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2025 Survey Success Collaborative: Mastering Strategies for 5-Star Outcomes

Elevate your organization’s compliance and outcomes with the Survey Success Collaborative: Mastering Strategies for 5-Star Outcomes. This engaging collaborative focuses on building systems that sustain regulatory compliance, improve health inspection star ratings, and mitigate financial and liability risks. Participants will explore practical approaches to leveraging EMR systems, identifying facility-specific focus areas, and implementing sustainable processes for continuous improvement. The collaborative emphasizes data-driven decision-making, empowering teams to prepare for surveys, manage survey processes, and respond to potential triggers in real time. Participants will gain actionable insights, step-by-step survey preparation tools, and post-survey correction resources to drive their organization’s success. By fostering a culture of shared learning and innovation, this series provides a roadmap to mastering compliance and achieving exceptional results. Join us to transform survey challenges into opportunities for lasting improvement and 5-star outcomes.


Schedule

Webinars will be held on the fourth Thursday of each month at 1:00 pm.

January 23: Foundations of Regulatory Compliance and Overview of the Long-Term Care Survey Process (LTCSP) 

We will kick off the collaborative with an in-depth exploration of the LTCSP and the foundations of regulatory compliance. This session will guide participants through the critical tools and resources needed to prepare for and navigate surveys, emphasizing the importance of a culture of compliance and readiness

February 27: Survey Strategy and Risk Evaluation 

Learn how to use your facility specific Survey Strategy Worksheet to identify and address risks. This session will cover how to evaluate trends, understand the resident interview process, and incorporate these strategies into daily operations for sustained compliance

March 27:  LTCSP Mandatory Task Observations 

Dive into the LTCSP mandatory tasks, focusing on observation processes across departments. Learn how to conduct effective observations and use findings to enhance compliance and quality improvement

April 24: LTCSP Record Review Process 

Gain a comprehensive understanding of the LTCSP record review process. This session will help participants integrate record reviews into daily compliance activities to sustain survey readiness. Understand the Interdisciplinary Team (IDT) role in mastering the LTCSP record review process to strengthen compliance. Learn how to involve clinical, dining, environmental services, and other teams in department reviews and resident record reviews, identifying compliance risks, and implementing sustainable practices. This session will emphasize collaboration and shared responsibility for compliance across all departments

May 22:  Managing the Survey Process 

Prepare your team to manage the survey process confidently. This session will provide best practices for planning, assigning roles, and utilizing real-time tools to ensure compliance during surveys

June 26: Post-Survey Process and Sustainability 

Wrap up the collaborative by mastering the post-survey process, including development of a Plan of Correction (POC). Learn how to incorporate POC processes into year-round compliance efforts and understand the implications of Civil Money Penalties (CMPs)


Registration Instructions

This is a packaged webinar series for organizations. With the purchase of this package, each organization site is entitled to an unlimited number of participants for this series.

The series price is $2400 (LeadingAge Ohio member) and $6000 (non member). The price automatically reflects membership status upon checkout. Please contact Molly Homan at mhoman@leadingageohio.org if there is a discrepancy.

Instructions:

  1. One representative per site registers for the webinar series package. A discount code for the site will be emailed to the representative in the confirmation email.
  2. The representative shares the registration information found in the confirmation email, including discount code, to others at their site who wish to:
    1. View the webinars individually/in a non-congregate setting and/or
    2. Obtain education credit.

Each person wishing to view the webinar individually and/or obtain education credit must register for the webinar. The site's discount/coupon code will bring the cart to $0 at checkout.


Substitution and Cancellation Policy

Substitutions, in writing, are welcome at no additional cost. Cancellations received by two calendar weeks prior to event date will be fully refunded. Cancellations received between 7 and 13 days prior to the event date will be refunded minus a $40 processing fee. No refunds will be issued 6 or fewer days prior to the event date.

Learners have 10 days from each live webinar date to complete the course.


