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Preparing for Surveys

Overview

Informed Medical helps facilities demonstrate consistent communication, risk disclosure, and documentation during state or regulatory surveys. Proper use of the platform ensures you can show when education was delivered, who received it, and how families engaged with it.

This article outlines how to use Informed Medical to prepare for and support survey readiness.

1. Ensure Education Is Being Sent Consistently

Before a survey, confirm that:

  • Scheduled reports are active

  • Essential Documents are properly configured

  • Education is being sent at admission and with significant changes

Consistency is key. Surveyors often look for patterns, not one-time documentation.

2. Verify Contact Accuracy

Review the Contacts tab and confirm:

  • Responsible parties have valid email or mobile information

  • Contact titles are accurate

  • Unreachable contacts are addressed

Incomplete contact information can create gaps in documentation.

3. Review Completion and Engagement Metrics

Use the Dashboard to check:

  • Overall Compliance

  • Patients with Generated Reports

  • Patients Missing Generated Reports

  • Completion percentage

Address any obvious gaps before the survey.

4. Use History for Documentation Proof

The History tab provides time-stamped records of:

  • When reports were sent

  • When they were opened

  • Whether they were downloaded

  • Whether videos were watched

  • When they were signed

This data serves as proof of disclosure and communication.

5. Be Prepared to Explain Your Process

Surveyors may ask:

  • How do you inform families of risks?

  • How do you document education?

  • How do you ensure communication is consistent?

Be ready to explain:

  • Scheduled baseline and ISO reports

  • Manual Send Education workflows

  • How confirmations are documented back into the chart

A clear process demonstrates compliance and proactive communication.

Summary

To prepare for surveys:

  • Confirm education is being sent consistently

  • Verify contact information

  • Review compliance metrics

  • Use History to show documentation

  • Be prepared to explain your workflow

When used properly, Informed Medical provides structured, trackable proof of education and communication.