SurveysDocumentationLearn how to manage Plans of Correction for healthcare compliance in Lextree.
Add Deficiency
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.
Tuesday Mar 19, 2024Add or Modify Alert
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.
Tuesday Mar 19, 2024Add Survey
To add a Survey, select the Add Survey button on the Surveys page. You can also track deficiencies.
Monday Apr 15, 2024Add Survey Document
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.
Tuesday Mar 19, 2024Add Survey Task
Once you select +Add Survey Task on the Survey details page, Lextree displays the Add Survey Task form.
Tuesday Mar 19, 2024Administration and Settings
The Admin (Administration) menu gives you access to important settings for Lextree. Only user with the Administrator role can access the Admin menu options.
Tuesday Mar 19, 2024Assign POC
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.
Tuesday Mar 19, 2024Assign Task
The Assign Task page will display from the Assign Task button on any task page.
Tuesday Mar 19, 2024Authorities
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.
Tuesday Mar 19, 2024Buildings
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.
Tuesday Mar 19, 2024Dashboard
The Dashboard gives you a snapshot of deficiencies and tasks from Lextree.
Tuesday Mar 19, 2024Decline Task
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.
Tuesday Mar 19, 2024Document Types
The Document Types library allows you to categorize documents for more meaningful analysis and reporting. Select Submit to save the Document Type.
Tuesday Mar 19, 2024Draft POC
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.
Tuesday Mar 19, 2024Edit Deficiency
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.
Tuesday Mar 19, 2024Edit Survey
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.
Tuesday Mar 19, 2024Facilities Page
On the Facilities page, you can access specific Facilities. Access to Facilities is controlled in Admin > Organization and Facilities.
Tuesday Mar 19, 2024First Survey
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.
Tuesday Mar 19, 2024Getting Started
When you return to Lextree, you will need to login with your email and password.
Tuesday Mar 19, 2024Group Tasks
The Group Tasks page displays all the tasks for the logged in user’s groups. It is available to users with the Manager role.
Tuesday Mar 19, 2024Groups
Admin users may review, add and update groups at Admin > Groups. Groups are assigned to both user accounts and survey records to determine which users can access which records. Only user accounts assigned to the Editor or Reader roles have access to survey records and may be assigned to groups. For example, users assigned to Group A will have access to all surveys assigned to Group A.
Tuesday Mar 19, 2024Initial Setup
Lextree will guide you through the initial set up after you create an account.
Tuesday Mar 19, 2024Keywords
The Keywords library allows you to create semi-structured data that users can choose to apply to Facilities, Surveys, and Documents.
Tuesday Mar 19, 2024Libraries Overview
A Library in Lextree is a collection of data that users can copy to perform a variety of functions in Lextree. Libraries improve efficiency and quality by providing more consistent information. There are several libraries in Lextree.
Monday Apr 15, 2024My Account
My Account displays who the Lextree administrator is in your organization. It is also where you can change your password and email address.
Tuesday Mar 19, 2024Organization and Facilities
Organization and Facilities allows you to manage the parent organization for your Facilities. It is also where you can add additional Facilities to your subscription.
Monday Apr 15, 2024Plans of Correction
The Plan of Correction Library allows you to develop POC templates that users can select when they draft a Plan of Correction for a Deficiency. POCs in the library are tied to specific F-Tags. Select Add Plan of Correction to Library to create a new POC template.
Tuesday Mar 19, 2024Recipients
Recipients receive Lextree alerts. They do not have access to Lextree unless they are also a user. All users are recipients, but not all recipients are users.
Tuesday Mar 19, 2024Reports
There are many reports available in Lextree under the Reports menu. Each report type comes with several options.
Tuesday Mar 19, 2024Signup for Surveys
Create an account on Lextree for the free trial. No credit card required.
Tuesday Mar 19, 2024Start and Complete Task
When you select start from the Assigned to Me page, Lextree will display the appropriate page to complete the task: Draft POC, Comment on Survey, Upload Document, or Other.
