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AAAHC survey checklist
1Before the survey
- Confirm your 1095 Engage Profile lists every service, anesthesia level and procedure, since it drives the standards curated for you.
- Complete the Self-Assessment Tool against your curated standards, and act on the gaps.
- Post the Notice of Survey for 30 days before a scheduled survey.
- Read the Quality Roadmap for your setting, and check its top deficiencies against your last survey report.
2Clinical Records and Care Management
- Sample records across clinicians and services, and check each for history, findings, orders, care and authentication.
- Check allergies, sensitivities and reactions are documented in every sampled record.
- Check outside results and consultations were reviewed and incorporated.
- Check written pre and postoperative instructions were given.
3Patient Rights and Governance
- Show how informed consent is obtained and documented.
- Show who can access records, and the audit trail behind access.
- Show governing body minutes that review quality, risk and QI outcomes.
- If you use AI tools, show who approved them, how clinicians oversee them and how patients are told.
4Quality and Safety
- Two or more QI studies with a baseline, a goal, causes, actions, remeasurement and communication.
- Incident and near-miss reports, each reviewed, with corrective action.
- Emergency drills each quarter, scenario based and documented.
- Infection prevention program written, current and followed.
5Credentialing and surgery
- Privileges defined procedure by procedure, with evidence of training and current competence.
- Patient selection criteria that match your anesthesia levels and resources.
- A procedure scheduled for observation on survey day, with a backup case.
- State requirements for office-based surgery met where you operate.
6What an AAAHC surveyor may ask
- Do your patient selection criteria reflect your scope, resources and anesthesia capabilities? What to show, written criteria, approved by the governing body, and cases that followed them.
- Show me the informed consent for this procedure. What to show, what the patient was told, when they agreed, and who documented it.
- How are allergies documented and verified? What to show, allergies, the reaction and its severity in every sampled record.
- Walk me through one of your QI studies. What to show, the baseline, the goal, causes, actions, remeasurement and how it was shared.
- How do you know who accessed or changed a record? What to show, role-based access, written policy and an access log.
- What did the patient take home after the procedure? What to show, written self-care instructions, including medication guidance.
- How does the governing body oversee AI tools in use? What to show, approval, human oversight, patient communication and vendor agreements.
- How do leaders know the organisation is performing? What to show, reports leaders read, and decisions minuted against them.
AAppendix, AAAHC survey checklist, one line per standard
- A.1Category and standard ______ Level ______
- A.2What the surveyor will review ______
- A.3Where it lives ______ Owner ______
- A.4Self-assessment rating ______ Gap ______
- A.5Action and due date ______
- A.6Checked again on ______