Description

Home Health Survey Readiness with the Updated survey protocols!  

November 18, 2025 12:00 - 1:00 PM

When you are going on a trip and going a way you haven't been before, a roadmap helps you know the directions, and to avoid the pitfalls! CMS has changed the home health state operation manual and the HH survey process. So we have developed a road map for you and your agency to follow.  This session will give you an overview and some real-world details about the new process, and provide you with a simplified roadmap to be able to check off each location along the journey of survey preparedness with success!  BONUS: CHECKLISTS for Survey Prep, Survey Binder and Home Readiness!

Objectives- Learners will be able to:

• Identify the new criteria and steps in the Home Health Surveyor protocols 
• Explain how to best prepare your agency for the survey- from office staff to the clinical team and leadership, with tools and hints along the way 
• Perform a mock survey using the protocols and road map provided- from tandem visits to the interview questions and medical record reviews  

Speaker:

ANNETTE LEE, RN, MS, HCS-D, COS-C

Annette is a registered nurse, with a Master’s in Health Care Administration, practicing since 1990, with the majority of her nursing experience in home health and hospice. For over a decade she worked with the CMS Medicare Administrative Contractor where she provided review of, and education on home health and hospice reimbursement, coverage and documentation. Annette then founded “Provider Insights, Inc” out of a need in the industry to translate “Medicare-ese” into language agencies could understand and assists providers daily with audits, quality improvement and survey preparation. She marries together her experience in the “real world” and the inside knowledge of Medicare to ensure providers can meet the requirements of CMS, and ensure compliant, efficient operations. Annette presents and consults nationally on the Conditions of Participation, (COPs), Survey, OASIS, PDGM, audits, quality measures and documentation and coverage for both the home health and hospice benefits. Annette holds both the Certificate for OASIS Specialist-Clinical and the Home Care Coding Specialist-Diagnosis certification.