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Maryland-National Capital

Homecare Association

Home Care Nuts and Bolts: Beyond the Basics

  • Thursday, February 29, 2024
  • 10:00 AM - 1:00 PM
  • Webinar


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Home Care Nuts and Bolts: Beyond the Basics

After the basic foundations, or "Nuts and Bolts" of home health comes the layers of application for documentation by field clinicians, such as survey preparedness, payment audits and the Payment Driven Groupings Model!  Presented by Annette Lee from Corridor, a former medical review nurse for the CMS Medicare Administrative Contractor (MAC), she will create step by step learning to simplify these sometimes complicated areas with a checklist approach- and the "whys" behind the scenes. We will cover and provide examples and tools of "real world" documentation- from FTF to homebound and medical necessity!  Lastly, YOU will play the role of the medical reviewer and make decisions on some clinical records to confirm your knowledge. This class will take you to the next level in your home health expertise- and arm you with insights and tools to be successful!


  • Define the Face-to-Face Encounter and apply to daily clinical scenarios.
  • Understand and learn documentation requirements to support homebound status.
  • Define Medical Necessity and learn to apply tools and documentation strategies.

To learn more about the event use the link below.

Event Details

Featured Speaker

Annette Lee, RN, MS, HCS-D, COS-C
Annette is a registered nurse, with a Master’s in Health Care Administration, practicing since 1990, with the majority of her nursing experience in home health. For over a decade she worked with the CMS Medicare Administrative Contractor (MAC) where she provided review of, and education on home health and hospice documentation. Annette then began providing outreach and provider education regarding Medicare reimbursement issues and effective documentation strategies, assisting providers with ADRs and appeals. Today she marries together her experience in the “real world” and the inside knowledge of Medicare to ensure providers can meet the requirements of CMS, and ensure compliant, efficient operations. She presents nationally on the Conditions of Participation, (COPs), OASIS, PDGM, HIS, LCDs, and documentation and coverage for both the home health and hospice benefits. Annette holds both the Certificate for OASIS Specialist-Clinical and the Home Care Coding Specialist-Diagnosis certification.

Continuing Education

This program has been designed to meet the continuing education requirements for the Minnesota Board of Nursing for 3.0 contact hours. 


Member - $180

Non-member - $280

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