Home Health Essentials

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Home Health Essentials

New and improved program with MORE education, but the same LOW price!

3 month subscription for $169

Overview of Home Health Essentials series:

All home health clinicians need a basic understanding of the Conditions of Participation, but care delivery must go beyond the basics! This online series focuses on the essentials that field staff and managers need to learn, understand and apply to ensure survey compliance.

The online series includes 6 modules:

Each module includes the handout and/or materials needed, a video lesson, and quiz. Once all modules are completed, take the final exam to test your knowledge. Learn more about each module below. 

Home Health Coverage 

Teresa starts with the basics of Medicare coverage criteria for home health patients: homebound status, medical necessity for skilled intermittent care, under a physician directed Plan of Care, coordination of care, and a brief overview of what clinical staff need to know about Face-to-Face encounter documentation. She discusses assessment strategies to determine if patients meet coverage criteria and identifies key documentation points to support these Medicare coverage requirements, reviews the contents of the Plan of Care with new items added in the 2018 CoPs, and discusses some examples of home care patients to illustrate the issues to consider when deciding whether to recertify or discharge a patient.

Care Planning

Teresa outlines the 2018 CoP requirements for patient involvement in care planning and the steps in the care planning process: assessment to identify patient needs, getting patient and family or caregiver input into goal setting, determining measurable goals and outcomes, care planning interventions to meet needs and achieve goals with input from the physician, agency disciplines and the patient/family caregiver. 2018 CoP requirements for hospitalization risk assessment, training in health management and discharge planning, and patient’s written plan of care and notification of any changes. This module wraps up with discussion of documentation components to support the standards for care planning.

Care Coordination

In this module, Teresa defines care coordination, reviews the 2018 CoPs on care coordination with the patient, family/caregiver/representative, various physicians caring for the patient and all the disciplines involved in the plan of care. She provides a checklist of key information to coordinate at each comprehensive assessment time point (SOC, ROC, Recert, Discharge of a discipline, and Discharge from the agency), gives tips on using care coordination to achieve goals and reduce acute care hospitalizations, and documentation points to show coordination of care was done effectively and the discharge or transfer summary contains all necessary information.

Home Health Regulations and Compliance

Teresa identifies the key points in the Home Health survey process for Level 1, Level 2 and extended surveys to make sure you are following regulatory guidance as well as meeting payment coverage criteria. She gives examples of common citations, the questions a surveyor might ask the clinical manager, clinical staff, and patients/caregivers at home visits, and the documentation that needs to be in the medical record. She discusses actions clinicians can take to demonstrate compliance with the Drug Regimen Review, aide supervision, care coordination and evaluation of progress toward goals. and some strategies to promote compliance with the CoP regulations to avoid an Immediate Jeopardy situation and have a successful survey.

Boundary Setting

In this module, Teresa is discussing the challenging patient and family situations often encountered by home care agencies, and shares some of her own not-so-common experiences as she struggled with boundary setting as a new home care nurse. She will help you set realistic expectations at the initial visit and start of care to get the agency – patient relationship off to a good start, get the most out of routine follow up visits, address non-compliant patients and caregivers and use patient contracts to enhance goal-directed care, and discuss strategies to prepare the patient for a successful and mutually agreeable discharge.

OASIS Introduction

OASIS data collection is part of the home health clinician skill set - just like assessment, care planning and skilled tasks.  This module is an introduction to OASIS:  what it is, how it was developed and future plans, the uses of the OASIS data, and some tips on assessment techniques to ensure accuracy in data collection.  Understanding how OASIS data is used will enhance clinician's ability to focus on the essential elements of data collection, and identify the differences between data collection and the comprehensive clinical assessment.

*Estimated time for completion is 9 hours (Note, this course can be paused and completed in segments)

Education credits

  • 9.0 Contact Hours for Nurses
  • 9.0 Clock Hours for HCSSA Administrators and Alternates

Selman-Holman, A Briggs Healthcare Company is an approved provider of nursing education by the Texas Nurses Association, an accredited approver by the American Nurses Credentialing Center's Commission on Accreditation.


Contact CodeProU:

214.550.1447 Ext 4