How to Fill Out Form CMS-807

Form CMS-807 at a glance

What it is: Form CMS-807 (03/2024) is the Surveyor Notes Worksheet of the Centers for Medicare & Medicaid Services.

A filled-in Form CMS-807 example: a surveyor records one concern

Form CMS-807 example filled out, example: a surveyor records one concern
Jane Sample, a surveyor, fills out the worksheet for one facility. She observes it from 03/04/2026 to 03/06/2026 and records one concern with its documentation. The picture shows page 1 only, and none of its entries is real.

How to fill out Form CMS-807, box by box

Facility Name

Form CMS-807 example filled out, facility Name

Enter the Facility Name.

Surveyor Name, Surveyor Number, Provider Number and Discipline

Form CMS-807 example filled out, surveyor Name, Surveyor Number, Provider Number and Discipline

Enter the Surveyor Name, the Surveyor Number, the Provider Number and the Discipline.

Observation Dates

Form CMS-807 example filled out, observation Dates

For Observation Dates, enter the From date and the To date, each as mm/dd/yyyy.

TAG/CONCERNS DOCUMENTATION

Form CMS-807 example filled out, tAG/CONCERNS DOCUMENTATION

Under TAG/CONCERNS DOCUMENTATION, enter the tag or concern and its documentation.

Sources

[1] Form CMS-807 (03/2024), Surveyor Notes Worksheet, Centers for Medicare & Medicaid Services (the Official source link on this page).

Form CMS-807 PDF Details

TAG/CONCERNS DOCUMENTATION, Form CMS-807 (03/2024).

Facility and surveyor: Facility Name, Surveyor Name and Surveyor Number.

Provider: Provider Number and Discipline.

Observation Dates: From and To (mm/dd/yyyy).

QuestionAnswer
Form NameForm CMS-807
Form Length2 pages
Fillable?Yes
Fillable fields11
Avg. time to fill out2 min
Edition03/2024
Issuing agencyCenters for Medicare & Medicaid Services
Matches the agency's fileYes, checked October 1, 2026
Other namesCMS-807, CMS807, CMS 807, Surveyor Notes Worksheet
Official sourceForm CMS-807 (Rev 03/2024), Centers for Medicare & Medicaid Services