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Survey success with Kinnser

An insiders guide

Presented By: Deb Cupps, RN, CWS, HCS-D, COS-C Regional Manager Home Health Partners, LLC David Tapia, MBA, ACHE Managing Partner Exegete Consultants, LLC

Objectives
Learn how to easily prepare for survey using Kinnser Confidently navigate and pull necessary information during survey Review the most common survey deficiencies and how to prevent them Successfully implement and track changes post survey

What you can do now to prepare


Use Kinnsers dashboards to get asses the scope of outstanding documentation Ensure that your agency is using the Kinnser flags accurately DC patient charts need review Ensure personnel file licensures are up to date Use key reports in Reports/Admin section to check for areas of vulnerability Consider a mock survey, using auditors who know Kinnser Use the remote capabilities to ensure changes are made

How to use Kinnser during survey


Pulling an unduplicated census Click on Go To
Patient Manager or Reports/Admin Click Create Patient Roster Scroll down the patient roster form Select option no.3 and enter the date range that you need Click Create Roster Print roster for surveyor

How to use Kinnser during survey


Printing a patient chart Click on Go To
Patient Manager Click on the first letter of the

last name to open the chart


Go to the episode requested

and click on Tools then Print Chart


Repeat process until all charts requested have been printed

Limit your exposure


Delegate someone in the agency to remove the yellow stickies if you feel thats necessary (some agencies leave them on as training opportunities for nursing staff on documentation) Have your internal auditor or consultant look for high profile patients Call in outstanding notes from field staff Send a K-mail informing staff that agency is under survey

What to do if your surveyor wants a log in


You might offer to print the charts, but the surveyor can request a log in Create a user name and password for the surveyor Recommended roles to give surveyor: Clinical Review and Clinician Set up access hours for the surveyor under Edit Profile Inactivate User promptly after the exit interview

Most common deficiencies and using Kinnser to prevent them


*Problem areas usually are in the narrative mitigated by Continuous Quality Improvement efforts

Example of the form that the surveyor uses

Form can be found at www.cms.gov-cmsforms-downloadscms1572

Most common deficiencies and using Kinnser to prevent them


2/3 of all deficiencies are related to the Plan of Care
1. G156 Acceptance of patients, Plan of care, and Medical Supervision Not Admit Patient Surveyors will often ask to review your not admit files, Make sure your narrative documentation includes that the referral source was notified of non admit/why Plan of care must be developed, followed, reviewed, and updated 2. G 158 When care does not follow a written plan of care Missed visit reports CHHA reports Scheduling 3. G159 Appropriate development of plan of care Oasis red/pink sections Minimal is better. Specific needs of that patient for treatment and goals 4. G 165 The appropriate administration of drugs and treatments as ordered on plan of care Dressing changes Weights

Most common deficiencies and using Kinnser to prevent them


5. G164 The prompt notification of physician when changes in patients health suggest the need to alter the plan of care VS parameters Communication Orders 6. G337 Standard: Drug regimen Review Medication data base Reconciliation/snapshot Found under Misc tab 7. G143 All personnel furnishing services maintain liaison to ensure that their efforts are coordinated effectively and support the objectives outlined in the plan of care. K mail Communication 8. G251 Clinical record review 60 day summary/chart audit Vs graph Use of 486

Using Kinnser post survey


Develop Plan of Correction and Action Plans Issue list of action items via K-Mail Monitor changes via Reports/Admin
Open OASIS report Past due visits report Orders Management Schedule Report look for Missed visits Visit Exception Report Therapy Episodes

Thank you!
Questions or comments?

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