Harmony Healthcare Blog

New Long-Term Care Survey Process: Implementation Grid and F-Tag Renumbering

Posted by Kris Mastrangelo, OTR/L, LNHA, MBA on Tue, Aug 22, 2017

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Edited by Kris Mastrangelo


Compliance • Audits/Analysis • Reimbursement/Regulatory • Education/Efficiency

survey_redCheck.jpgAs highlighted in our earlier blog posts, the New LTC Survey Process builds on the best of both survey processes.  Various stakeholders provided input regarding the new process.  Currently, both the survey process and software are in testing and development.   Let us now review the Implementation Grid and F-Tag Renumbering. 

Implementation Grid: 


Type of Change

Details of Change

Phase 1:
November 28, 2016

Nursing Home Requirements for Participation

New Regulatory Language was uploaded to the Automated Survey Processing Environment (ASPEN) under current F Tags

Phase 2:
November 28, 2017

F Tag Numbering
Interpretive Guidance (IG)
Implement new survey process

New F Tags
Updated IG
Begin surveying with the new survey process

Phase 3:
November 28, 2019

Requirements that need more time to implement

Requirements that need more time to implement


Phase 2 of LTC Regulations: 

  • Implement by November 28, 2017.
  • Providers must follow Phase 2 regulations.
  • All States will use new computer–based survey process for LTC surveys.
  • All training on new survey process needs to be completed before go live date.

Phase 2 includes: 

  • Behavioral Health Services.
  • Quality Assurance and Performance Improvements (QAPI Plan Only).
  • Infection Control and Antibiotic Stewardship.
  • Physical Environment – smoking policies 

Phase 2 includes, but is not limited to: 

  • Resident Rights and Facility Responsibilities – Required Contact Information-
  • Freedom from Abuse, Neglect, and Exploitation – 1150B
  • Admission, Transfer, and Discharge Rights – Transfer/Discharge Documentation
  • Comprehensive Person-Centered Care Planning
  • Pharmacy Services – psychotropic medications
  • Dental Services – replacing dentures
  • Administration – Facility Assessment

F Tag Renumbering:

Old F-Tag New F-Tag

The image above is the F Tag Crosswalk showing: 

  • The original regulatory grouping and the new associated grouping
  • The original regulation number and the new associated regulation number
  • The original F Tag and the associated new F Tag 

Original F Tag
The crosswalk is currently under development. The job aid will be available in the fall of 2017.

Stay tuned for Harmony Healthcare International’s (HHI) next blog post regarding the Seven Parts of the New Survey Process.

Harmony Healthcare International (HHI) is available to provide assistance You can contact us by clicking here. Looking to train your staff?  Join us in person at one of our upcoming Competency/Certification Courses.  Click here to see the dates and locations. 

Additional Information:

Additional information about the survey process and implementation can be found at: 


 So much information, so little time to learn it!
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Tags: F-Tags, Long-Term Care Survey Process

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