First Survey

Surveys

Updated: March 19, 2024

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.

Step 1. Navigate to Survey Menu: In the menu at the top of the screen, choose Surveys

Step 2. Add Survey: On the Surveys page, select the +Add Survey button.

Step 3. Complete Add Survey Form: Lextree will prompt you to enter information about the Survey. You will add the Deficiencies separately. The data requested is straight from the CMS 2567 form, plus some data about how you want to manage the survey internally.