Survey Management

To add a Deficiency to a survey, select the +Add Deficiency button on the survey details page. This button will display the Add Deficiency form.

When you add or edit a Survey, check the Alert checkbox before clicking Submit. This will display a form to add or edit an Alert.

To add a Survey, select the Add Survey button on the Surveys page. You can also track deficiencies.

To add a document to the survey, navigate to the survey details page. Under Document Title, select the add document link. This will bring you to the Add Document form.

Once you select +Add Survey Task on the Survey details page, Lextree displays the Add Survey Task form.

The Admin (Administration) menu gives you access to important settings for Lextree. Only user with the Administrator role can access the Admin menu options.

To assign responsibility for draft the Plan of Correction, select the assign link for the Deficiency you want to assign. Lextree will allow you to assign the POC as a task to another user.

The Assign Task page will display from the Assign Task button on any task page.

The Authorities library allows you to maintain a list of Survey Authorities or government agencies which routine review your facilities. You can also add independent contractors and consultants who perform reviews on your behalf to the list.

The Buildings library allows you to maintain a list of buildings associated with your facilities which are surveyed separately. This allows for more granular reports and analysis. Select Add Building to enter information about the building.

The Dashboard gives you a snapshot of deficiencies and tasks from Lextree.

You may decline a task from the Start and Complete Task page. Lextree will prompt the user for an explanation. The requestor will receive notification of the declined task.

The Document Types library allows you to categorize documents for more meaningful analysis and reporting. Select Submit to save the Document Type.

To draft the Plan of Correction for a Deficiency from the Survey Details page, select the draft POC link for that Deficiency. Lextree will display the Draft Plan of Correction page.

To edit a deficiency, select the pencil icon in the right hand column of deficiencies. Lextree will display the Edit Deficiency page. If the Plan of Correction exists, it will display. Otherwise, it will be hidden.

Users who are Editors or Managers can edit Surveys, but selecting the survey name with a pencil icon. This will display the Edit Survey form.

On the Facilities page, you can access specific Facilities. Access to Facilities is controlled in Admin > Organization and Facilities.

Welcome to Lextree for Healthcare Compliance, where you can manage nursing home inspection surveys, deficiencies, and plans of correction. We will go through the steps to add your first survey.

When you return to Lextree, you will need to login with your email and password.

The Group Tasks page displays all the tasks for the logged in user’s groups. It is available to users with the Manager role.