STAT: Survey Tips and Tactics 2026 – Medical Record Compliance

May 13, 2026

Discover how nursing homes are being cited with their annual surveys. The Long-Term Care Survey Process and regulatory language will be reviewed. Each month will delve into a specific survey topic. Common citation examples will be given with interactive discussion from members sharing their survey experiences, best practices, and lessons learned.  Obtain useful tips and tactics for the monthly highlighted topic. Resources and other reference material will be shared.

In 2025, Resident Records (F842) ranked as the 10th most frequently cited deficiency in complaint surveys nationally and is the 10th most cited for Ohio in 2026, reflecting ongoing challenges with documentation accuracy and record completeness. Surveyors frequently cite F842 when medical records do not accurately reflect the resident’s condition, care provided, services delivered, or significant events that occurred.

This session will review CMS expectations under F842 for maintaining accurate, complete, and reliable medical records, highlight common complaint survey findings related to incomplete or inconsistent documentation, and discuss practical strategies facilities can implement to strengthen documentation practices across departments. Participants will learn how surveyors evaluate medical records during complaint investigations and how improving documentation processes can reduce survey risk while supporting clear communication and continuity of care.

Continuing Education Information to Follow:    

Learners have 10 days from live webinar date to complete course, including obtaining education certificate.