General Processes
CPA
PHE Update
Discharge
100

The person who completes a HHPOC

What is the Case Manager

100
CPA must be completed within…

5 days of the end of the certification period 

100

A clinician is encourage to wear a mask if

- They want to 

- a patient is immunocompromised

- a patient has a respiratory infection

- the family requests

100

Two reasons to discharge a patient

- Met goals

- Family moving

- Family declined services

-Insurance hold/ denial

- Can’t get ahold of family after 3+ attempts 

200

Order type completed at recertification 

What is “Plan of Care” Order

200

Who monitors the 5 day window

EVERYONE! All clinicians (Evaluating clinicians and PTAs/COTAs)

200

True or false: Signatures can be obtained at any point during the session

False: signatures must be obtained within 5 minutes of the visit end time. 

200

Visit type for all discharge notes

FUVN billable or non-billable 

300

FUVN 

Completed by 2nd and 3rd clinicians at recertification and used for CPA note

300

Visit type

Must be a billable visit

FUVN type


300

The minimum length required for a billable session is

30 minutes for all in person, virtual and supervisory sessions 

300

After discharge note and summary are complete make sure to 

- Remove patient from Skedulo

- Ensure goals were deleted 

400

Order types at initial evaluations

Plan Of Care: Case Manager

Verbal : Second and Third clinicians in the home

400

Coordination of CPA is due by

What is 14 days prior to the end of the certification period

400

True or false: Manually adding the times in and out for your session satisfy the EVV

False: you must click now for in and out to satisfy EVV

400

Who should you notify of discharge

All the clinicians in the home via email 

500

HHPOC ”additional notes” section includes

  • Medication Interaction Statement

  • # of Missed Visits for Each Discipline

  • Any significant changes during the last 60 days (hospitalization, regression, etc)?

500

What does the case manager do if they cannot complete the CPA within the 5 day window

- Reach out to the team and assign someone to complete (if possible) and submit a comm note
- If completed outside of window submit comm note within window with patient first explanation

- always submit a comm note when CPA was completed. 

500

EVV is obtained by

Clicking Now and the start and end of session AND obtaining a signature from an adult in the home

500
How do you complete a discharge if you have no active orders

This should be rare however utilize the template in drive and enter in as a Triage comm note