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HHA Leaders: Here's Your PDGM Preparation Checklist

Start preparing TODAY to guarantee your agency's success in the future. With ~6 months to go, ask yourself: Are you on track for the transition to PDGM? Do you have the right therapy partner?

HealthPRO Heritage at Home has compiled the following PDGM Preparation Checklist that can help organize a plan of action for home health agencies affected by the future of PDGM:

Checkbox_blackPDGM Preparedness Analysis

  • Perform an initial analysis of how your agency would perform financially under PDGM using the CMS Impact File
  • Use the CMS Grouper Tool to conduct an analysis of financial performance, considering your
    average patient population and common primary diagnoses
Checkbox_blackCoding Accuracy Review
  • Analyze a sampling of patient records of relevant size to your agency to determine necessary modifications to accommodate with new coding guidelines
  • Evaluate whether any claims would be considered questionable encounters secondary to incorrect coding and implement training materials with referral sources to receive an allowable primary diagnosis at time of referral
  • Review training for clinicians and coders to include supportive documentation for all diagnoses and co-morbidities relevant to the plan of care

Checkbox_blackReview Your Agency’s LUPA History

  • Analyze how often episodes would result in a LUPA if PDGM were in effect now
  • Understand which common patient classifications would trigger LUPAs based on the care your agency currently provides
  • Review patient detail at intake to determine if patient classification and LUPA threshold can be identified
  • Implement tracking, reconciliation and timely documentation requirements now that will allow your agency to properly manage LUPAs beginning in 2020

Checkbox_blackReview Case Conference Format

  • Determine if your current format needs revision to increase both clinical care coordination and office-based coordination to accommodate PDGM requirements
Checkbox_blackIntake & Billing Procedure Review
  • Determine procedures that need to be streamlined to accommodate 30-day payment periods
  • Scrutinize billing department processes and staffing and ensure staff are fully trained to gather the information necessary to determine the HIPPS code for each episode including:
    • Complete accurate diagnosis
    • Episode timing (early or late)
    • Referral source – where patient was within previous 14 days
    • History & physical
    • Interdisciplinary collaboration to determine functional status
    • Physician who will be signing face to face & future orders
    • Where to access additional patient information
  • Automate processes to handle the rigorous pace of PDGM will require and consider hiring additional billing staff
Checkbox_black Evaluate Your EMR
  • Proactively meet with your electronic medical records (EMR) vendor to determine PDGM readiness and automated features that will facilitate your agency’s success
  • Ask for details on expected changes, timeline for those changes, and if you can provide feedback on what is being developed

Checkbox_black Lock In an Education Calendar

Prepare. Execute. Succeed.
Commit now to a specific blueprint for training, support, and change. Prepare your team to follow a well-designed, actionable plan to assure success. If you need guidance, pick up the phone. Call us. Trust that we have the tangible programs and processes to share with you and your staff to succeed in 2020 and beyond.

Click here for the full printable article.


Tags: Home Health, PDGM, PDGM Preparation Checklist