Template

AAAHC and CMS Tracer Survey Tool

by Jamie Miller, from the Community

10+

This tracer survey checklist helps ambulatory surgery centers and outpatient clinics prepare for AAAHC accreditation and CMS compliance. Use it to assess patient rights, HIPAA practices, medication management, infection prevention, pathology and laboratory processes, environment of care, life safety, emergency preparedness, and performance improvement. Capture findings, attach photos, track corrective actions, and demonstrate readiness during mock surveys and audits.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
AAAHC CMS Tracer Survey Tool
This AAAHC CMS tracer survey checklist supports ambulatory care accreditation readiness. It covers patient rights and responsibilities, HIPAA safeguards, medical record practices, and medication management including labeling, storage, code carts, and bedside safety. It guides compliance for pathology and waived testing, CLIA, specimen handling, and laboratory controls. Infection prevention topics include hand hygiene, isolation, PPE, waste handling, environmental cleaning, and air flow. Environment of care checks span equipment, gas cylinders, eyewash stations, refrigeration, temperature and humidity, radiation safety, and imaging protocols. Life safety and emergency preparedness address egress, fire drills, signage, and shutdowns. The tool also tracks performance improvement projects and follow up actions.
by Jennifer Rose, from the Community
Downloads: 80+
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Template
Environment of Care Rounds Tracer Checklist
Use this Environment of Care (EOC) Rounds Tracer to run Joint Commission mock surveys and verify hospital readiness. The checklist guides auditors through environment of care checks, information management and HIPAA practices, life safety, patient safety goals, performance improvement indicators, infection prevention, medication management, and waived testing. It also covers unit response to auditor arrival, equipment maintenance, storage and oxygen safety, and documentation review to support continuous compliance.
by Robert Carter, from the Community
Downloads: 20+
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Template
Joint Commission Mock Survey Tool
This Joint Commission mock survey tool helps hospitals assess readiness for accreditation across key standards. Use it to evaluate environment of care, emergency preparedness, information management, life safety, patient safety goals, performance improvement, provision of care, infection prevention, and medication management. The checklist guides unit tracers to verify secure storage, labeling, equipment maintenance, biohazard handling, staff identification, alarm management, and documentation practices. It also supports rights and responsibilities visibility and point of care testing controls so teams can identify gaps, correct issues, and prepare for surveys with confidence.
by Stephanie Burrough, from the Community
Downloads: 10+
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Template
Ambulatory EOC Rounds Checklist
Use this Ambulatory Environment of Care Rounds checklist to assess outpatient clinics for compliance and safety. Sections cover emergency management, fire life safety, hazardous materials and waste, infection prevention, medical equipment and procedures, medication and vaccine safety, emergency kits and AEDs, standardization of daily checks, and patient and caregiver safety. Items reference Joint Commission, CMS, OSHA, NFPA, CDC, and VFC requirements to support regulatory readiness and consistent quality across ambulatory sites.
by Katrina Collins, from the Community
Downloads: 10+
Get

AAAHC CMS Tracer Survey Tool

This AAAHC CMS tracer survey checklist supports ambulatory care accreditation readiness. It covers patient rights and responsibilities, HIPAA safeguards, medical record practices, and medication management including labeling, storage, code carts, and bedside safety. It guides compliance for pathology and waived testing, CLIA, specimen handling, and laboratory controls. Infection prevention topics include hand hygiene, isolation, PPE, waste handling, environmental cleaning, and air flow. Environment of care checks span equipment, gas cylinders, eyewash stations, refrigeration, temperature and humidity, radiation safety, and imaging protocols. Life safety and emergency preparedness address egress, fire drills, signage, and shutdowns. The tool also tracks performance improvement projects and follow up actions.

by Jennifer Rose, from the Community

80+

Get

Template

Environment of Care Rounds Tracer Checklist

Use this Environment of Care (EOC) Rounds Tracer to run Joint Commission mock surveys and verify hospital readiness. The checklist guides auditors through environment of care checks, information management and HIPAA practices, life safety, patient safety goals, performance improvement indicators, infection prevention, medication management, and waived testing. It also covers unit response to auditor arrival, equipment maintenance, storage and oxygen safety, and documentation review to support continuous compliance.

by Robert Carter, from the Community

20+

Get

Template

Joint Commission Mock Survey Tool

This Joint Commission mock survey tool helps hospitals assess readiness for accreditation across key standards. Use it to evaluate environment of care, emergency preparedness, information management, life safety, patient safety goals, performance improvement, provision of care, infection prevention, and medication management. The checklist guides unit tracers to verify secure storage, labeling, equipment maintenance, biohazard handling, staff identification, alarm management, and documentation practices. It also supports rights and responsibilities visibility and point of care testing controls so teams can identify gaps, correct issues, and prepare for surveys with confidence.

by Stephanie Burrough, from the Community

10+

Get

Template

Ambulatory EOC Rounds Checklist

Use this Ambulatory Environment of Care Rounds checklist to assess outpatient clinics for compliance and safety. Sections cover emergency management, fire life safety, hazardous materials and waste, infection prevention, medical equipment and procedures, medication and vaccine safety, emergency kits and AEDs, standardization of daily checks, and patient and caregiver safety. Items reference Joint Commission, CMS, OSHA, NFPA, CDC, and VFC requirements to support regulatory readiness and consistent quality across ambulatory sites.

by Katrina Collins, from the Community

10+

Get

AAAHC and CMS Tracer Survey Tool

About author

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AAAHC CMS Tracer Survey Tool

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AAAHC CMS Tracer Survey Tool

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