Healthcare Accreditation Survey Readiness Checklist
Use this checklist to evaluate your organization’s readiness for an upcoming healthcare accreditation survey and identify any gaps that need attention.
Organization and Survey Context
Organization Name
*
Facility/Site Name
*
Department/Unit
Contact Person Name
*
First Name
Middle Name
Last Name
Contact Email
*
example@example.com
Survey Date or Target Survey Window
*
Document and Policy Readiness
Required documents and policies verified
*
Document and policy readiness status
*
Rows
Not started
In progress
Mostly complete
Fully ready
Policies and procedures current
1
2
3
4
Version control in place
5
6
7
8
Accessible to staff
9
10
11
12
Staff acknowledgement documented
13
14
15
16
Overall document readiness status
*
Not started
In progress
Mostly complete
Fully ready
Staff acknowledgement of key documents
Code of Conduct
Confidentiality Policy
Infection Prevention Policy
Safety Reporting Policy
Emergency Procedures
Other
Staff Competency and Training
Training completion by role or department
*
Rows
Completed
In Progress
Not Started
Leadership
17
18
19
Nursing
20
21
22
Physicians
23
24
25
Allied Health
26
27
28
Support Services
29
30
31
Accreditation-related training topics completed
*
Patient safety
Infection prevention
Emergency response
Documentation standards
Privacy and confidentiality
Medication safety
Other
Competency validation completed
*
Yes
No
Partially
Not Applicable
Onboarding or orientation status
*
Completed
In Progress
Not Started
Not Applicable
Confidence in staff preparedness for survey readiness
*
Low confidence
1
2
3
4
5
6
7
8
9
High confidence
10
1 is Low confidence, 10 is High confidence
Clinical and Operational Workflow Readiness
Patient intake workflow readiness
*
Not ready
Partially ready
Mostly ready
Fully ready
Documentation workflow readiness
*
Not ready
Partially ready
Mostly ready
Fully ready
Incident reporting workflow readiness
*
Not ready
Partially ready
Mostly ready
Fully ready
Escalation and hand-off process readiness
*
Not ready
Partially ready
Mostly ready
Fully ready
Emergency procedure awareness
*
Not aware
Some awareness
Moderately aware
Fully aware
Safety, Environment, and Equipment Checks
Equipment maintenance current?
*
Yes
No
Partially
Safety inspections completed?
*
Yes
No
Partially
Infection control supplies and processes in place?
*
Yes
No
Partially
Emergency equipment available and ready?
*
Yes
No
Partially
Status of unresolved safety concerns
*
Please Select
None
Open
In progress
Resolved pending verification
Brief notes or corrective action summary
Mock Survey Findings and Action Plan
Summary of mock survey results or internal audit findings
*
Prioritized gaps and corrective actions
*
Responsible owner for each gap
Target completion date for action items
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Overall survey readiness rating
*
Not ready
1
2
3
4
5
6
7
8
9
Fully ready
10
1 is Not ready, 10 is Fully ready
Submit Checklist
Should be Empty: