The Tracer Methodology Staff Training Handbook (Handbook)

Tracer methodology puts your staff on the spot.

Here are the proven interview tricks you need to prepare every staff member so they exude confidence on survey day!

Put Tracer methodology training into the hands of your staff.

As you're well aware, preparing every single staff member for survey is more challenging than ever. Tracer methodology has your staff on edge and it's your job to relieve their fears. With the help of The Tracer Methodology Staff Training Handbook, this difficult task just got easier.

Build staff confidence.

The Tracer Methodology Staff Training Handbook is a convenient, easy-to-reference guide that gives staff access to best-practice strategies for dealing with surveyors, the overall survey process, and common trouble areas. Best of all, it provides field-tested tips and advice to calm staff fears and give them confidence for face-to-face encounters with surveyors.

Quiz to document training included!
Once your staff review the handbook, you'll be able to test their tracer knowledge—each handbook includes a 10-question exam (answer key included). Keep these exams on file to help you document training!

The Tracer Methodology Staff Training Handbook trains staff on these critical topics:

1. The Tracer Process
   • Patient Tracers
   • The JCAHO's 14 priority focus areas
   • Tracer in action: Case scenario
   • System tracers
   • Sample system tracer questions

2. Flexibility
   • Who will be interviewed?
   • Tracer in action: Case scenario
   • What will I be asked?
   • Where will I be questioned?
   • How should I answer the surveyors' questions?
   • What if I don't know an answer?
   • Tracer in action: Case scenario
   • What if I'm not interviewed? Am I "in the clear?"

3. Effective Communication
   • Transferring a patient
   • Examples of necessary transfer information
   • Body language
   • Characteristics of positive body language

4. Sample survey questions