Core concepts

Facility (CCN)

CMS Certification Number — the unique ID for a skilled nursing facility (SNF) / nursing home provider. Filters and scorecards hang off CCN.

Health citation (deficiency)

One row from the CMS health citations extract: a survey finding with an F-tag (or other prefix), scope/severity letter, correction status, and standard/complaint/IC flags.

Survey event

A distinct facility + survey date combination. One survey can generate many citations. Operators care about both “how many findings” and “how many surveys.”

Scope & severity (S/S)

CMS letter A–L on each citation. Letters roll into bands: no actual harm (A–C), potential for more than minimal harm (D–F), actual harm (G–I), Immediate Jeopardy (J–L).

F-tag / deficiency category

Regulatory tag (e.g. F689) and QAPI-style deficiency category from CMS. Used for systems view, not as a substitute for S/S severity.

2567 / SOD narrative

Statement of Deficiencies inspection text from CMS SOD files, joined to the citation spine (CCN + date + tag). Previewed on the Facilities page for operator drill.

Not Five-Star

This board does not compute CMS Five-Star Health Inspection scores. Published star ratings may appear as context on facility scorecards only. Internal risk weight is a separate prioritization tool.

Rolling 12-month (R12) window

Most portfolio KPIs use a rolling 12 months ending at the latest survey date in the model (not “today” and not calendar year). That matches how quality teams talk about “the last survey cycle year” when CMS extracts lag the calendar.

AsOf   = MAX ( FactHealthCitation[SurveyDate] )  across the whole table
StartD = AsOf − 365 days
Include rows where SurveyDate > StartD and SurveyDate ≤ AsOf

As Of Date surfaces that max survey date so users know the window. Example snapshot used in demos: as-of 2026-05-20 → window roughly 2025-05-21 through 2026-05-20.

Volume & footprint

Severity & Immediate Jeopardy

IJ is the call-now band. D-level volume will always dominate national charts; this board keeps band KPIs and IJ counts visible so D-tags cannot hide J/K/L.

Survey mix (standard / complaint / infection control)

CMS Provider Data Catalog flags these on the citation, not as a clean “survey type” dimension. One survey event can produce both standard- and complaint-flagged citations. The board treats flags honestly — no fake pie of survey types.

Correction, open-like & IDR / IIDR

CMS publishes multi-value Deficiency Corrected status language (plan of correction, no plan, past non-compliance, waiver, etc.). “Open-like” is an operator worklist definition — not a CMS field named Open.

1 when DeficiencyCorrected is either:
  "Deficient, Provider has plan of correction"
  "Deficient, Provider has no plan of correction"
else 0

Internal risk weight

Each S/S letter has an internal integer weight on DimScopeSeverity (A=1 … L=56). Summing weight prioritizes portfolios with more severe letters — not CMS Five-Star and not the official health inspection score.

Filter-context (ctx) measures

Charts and matrices that should respond to State / Facility slicers and cross-filters use (ctx) measures — plain counts in whatever filter the visual already has, without re-applying the R12 window inside the measure. Pair them with date or R12 visuals when you need both.

Where measures appear by page

Scope & severity reference (CMS semantics)

Band labels and regulatory meaning come from the model dimension (aligned to CMS S/S grid language).