Visit Level Checklist

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Trace DC45-8

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1. Visit-level requirements

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Sources and clinical references

  • CMS Medicare Benefit Policy Manual (Pub. 100-02), Chapter 7 — Home Health Services. Coverage of skilled care, documentation, and homebound requirements.
  • 42 CFR Part 484 — Conditions of Participation for Home Health Agencies (§484.55 comprehensive assessment; §484.60 care planning, coordination of services, and documentation).
  • CMS OASIS-E2 Guidance Manual, effective April 1, 2026.
  • SawaOS DGEX Foundations module (1.1–1.8) — the disciplines this checklist enforces at the visit level.
  • Community Health Accreditation Partner (CHAP) Standards of Excellence for Home Health. [Agency-fill: insert exact title, version, section, and date — map each item above to the corresponding CHAP standard.]

Standing flags. Display numbers are provisional; the stable module code is the key. The CHAP citation is agency-fill — insert the exact title, version, section, and date. Verify each pinned guideline against the current published edition at time of use.

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