Template

AAAHC CMS Tracer Survey Tool

by Jennifer Rose, from the Community

80+

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.

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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 and CMS Tracer Survey Tool
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.
by Jamie Miller, from the Community
Downloads: 10+
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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
Safety Survey Tool for Healthcare Audits
This safety survey tool helps healthcare teams assess environment of care, emergency preparedness, information management, life safety, infection prevention, medication management, patient safety, and waived testing. Use it to identify hazards, verify equipment and storage compliance, check labeling and expiries, ensure confidentiality of patient information, and review facility readiness. Capture findings, assign corrective actions, and generate clear reports to monitor trends and meet regulatory standards.
by Matt Tumbleson, from the Community
Downloads: 10+
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Template
Environment of Care and Life Safety Rounding Checklist
Conduct comprehensive environment of care and life safety rounds with this checklist. Review safety management practices, fire doors and extinguishers, egress and storage, patient room and equipment conditions, and hand hygiene. Verify security controls, badge use, medication room access, and infant abduction procedures. Check hazmat storage, SDS access, PPE, eyewash stations, and waste handling. Assess infection control measures, air pressure relationships, and utility systems including lighting, medical gas, and emergency exits. Monitor HIPAA privacy risks and optional water management logs.
by Stephen Cranford, from the Community
Downloads: 0
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AAAHC CMS Tracer Survey Tool

About author

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AAAHC and CMS Tracer Survey Tool

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