Health Care Accreditation Surveyor Course 2025

This course is designed to provide individuals interested in becoming surveyors in the healthcare field with the necessary knowledge and skills to effectively perform surveying duties. It covers various aspects of surveying in healthcare, including the role and responsibilities of a surveyor, surveying methodologies, data collection and analysis, and communication with healthcare organizations, participants will gain a comprehensive understanding of the surveying process and develop the competencies needed to conduct thorough and accurate assessments of healthcare organizations’ compliance with quality and safety standards

By the end of the program, participants will be able to:

1. Identify the role and responsibilities of a surveyor in the healthcare field, including the importance of objectivity, impartiality, and professionalism in surveying activities.
2. Develop a comprehensive understanding of the surveying process, including the steps involved, data collection methods, and analysis techniques.
3. Demonstrate proficiency in conducting tracer surveys, including site visits, interviews, document reviews, and observations, to assess compliance with quality and safety standards.
4. Analyze survey findings and effectively communicate assessment results to healthcare organizations, highlighting areas of compliance and areas for improvement.
5. Develop strong interpersonal and communication skills to interact effectively with healthcare professionals, administrators, and stakeholders during the surveying process.
6. Evaluate the ethical considerations and professional conduct expected of surveyors in maintaining the integrity and credibility of surveying activities.

• Defining the role of a surveyor in the healthcare industry.
• Exploring the scope of responsibilities in conducting accreditation surveys.
• Discussing the importance of surveyors in promoting healthcare quality and safety.
• Identifying the specific roles and expectations of surveyors during accreditation surveys.
• Understanding the survey process, including pre-survey preparations, on-site visits, and post-survey activities.
• Identifying the educational background and experience necessary for becoming a surveyor.
• Understanding the specific qualifications required by accrediting bodies or regulatory agencies.
• Exploring the importance of professional certifications and memberships for surveyors.
• Identifying the essential knowledge areas for surveyors, including healthcare regulations, quality improvement methodologies, and accreditation standards.
• Discussing the skills and abilities required for effective surveying, such as communication, critical thinking, and data analysis.
• Exploring methods for self-assessment and professional development to enhance surveyor competencies
• Exploring resources and training programs available for surveyors› ongoing education and skill enhancement.
• Discussing the importance of staying updated with the latest healthcare trends and regulations.
• Identifying opportunities for networking and collaboration with other surveyors and industry professionals.
• Identify categories of surveyors.
• How to compose a team for a survey.
• Levels of surveyors.
• Surveyors’ rights and responsibilities.
• Understanding the different types of tracer surveys.
• Basics of tracer surveys work.
• Determine priority focus areas.
• Identify related standards.
• Scoring and Risk classification of findings.
• Understanding the importance of comprehensive documentation in healthcare quality and safety.
• Reviewing accreditation standards and criteria for evaluating documentation.
• Assessing the consistency, completeness, and alignment of documentation with best practices.
• Developing a systematic approach for collecting and organizing evidence. Or hit on the weak point in the process.
• Analyzing evidence to identify trends, patterns, and areas of non-compliance.
• Applying critical thinking and judgment to assess the credibility and reliability of evidence.
• Using appropriate tools and techniques, such as checklists or scoring rubrics, for evidence evaluation. • Understanding the purpose and importance of accurate documentation. Using clear, concise, and objective language in documenting survey findings.
• Organizing and presenting information in a logical and structured manner.
• Ensuring documentation is aligned with accreditation standards and criteria.

• Professionalism and maintaining integrity throughout the survey process.
• Active listening skills and effective communication techniques during interviews.
• Building rapport and creating a comfortable environment for interviewees.
• Sensitivity to cultural, linguistic, and diverse patient populations during interviews.
• Using open-ended and probing questions to elicit detailed responses.
• Verifying information through multiple sources and cross-referencing data.
• Validating responses by comparing them with other evidence and observations.
• Avoiding leading or biased questions that may influence responses.
• Understanding legal and ethical requirements for safeguarding patient information.
• Obtaining informed consent and explaining the purpose of the survey.
• Protecting the privacy and anonymity of participants during data collection and reporting.
• Properly storing and handling sensitive information according to privacy regulations.
• Verbal communication skills: active listening, clarity, and empathy.
• Non-verbal communication: body language, facial expressions, and tone of voice.
• Professional and respectful communication techniques.
• Identifying and managing potential conflicts of interest.
• Techniques for addressing resistance or defensiveness.
• Conflict resolution strategies and de-escalation techniques.
• Establishing a positive and professional demeanor.
• Developing rapport through active engagement and relationship-building.
• Recognizing and respecting cultural, linguistic, and individual differences.
• Understanding the importance of ethical behavior in survey activities.
• Exploring ethical principles and their application in the survey process.
• Ethical decision-making in challenging situations.
• Maintaining impartiality and objectivity in survey evaluations.
• Safeguarding confidentiality and privacy of survey information.
• Identifying and managing conflicts of interest.
• Demonstrating professional conduct and demeanor during surveys.
• Upholding the values and standards of the surveying profession.
• Handling sensitive information and maintaining confidentiality.

• The Course attendees will be distributed into (4-6) groups.
• Each group will be led by a lead instructor.
• Each group will be trained on different types of tracer methodologies in 2 different hospitals.

A – Survey report writing.

• Structure and content of surveyor reports
• Clear and concise report writing techniques
• Documenting findings, deficiencies, and recommendations accurately.
• Scenario for discussion and implementation of tracer methodology Clear and concise report writing techniques. Documenting findings, deficiencies, and recommendations accurately. Scenario for discussion and implementation of tracer methodology.

 B. Reviewing assignments

C. Final assessment

D. Issuing certificates

E. Closing the program

This course is designed to provide individuals interested in becoming surveyors in the healthcare field with the necessary knowledge and skills to effectively perform surveying duties.

April 2025

In order to receive your certificate, you have to attend not less than 70%
• Hard copy for 100 Egyptian Pounds
• Soft copy for free