WHCA/WiCAL Survey Sessions

$119 Members | $149 Non-Members

Check-In opens at 8 AM | Session held 8:30 AM – 12:30 PM

Breakfast & Refreshments Provided


September 8 – Eau Claire – Holiday Inn Eau Claire South: 4751 Owen Ayres Ct, Eau Claire, WI 54701

September 20 – Appleton – Hilton Appleton Paper Valley: 333 W College Ave, Appleton, WI 54911

September 22 – Milwaukee** – Direct Supply Innovation & Technology Center: 1020 N Broadway, Milwaukee, WI 53202

**Please Note: The Milwaukee Session will be hosted at the Direct Supply Innovation & Technology Center. Those attending the Milwaukee program will be treated to lunch sponsored by Direct Supply and invited to take a tour of their Innovation & Technology center following lunch. The Milwaukee registration will have the option to select if you wish to participate in the lunch & tour (both free of charge to attendees).



From 2020 to present day, the survey process has seen many changes – some temporary and some permanent. Survey policy, along with enforcement protocol, adapted during the COVID-19 pandemic, and CMS is now establishing new expectations for survey agencies and providers as we all begin to turn our eye toward emerging from the public health emergency. With a new focus on Infection Control in light of COVID-19, facility staff need to make sure basic and specialized processes are in place while implementing ever changing, more stringent protocols.

This session will review state and national survey data and statistics, identifying emerging trends. We will also discuss ways to prepare for a “new normal” of the survey process, with an understanding that the survey landscape will continue to evolve. Presenters will also discuss the future of CMS and DHS survey/enforcement policy, including the prospect of a minimum staffing requirement and how that could affect survey. The program will also address Phase 2 changes and Phase 3 guidance.

At the completion of this session, participants should be able to:

  • Review survey, enforcement, and review/appeal timelines
  • Examine current survey activity, recent survey data, including how survey and enforcement has changed during the pandemic
  • Discuss processes for quality improvement and favorable survey outcomes
  • Review national and state policy developments and advocacy efforts.


Brian Purtell, J.D., WHCA/WiCAL Legal and Regulatory Advisor

Pat Boyer, MSM, RN, NHA, WHCA/WiCAL Director of Quality Advancement and Education

Jim Stoa, J.D., WHCA/WiCAL Director of Government Relations and Regulatory Affairs