# Prepare my clinic for an accreditation or state survey

A readiness plan with a mock-survey checklist, document binder list, staff prep, and a tracker for gaps found before surveyors arrive.

- Topic: Projects & Operations
- Framework: Few-Shot
- Level: Standard
- Tags: Analyze, Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/prepare-my-clinic-for-an-accreditation-or-state-survey

## Prompt

```text
Help me prepare our clinic for an upcoming survey.

**Survey type:** [e.g. state licensing, CMS certification, The Joint Commission, AAAHC, NCQA PCMH, CLIA lab]
**Setting and services:** [e.g. "ambulatory surgery center", "multi-site primary care with on-site lab and X-ray"]
**Expected window:** [DATE RANGE or "unannounced, within 3 months"]
**Prior findings or deficiencies:** [LIST or "first survey"]
**Standards or checklist we have:** [PASTE the relevant standards or self-assessment tool, if available]
**Team and time available:** [WHO and HOURS per week]

Give me:
1. A readiness plan by week, ending a few weeks before the window opens.
2. A mock tracer and walk-through checklist covering high-risk areas commonly cited: infection control and sterilization, medication storage and sample logs, refrigerator temperature logs, emergency equipment and crash cart checks, fire and life safety, credentialing files, staff competencies and training records, patient rights postings, consent and documentation, and lab quality control. Tailor it to my survey type and only tie items to specific standards I have pasted; otherwise mark them [CONFIRM STANDARD].
3. A document binder list (policies, logs, meeting minutes, QAPI or quality plans) with owner and status columns.
4. Staff prep: what frontline staff should be able to explain, and how to answer surveyor questions honestly.
5. A gap tracker table: Finding | Standard | Risk | Fix | Owner | Due | Evidence of fix.
6. A plan for survey day: who greets surveyors, escort roles, document runner, and daily debrief.
```

## What to fill in

- DATE RANGE or "unannounced, within 3 months"
- LIST or "first survey"
- WHO and HOURS per week
- CONFIRM STANDARD

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.