Personalized practice evaluations

No doubt, the best kind of claim is the claim that never happens. That is why we offer comprehensive Patient Safety & Risk Management Surveys to our policyholders at no charge. Each survey is designed to provide practical liability reduction solutions tailored to the policyholder’s practice.

Survey Process

Claims Prevention Surveys involve five components:

  1. Documentation review--We review a random sampling of medical records to determine whether the records would assist or jeopardize your defense in litigation.

  2. Conference with the physician--We review our survey findings, discuss liability issues specific to your practice and specialty, and provide you with handouts with statistical information, articles, and templates you may adapt to your practice.

  3. Conference with office staff--We review documentation practices and policies and educate office staff on how they can increase patient satisfaction and reduce liability risk.

  4. Premises inspection--Our Survey team conducts a brief, walk-through inspection to assess for potential hazards that could result in injury to patients or staff.

  5. Written report--We follow up with a comprehensive written report that details the strengths of your record-keeping practices, and provides recommendations on areas you could improve to reduce your liability risk.

Survey Request Form

Want us to evaluate your practice? Complete and submit this survey request form. A Loss Prevention representative will call you to set up a date for the survey.

"Do-It-Yourself" Survey CD

Learn the basic concepts that we use when we conduct our Claims Prevention Surveys and apply them to your practice.  Email us to get your complimentary CD today. See more details below.

CD Contents

  • Scenes from an office—what could go wrong and what would make it right 
  • Documentation assessment tool 
  • Patient education and communication information 
  • Withdrawal From Care FAQs 
  • Additional Resources

System Requirements 

  • 128 MB RAM 
  • Speakers 
  • Windows® NT2000 or newer, or Mac OSX 10.0 or newer 
  • Quicktime 6.5 or newer, which can be installed from the CD



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CRICO Strategies for Patient Safety

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