Tuesday Mar 19, 2024Subscription Orders
Orders is where you can track all your subscriptions and purchases, including the annual base subscription and access to additional facilities. Licensing is subscription based with unlimited users.
Tuesday Mar 19, 2024Survey Types
The Survey Types library allows you to further classify surveys beyond Fire and Health, which Lextree already includes.
Tuesday Mar 19, 2024Surveys Page
The Surveys page gives you access to the all the Surveys from the Groups to which an administrator assigned you. To see the Survey click on its name: the blue link. To see the Facility details, click the Facility name in blue.
Tuesday Mar 19, 2024Task Library
The Task Library provides users with an easy to select common tasks for a survey.
Tuesday Mar 19, 2024Task Menu Items
The Task menu gives you access to several functions. There are three menus under Tasks in the menubar.
Tuesday Mar 19, 2024Tasks Assigned to Me
View all tasks assigned to you by other users or yourself. Tasks are categorized as Open, In Progress, Declined, Completed, and Cancelled.
Tuesday Mar 19, 2024Tasks Requested by Me
The Requested by Me page displays tasks which you have assigned to other users or to yourself. You can cancel a task which you initiated by selecting cancel.
Tuesday Mar 19, 2024User Management
To manage users in your organization, navigate to Admin > Users. This page displays all users in your organization. You can add new users by selecting the Add User button. There are several important elements of each user’s profile.
Tuesday Mar 19, 2024View Facilities Detail
On the Facility Details page, you can view information about the Facility and its Surveys.
Tuesday Mar 19, 2024View Survey Comments
Select the View Survey Comments button the Survey Details page to see all of the comments on the Survey. Lextree displays comments in a reverse chronological timeline. Simply scroll down to see older comments.
Tuesday Mar 19, 2024View Survey Detail
To access survey details, click the name of the survey on the Surveys page. The survey name is the blue link.
Tuesday Mar 19, 2024
Learn how to manage Plans of Correction for healthcare compliance in Lextree.
Add Deficiency
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.
Tuesday Mar 19, 2024Add or Modify Alert
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.
Tuesday Mar 19, 2024Add Survey
To add a Survey, select the Add Survey button on the Surveys page. You can also track deficiencies.
Monday Apr 15, 2024Add Survey Document
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.
Tuesday Mar 19, 2024Add Survey Task
Once you select +Add Survey Task on the Survey details page, Lextree displays the Add Survey Task form.
Tuesday Mar 19, 2024Administration and Settings
The Admin (Administration) menu gives you access to important settings for Lextree. Only user with the Administrator role can access the Admin menu options.
Tuesday Mar 19, 2024Assign POC
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.
Tuesday Mar 19, 2024Assign Task
The Assign Task page will display from the Assign Task button on any task page.
Tuesday Mar 19, 2024Authorities
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.
Tuesday Mar 19, 2024Buildings
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.
Tuesday Mar 19, 2024Dashboard
The Dashboard gives you a snapshot of deficiencies and tasks from Lextree.
Tuesday Mar 19, 2024Decline Task
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.
Tuesday Mar 19, 2024Document Types
The Document Types library allows you to categorize documents for more meaningful analysis and reporting. Select Submit to save the Document Type.
Tuesday Mar 19, 2024Draft POC
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.
Tuesday Mar 19, 2024Edit Deficiency
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.
Tuesday Mar 19, 2024Edit Survey
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.
Tuesday Mar 19, 2024Facilities Page
On the Facilities page, you can access specific Facilities. Access to Facilities is controlled in Admin > Organization and Facilities.
Tuesday Mar 19, 2024First Survey
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.
Tuesday Mar 19, 2024Getting Started
When you return to Lextree, you will need to login with your email and password.
Tuesday Mar 19, 2024Group Tasks
The Group Tasks page displays all the tasks for the logged in user’s groups. It is available to users with the Manager role.
