Eight supplier standards
Compliance with all eight supplier standards — including licensure, surety bond, physical facility, and beneficiary protections — documented and verified, or the pack does not release.
SurveyLock assembles a documentation-complete accreditation survey-readiness binder — every CMS supplier standard, every required document, the corrective action plan, and the audit-response package — checked against the letter of 42 CFR Part 424 and each Accrediting Organization's protocol before a credentialed compliance officer releases it.
A DMEPOS supplier's accreditation survey is only as strong as the documentation behind it. Miss one of the five required document categories, skip a required search, mis-time the annual cycle, or fail to produce a corrective action plan within the deadline — and the survey can result in a deficiency, a CAP, or even revocation.
Most suppliers run this by hand, from memory, once every three years. The regulations have not been read end-to-end since the last survey. That is exactly where completeness gaps hide.
SurveyLock exists to close that gap with a single, exhaustive standard applied identically to every file.
We do not summarize the law and hope. Every pack is scored against a versioned rule pack tied to the exact text of 42 CFR §424.57(c) and each AO's survey protocol. These are the provisions each pack is held to.
Compliance with all eight supplier standards — including licensure, surety bond, physical facility, and beneficiary protections — documented and verified, or the pack does not release.
The survey-readiness binder is verified to be current within the 12-month cycle, computed deterministically — never estimated.
All required documents — including proof of accreditation, surety bond, liability insurance, and business licenses — established by search, not assumption.
For suppliers operating in multiple states, a reasonable document search in each jurisdiction of operation is ordered and evidenced.
A posting checklist for both the physical facility and the supplier's website, with the exact regulatory placement requirements.
The mandatory CAP for any deficiency, the PTAN Reconsideration process, and the CERT/TPE/UPIC audit-response package — sequenced on the calendar so nothing is missed.
AI extracts and drafts. Deterministic rules — running as code, outside the model — decide what is complete. A credentialed compliance officer signs every release. That order is never reversed.
Upload the supplier's current documents and survey history. We return a free completeness read: which regulatory standards and documents you already have, and which are missing.
As your authorized clerical agent, we order the CMS, AO, NPI, NPI-II, and PTAN searches and build the document matrix, corroborated across sources.
The five document categories are drafted from your validated data and the §424.57 rule pack into field-locked templates — no legal opinions, no invented facts.
Documents reconcile to the regulatory checklist; the annual cycle is verified; the search checklist is resolved; any deficiency triggers a mandatory CAP. Any failure blocks release.
A credentialed compliance officer reviews the exception queue and signs the release. High-value or multi-state suppliers route to attorney review first.
You receive the pack: survey-readiness binder, document matrix, evidence log, posting checklist, and the annual calendar — ready for the supplier to present at survey.
The deliverable is completeness itself — every regulatory standard and document accounted for or explicitly exception-coded. Nothing is left implicit.
The gates that decide completeness are code, not a model's opinion. A drafting error cannot slip past a regulatory requirement.
We prepare documentation and run searches as your clerical agent. We never contact the surveyor, give legal advice, or conduct the survey.
Simple, predictable, and aligned with a documentation standard — not a cut of any recovery.
Start with a free Gap Scan. Send your supplier's current documents and survey history and we'll return a completeness read against every subsection of 42 CFR §424.57(c).
Documentation-completeness service · not legal advice · the supplier presents every document.