Download Your Home Chart Compliance Checklist

This Home Chart Compliance Checklist is perfect for you if…

• You want a clearer process for ensuring patient home charts contain all required Medicare documentation for home health or hospice care.

• Your agency is preparing for survey and needs a practical resource to help identify missing, outdated, or inconsistent home chart materials before surveyors arrive.

• You want to strengthen processes related to medication lists, care plans, consent forms, patient books, visit frequency calendars, and patient teaching materials.

• Your clinical leadership or QA team needs a more organized way to review home charts and ensure alignment between the home folder and office chart.

• You’re looking for a proactive way to improve documentation accuracy, strengthen survey readiness, and reduce preventable home chart deficiencies.

This checklist will help your home health or hospice agency build more consistent home chart processes, improve compliance oversight, and reduce survey risk tied to incomplete or inaccurate patient documentation.