Administrative Information Memos to the States & CMS Locations

Administrative Information Memos to the States & CMS Locations

CMS Quality Safety and Oversight memoranda, guidance, clarifications and instructions to State Survey Agencies and CMS Locations.

Title Memo # Posting Date Fiscal Year
FY 2018 Mission & Priority document (MPD) – Action
18-01-ALL
2017-10-17
2018
Fiscal Year (FY) 2018 State Performance Standards System (SPSS) Guidance
18-02-ALL
2017-10-17
2018
Release of Fiscal Year (FY) 2018 End Stage Renal Disease (ESRD) Core Survey Data Worksheet
18-03-ESRD
2017-11-17
2018
Survey and Certification Group - Training Division Requests Nominations for the New Training Advisory Work Group
18-04-ALL
2017-11-17
2018
FINAL Fiscal Year (FY) 2018 State Hospice IMPACT Allocations for Survey & Certification
18-05-ALL
2017-12-26
2018
Revised Federal Oversight Support Survey (FOSS) Process National Pilot
18-06-NH
2017-12-26
2018
State Surveyor Infection Control Educational Opportunity
18-07-ALL
2018-01-05
2018
2018 State Agency Director Orientation Course (SADOC)
18-08-ALL
2018-01-09
2018
2018 Survey Executives Training Institute (SETI)
18-09-ALL
2018-01-09
2018
Upcoming Online Training
18-10-ALL
2018-02-16
2018
Nursing Homes: Comparative Surveys of State Survey Agencies (SAs) for the Long Term Care Survey Process (LTCSP)
18-11-NH
2018-03-16
2018
FINAL Fiscal Year (FY) 2018 State Medicare Allocations for Survey & Certification
18-12-ALL
2018-06-08
2018
Release of FY2017 State Performance Standards System (SPSS) Results
18-13-ALL
2018-06-08
2018
Home Health Agency (HHA) – Outcome and Assessment Information Set (OASIS) Education Coordinator and OASIS Automation Coordinator Funding and Support
18-14-HHA
2018-07-06
2018
Initial Surveys of End Stage Renal Disease (ESRD) Facilities
18-15-ESRD
2018-08-10
2018
Civil Money Penalty (CMP) Reinvestment State Plans
18-16-NH
2018-08-27
2018
End-Stage Renal Disease (ESRD) Revision to Survey Protocol: Patient Sample Selection
18-17-ESRD
2018-08-27
2018
Validation Survey Attestation Procedures for Fiscal Year (FY) 2018
18-18-Deemed Providers/Suppliers
2018-08-31
2018
EXPIRED: Release of Laboratory Director (LD) and Tax Information Numbers (TIN) and Information Contained in the ASPEN Complaint/Incidents Tracking System (ACTS)
18-19-CLIA (EXPIRED)
2023-07-12
2023
Issuance of Clinical Laboratory Improvement Amendments of 1988 (CLIA) State Agency Performance Review (SAPR)—Fiscal Year 2018 (FY2018)
18-20-CLIA
2018-09-28
2018
Fiscal Year (FY) 2019 Clinical Laboratory Improvement Amendments (CLIA) Budget Call Letter
18-21-CLIA
2018-10-01
2018
Fiscal Year (FY) 2019 State Performance Standards System (SPSS) Guidance
18-22-ALL
2018-12-11
2018
Fiscal Year (FY) 2019 Mission & Priority document (MPD) – Action
19-01-ALL
2018-10-04
2019
2019 State Agency Director Orientation Course (SADOC)
19-02-ALL
2019-01-10
2019
2019 Survey Executives Training Institute (SETI)
19-03-ALL
2019-01-10
2019
Clinical Laboratory Improvement Amendments (CLIA) Federal Monitoring Survey (FMS) and Assessment (FMSA) Process– ACTION
19-04-CLIA
2019-01-14
2019
Release of Updated Principles of Documentation (POD) Guidance and CLIA POD Learning Activity (LA) Online Training Available on the Quality, Safety & Education Portal (QSEP) On-Demand (24/7, 365 days/year)
19-05-CLIA
2019-01-22
2019
