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Documentation for Care

Face-to-Face Requirements

CMS regulates that the assessing (SOC) clinician must make the determination about the patient’s primary and secondary diagnosis based on the findings from their assessment, review of medical records and input from the physician/provider.

  • An actual encounter or virtual visit between the patient and the certifying physician (or NPP, NP, PA working with the certifying physician)
  • NOTE: Virtual visits must include audio and video
  • If a patient transfers from hospital to SNF, then F2F must come from SNF
  • F2F visits cannot be done by a physician office partner. It must be done by the signing provider/NP/PA.

F2F must be:

  • within 90 days prior to the home health SOC visit OR
  • within the first 30 days after home health SOC
  • Diagnosis (Primary Focus of Care): A physician-verified diagnosis is determined by the SOC clinician to be the chief reason the patient requires homecare. The reason/diagnosis for home care admission must be directly related to the care provided at the F2F visit.
  • Homebound Status: Documentation must show a clinically consistent picture demonstrating the patient’s homecare eligiblity and WHY the patient is homebound.
  • Skilled Need: Documentation must support the patient’s need for skilled services. What are the patient’s specific signs and symptoms and what home health can DO to help with the problem?

Primary Diagnosis/Primary Focus of Care must be directly related to the reason the home health agency is seeing the patient.

Progress Note must:

  • Describe the patient’s condition and symptoms, not just a list of diagnoses
  • Describe the reason for Home Health services as a new problem or an exacerbation of a previous problem (Listing a date or history of is not adequate to support an exacerbation)
  • Describe any functional limitation and activity restrictions (assistive devices)
  • Describe WHY skilled nursing and/or therapy is needed

Physician Visit: Patient was treated for cough with a diagnosis of bronchitis.

485: Primary diagnosis is hyptertension.

This physician visit does not qualify as a F2F visit because the focus of care/diagnoses do not align.

Patient is homebound due to taxing effort to leave home.

Patient leaves home with taxing effort due to extreme SOB d/t chronic COPD and emphysema.

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