Education and Consulting Services

For home health and hospice agencies.

We know what it’s like to juggle patient care with compliance, because Provider Insights team members have worked for health care as well as for regulating agencies. With experience navigating both sides, we’ve found our clients get results with the following services:

Introducing:
Premier Partnership

A membership program that empowers home health and hospice agencies by providing the knowledge and resources they need to maintain Medicare compliance.

Receive ongoing support and a dedicated resource in one convenient monthly package.
Ask about our Premier Partner Portal today.

Audits

Education

Assessments

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Education icon with books stacked vertically
Audits icon with check mark inside magnifying glass

Education

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With rules that change so much they feel like a moving target, it’s easy for home health and hospice providers to become anxious and overwhelmed. Whether or not you’ve had formal training on the rules of compliance, you carry the weight of unclear expectations and a never-ending list of ever-changing rules.

Let the weight go when you let our experts guide you to confidence and clarity in:

  • Current and changing rules

  • COPs in Medicare

  • Survey prep

  • Payment compliance

  • OASIS and HHVBP

  • 5-star quality measures

  • HIS and LCDs

  • Overall Medicare compliance

Audits

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The government says, “You have to have a certification, and the doctor has to sign his name, put his credentials, and date it.”

Auditors ask, “Why did the patient really need you? I shouldn't even pay you. The patient’s had heart disease for 20 years — why do you have them on your service now?”

Are you meeting all the technical requirements as well as the medical necessity requirements for Medicare compliance?

Pre-Audit Patient Records Review

Get the confidence you need for your next audit when we review your patients’ records to ensure you’ve dotted every i and crossed every t.

Mid-Audit Guide Through the Review Process

If your home health or hospice agency is currently undergoing a review, we can guide you through the medical review and appeals process.

We can also provide a roadmap for reviewers with:

  • Record review and preparation

  • Clinical summaries

Assessments

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Want to feel confident you’re doing all the things right — from using proper hand hygiene to asking the right questions and doing an assessment for the patient?

Would you like another pair of eyes to look at your agency’s operations overall from start to end, to ask the questions a surveyor would ask: 

  • How does a referral come into your agency?

  • Who gets that information?

  • How was it passed along?

  • How do you make sure you’re following orders?

  • When do you decide to discharge?

From beginning to end, we’ll assess your operations, role playing a visit from a surveyor. We’ll go out on home visits with the nurses, see the patients, and more.

You’ll get tailor made solutions with the specific goals of your home health or hospice agency in mind. Expect to come away with:

  • Recommendations for improvement

  • Step-by-step instructions for following the recommendations

  • Tools for implementing the solutions

Client Testimonials

  • "Words are not enough to express how grateful our agency is for meeting Ms. Annette Lee. We were so stressed until we started talking to her. After we had gotten rejected for our 1st audit, we finally saw the light after she had guided us on things that we were missing. Letters we have received from audits were very vague, but Ms. Annette immediately knew what we needed and what was missing. If it wasn't for her help and guidance, we would've been stuck with the same problem and stress. She was also very kind, very calm, and explained everything in a manner that was easy to understand. She's such a blessing."

    Yuri Ventanilla, RN, BSN, Director of Patient Care Services

  • Based on my personal acquaintance with Annette spanning several years, I wholeheartedly recommend her for any role within the home health or hospice industry. Annette consistently demonstrates an exceptional depth of knowledge and understanding in both sectors, reflecting her unwavering commitment to delivering top-notch care and ensuring compliance with industry regulations.

    Her dedication to upholding the highest standards of quality care is evident in her every action and decision. With Annette on board, you can trust that your organization will benefit from her expertise, professionalism, and genuine passion for making a positive difference.


    - Lisa Selman-Holman Vice President of Quality and Education at McBee/ Expert ICD-10 Educators

  • I’ve worked with Annette Lee for years and have not met anyone more knowledgeable in Home Health and Hospice. Annette has so many strengths in regulatory compliance in Home Health and Hospice, coding, OASIS, QAPI, utilization, and more. As a novice in the field, I used to seek out Annette’s classes specifically as she has a way to make the complex simple. Now after years in the industry, I have had the privilege to work alongside Annette on a variety of projects, and feel that anyone who has the opportunity to work with this talented lady would be very fortunate!

    - Sherri Pearson - Infusion Health LLC, Interim CEO

  • I am so lucky to have crossed paths with Annette Lee. We share interests in many home health topics but when it comes to Regulatory or Billing questions, she has always been my go-to resource. Her ability to know where to look and how to explain these topics has been something that I have been able to count on for many years. Her teaching style allows you to come away feeling you will be able to navigate these crazy home health waters. And the biggest bonus is…you will never find a more competent, caring soul than Annette.

    Sparkle Sparks PT, MPT, COS-C , Clinical Consulting Manager, McBee, part of Netsmart

  • “Thank-you beyond measure for your evaluation, planning and education. I am so pleased with your work, capturing so much valuable information in just five days. I was very proud of our staff on all levels to absorb and share openly. I can see you have brought out the best in all of us. Human nature is to be defensive and justify (which we did therapeutically) but it did not get in the way of acceptance and movement. We continue to improve, and each of your visits prepares us for the next.”

    -Janice Jensen, Dallas County Public Health Nursing Services

  • "IAHC has contracted with Provider Insights to deliver education to our home health agency members, and we routinely receive positive feedback, including comments such as ‘Annette is a fabulous educator,’ and ‘Annette is very knowledgeable.’”

    -Amy Huiseman. Iowa Alliance for Home Care

  • “Annette has contracted with our company for several years as a clinical educator- Annette always presents with a professional and positive attitude and our customers always provide extremely favorable feedback about Annette’s ability to share her extensive knowledge about both home health and hospice.”

    -Education Manager, Cahaba GBA and CGS

  • Provider Insights has been and remains a consistent source of clinical and regulatory information for our Hospice and Home Health Agencies. Annette always responds promptly with the information we need supported by direct verbiage or links to sites for further reading. I have had the opportunity to bring Annette to our organization for educational sessions attended by everyone from the CEO and CFO to the staff who work out in the field. The response after every session is, ‘Can we just hire her?!’ John Knox Village continues to depend on Annette’s support in our ongoing efforts to excel in compliance, and she is always there for us."

    -Julie Mahony, RN, MS, Administrator of Community Health Services

  • "Annette is my go-to for home health and hospice guidance. I cannot say enough about how much she has helped our agency maintain compliance while applying our practices in everyday processes. She has an amazing ability to explain guidelines in an easy-to-understand way. I would say she is 'THE' TOP EXPERT in the home health and hospice industry. She knows the guidelines inside and out and is also able to bring it down to the agency level; helping us to simplify processes, meeting patient needs and regulatory guidelines. We have all learned so much, I am not sure what we would do without her!"

    - Ashley, Aegis Home Health and Hospice

  • "Annette is my go-to for home health and hospice guidance. I cannot say enough about how much she has helped our agency maintain compliance while applying our practices in everyday processes. She has an amazing ability to explain guidelines in an easy-to-understand way. I would say she is 'THE' TOP EXPERT in the home health and hospice industry. She knows the guidelines inside and out and is also able to bring it down to the agency level; helping us to simplify processes, meeting patient needs and regulatory guidelines. We have all learned so much, I am not sure what we would do without her!"

    - Wende Bruce, RN Administrator, Haven Home Health, Inc.