Release of Fiscal Year (FY) 2019 End Stage Renal Disease (ESRD) Core Survey Data Worksheet, Notice of Quarterly Dialysis Facility Report (DFR) Updates and Revisions to the Tier 2 Outcomes List Methodology
19-06-ESRD
2019-01-22
2019
FINAL Fiscal Year (FY) 2019 State Hospice IMPACT Allocations for Survey & Certification
19-08-ALL
2019-02-08
2019
Fiscal Year (FY) 2020 Clinical Laboratory Improvement Amendments (CLIA) Budget Call Letter
19-09-CLIA
2019-08-15
2019
Issuance of Clinical Laboratory Improvement Amendments of 1988 (CLIA) State Agency Performance Review (SAPR)—Fiscal Year 2019 (FY 2019)
19-10-CLIA
2019-09-30
2019
Release of Fiscal Year (FY) 2018 State Performance Standards System (SPSS)Results
20-01-ALL
2019-10-17
2020
Fiscal Year (FY) 2020 State Performance Standards System (SPSS) Guidance
20-02-ALL
2019-10-17
2020
Fiscal Year (FY) 2020 Mission & Priority document (MPD) – Action
20-03-ALL
2019-12-11
2020
Clinical Laboratory Improvement Amendments (CLIA) Provider-performed Microscopy Project 2020 (Pilot)
20-04-CLIA
2019-12-16
2020
Informational Notice: Forthcoming Integration of the Psychiatric Hospital Program into the Hospital Program and State Operations Manual (SOM) Changes
20-05-Hospital/Psych
2020-01-13
2020
CMS SARS-CoV-2 Laboratory Testing Comparison
20-06-CLIA
2020-05-21
2020
Fiscal Year 2020 CARES Act Information
20-07-ALL
2020-05-01
2020
Fiscal Year 2020 CARES Act Information REVISED
20-07-ALL REVISED
2020-06-20
2020
Transitioning Certification Enrollment Functions Performed by the CMS Locations
20-08-ALL
2020-07-25
2020
Transitioning Certification Enrollment Functions Performed by the CMS Locations ***Revised to include additional guidance related to the processing of voluntary terminations based on temporary closures***
20-08-ALL REVISED
2022-11-08
2023
Fiscal Year (FY) 2021 Clinical Laboratory Improvement Amendments (CLIA) Budget Call Letter
20-09-CLIA
2020-09-26
2020
Issuance of Clinical Laboratory Improvement Amendments of 1988 (CLIA) / State Agency Performance Review (SAPR)—Fiscal Year 2020 (FY 2020)
21-01-CLIA
2020-10-13
2021
Fiscal Year 2021 CARES Act Information
21-02-ALL
2020-12-24
2021
2021 State Agency Director Orientation Course (SADOC)
21-04-ALL
2021-02-04
2021
2021 Survey Executives Training Institute (SETI)
21-05-ALL
2021-02-04
2021
Transitioning Federally Qualified Health Center (FQHC) Certification Enrollment Performed by the CMS Survey and Operations Group (SOG)
21-06-ALL
2021-02-11
2021
Guidance for Federal Monitoring Surveys (FMS)
21-07-ALL
2021-09-04
2021
Issuance of Clinical Laboratory Improvement Amendments of 1988 (CLIA) State Agency Performance Review (SAPR)—Fiscal Year 2021 (FY 2021)
21-09-CLIA
2021-10-01
2021
2023 State Agency Director Orientation Course (SADOC)
23-03-All
2023-01-05
2023
2023 Survey Executives Training Institute (SETI)
23-04-ALL
2023-01-05
2023
Issuance of Clinical Laboratory Improvement Amendments of 1988 (CLIA) State Agency Performance Review (SAPR)—Fiscal Year 2023 (FY 2023)
23-16-CLIA
2023-09-30
2023
Fiscal Year (FY) 2021 Mission & Priority document (MPD) – Action
Admin 21-03-ALL
2021-01-09
2021
State Operations Manual Chapter 5- Implementation Dates for Revised Guidance
Admin Info -23-06-NH
2023-02-11
2023
Fiscal Year (FY) 2024 Mission & Priorities document (MPD) – Action
Admin Info -24-07-All
2023-12-13
2024
EXPIRED: Home Health Agency (HHA) Frequently Asked Questions (FAQs)