  • Contains 2 Component(s) Includes a Live Web Event on 06/26/2025 at 1:00 PM (EDT)

    Wrap up the collaborative by mastering the post-survey process, including development of a Plan of Correction (POC).

    Wrap up the collaborative by mastering the post-survey process, including development of a Plan of Correction (POC). Learn how to incorporate POC processes into year-round compliance efforts and understand the implications of Civil Money Penalties (CMPs).

    Objectives:

    1. Describe the immediate post-survey process, including POC development and implementation.
    2. Identify how to Incorporate POC strategies into sustainable compliance practices.
    3. Discuss the role of the Long-Term Care Survey Process in building a continuous improvement framework to mitigate CMPs and maintain compliance.
  • Contains 2 Component(s) Includes a Live Web Event on 05/22/2025 at 1:00 PM (EDT)

    Prepare your team to manage the survey process confidently.

    Prepare your team to manage the survey process confidently. This session will provide best practices for planning, assigning roles, and utilizing real-time tools to ensure compliance during surveys.

    Objectives:

    1. Describe how to develop a clear plan for staff roles and responsibilities during surveys.
    2. Discuss how to utilize tip sheets and real-time reports to monitor compliance.
    3. Describe best practices in response protocols to mitigate citation risk. 

    Stephanie DeWees

    Stephanie DeWees, HSE, LPN, LNHA, BS: Stephanie’s work in the health care industry began over 30 years ago, where she found her passion for caring for others as a nursing assistant in a senior care organization. Her work experience in the industry includes independent living, assisted living, adult day programs, home health, long-term care, and hospital. As a business owner and consultant, she helps companies and organizations increase their effectiveness, reimbursement, compliance, and quality standards. Stephanie implements her strategies and best practices in various healthcare settings. Her approach was founded on a purpose, inspired by experience, and driven by results. Her focus to impact quality of care, while being fiscally responsible has allowed her to obtain Five (5) Star recognition and deficiency-free surveys from state-administered programs.

    Edu: Bachelor of Science, Health Services Administration, Wilberforce University Practical Nursing School, Southern State Community College Credentials Certificate Health Services Executive.

  • Contains 2 Component(s) Includes a Live Web Event on 04/24/2025 at 1:00 PM (EDT)

    Gain a comprehensive understanding of the LTCSP record review process.

    Gain a comprehensive understanding of the LTCSP record review process. This session will help participants integrate record reviews into daily compliance activities to sustain survey readiness. Understand the Interdisciplinary Team (IDT) role in mastering the LTCSP record review process to strengthen compliance. Learn how to involve clinical, dining, environmental services, and other teams in department reviews and resident record reviews, identifying compliance risks, and implementing sustainable practices. This session will emphasize collaboration and shared responsibility for compliance across all departments.

    Objectives:

    1. Identify the key elements of the LTCSP mandatory record review process.
    2. Discuss how to train staff to conduct thorough and accurate record reviews and department specific compliance audits.
    3. Describe how to develop tools and processes to incorporate record reviews into ongoing operations.

    Stephanie DeWees

    Stephanie DeWees, HSE, LPN, LNHA, BS: Stephanie’s work in the health care industry began over 30 years ago, where she found her passion for caring for others as a nursing assistant in a senior care organization. Her work experience in the industry includes independent living, assisted living, adult day programs, home health, long-term care, and hospital. As a business owner and consultant, she helps companies and organizations increase their effectiveness, reimbursement, compliance, and quality standards. Stephanie implements her strategies and best practices in various healthcare settings. Her approach was founded on a purpose, inspired by experience, and driven by results. Her focus to impact quality of care, while being fiscally responsible has allowed her to obtain Five (5) Star recognition and deficiency-free surveys from state-administered programs.

    Edu: Bachelor of Science, Health Services Administration, Wilberforce University Practical Nursing School, Southern State Community College Credentials Certificate Health Services Executive.

