Survey Preparation

Download this sample patient tracer for the nursing unit.

Download this sample patient tracer for perioperative. 

Download this sample patient tracer for pharmacy.

Download this sample patient tracer for radiology. 

Medical records for all patients in restraints or seclusion should be reviewed daily to ensure documentation in the medical record meets certain requirements as appropriate to the patient. Download this sample form to to keep track of each patient and requirement. 

Download this sample form to keep track of all IOU items during your survey. 

Download this sample form to keep track of questions asked and answered during your survey. 

Download this sample form to keep track of all staff interviewed during your survey. 

Download this sample tracer findings and action log, which can be used for both patient and system tracers.