Admin Info 19-07-HHA (EXPIRED)
2019-01-23
2019
Fiscal Year (FY) 2022 Clinical Laboratory Improvement Amendments (CLIA) Budget Call Letter
Admin Info 22-01-CLIA
2021-12-03
2022
Fiscal Year (FY) 2022 Mission & Priorities document (MPD) – Action
Admin Info 22-03-ALL
2022-01-29
2022
Fiscal Year (FY) 2023 Clinical Laboratory Improvement Amendments (CLIA) Budget Call Letter
Admin Info 22-07-CLIA
2022-08-17
2022
Guidance for Accrediting Organizations related to Survey Activities for Existing Medicare-Participating Providers
Admin Info 23-02-AOs
2022-11-08
2023
Procedural Guidance for Clinical Laboratory Improvement Amendments (CLIA) Form CMS-116 Changes that Require a New Form CMS-116 or Written Notification (UPDATED)
Admin Info 23-05-CLIA
2023-02-04
2023
Federal Monitoring Survey (FMS) Additional Guidance
Admin Info 24-01-ALL
2023-10-06
2024
Fiscal Year (FY) 2024 State Performance Standards System (SPSS) Guidance
Admin Info 24-02-ALL
2023-10-07
2024
Emergency Medical Treatment and Labor Act (EMTALA) Pre-Survey Reminders and References
Admin Info 24-06-EMTALA
2023-11-21
2023
Fiscal Year (FY) 2025 Clinical Laboratory Improvement Amendments (CLIA) Budget Call Letter
Admin Info 24-15-CLIA
2024-07-02
2024
Fiscal Year (FY) 2020 State Performance Standards System (SPSS) Findings, FY 2021 SPSS Guidance, and FY 2019 Results
Admin Info Letter: 21-08-ALL
2021-09-15
2021
Fiscal Year (FY) 2023 State Performance Standards System (SPSS) Guidance
Admin Info-22-08-ALL
2022-09-20
2022
Guidance for Federal Monitoring Surveys (FMS)
Admin Info-22-09-All
2022-09-21
2022
Implementation Notification for Final Rule CMS-3355-F, Clinical Laboratory Improvement Amendments of 1988 (CLIA) Proficiency Testing - Analytes and Acceptable Performance Final Rule
Admin Info-23-07-CLIA
2023-05-03
2023
2022 Surveyor Skills Review (SSR) Assessments
Admin Info-23-08-ALL
2023-06-21
2023
Revisions to the Review and Approval of Plans of Correction (POCs) and CLIA Allegations of Compliance (AOCs)
Admin Info-24-14-All
2024-06-06
2024
EXPIRED: Transitioning Certification Functions for Changes of Ownership, Administrative Changes, and Initial Enrollment Performed by the SOG Locations
Admin Info: 22-02-ALL (EXPIRED)
2024-09-11
2024
2022 State Agency Director Orientation Course (SADOC)
Admin Info: 22-04-ALL
2022-02-05
2022
2022 Survey Executives Training Institute (SETI)
Admin Info: 22-05-ALL
2022-02-05
2022
Fiscal Year (FY) 2022 State Performance Standards System (SPSS) Guidance
Admin Info: 22-06-ALL
2022-03-11
2022
Revised Guidance for Federal Monitoring Surveys (FMS)
Admin Info: 22-09-ALL Revised April 7, 2023
2023-04-07
Fiscal Year (FY) 2023 Mission & Priorities document (MPD) – Action
Admin Info: 22-10-All
2022-09-29
2022
Issuance of Clinical Laboratory Improvement Amendments of 1988 (CLIA) State Agency Performance Review (SAPR)—Fiscal Year 2022 (FY 2022)
Admin Info: 23-01-CLIA
2022-10-13
2022
Fiscal Year 2022 (FY22) State Performance Standards System (SPSS) Findings
Admin Info: 23-10-ALL
2023-07-21
2023
American Society for Clinical Pathology (ASCP) Board of Certification (BOC) Diplomate in Medical Laboratory Immunology (DMLI) Approved Board Certification for the Clinical Laboratory Improvement Amendments (CLIA) High Complexity Laboratory Director
Admin Info: 23-11-CLIA
2023-07-25
2023
