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Introduction to On-site Survey Tracer Methodology

Introduction to On-site Survey Tracer Methodology

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Overview

On-site Session, 1 day

Tracer methodology is used by surveyors during the Qmentum on-site survey to assess compliance with the standards and how well key processes have been implemented throughout the organization. During a tracer, surveyors engage with staff at all levels of the organization.

This one-day interactive session introduces participants to the tracer methodology. Using discussions, group exercises, and case studies, participants gain an understanding of the key activities that take place during a tracer, learn how to use the standards and priority processes to identify questions that surveyors may ask, and discuss ways to prepare staff for tracers.

Accreditation Canada is committed to providing accessible, quality services. Should you require special accommodations, please contact us by email at learning@accreditation.ca or by telephone at 613-738-3800 ext. 447.

Learning Objectives

This session will enable you to:

  • Recognize the relationship between tracers and priority processes
  • Predict a typical path for both a clinical and administrative tracer
  • Identify the kinds of questions that surveyors will ask different staff members during  clinical and administrative tracers
  • Prepare staff for tracers

Facilitator

This on-site session is facilitated by an experienced Accreditation Canada surveyor. Accreditation Canada endeavours to match clients with facilitators from the same region, and from a similar health care setting. Managers and staff who want to gain an in-depth knowledge of the the tracer methodology.

Audience

Managers and staff who want to gain an in-depth knowledge of the the tracer methodology.

Location

The client organization arranges and pays for the venue and any meals and snacks required for participants during the session.


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