Next Step in Care: Family Caregivers & Health Care Professionals Working Together

How to Use the Surveys


These surveys will help identify areas of strengths and weaknesses around which an action plan can be developed to improve the quality of transitional care. 

Here are some suggested steps in the process:

  1. Designate someone to coordinate and monitor the process.
  2. Determine whether to distribute the surveys broadly throughout the institution or target a specific unit or patient population. Assign different codes to each participating unit.
  3. Make sure that there is broad representation among the staff taking the survey.  Each discipline will have a different perspective.
  4. All replies should be anonymous. 
  5. Surveys can be printed for distribution. Alternatively an online survey service that summarizes the results can be used.  Some examples are: Survey Monkey, Polldaddy, or Zoomerang.
  6. Set reasonable deadlines for returning the survey.  
  7. Develop a plan to use the companion survey for family caregivers.
  8. Compare results of staff and family caregiver surveys to determine areas of agreement and disagreement.
  9. Report findings back to all relevant staff members.
  10. Use the results to develop a plan to tackle the problems identified.
  11. If the plan involves using Next Step of Care materials, repeating the survey later will assist in evaluating the impact.

In addition to the surveys, consider other sources of information:

  • Review the admission and discharge packets (What information is provided specifically for family caregivers?)
  • Conduct focus groups with family caregivers, staff, community agencies personnel 
  • Review patient satisfaction surveys to identify areas that are related to family caregivers


Why are Surveys Important for Quality Improvement?

Hospital Surveys

Nursing Home Surveys

Home Care Agency Surveys



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