Officers and Directors
Features and Pricing
Features and Pricing
Users who are Editors or Managers can edit Surveys, but selecting the survey name with a
pencil icon. This will display the Edit Survey form.
The Edit Survey form displays the current data in each field. You can add, edit, and delete data.
There are four status options: Open, Pending, Passed, and Closed.
Enter a label to easily reference the Survey.
Choose the Facility where the Survey was conducted.
If the Survey concerns only certain buildings at the Facility, choose them here. This list can be customized in
Library > Buildings
This is the regulatory type of survey. Lextree defaults to "F - Inspection of Care"
Choose Health or Fire.
Custom Survey Category
If Custom Survey Categories are created in
Admin > Custom Survey Categories
, then those options are available here.
Multiple Construction - (A and B)
This is data from the CMS 2567 Survey form.
Enter the start of the Survey.
Enter the date the Survey ended. This is required. Lextree uses this date to calculate the 10 day response date.
Enter the date your organization received the Survey.
Enter the Survey Authority which completed the Survey. This is a cutomizable list in
Libraries > Authorities
The individual with the Survey Authority who performed the Survey.
The person listed on the CMS 2567 as the signer.
The date on the Survey when it was signed.
If Keywords for Surveys exist in
Libraries > Keywords
, then they are available here.
Only users that are in the Survey's groups have access to the Survey. Users can only select Groups of which they are members.
Designate a person responsible for the Survey.
Choose to add or modify the alert for the Survey. With this checkbox selected, when you choose
, Lextree will display a form with options for the alert.
Add or Modify Alert
View Survey Detail
Add Survey Document
Add Survey Task
View Survey Comments
View Facilities Detail
Task Menu Items
Tasks Assigned to Me
Tasks Requested by Me
Start and Complete Task
Plans of Correction
Administration and Settings
Organization and Facilities
10260 SW Greenburg Road, 4th floor Portland OR 97223
Terms and conditions
Terms of service
Security and access
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