Reduce Citation Risk: Understanding Phase 2 Requirements for Survey Readiness - On-Demand

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Reduce Citation Risk: Understanding Phase 2 Requirements for Survey Readiness - On-Demand

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Reduce Citation Risk: Understanding Phase 2 Requirements for Survey Readiness -

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Available ON-DEMAND

Presented on:
Wednesday, March 7, 2018

Presented by:
Reginald M. Hislop III, PhD
Diane R. Hislop, RN

Level of Program:

A thorough review and update of the implementation of Phase 2 requirements, as well as preparation tactics for survey readiness, will help long-term care providers mitigate citation risks. This review will also help providers understand what to expect as surveys transition throughout the year to the new outcome-oriented survey format.

During this 60-minute webinar on-demand, industry experts Reginald M. Hislop III, PhD, and Diane R. Hislop, RN, will review survey trends and help prepare providers for the new QIS-driven survey process. They will also teach participants how to develop a survey management program (including guidance for providing demonstrable evidence of compliance) and a cost-saving, post-survey response program.

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

  • Understand current survey trends and how the process differs from prior survey cycles
  • Identify risk areas in the current process and understand how facilities can mitigate these risks
  • Develop a survey management program/approach
  • Develop a post-survey response program for plans of correction and citations

Who Should Listen? 

  • SNF administrators
  • Directors of nursing
  • Compliance personnel
  • Regional leadership


  • Survey readiness
    • Provide demonstrable evidence that proves issues within the facility are being addressed
    • Educate staff about how to respond regarding key areas that may be questioned during the surveyor interview process
    • Create an interactive resident council
  • Survey management
    • Develop and manage the survey to ensure maximum focus on outcomes and structural processes
  • Survey results
    • Use regional and national survey trends to ensure your own facility is compliant
  • Post-survey management: Next steps after citations 
    • Prepare effective informal dispute resolutions using an evidentiary process for a better chance of altering survey findings in your facility’s favor
    • Write and structure a plan of correction to avoid assigning unnecessary tasks to your facility, while gaining state approval and returning your facility to its daily operation schedule as quickly as possible
    • Interpret your facility’s star rating to avoid waiting for another survey cycle (12–18 months) to correct citations


  • MDS assessment chart review
  • Facility self-assessment for QAPI
  • Medical records audit
  • Resident interview tool
  • Staff survey readiness checklist

Meet the Speakers

Reg HislopReginald (Reg) M. Hislop III, PhD, co-founded H2 Healthcare, LLC in June of 2011. Reg’s practice focus is strategy; health and economic policy; and business and corporate development. He has more than 30 years of experience as an executive and consultant in the development, operations, and financing of all aspects of healthcare, with particular experience in postacute care. Reg is the author of more than 250 published articles and research reports, as well as a frequent speaker on the national level and a consultant and advisor to numerous trade, investment, and professional organizations. His internationally read website on health policy is

Diane HislopDiane Hislop, RN, is the senior partner and chief operating officer for H2 Healthcare and the author of the HCPro book Survey Success for Long-Term Care: Reducing Citation Risk. Diane’s practice area is clinical and compliance consulting. She has more than 30 years of clinical, executive, and consulting experience, primarily in specialty healthcare and the postacute segments of the healthcare industry. She is a graduate of Ball State University and is licensed as a registered nurse in 27 states. Diane has held numerous leadership roles in the postacute care industry, including her development of several clinical programs that were the first in the nation to be awarded all three JCAHO accreditations in long-term care; and her presence in the health law industry as a nurse consultant, where she has been recognized for her ability to consistently win cases at the informal dispute level and the appeal level. Diane is a recognized subject expert in forensic nursing and clinical compliance, and a frequent contributor to national publications.  

Webinar system requirements and program materials: 
To fully benefit from the webinar 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 

Prior to the webinar, 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. 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 webinar is just $199 per site. All materials must be retrieved from the Internet. 

Call your customer service representative toll-free 800-650-6787 or email if you have questions.