CMS Facility Assessment & Survey-Readiness Software

The facility assessment,
built from data you
already keep.

Facility Assessment turns the CMS-required long-term care assessment (42 CFR §483.71) into a living document instead of a file someone rewrites every January. Twelve required sections ship pre-built. The parts that describe your roster, census, competencies, equipment, and contracts are drawn live from the modules that already hold them. Resident condition tallies compute their own percentages, every review is stamped into a log, and the whole assessment prints as a clean, survey-ready document whenever a surveyor asks for it.

All 12 required sections
Survey-ready document
HIPAA-compliant
The CMS facility assessment on a phone — all twelve required sections for 2026, each showing how many answers are drawn live from the facility's own apps and how many are still to fill in
Live data
Roster, census & contracts pull straight from your apps.
Reviewed
Every annual review stamped with who and when.
Survey-ready
Print the whole document the moment it’s asked for.
The highlights

The §483.71 assessment, kept current all year.

From a single resident-condition tally to the printed document a surveyor reads — one connected facility assessment, built for the administrator’s desk and the survey window.

12 required sections
Pre-built, not a blank page
Live facility data
Roster, census & contracts
Condition tallies
Percentages compute themselves
Survey-ready document
Print the whole thing on demand
Twelve required sections, already built

Fill in an assessment instead of designing one.

Facility information, resident factors, staff competencies, environment, buildings, equipment, services, personnel, contracts, health IT, risk, and summary — the twelve sections the CMS facility assessment expects ship structured and ready. The parts that describe data your facility already keeps are drawn live from the module that owns it and marked with a “live from” chip, so the staffing numbers in your assessment are the same numbers in your roster. One copy of every fact means the document can’t quietly drift out of date between reviews.

  • All twelve §483.71 sections, pre-structured
  • Roster, census, certifications & competencies pulled live
  • Contracts, equipment, shifts & QAPI drawn from their own apps
  • Every derived block shows where its number came from
See the sections in a demo →
The Resident Population Factors section — condition metrics drawn live from the QAPI dashboard with a “live from” provenance note, above a tally editor where staff enter a resident count per metric and the percentages compute themselves against a stated total
Condition tallies & the reporting calendar

Count the residents. The math is the app’s job.

Record how many residents fall into each condition or demographic category and the percentages compute themselves — nobody types a percent, so nobody types the wrong one. Overlapping condition metrics divide by an explicit resident total rather than summing into a number that means nothing. Alongside the assessment, a regulatory reporting calendar lists the external filings you owe — PBJ, NHSN, OSHA 300A, ombudsman notices, and your own state’s requirements — each with the next date it comes due, computed from its real cadence.

  • Counts in, percentages out — no hand arithmetic
  • Overlapping metrics measured against a stated total
  • Federal & state reporting deadlines in one calendar
  • Dated log of campus changes and improvements
See the compliance suite →
The regulatory reporting calendar — PBJ staffing data, NHSN respiratory reporting, OSHA Form 300A and ombudsman transfer notices, each with its agency, cadence, CFR citation and the next date it comes due
Review log & the survey-ready document

Walk into a survey with the assessment already printed.

§483.71 expects the assessment to be reviewed and updated at least annually and whenever the facility changes materially. Every review is stamped into a running log with the date and the person who recorded it, and a quality or governing-body meeting can record the review straight from its agenda — the meeting is the review. When a surveyor asks for the facility assessment, one view stacks all twelve sections together, live data and all, and prints as the clean document you hand across the table.

  • Annual review stamped with the date and the person
  • Record the review from a QAPI or board meeting agenda
  • Full-document view — every section in one printable copy
  • Unanswered items surfaced as a worklist, never hidden
See what it costs →
The Summary & Review section — the assessment summary and QAPI approval, committee meetings pulled live from the Meetings app, and a review/update history stamped with each review's date and who recorded it
Everything in Facility Assessment

The CMS facility assessment, end to end.

Required sections, live facility data, condition tallies, a reporting calendar, a stamped review log, building scope, and a printable survey copy — the document stays current because the facility keeps it current.

