For the person who runs the personnel files.
Plain answers to the questions agencies ask about compliance records, with the regulation cited. Updated as rules change.
Home health personnel file checklist: what a surveyor looks for
What belongs in a home health employee's personnel file under the Medicare Conditions of Participation: qualifications, aide competency, 12 hours of in-service a year, supervision, health screening and exclusion checks, and how surveyors read it.
→How often should a home health agency screen the OIG exclusion list?
OIG recommends monthly screening of every employee and contractor against the LEIE. What the 2013 bulletin says, what the penalties are, what proof to keep, and why a check at hire isn't enough.
→California home health aide certification renewal: the 24-hour rule
A California certified home health aide renews every two years with 24 hours of in-service or continuing education (CDPH 283C). Medicare-certified agencies also need 12 hours in each 12-month period. What to track and when.
→TB screening for home health employees in California
What Title 22 section 74723 requires of California home health agencies: a health assessment within six months before or 15 days after hire, annual TB screening, exceptions, and what to keep in the file.
→California Home Care Aide registry: what the agency must keep on file
Licensed home care organizations in California must employ registered home care aides: DOJ/FBI Live Scan clearance, TB screening, entry-level and annual training, and a registration renewed every two years. The file, item by item.
→Tracking caregiver credential expirations: the spreadsheet, and what replaces it
Why the credential-tracking spreadsheet fails at 40 people, what a working process needs (per-title requirements, dated items, reminders to the person, filing on return), and what to look for in software.
→New home health employee onboarding checklist
Everything a home health agency collects before a new hire's first visit: identity and work authorization, license or certification, background clearance, health screening, competency, agency forms, and the dates that start ticking on day one.
→See it with your own roster.
Bring your tracker. We import a sample live and you leave knowing who's expiring this month.