Mock Tracers: Improve Survey Readiness and Staff Engagement - On-Demand

Bookmark and Share

Mock Tracers: Improve Survey Readiness and Staff Engagement - On-Demand

Product Code: YA082014D

Availability: In stock

Your Price:
Add Items to Cart

Mock Tracers: Improve Survey Readiness and Staff Engagement

Loyal Listener Library

Available ON-DEMAND

Presented by:
Jean S. Clark, RHIA, CSHA
Heather Forbes, BSN, RN, CEN, CSHA, HACP

Sponsored by:
The Joint Commission Mock Tracer Made Simple, 18th Edition

Join our survey prep experts for a lively 90-minute webcast on using mock tracers to improve hospital compliance with The Joint Commission and CMS accreditation requirements. Jean S. Clark, RHIA, CSHA, and Heather Forbes, BSN, RN, CEN, CSHA, HACP, will break down the mock survey process to help you prioritize your time and attention and provide useful tools, tips, and advice you can apply to your own organizations.

At the conclusion of this program, participants will be able to:

  • Implement the essential elements of a mock tracer
  • Build a tracer from an existing policy or process
  • Engage staff to ensure an effective tracer program
  • Utilize the data, education, and communication gained from a tracer to improve the care and competence of caregivers


  • Integrate tracer activities into existing performance improvement and competency assessment activities
  • Develop tools that will support survey success in your organization
  • Engage frontline staff and leadership teams to support a culture of constant readiness
  • Identify areas of noncompliance
  • Overcome barriers and maintain sustainability


  • Mock survey site visit tool
  • Mock tracer self-survey tool

Who should listen?

  • Accreditation professionals
  • Survey coordinators
  • Quality/PI managers
  • Patient safety professional
  • Medical staff leaders 
  • Director/VP of nursing
  • CNO
  • Nurse managers
  • Nurses
  • Risk managers
  • Performance improvement coordinators

Meet the speakers:

Jean S. Clark, RHIA, CSHA, has been a leader in the field of accreditation and regulatory compliance and health information management for more than 30 years. She graduated with honors from the Medical University of South Carolina School of Health Related Sciences. She served as the president of the American Health Information Management Association (AHIMA), the International Health Information Management Association, the Southeastern Medical Record Association, and two terms for the South Carolina Health Information Management Association (SCHIMA). She also received AHIMA’s Distinguished Member, Literary, and Volunteer awards and the Southeastern Medical Record Association and SCHIMA Distinguished Member award. She is a well-known author and speaker on accreditation and regulatory compliance. Currently, she is the interim HIMS director for Cadence Health in St. Charles, Illinois. Clark lives in Charleston, South Carolina.

Heather Forbes, BSN, RN, CEN, CSHA, HACP, is the clinical education program coordinator for Maine Medical Partners. In this role, she works closely with the Maine Medical Partners clinical staff and leadership teams providing direction and oversight to the clinical education, clinical competency, and professional development programs. She also has responsibility for guiding, organizing, and improving strategies to promote a constant state of organizational readiness with all accrediting, licensing, and regulatory bodies; and, perhaps more importantly, to facilitate a culture of patient safety.

Webcast system requirements and program materials:

To fully benefit from the webcast experience, please note you will need a computer equipped with the following:

Browser: Microsoft Internet Explorer 6 or later, Firefox, Chrome, or Safari, with JavaScript enabled
Internet: 56K or faster Internet connection (high-speed connection recommended)
Streaming: for audio/video streaming, Adobe Flash plug-in or Safari browser on iOS devices

Four days prior to the webcast, you will receive an email with detailed system requirements, your login information, presentation slides, and other materials that you can print and distribute to all attendees at your location.

No problem. The ON-DEMAND version is now available for download! Use it as a training tool at your convenience—whenever your new or existing staff need a refresher or need to understand a new concept. Play it once or dozens of times. A $199 value! 


Participation in the webcast is just $199 per site. All materials must be retrieved from the Internet.