CMS Survey Readiness - F758 Compliance

Interactive checklist for psychotropic medication survey preparation

Overall Compliance

0%

Needs Improvement

Items Completed

0/20

Needs Attention

20

Survey Ready

No

Survey Readiness Report

Comprehensive compliance assessment for CMS F758 survey

Executive Summary

Overall Compliance Score

85%

Good - Survey Ready

Survey Readiness Status

Minor gaps require attention before survey

Target completion: January 27, 2026

Compliance by Category

Documentation
Excellent4/4
90%
Medication Reviews
Good3/4
75%
GDR Tracking
Fair2/3
67%
Informed Consent
Excellent3/3
100%
Adverse Events
Excellent3/3
100%
Monitoring Protocols
Good2.5/3
83%

Critical Findings Requiring Immediate Attention

5 residents missing documented informed consent

Priority: Critical | Target: January 25, 2026

12 medications overdue for 14-day review

Priority: Critical | Target: January 24, 2026

3 residents with no documented GDR attempts

Priority: High | Target: January 27, 2026

Recommendations for Survey Preparation

1.

Prioritize informed consent documentation for 5 residents

2.

Complete overdue medication reviews within 48 hours

3.

Schedule GDR assessment meetings for 3 residents

4.

Implement weekly compliance monitoring going forward

5.

Conduct staff training on F758 documentation requirements

Evidence Summary

Supporting Documents

15 files

Medication Files Reviewed

100%

Prescriber Signatures Verified

100%

Review Documentation Complete

85%

Conclusion

Facility demonstrates good compliance with F758 requirements. Minor gaps identified are being actively addressed through documented remediation plans. With completion of current action items by target dates, facility will achieve excellent survey readiness status. Recommend continued weekly monitoring to maintain compliance.

Critical Gaps

2

High Priority

2

In Progress

2

Resolved

0

Identified Compliance Gaps
Deficiencies requiring remediation before CMS survey

5 residents missing documented informed consent for psychotropic medications

CriticalIdentifiedInformed Consent

12 medications overdue for 14-day review

CriticalIn ProgressMedication Reviews
Assigned to: DON SmithTarget: 1/25/2026

3 residents with no documented GDR attempts in past 6 months

HighIdentifiedGDR Tracking

8 medication orders missing specific diagnosis documentation

HighIn ProgressDocumentation
Assigned to: Pharmacy ConsultantTarget: 1/27/2026

Side effect monitoring protocols not documented for 6 residents

MediumIdentifiedMonitoring Protocols
F758 Compliance Requirements
Check off each requirement as evidence is collected and compliance is verified

documentation

Psychotropic medication orders include specific diagnosis and clinical rationale

Each medication order must document the specific diagnosis being treated and clinical justification

Behavioral symptoms documented before medication initiation

Evidence of behavioral symptoms that led to psychotropic medication use

Informed consent obtained from resident or representative

Documented informed consent including risks, benefits, and alternatives

Prescriber orders are current and signed

All psychotropic medication orders are properly signed by authorized prescriber

medication reviews

Medications reviewed at least every 14 days

Documentation of medication review within required 14-day timeframe

Review includes assessment of continued need

Each review documents assessment of ongoing clinical necessity

Side effects monitored and documented

Regular monitoring and documentation of potential adverse effects

Effectiveness of medication documented

Clinical response to medication is regularly assessed and recorded

gdr tracking

GDR attempts documented unless clinically contraindicated

Evidence of gradual dose reduction attempts or clinical justification for not attempting

GDR outcomes and resident response documented

Detailed documentation of GDR results and resident's clinical response

Clinical rationale for continuing current dose after failed GDR

Clear documentation of why current dose is necessary after unsuccessful GDR

informed consent

Consent obtained before initiating psychotropic medication

Documented informed consent prior to first dose

Consent includes discussion of risks and benefits

Evidence that risks, benefits, and alternatives were explained

Consent updated when medication changes significantly

New consent obtained for major dosage changes or medication switches

adverse events

Adverse drug reactions promptly identified and documented

System for identifying and documenting adverse reactions

Appropriate action taken in response to adverse events

Evidence of clinical response to identified adverse reactions

Adverse events reported to prescriber and documented

Communication with prescriber regarding adverse events is documented

monitoring protocols

Monitoring protocols established for each medication

Written protocols for monitoring each psychotropic medication

Vital signs and clinical parameters monitored per protocol

Regular monitoring of relevant clinical parameters

Laboratory monitoring completed as indicated

Required lab work completed and documented