How to use the Medical Director Safety Rounding Tool

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What is the Safety Rounding Tool? A structured “quick-hit” audit to assess a clinic’s high-level survey readiness

Who? Performed by the Medical Director

When?

  • New Medical Directors: Conducting safety walkthrough (slide 48-50)
  • Existing Medical Directors: Once a month, ahead of FHM

Follow-through

  • Discussion of issues and plan for improvement in FHM
  • Follow-up of action taken in FHM the following month
  • In-depth CAT audits or clinical support follow-up may be triggered
  • Review all sections semi-annually with Governing Body

Directions:

  1. Complete one visit of the Safety Rounding Tool each month with a specific survey readiness focus
    • If the facility has a Home Program, complete Home related items and scores that include Home
  2. Conduct prior to monthly FHM and review findings with the Facility Team in FHM each month
  3. Review the six visits of the Safety Rounding Tool semi-annually with Governing Body

Month 1: Documentation

Month 2: Physical Plant

Month 3: Infection Control

Month 4: Water Room & Machines

Month 5: Patient Care

Month 6: Closing the Loop

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