Introduction to On-site Survey Tracer Methodology

Overview

Virtual Classroom Session, 1/2 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 half-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.

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 for tracers

Facilitator

An experienced Accreditation Canada surveyor facilitates this Virtual classroom session. 

Audience

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