Every Required Section, Pre-Built
The assessment ships as twelve structured sections — facility information, resident factors, staff competencies, environment, buildings, equipment, services, personnel, contracts, health IT, risk, and summary — so you fill in a facility assessment instead of designing one from a blank page.
Answers Drawn Live From Your Own Apps
Staff roster, resident census, certifications, competencies, shift coverage, contracts, equipment, QAPI program, compliance status, and meetings are pulled live from the modules that already hold them and marked with a “live from” provenance chip. One copy of every number — nothing is retyped, so nothing drifts.
Population-Based Condition Tallies
Record resident conditions and demographics as counts, and the percentages compute themselves. Overlapping condition metrics divide by an explicit resident total instead of summing into nonsense, so the acuity picture the assessment reports is arithmetically honest.
Regulatory Reporting Calendar
A companion calendar of the external filings a facility owes — PBJ, NHSN, OSHA 300A, ombudsman transfer notices, and your own state’s requirements — with the next date each one comes due, computed from its real cadence rather than a generic annual reminder.
Review Log & Annual Sign-Off
Every review and update is stamped into a running log with the date and the person who did it, so the annual review the regulation expects is a record rather than a memory. A quality or governing-body meeting can record the review straight from its agenda.
Survey-Ready Full Document
One “full document” view stacks every section — manual answers, live data, and annotations together — and prints as the clean copy you hand a surveyor. The exportable assessment is generated from the current record, not reassembled the week before a visit.
Building Scope for Mixed Campuses
A campus with a hospital and a long-term care wing scopes the assessment to the building it actually covers. Staff, equipment, certifications, shifts, and quality data filter to that building — and anything untagged is disclosed rather than quietly counted in.
Gaps Shown, Never Papered Over
An empty source says so by name — “no contracts recorded” — instead of printing a blank that reads as a clean bill of health. Unanswered items and unrecorded fields are surfaced as a worklist, so the document never claims an absence of data as a fact about your facility.
Dated Improvement Log
Campus changes, renovations, and capital improvements build a dated running log that carries forward year over year. The narrative of how the building changed is kept in the assessment itself instead of being rewritten from scratch each cycle.

HIPAA-compliant, by design.

The facility assessment reaches across your census, roster, and clinical program data, so it’s built to the same HIPAA standard as the rest of MyLTC Apps — encrypted, access-controlled, and hosted in U.S. data centers. Access is granted by group, not by job title, so the staffing plans and admission criteria inside the document stay with the administrators who own them, and every review and edit keeps a permanent, paperless audit trail.

Encrypted & access-controlled Group-based access Paperless audit trail U.S. data centers
Questions, answered

Facility assessment software FAQ

How the twelve required sections, live facility data, condition tallies, the reporting calendar, and the review log keep a skilled nursing facility survey-ready.

What is facility assessment software for nursing homes?

Facility assessment software turns the CMS-required long-term care facility assessment (42 CFR §483.71) into a living document instead of a once-a-year word processor file. MyLTC Apps ships the assessment as twelve structured sections — facility information, resident factors, staff competencies, environment, buildings, equipment, services, personnel, contracts, health IT, risk, and summary. Sections that describe data you already keep are drawn live from the modules that hold it, resident condition tallies compute their own percentages, every review is stamped into a log, and the whole thing prints as a survey-ready document on demand.

Which parts of the assessment fill themselves in?

The sections that describe things your facility already tracks. Staff roster and positions, resident census, licenses and certifications, competencies, shift patterns and coverage, contracts and mutual-aid agreements, equipment and assets, the QAPI program, compliance module status, meetings, and community resources are all read live from the owning app and labeled with a “live from” chip so anyone reading knows where the number came from. Your narrative answers and annotations are what you type; the counts are what the system already knows.

How does the annual review requirement get documented?

§483.71 expects the assessment to be reviewed and updated at least annually and whenever the facility changes materially. Every review and update is written into a review log with the date and the person who recorded it, and a quality or governing-body meeting can record the review directly from its agenda — the meeting is the review. The app reports what the log actually shows, so with no entries it says no review is recorded rather than inventing a compliance verdict it has no basis for.

What is the regulatory reporting calendar?

It is a reference calendar of the external filings a facility owes a regulator — PBJ staffing submissions, NHSN respiratory reporting, ombudsman transfer and discharge notices, OSHA 300A posting, and the requirements specific to your state — with the next date each one comes due. Deadlines are computed from each requirement’s real cadence, so a quarterly filing shows the deadline for the quarter that just closed rather than one a full period away. It reports what is coming due; it does not label anything overdue, because filing itself happens outside the app.

Can it handle a campus with both a hospital and a nursing facility?

Yes. A mixed campus scopes the assessment to the building it covers, so a §483.71 document about the long-term care wing counts that wing’s staff, equipment, certifications, shifts, and quality data — not the hospital’s. Every scoped section names the scope it used, and records that carry no building tag are disclosed as a visible line rather than silently dropped or silently included. Single-building facilities never see any of it.

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