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Home Health Agency Survey Preparation Checklist

This dark-theme checklist helps home health and home care agencies review readiness before state surveys, accreditation reviews, and internal compliance audits. Complete it online, print a completed copy for documentation, or print a blank copy for manual review.

How to use it

Rate each checkpoint, add notes where needed, then print for meetings, follow-up, or survey prep files.

Best use case

Ideal for administrators, compliance teams, consultants, and new agency owners preparing for inspections or readiness reviews.

What it includes

Eight compliance categories, 56 checklist items, live scoring, criterion summaries, agency details, and printable notes.

Agency details

Fill these fields if you want the printed version to include identifying information. Leave them blank when printing a clean copy.

Overall readiness score

Each checklist item uses the same 4-point structure as the original worksheet: 4 = Excellent, 3 = Good, 2 = Fair, 1 = Poor.

Total score
0
Percentage
0%
Items rated
0 / 56
Overall grade
Not Started

Interactive checklist

Work through each criterion below. Scores update automatically, and each section includes a notes area for evidence, corrective action, or missing documentation.

Printing tip: Use Print Completed Form to keep all entered information visible on paper. Use Print Blank Form to temporarily clear the fields, print a clean copy, and automatically restore your entries after printing.

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