Page 5 - QAP Manual 2020

Quality Assessment Project Procedures
2020

directions). While proxies are able to be translators, SCDD prefers that a surveyor
speaking the native language conduct the survey.
• If the consumer uses a communication device, plan extra time for the survey.
• Inquire if there is anything important that you need to be aware of in order to ensure a
successful survey.
• Leave your name and contact info in case the survey has to be rescheduled.
• As shared in the IPS Remote Surveying Protocol, obtain a mobile number or email so
you can send the video-conference access link to the person (or whomever will support
the person to log on) via email or text. The link should also be sent to a proxy (if
applicable) that might videoconference separately from the person.

Scheduling the Appointment Directly with the Consumer

• Inform the consumer his or her right to choose when to be surveyed. You should
accommodate the consumer’s schedule. If you are unable to accommodate the
person’s schedule, notify your QAC for reassignment to another surveyor.
• The consumer has a right to decline the survey.
• The consumer is welcome to invite anyone they choose to the survey (Section 1 of the
survey can only be answered by the consumer).
• If the consumer resides in a licensed care facility or with family, you may need to
request permission to speak to a staff person or family member in order to confirm
that the date and time you scheduled does not interfere with any previously scheduled
activities.

Scheduling the Appointment with Someone Other than the Consumer

• In certain circumstances, such as when the consumer is non-verbal and does not have
an alternative communication device, you may end up speaking to a family member or
staff person. Schedule the appointment as usual and continue to be mindful of the
preferred time for the survey.
• Remain flexible in scheduling the survey and be prepared to reschedule as necessary.
• At times there may be more than one consumer on your list of assignments who live in
the same home. While you may conduct multiple surveys on the same day, we do not
recommend more than 3 surveys in one day. This can interfere with routines and
scheduled activities and place too much stress on the consumer as well as others who
live in the home. Typically, a few hours is the maximum staff and residents can tolerate
in order to accommodate the survey process. There is not always “one rule applies”.
Simply be considerate, reasonable and flexible”.

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