Tuesday Mar 19, 2024Groups
Admin users may review, add and update groups at Admin > Groups. Groups are assigned to both user accounts and survey records to determine which users can access which records. Only user accounts assigned to the Editor or Reader roles have access to survey records and may be assigned to groups. For example, users assigned to
Group Awill have access to all surveys assigned toGroup A.Tuesday Mar 19, 2024Initial Setup
Lextree will guide you through the initial set up after you create an account.
Tuesday Mar 19, 2024Keywords
The Keywords library allows you to create semi-structured data that users can choose to apply to Facilities, Surveys, and Documents.
Tuesday Mar 19, 2024Libraries Overview
A Library in Lextree is a collection of data that users can copy to perform a variety of functions in Lextree. Libraries improve efficiency and quality by providing more consistent information. There are several libraries in Lextree.
Monday Apr 15, 2024My Account
My Account displays who the Lextree administrator is in your organization. It is also where you can change your password and email address.
Tuesday Mar 19, 2024Organization and Facilities
Organization and Facilities allows you to manage the parent organization for your Facilities. It is also where you can add additional Facilities to your subscription.
Monday Apr 15, 2024Plans of Correction
The Plan of Correction Library allows you to develop POC templates that users can select when they draft a Plan of Correction for a Deficiency. POCs in the library are tied to specific F-Tags. Select Add Plan of Correction to Library to create a new POC template.
Tuesday Mar 19, 2024Recipients
Recipients receive Lextree alerts. They do not have access to Lextree unless they are also a user. All users are recipients, but not all recipients are users.
Tuesday Mar 19, 2024Reports
There are many reports available in Lextree under the Reports menu. Each report type comes with several options.
Tuesday Mar 19, 2024Signup for Surveys
Create an account on Lextree for the free trial. No credit card required.
Tuesday Mar 19, 2024Start and Complete Task
When you select start from the Assigned to Me page, Lextree will display the appropriate page to complete the task: Draft POC, Comment on Survey, Upload Document, or Other.
Tuesday Mar 19, 2024Subscription Orders
Orders is where you can track all your subscriptions and purchases, including the annual base subscription and access to additional facilities. Licensing is subscription based with unlimited users.
Tuesday Mar 19, 2024Survey Types
The Survey Types library allows you to further classify surveys beyond Fire and Health, which Lextree already includes.
Tuesday Mar 19, 2024Surveys Page
The Surveys page gives you access to the all the Surveys from the Groups to which an administrator assigned you. To see the Survey click on its name: the blue link. To see the Facility details, click the Facility name in blue.
Tuesday Mar 19, 2024Task Library
The Task Library provides users with an easy to select common tasks for a survey.
Tuesday Mar 19, 2024Task Menu Items
The Task menu gives you access to several functions. There are three menus under Tasks in the menubar.
Tuesday Mar 19, 2024Tasks Assigned to Me
View all tasks assigned to you by other users or yourself. Tasks are categorized as Open, In Progress, Declined, Completed, and Cancelled.
Tuesday Mar 19, 2024Tasks Requested by Me
The Requested by Me page displays tasks which you have assigned to other users or to yourself. You can cancel a task which you initiated by selecting cancel.
Tuesday Mar 19, 2024User Management
To manage users in your organization, navigate to Admin > Users. This page displays all users in your organization. You can add new users by selecting the Add User button. There are several important elements of each user’s profile.
Tuesday Mar 19, 2024View Facilities Detail
On the Facility Details page, you can view information about the Facility and its Surveys.
Tuesday Mar 19, 2024View Survey Comments
Select the View Survey Comments button the Survey Details page to see all of the comments on the Survey. Lextree displays comments in a reverse chronological timeline. Simply scroll down to see older comments.
Tuesday Mar 19, 2024View Survey Detail
To access survey details, click the name of the survey on the Surveys page. The survey name is the blue link.
Tuesday Mar 19, 2024