REVISED: Fiscal Year (FY) 2023 State Per(SPSS) Guidance Performance Standards System
Admin Info: 23-12-ALL
2023-08-12
2023
Fiscal Year (FY) 2024 Clinical Laboratory Improvement Amendments (CLIA) Budget Call Letter
Admin Info: 23-13-CLIA
2023-08-21
2023
Resuming Validation of Accrediting Organization Surveys
Admin Info: 23-14-NLTC
2023-09-06
2023
Annual Surveyor Skill Review (SSR) Competency Assessment Completion Requirements
Admin Info: 23-15-ALL
2023-09-09
2023
New Mandatory Quality, Safety, & Education Portal (QSEP) Training Release: Electronic Code of Federal Regulations (eCFR): Using eCFR to Locate a CFR Citation
Admin Info: 24-03-ALL
2023-10-10
2024
Life Safety Code (LSC) Training
Admin Info: 24-04-LSC
2023-10-31
2024
Guidance for Federal Monitoring Surveys (FMS)
Admin Info: 24-05-NH
2023-11-21
2024
Onsite/Offsite Follow-up/Revisit Survey Guidance
Admin Info: 24-09-CLIA
2023-12-18
2024
2024 State Agency Director Orientation Course (SADOC)
Admin Info: 24-10-ALL
2024-02-02
2024
2024 Survey Executives Training Institute (SETI)
Admin Info: 24-11-ALL
2024-02-03
2024
Revised: Guidance for Federal Monitoring Surveys (FMS)
Admin Info: 24-12-NH
2024-03-14
2024
Reminder of State Survey Agencies’ Responsibility to Oversee Contract Surveyors
Admin Info: 24-13-ALL
2024-04-05
2024
American Society for Clinical Pathology (ASCP) Board of Certification (BOC) Specialist in Cytology (SCT) as an Approved Board Certification for the Clinical Laboratory Improvement Amendments (CLIA) for Individuals Performing Testing in the Subspecialty of...
Admin Info: 24-16-CLIA
2024-07-09
2024
Psychiatric Residential Treatment Facility (PRTF) Self-Attestation of Compliance with Restraint and Seclusion Standards and Provider Agreement Validation for Certification and Recertification
Admin Info: 24-17-PRTF
2024-07-12
2024
REVISED: Fiscal Year (FY) 2025 Clinical Laboratory Improvement Amendments (CLIA) Budget Call Letter
Admin Info: 24-18-CLIA
2024-07-26
2024
REVISED: Fiscal Year (FY) 2024 State Performance Standards System (SPSS) Guidance
Admin Info: 24-19-ALL
2024-08-02
2024
Fiscal Year 2023 (FY23) State Performance Standards System (SPSS) Findings
Admin Info: 24-20-ALL
2024-08-02
2024
Training Plan for iQIES Launch in Long-Term Care
Admin Info: 24-21-NH
2024-08-07
2024
REVISED: Transitioning Certification Functions for Changes of Ownership, Administrative Changes, and Initial Enrollment Performed by the SOG Locations
Admin Info: 24-22-ALL
2024-08-23
2024
Issuance of Clinical Laboratory Improvement Amendments of 1988 (CLIA) State Agency Performance Review (SAPR)—Fiscal Year 2024 (FY 2024)
Admin Info: 24-23-CLIA
2024-09-26
2024
Revised: Training Plan for iQIES Launch in Long-Term Care
Admin Info: 25-01-NH
2024-10-08
2024
ACTS Bulk Intake Import Functionality
Admin Info: 25-02-ALL
2024-10-10
2024
Civil Money Penalty Reinvestment Program (CMPRP) Revisions to the Application Submission Process
Admin Info: 25-04-NH
2024-12-20
2025
SURVEY TEAM COMPOSITION AND WORKLOAD REPORT Form CMS-670 Completion Guidance
Admin-24-08-CLIA
2023-12-18
2024
Release of Laboratory Director and Owner Names and Their Taxpayer Identification Numbers
Admin-Info-23-09-CLIA
2023-07-06
2023
Fiscal Year (FY) 2025 State Performance Standards System (SPSS) Guidance
Admin-Info-25-03-ALL
2024-10-23
2025
Page Last Modified:
12/20/2024 11:28 AM
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