Medical and Health Services Manager how-to

How to Prepare for an Accreditation Survey

Preparation keeps surveys smooth.

Updated By the Career Education Institute Curriculum Team
Quick answer

Preparation keeps surveys smooth. In short: review; run; check, then complete the remaining steps below.

Step by step

  1. Review the standards.

  2. Run mock tracers on units.

  3. Check policies and logs.

  4. Fix gaps and document fixes.

  5. Brief staff on what to expect.

  6. Keep a survey-day plan.

Safety reminders for medical and health services managers

  • Follow infection control on units
  • Protect patient privacy under HIPAA
  • Report safety events promptly
  • Support staff safety and workplace violence prevention

Census · Accreditation · CMS · Revenue cycle · Case mix · Length of stay: see the full medical and health services manager glossary.

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