Resources for hospice and home-health agencies.
Compliance checklists, AI policy templates, switching guides, market reports.
HIPAA, BAA, and regulatory checklists to keep your agency audit-ready.
HIPAA Compliance Checklist
Self-audit checklist covering the 18 PHI identifiers, minimum-necessary rule, breach notification timeline, and BAA requirements — with corrective action guidance for each item.
PDF • 14 pages
Download FreeHospice Billing Checklist
25-point checklist covering NOE submissions, GIP/CHC level-of-care documentation, claims processing, and common denial-trigger prevention. Essential for any hospice billing team.
PDF • 8 pages
Download FreeBAA Letter Template
Ready-to-use Business Associate Agreement letter template aligned with the 2024 HIPAA Security Rule updates. Includes permitted-uses clauses, breach notification obligations, and termination provisions.
DOCX • 6 pages
Download FreeRate references, denial playbooks, and billing-optimization guides.
PDGM Optimization Guide
Comprehensive strategies for maximizing home-health reimbursement under PDGM. Covers LUPA threshold management, comorbidity coding, documentation standards, and RAC audit preparation.
PDF • 24 pages
Download FreeDenial Management Playbook
Step-by-step playbook for identifying, categorizing, and appealing denied claims. Includes template appeal letters, escalation workflows, and a 30-day denial-reduction sprint plan.
PDF • 32 pages
Download Free2026 CMS Rate Reference
Complete reference of 2026 Medicare payment rates for hospice, home health, palliative care, and related services. Includes wage-index adjustments and CBSA lookup table. Updated quarterly.
PDF • 12 pages
Download FreeGovernance templates and vendor scorecards for responsible AI adoption.
AI Policy Template for Home-Health & Hospice Agencies
Governance template covering AI-tool acceptable-use, staff training requirements, audit-logging obligations, and patient-transparency disclosures. Aligned with ONC HTI-1 and CMS interoperability rules.
DOCX • 10 pages
Download FreeAI Vendor Evaluation Scorecard
12-question due-diligence scorecard for evaluating AI billing and clinical documentation tools. Covers data-residency, model explainability, HIPAA attestation, and SOC 2 status.
PDF • 4 pages
Download FreeSwitch-readiness checklists and partner-evaluation frameworks.
Migration from HCHB — Switch Checklist
Step-by-step checklist for agencies moving off HCHB onto Mira™. Covers data-export formats, payer re-enrollment, staff onboarding sequencing, parallel-run billing period, and go-live sign-off criteria.
Checklist • 3 pages
Download FreeChoosing a Billing Partner
10-point evaluation framework for choosing the right medical billing company. Includes comparison templates, contract red-flag warnings, and an SLA benchmark reference.
PDF • 16 pages
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