of 7— Gather your documentation

What you'll accomplish

You'll be able to use Claude to analyze your activity documentation for gaps, identify any residents with missing records, and draft compliance summary statements before the surveyor arrives. You'll walk into your survey with organized documentation and the confidence that comes from knowing your records are complete.

What you'll need

A Claude.ai Pro account ($20/month) for large document uploads
Your last 3 months of activity logs, calendars, and resident participation records
A list of your state's activity documentation requirements
Computer with internet access
Time needed: 1-2 hours for initial prep; then ongoing as survey approaches
Cost: $20/month for Claude Pro (needed for document upload capacity)

Use Claude to Prepare for State Survey Inspections

Step 1: Gather your documentation

Before opening Claude, collect the following:

Monthly activity calendars (last 3 months)
Attendance/participation logs
List of residents and their participation notes
Any incident reports from the activity department
Your state's activity compliance requirements (find this on your state's health department website or in your facility's policy manual)

What you should see: A folder (physical or digital) with all your activity records for the review period.

Tools:Claude