State Operations Manual (Pub. 100-07), Ch. 5 § 5077
State Monitoring Visits
5077 - State Monitoring Visits
(Rev. 243; Issued: 06-12-26; Effective: 06-12-26; Implementation: 06-12-26)
“State monitoring visits” refers to visits by the SA to oversee a provider’s/supplier’s
compliance status:
• During bankruptcy, in those cases in which CMS has authorized such visits.
• After a change of ownership, as authorized by the CMS location.
• During or shortly after removal of immediate jeopardy when the purpose of the
visit is to ensure the welfare of the residents/clients/patients by providing an
oversight presence, rather than to perform a structured follow-up visit.
• In other circumstances, as authorized by the CMS location.
See Section 5060 for data entry requirements for this type of visit.