Home Health & Hospice

Be Survey Ready

A review of 10 patient records from one branch before your next survey or accreditation visit, with findings ranked by citation risk and a fix-first plan.

$4,500 per branch

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Surveyors read the record first. Be Survey Ready shows you what they're likely to find in your charts, while there's still time to fix it.

At a glance

Who it's for

  • Branches expecting a state or federal survey, or an accreditation visit, in the next few months
  • Newly acquired agencies before their first survey under your ownership
  • Branches that received citations on their last survey

What's included

  • 10 patient records from one branch: a mix of active, recently discharged and hospice patients. You choose them, or we choose them the way a surveyor would.
  • Reviewed against the standards that apply: the federal Conditions of Participation (42 CFR Part 484 for home health and Part 418 for hospice), your state's requirements and your own policies.
  • A findings report: gaps ranked by how likely they are to draw a citation, with a “fix first” list for the next 30 days.
  • A one-page staff huddle sheet: the top three charting habits to tighten before surveyors arrive.
  • A 45-minute leadership debrief on Zoom to walk through what we found.

Scope and record limits

Scope

A record-focused readiness review against the federal Conditions of Participation, your state's requirements and your own policies, with gaps ranked by citation risk and a fix-first plan.

Record limits

10 patient records from one branch. Optional re-check of 5 new records about 30 days later ($1,950). Records over the included pages are $350 per additional 100 pages.

Every Lexcura review is balanced. Your report names the strengths in your documentation alongside the concerns — including unfavorable evidence and gaps — so you see the record the way an attorney, an auditor or a surveyor would.

Timing and price

Turnaround is 30 business days from the day we have both payment and complete records.

$4,500 per branch, paid in full before work begins. Records over the included pages are $350 per additional 100 pages.

Optional re-check: $1,950

About 30 days later, we review 5 new records from the same branch to confirm the fixes are holding.

How it works

  1. 01

    Submit the request form. We run a conflict check within one business day.

  2. 02

    Once cleared, you sign our services agreement and Business Associate Agreement and pay through our secure payment link.

  3. 03

    You choose 10 records from one branch and share them through our secure portal, or ask us to choose them the way a surveyor would.

  4. 04

    Your findings report and staff huddle sheet arrive within 30 business days, followed by a 45-minute leadership debrief on Zoom.

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Be Survey Ready: The base price must be paid in full upfront. Any overage is invoiced separately and must also be paid before work begins. Submitting an inquiry does not place a paid order.

After cleared payment and a signed agreement, Michelle sends the next steps. Medical records are shared only through the secure portal after the services agreement and BAA are signed — never by email.

Questions before paying

Please don't include resident names or health details in this form.

Service lines
Expected survey or accreditation window
Who chooses the 10 records
Citations on your last survey?

Book a leadership briefing

Be Survey Ready is a review of what your clinical records show. It is not a survey and does not guarantee survey results. Lexcura Summit does not provide billing, coding or legal advice. Please don't include patient names or health information. Records are shared only through our secure portal after your agreement is signed.

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