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PDPM Audit Optimization Group

Module 1 Workbook

OIG · RAC · UPIC · State Survey Escalation Paths

Audit-Ready Compliance LMS · Enrollee resource

How to use this workbook

  1. Read each agency card and highlight who receives first contact at your SNF.
  2. Complete the escalation ladder exercise with a recent facility event.
  3. Fill in the contact playbook with names, emails, and backup roles.
  4. Bring completed pages to Modules 2–4 (PDPM, ICD-10, state survey).

Escalation ladder — facility exercise

For each level, write one example from your facility or market (or “none yet”):

Contact playbook — assign your team

Who contacts Primary contact (name / role) Backup First move

Cross-referrals checklist

Check any path your organization has experienced or trained for: