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Special Open Door Forum Announcements

Home Health Special Open Door Forum (SODF) Documents


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Home Health

You can use the clinical templates or suggested clinical data elements (CDEs) to assist with documenting the Plan of Care/Certification and face-to-face encounter to support the need for home health services.

Health IT Vendors: To use the suggested CDEs, download or print and use as guidance in creating or enhancing existing electronic clinical templates within your electronic health record (EHR) system.

Providers: To use a printable clinical template, download and/or print the template, complete as applicable and file in the patient’s medical record.

We're planning a series of Special Open Door Forum calls in 2018 so you can give us feedback on the draft templates and CDEs.

Type of Documentation Download

Plan of Care / Certification

Version 2 - Home Health Plan of Care / Certification CDEs Draft R2.0 7/9/2018
Template Draft R2.0 7/9/2018
Version 1 - Home Health Plan of Care / Certification CDEs Draft R1.0b 9/5/2017
Template Draft R1.0b 9/5/2017

F2F Encounter

Version 2 - Home Health F2F Encounter CDEs Draft R2.0 7/9/2018
Template Draft R2.0 7/9/2018
Version 1 - Home Health F2F Encounter CDEs Draft R1.0c 2/14/2018
Template Draft R1.0d 2/14/2018

Read the April 2014 U.S. Department of Health and Human Services Office of Inspector General report, “Limited Compliance with Medicare’s Home Health Face-To-Face Documentation Requirements”.

You can learn more about the conditions for payment for home health agency services at our HHA Center page.

We want to hear from you. Email us your comments and suggestions about regarding these or any other templates and CDEs on this site.