Home health clinician visiting a patient at home — OASIS and PDGM audit defense
Case File · No. 0X / IXOpen
Healthcare Provider

Home Health

Medicare-certified home health · PDGM episodes, OASIS-E1, Review Choice

Sixty days of cash flow are decided by what the OASIS actually says.

Home health agencies under PDGM, OASIS, and continuous UPIC pressure.

The engagement

What you receive

Corrected, defensible OASIS and PDGM scoring; an authorization and eligibility workflow that holds; pre-claim and ADR response packets built to the reviewer’s criteria; a Review Choice readiness posture; and a written read on dollars at risk versus dollars defensible per episode.

What working with us looks like

Week 1 — intake: episode and audit posture, Review Choice status, exposure. Weeks 2–4 — OASIS and documentation review against PDGM and the coverage rules, gaps flagged pre-bill. Ongoing — pre-claim review, coder and clinician coaching, and ADR / TPE response as demands arrive.

Regulatory context

The rules this record is tested against.

Home health payment keeps tightening while review intensifies. The CY2026 final rule cuts aggregate payments a net 1.3% (−$220M), layering a permanent −1.023% PDGM behavioral adjustment onto the first installment of a larger temporary adjustment — so margin per episode is falling even as documentation demands rise. OASIS-E1 took effect January 1, 2025, with all-payer OASIS submission mandatory since July 1, 2025, expanding both the data captured and the surface auditors can test.

The Review Choice Demonstration — pre-claim review, post-payment review, or a 25% payment reduction — operates in Illinois, Ohio, Texas, North Carolina, Florida, and Oklahoma and was extended five more years. Underneath it all, insufficient documentation accounts for the majority of home health improper payments.

The throughline: in home health the assessment is the claim, and the claim is now reviewed both before and after it’s paid.

Related disciplines

Where this work lives.

03 · How we work across your arena

Six cross-cutting capabilities.

From revenue cycle through audit defense — each shaped to your operation.

The cross-cutting capabilities we bring to home health agencies:

  1. Revenue Cycle Management. RAP and NOA billing, episode billing accuracy, denial recovery, A/R management on PDGM episode cycles.
  2. Credentialing & Enrollment. Agency certification, payer enrollment, clinical staff credentialing.
  3. Survey & Regulatory Support. Conditions of Participation audit, state survey response, CAP design, accreditation.
  4. FWA Investigation Support. UPIC / RAC / MAC defense, ADR management at volume, appeals through ALJ, pre-payment review response.
  5. Compliance & Utilization Reviews. OASIS audit, PDGM optimization, face-to-face encounter and homebound documentation, medical necessity review.
  6. Program Eligibility & Enrollment. Medicare certification, Review Choice Demonstration (RCD) compliance, state licensure, MCO contracting.
04 · How we help

Paired to what you're facing.

Each service shaped to the specific pressure observed.

Full-service, home-health-tuned:

  1. Start-up & credentialing. Agency start-up, Medicare certification, credentialing and enrollment, CHOW, payer contracting.
  2. Intake & authorization. Authorization management and payer-rule tracking, eligibility and homebound documentation.
  3. OASIS & coding. OASIS-E1 utilization review, PDGM accuracy, coding, and clinical documentation review.
  4. Compliance, survey & accreditation. Survey-deficiency response, QAPI, accreditation support, EMR/EHR implementation, and Review Choice / enhanced-oversight readiness.
  5. Revenue cycle. Pre-claim review, revenue cycle management, collections and recovery-recovery contracts, and utilization review and response.
  6. Audit defense. ADRs, Targeted Probe & Educate, UPIC and SMRC, and appeals through the ALJ level.
  7. Investigations & expert support. Licensed investigations, CFE-led fraud examination, and experienced trial experts.
08 · Why choose us

Three reasons the engagements come to us.

Three reasons home health agencies choose us:

We know OASIS the way contractors know OASIS. The integrity of the assessment is what the audit measures. We audit it the same way.

Startup through enterprise in one bench. First OASIS through 50,000-visit-per-year operation. Same methodology, scaled.

Defense built on the same evidence that earned the payment. Documentation works both directions — for the clinical picture and for the contractor.

09 · Frequently asked

The questions buyers actually ask.

Why does one OASIS item matter so much?

PDGM prices the whole 60-day episode off the OASIS and the diagnosis coding. A miscoded functional item or primary diagnosis can misprice the episode and, on review, convert it to a denial.

What is Review Choice, and does it apply to us?

A CMS demonstration in six states (IL, OH, TX, NC, FL, OK) where you choose pre-claim review, post-payment review, or a 25% payment cut. If you operate there, it shapes your entire billing workflow.

We’re failing ADRs — where do we start?

With a root-cause review of the OASIS, the face-to-face, and the homebound and skilled-need documentation — then a response system built to the contractor’s criteria so the next round closes.

Can you help before claims go out?

That’s our edge. Acta-augmented pre-claim review flags the gap to the coverage rules while the record can still be corrected — before the payer ever requests the file.

A moratorium is in place and providers are being suspended as outliers — are we exposed?

The moratorium affects new enrollments and ownership changes, not existing operations — but the same analytics that drive it drive payment suspensions for outlier billing. We read your profile the way CMS does and fix the exposure before it is flagged.

Are you a law firm?

No. We’re expert consultants and licensed investigators who know the OASIS the way the contractor knows it. We work with your counsel — building the record their argument stands on — and can serve as testifying experts. Nothing here is legal advice.

10 · Open the case

Ready to work your case the way courts work theirs?

Tell us what you are up against. Scoping memo in week one, before any meaningful commitment.