
Partnership for Survey Success
Chartis' Partnership for Survey Success is a cyclical survey readiness program that minimizes risk and enhances patient safety.
We bring process expertise
At Chartis, we recommend focusing only on true, underlying process issues. The approach to fixing these issues is to make the process easier to understand and implement. The easy thing to do should be the right thing to do.

We can help
Chartis' Partnership for Survey Success is a cyclical survey readiness program that minimizes risk and enhances patient safety. Compliance is never “done;” it requires continuous monitoring over your three-year accreditation cycle to ensure that you are managing the risks that matter most—those that will make you vulnerable to a survey citation or worse, and those that could impact patient safety. This is particularly important as accrediting organizations are intensifying their focus on high-risk processes and resolution of past deficiencies.

Are you ready to survey?
The three-year mark is fast approaching since your last triennial survey. While keeping compliant with accreditation standards is a foundational goal for your organization, and ever-present in the back of your staff’s minds, the reality is that it’s near impossible to come away unmarked. The pressure of patient care often takes precedence over check-box activities. It’s a challenging balancing act, but one that offers real value with the right survey program in place—for you and for your organization’s patients.
As hospital leaders regain their footing and prepare for the restart of survey activity, they must ask: “Have we created a true sense of safety? Is our organization prepared for when regulators come to the door?” A survey readiness assessment or mock survey can help your organization target resources, time and focus on issues that are most impactful before they become a safety concern or finding.

Sustainable solution support
We help clients avoid preventable harm by transforming core functions to sustain patient safety and regulatory compliance. We bring proven approaches for:
- Change at the point of care by simplifying and streamlining complex tasks
- Reduction of unnecessary burden of staff by simplifying policy and documentation requirements
- Effective accountability management

We bring process expertise
With 30% of most TJC findings falling within environment of care and life safety chapters, it is imperative that hospitals have a trusted partner with a deep understanding of the complexities of the physical environment. We help clients evaluate the safety and functionality of the physical environment as well as ensure the management functions are effective, sustainable, and compliant with all applicable requirements.

The Chartis difference
In addition to our broad offerings above, we have expertise across myriad processes within a healthcare organization. A few examples of deep specialty areas include: emergency department operations, including EMTALA, infection prevention, behavioral health, patient safety, and clinical quality.
Partnership for survey success methodology
At the completion of each phase, we will provide a written report of findings with recommendations for improvements and corrective actions.
PHASE 1: Initial assessment (immediately following survey)
- Conduct pre-survey document review to identify and sort prior survey high-risk/high-impact findings
- Collaborate on developing implementable corrective action plans for submission to accrediting organization
- Evaluate level of success in achieving sustainable improvements related to prior corrective actions
- Conduct exit conference with executive leadership and designees to present findings and recommendations for improvement
PHASE 2: Touch-point (mid-point in triennial survey cycle)
- Evaluate level of completion of hospital’s corrective action plan
- Provide synopsis of areas of noncompliance or lack of progress along with recommendations for achieving intended goals
PHASE 3: Survey rehearsal (in anticipation of survey)
- Review high-risk vulnerabilities commonly existing in the environment of care (EOC); identify areas requiring immediate action
- Consult with staff on how to demonstrate that prior deficiencies are corrected
- Conduct readiness survey rehearsal with staff to prepare for survey
- Evaluate current state of survey readiness, provide recommendations for enhancing staff survey response
We have saved a lot of money by looking ahead and making corrections in a timely and efficient manner, using sound financial management, rather than trying to fix problems during accreditation crunch time. A mock survey is not just about addressing deficiencies and preparing for accreditation, but about establishing good practices and sustained compliance.
”