What is a Mock Survey?
A Mock Survey is a proactive, internal review that simulates an official state, CMS, or accrediting body survey. It is conducted by experienced professionals to evaluate clinical, administrative, and operational compliance, identify potential deficiencies, and provide recommendations for corrective action. The goal is to ensure the agency is fully prepared, compliant, and survey-ready, while also strengthening documentation, workflows, and staff readiness.
Benefits of a Home Health Mock Survey:
Early identification of compliance gaps
Improved clinical documentation and patient care
Through chart and plan of care reviews, clinicians receive feedback to ensure documentation supports eligibility, medical necessity, and appropriate care planning — strengthening both compliance and quality outcomes.
Enhanced Survey Readiness and Confidence
Mock Surveys provide agencies with a clear understanding of what to expect during an official survey. They identify potential deficiencies in clinical, administrative, and operational areas before a state, CMS, or accrediting body survey, allowing corrective actions to be taken proactively. This process helps staff feel confident, prepared, and less anxious when interacting with surveyors.
Reduction in Financial and Reputational Risk
By avoiding survey deficiencies or condition-level findings, agencies reduce the likelihood of corrective action plans, payment suspensions, or jeopardized accreditation status.
Strengthened QAPI and Continuous Improvement
Findings from a mock survey can be directly integrated into your QAPI program, driving measurable performance improvement and compliance tracking.
Staff Education and Competency Reinforcement
Mock surveys serve as hands-on learning experiences for clinical and administrative staff — helping them understand regulations, documentation expectations, and their role in maintaining compliance.
Better Operational Efficiency
Mock surveys often identify workflow gaps, communication barriers, or process inefficiencies, allowing leadership to streamline operations and strengthen agency structure.
Peace of Mind for Leadership
Knowing that your agency has undergone a comprehensive review by experts provides reassurance that you are compliant, prepared, and well-positioned for success during the actual survey.
Why Conduct a Mock Survey with Amity Healthcare Group?
When you partner with Amity Healthcare Group, your Mock Survey is conducted by experienced certified home health consultants who understand the regulatory process from the inside out. Our consultants replicate the survey experience as closely as possible, using the same standards, methodologies, and expectations as state and accrediting body surveyors.
This realistic approach provides your agency with a true measure of compliance and readiness, giving you the information and tools needed to address potential issues before the actual survey.
At the end of the process, you’ll receive a detailed report identifying:
- Areas of compliance and best practices already in place
- Opportunities for improvement and corrective action recommendations
Our Mock Surveys are primarily conducted virtually for convenience and efficiency, allowing your team to participate without disruption. On-site (in-person) surveys can be arranged upon request.
Scope of the Mock Survey: Key Areas Evaluated During the Mock Survey
Clinical Review
- Patient record reviews – includes a minimum of three active, one discharged, and one transferred patient record
- Virtual home visit – includes a minimum of one RN-led virtual home visit
- Incident reports/logs Review
- Infection control program review
- Infection reports/logs review
- Complaints/Grievances reports review
Personnel & Education
- Personnel Record Reviews – includes review of personnel records for the Administrator and Clinical Manager, and at least one record for each discipline provided by the agency, including services performed by contractors.
- Employee Handbook Review
- Competency Program Review
- Education Program Review
Operational & Administrative
- Virtual Agency walkthrough
- Governing Body Meeting Minutes Review
- Direct Care Contracts Review
- Annual Budget Review
- Emergency Preparedness Plan Review
- QAPI Program and OASIS/iQIES Reports Review
- OASIS Transmission Report Review
- Safety Data Sheets (SDS) Review
- Referral Log Review
- On-Call Calendar Review
Compliance & Policy
- Compliance Program Review
- Policies and Procedures Review – Medicare and state compliance requirements
- Ethics Program Review
Final Deliverables
- Mock Survey Report – Detailed findings, identified deficiencies, and actionable recommendations
The Mock Survey is conducted virtually over 2.5 days and scheduled in advance for your convenience. Your agency will provide access to the necessary data for review.
Our team will guide you through the process to ensure a smooth and efficient review.
Your Investment – $ 2,495.00
