The Division of
Health Care Policy and Research
&
Centers for Medicare & Medicaid Services (CMS)

QIS Electronic Forms
and Worksheets

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CMS Form Number Form Name Version Date
CRITICAL ELEMENT PATHWAYS
CMS-20065 Activities 06/07
CMS-20066 Activities of Daily Living (ADL) and/or Range of Motion (ROM) Status (Includes Cleanliness/Grooming and Positioning) 06/07
CMS-20067 Behavioral and Emotional Status 06/07
CMS-20068 Bowel or Bladder Function/Use of Indwelling Catheter 06/07
CMS-20069 Communication and Sensory Problems (Includes Hearing and Vision) 06/07
CMS-20070 Dental Status and Services 06/07
CMS-20071 Dialysis 06/07
CMS-20072 General 06/07
CMS-20073 Hospice and/or Palliative Care 06/07
CMS-20074 Hospitalization or Death 06/07
CMS-20075 Nutrition, Hydration, and Tube Feeding Status 06/07
CMS-20076 Pain Management 06/07
CMS-20077 Physical Restraints 06/07
CMS-20078 Pressure Ulcers 06/07
CMS-20079 Psychoactive Medications 06/07
CMS-20080 Rehabilitation and Community Discharge 06/07
CMS-20081 Ventilator-Dependent Residents 06/07
CMS-20082 Unnecessary Drug Review 06/07
MANDATORY FACILITY-LEVEL TASKS
CMS-20052 Demand Billing Review 06/07
CMS-20053 Dining Observation 06/07
CMS-20054 Infection Control and Immunizations 06/07
CMS-20055 Kitchen/Food Service Observation 09/08
CMS-20056 Medication Administration Observation and Drug Storage Review 10/07
CMS-20057 Resident Council President/Representative Interview 06/07
CMS-20058 Quality Assessment & Assurance (QA&A) Review 06/07
TRIGGERED FACILITY-LEVEL TASKS
CMS-20059 Abuse Prohibition Review 08/07
CMS-20060 Admission-Transfer-Discharge Review 06/07
CMS-20061 Environmental Observation 09/08
CMS-20062 Sufficient Nursing Staff Review 06/07
CMS-20063 Personal Funds Review 06/07
OTHER ELECTRONIC FORMS AND WORKSHEETS
CMS-807 Surveyor Notes Worksheet 06/07
CMS-20044 Offsite Survey Preparation Worksheet 06/07
CMS-20045 Entrance Conference Worksheet – Facility Copy 06/07
CMS-20046 Entrance Conference Worksheet – Team Copy 06/07
CMS-20084 Cognitive Performance Scale (CPS) Calculator 06/07
NA QIS Checklist 10/30/07
NA QIS Revisit Procedure 07/30/07
NA Stage II Care Area Investigation Key 11/02/07
NA Extended Survey 06/07

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