Compliance Dashboard

Certification Status Board

Active patients with cert expiry, doc gaps, and missing actions.

● Green — >14 days ● Yellow — 7–14 days ● Red — <7 days ● Expired
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Census Overview

Patient totals, cert status distribution, and documentation turnaround.

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Wound Timeline Visualization

Active wounds per patient with stage/size progression across visits.

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Recurrent Infection Tracking

Patients with recurring infection episodes flagged for terminal decline documentation.

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HIPAA Audit Log Viewer

Access restricted to Owner role.

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Recertification Expiry Alerts

Daily emails sent to assigned physician + NP at 14, 7, and 1 day before cert expiry.

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Business Associate Agreement

HIPAA BAA status. Required before loading any real PHI.

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Survey Readiness Packet

One-click CHAP / Joint Commission survey packet — cover page, certifications, notes, IDG meetings, audit log, and compliance summary.

Generate Survey Packet

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Leave all unselected to include all active & discharged patients.

Recent Exports

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Social Worker Visit Cadence

Medicare CoP §418.64(d) — each patient must receive at least one social work visit per benefit period. Patients below show visit count and last documented visit date.

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Chaplain / Spiritual Care Cadence

Medicare CoP §418.64(e) — spiritual care must be offered and documented for every patient. Patients below show chaplain visit count and last documented visit date.

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Aide Supervisory Visit Tracker

Medicare CoP §418.76(h) — an RN must make an on-site supervisory visit at the aide's care site every 14 days. Patients flagged here have overdue supervisory visits (last signed supervisory visit >14 days ago or never documented).

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NOE Timeliness Tracker

CMS CR 9114 — Notice of Election must be filed within 5 calendar days of hospice election. Untimely NOEs result in Medicare non-payment for pre-filing days ($200–$1,500/day).

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Bereavement Services — §418.64(d)

Medicare requires bereavement services for ≥12 months post-death, based on caregiver risk assessment and a written plan. One of the most frequently cited CHAP/JC survey deficiencies.

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Discharge / Transfer / Revocation — §418.26

Tracks all patient lifecycle close-outs (last 30 days). Unsigned discharge records and missing NOTR filings are a survey deficiency risk.

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Level of Care — GIP/Continuous Documentation Gaps

General Inpatient (GIP) and Continuous Home Care days require a documented clinical reason. Entries missing a reason are a survey deficiency risk.

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🤝 Volunteer Services — §418.78 Compliance

Volunteers must provide ≥5% of total patient care hours. Surveyors pull this metric on day one. Track roster, training, and hours below.

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Notifications

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