Nursing Home State Survey Preparation Checklist

Preparing for a state survey can be one of the most stressful events for nursing home administrators and care teams. Our Nursing Home State Survey Preparation Checklist is designed to help long-term care facilities systematically review every critical area inspectors will evaluate—from resident care plan documentation to medication administration records and facility safety compliance.

This template is purpose-built for nursing home administrators, directors of nursing, quality assurance coordinators, and compliance officers who need to ensure their facility is survey-ready at all times. Instead of scrambling through paper checklists or scattered spreadsheets, you can use this digital form to conduct thorough internal audits, assign corrective actions, and track progress in real time.

The checklist covers all major survey domains including resident rights, quality of care, nursing services, dietary services, pharmacy services, infection control, physical environment, and administrative compliance. Each section prompts your team to verify documentation, assess current practices, and identify any gaps that need attention before surveyors arrive.

Why Paperform for nursing home compliance?

With Paperform, you can customize this checklist to match your facility's specific protocols and state regulations, add conditional logic to show follow-up questions only when deficiencies are identified, and use file upload fields to attach supporting documentation like care plans, MARs, and safety inspection reports.

Once submitted, you can route the checklist to the appropriate department heads using Stepper (stepper.io), Paperform's workflow automation tool, to automatically assign tasks, send reminders, and track completion status—ensuring nothing falls through the cracks during your survey prep.

For facilities managing multiple locations or requiring client oversight, Paperform's Agency+ plan offers centralized reporting and team collaboration features that keep everyone aligned and accountable. All data is stored securely with SOC 2 Type II compliance, so you can trust your sensitive resident and facility information is protected.

Get your nursing home survey-ready with confidence using Paperform's flexible, professional checklist templates.