavies: Food Service & Medication Management

  • Strategies for highly cited operational areas
  • Common violations and where breakdowns occur
  • Developing a collaborative approach to compliance

Auditing the Nebulous: Case Management

  • Measuring compliance in less tangible areas
  • Key DOH requirements and common missteps
  • Tracking resident issues (“Air Traffic Control”)

Additional High-Risk Survey Areas

  • Personnel
  • Activities and Resident Council
  • Environmental Services and Housekeeping
  • Resident Funds and Valuables
  • Common violations and mitigation strategies 

This training is a free benefit to ESAAL Members only.  Due to limited seating at each venue, registration is strictly limited to 1 person per community. This also applies to members in the corporate office; only 1 per company. You may email Cara Groff [email protected] to be placed on a waiting list. If you find you won't be able to attend, please let ESAAL know as soon as possible, so we can open your spot to someone on the wait list.

Advance registration is required; walk-ins are not accepted.

Dates are listed below by ESAAL region.

Time: 9:00am-4:30pm

Continental breakfast & lunch will be provided. 

This training is in-person only.

Meet the SCTE Trainers:

 

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