  • Contains 2 Component(s) Includes a Live Web Event on 03/27/2025 at 1:00 PM (EDT)

    Dive into the LTCSP mandatory tasks, focusing on observation processes across departments. Learn how to conduct effective observations and use findings to enhance compliance and quality improvement.

    Dive into the LTCSP mandatory tasks, focusing on observation processes across departments. Learn how to conduct effective observations and use findings to enhance compliance and quality improvement.

    Objectives:

    1. Describe the LTCSP mandatory task observation process.
    2. Identify how to train department leaders to conduct and document effective observations.
    3. Describe how to incorporate observation findings into operational compliance strategies.

    Stephanie DeWees

    Stephanie DeWees, HSE, LPN, LNHA, BS: Stephanie’s work in the health care industry began over 30 years ago, where she found her passion for caring for others as a nursing assistant in a senior care organization. Her work experience in the industry includes independent living, assisted living, adult day programs, home health, long-term care, and hospital. As a business owner and consultant, she helps companies and organizations increase their effectiveness, reimbursement, compliance, and quality standards. Stephanie implements her strategies and best practices in various healthcare settings. Her approach was founded on a purpose, inspired by experience, and driven by results. Her focus to impact quality of care, while being fiscally responsible has allowed her to obtain Five (5) Star recognition and deficiency-free surveys from state-administered programs.

    Edu: Bachelor of Science, Health Services Administration, Wilberforce University Practical Nursing School, Southern State Community College Credentials Certificate Health Services Executive.

  • Contains 2 Component(s) Includes a Live Web Event on 02/27/2025 at 1:00 PM (EST)

    Learn how to use your facility specific Survey Strategy Worksheet to identify and address risks.

    Learn how to use your facility specific Survey Strategy Worksheet to identify and address risks. This session will cover how to evaluate trends, understand the resident interview process, and incorporate these strategies into daily operations for sustained compliance.

    Objectives:

    1. Discuss facility risk and trends using the Survey Strategy Worksheet.
    2. Identify high-risk residents and prepare for the resident interview process.
    3. Describe strategies to integrate risk assessment into daily operations.

    Stephanie DeWees

    Stephanie DeWees, HSE, LPN, LNHA, BS: Stephanie’s work in the health care industry began over 30 years ago, where she found her passion for caring for others as a nursing assistant in a senior care organization. Her work experience in the industry includes independent living, assisted living, adult day programs, home health, long-term care, and hospital. As a business owner and consultant, she helps companies and organizations increase their effectiveness, reimbursement, compliance, and quality standards. Stephanie implements her strategies and best practices in various healthcare settings. Her approach was founded on a purpose, inspired by experience, and driven by results. Her focus to impact quality of care, while being fiscally responsible has allowed her to obtain Five (5) Star recognition and deficiency-free surveys from state-administered programs.

    Edu: Bachelor of Science, Health Services Administration, Wilberforce University Practical Nursing School, Southern State Community College Credentials Certificate Health Services Executive.

  • Contains 2 Component(s) Includes a Live Web Event on 01/23/2025 at 1:00 PM (EST)

    We will kick off the collaborative with an in-depth exploration of the LTCSP and the foundations of regulatory compliance.

    We will kick off the collaborative with an in-depth exploration of the LTCSP and the foundations of regulatory compliance. This session will guide participants through the critical tools and resources needed to prepare for and navigate surveys, emphasizing the importance of a culture of compliance and readiness.

    • Objectives:
      1. Identify the structure and intent of the Requirements of Participation (RoPs) and their role in the LTCSP.
      2. Discuss how to create and maintain a comprehensive facility survey binder, including the LTCSP Entrance Conference Worksheet.
      3. Explore CMS surveyor resources to build a foundation for ongoing survey readiness.

    Our national partner, LeadingAge, is an association of 6,000 not-for-profit organizations dedicated to expanding the world of possibilities for aging. Together, we advance policies, promote practices and conduct research that support, enable and empower people to live fully as they age.