Facility Assessment Support and Resources

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CMS mandates long-term care facilities to complete a Facility Assessment as outlined in F838 and the Minimum Staffing Standards Final Rule. This assessment should reflect the unique characteristics of each facility’s resident population, programs, and services, and is essential for determining the necessary resources and services for resident care. It is also used to develop a person-centered staffing plan.

Pathway’s Facility Assessment Toolkit © offers comprehensive resources, including templates, data collection tools, policy and procedure templates, recruitment and retention plan templates, person-centered staffing interactive tools, audit tools, and staff education materials. This toolkit provides step-by-step guidance to help organizations evaluate their resident population, resource availability, and care needs, ensuring a thorough and individualized facility assessment.

When Purchased as an Electronic Version, The Facility Assessment Toolkit ©  (Electronic Version) is customizable to meet specific State and organization needs. The toolkit includes:

  • Leadership Implementation Strategies and Resources
  • Facility Implementation Guide and Checklist
  • Facility Assessment Policy and Procedure
  • Organization Data Needs for the Facility Assessment
  • Facility Assessment Template with Instructions and a customizable template for completion
  • Required Facility Assessment Components including worksheets, data sources, tools and resources
      • Facility Resident Population
      • Personnel Resources
      • Person-Centered Staffing Plan
      • Competencies
      • Evaluation of Training Programs
      • Infection Control
      • Policy and Procedure Review Process
      • Facility and Community Risk Assessment
      • Resources – Physical Plant and Equipment (Medical and Non-Medical)
      • Health Information Technology
      • Third Party Agreements, Contracts, Memorandum of Understanding
      • Quality Assurance and Performance Improvement (QAPI)
    • Training Plan for your facility
    • Competency Test and Answer Key – related to the Facility Assessment
    • Education PowerPoint – Facility Assessment Overview
    • Performance Improvement Resources

Click the following link to review the table of contents: Table of Contents

All WHCA/WiCAL members receive a 15% discount! Simply use the discount code WHCA15 at checkout.

Click HERE to purchase The Facility Assessment Toolkit © today!


Additionally, our national affiliate, AHCA/NCAL, has produced a new resource:

ahcancalED offers a new resource, titled, Strengthening Facility Assessments to Adapt to Regulatory Changes. The new webinar explains the regulations, the CMS guidance, operational considerations, and examples of what facilities have been used to implement the new requirements. The webinar also offers a question-and-answer section, along with common myths vs. facts to assist nursing facility leadership in fully understanding the regulatory updates to the Facility Assessment. Course objectives include:

  • Review the CMS Facility Assessment regulatory requirements and guidance
  • Explore considerations for how to implement the regulatory requirements for the Facility Assessment
  • Share real examples from facilities on approaches they have implemented to comply with different components of the Facility Assessment regulations
  • Examine frequently asked questions and myths vs. facts regarding the Facility Assessment requirements

The cost of the training is $50 for AHCA members and $75 for non-members and comes with 1.25 NAB CEs and 1.0 contact hour through the Iowa Board of Nursing.

Individuals will need to login to ahcancalED with their AHCA/NCAL usernames and passwords to register.  For assistance obtaining usernames and passwords, members should e-mail educate@ahca.org with their name and facility contact information. For questions regarding the facility assessment requirement, members should email regulatory@ahca.org