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Guide

Home health Conditions of Participation: which policies each one needs

By the Cura Core team · Last reviewed November 9, 2026 · General information, not legal advice

The home health Conditions of Participation (CoPs) are the federal rules in 42 CFR Part 484 that a home health agency must meet to take part in Medicare. Each Condition needs one or more written policies. The first table below maps each Condition to the policies that meet it, and the second lists the time frames written into the Conditions. Your state's licensing rules add requirements of their own, and Missouri applies the CoPs to every licensed home health agency, certified or not (19 CSR 30-26.010(1)(A)).

Which policies meet each Condition

ConditionPolicies that meet it
§484.45 Reporting OASIS informationOASIS data collection, accuracy, transmission and privacy notice
§484.50 Patient rightsPatient rights and responsibilities; admission agreement, consent and disclosure of charges; language access; complaints and grievances; transfer and discharge notices; allegations against staff
§484.55 Comprehensive assessment of patientsInitial assessment visit and start of care; comprehensive assessment and updates; medication management and drug regimen review
§484.58 Discharge planningDischarge planning, and transfer and discharge summaries
§484.60 Care planning, coordination of services and quality of careIndividualized plan of care; coordination of care; physician and allowed practitioner orders, including verbal orders; infusion therapy, where the agency provides it
§484.65 Quality assessment and performance improvementQAPI program; incident reporting, adverse events and investigations
§484.70 Infection prevention and controlInfection prevention and control program; employee health screening and immunizations
§484.75 Skilled professional servicesSkilled nursing; therapy and medical social services
§484.80 Home health aide servicesAide qualifications, training and competency; aide assignment, care instructions and supervision
§484.100 Compliance with federal, state and local lawsCertification, surveys, ownership disclosure and reporting changes; professional licenses and registries; laboratory services and CLIA
§484.102 Emergency preparednessEmergency preparedness program
§484.105 Organization and administration of servicesGoverning body and lines of authority; administrator and clinical manager; overall plan and budget; policy management and annual review; services under arrangement; referral intake; clinical manager availability and on-call; scope of services
§484.110 Clinical recordsClinical record content, authentication and retention; patient access to records; agency closure and continuity of records
§484.115 Personnel qualificationsPersonnel qualifications, job descriptions, orientation and evaluation; personnel records

This mapping comes from the Cura Core Michigan home health manual, which follows the federal Conditions alone because Michigan does not license home health agencies. The manuals for other states add policies for their state rules. For what each Condition asks your policies to cover, see what policies are required for home health.

Time frames written into the Conditions

WhatTime frameRule
Notice of patient rightsBefore care begins, at the initial evaluation visit; to a representative the patient chooses, within 4 business days§484.50(a)
Initial assessment visitWithin 48 hours of referral or of the patient's return home, or on the ordered start of care date§484.55(a)
Comprehensive assessmentNo later than 5 calendar days after the start of care§484.55(b)
Assessment updatesIn the last 5 days of every 60 days from the start of care, within 48 hours of return home from a hospital stay of 24 hours or more, and at discharge§484.55(d)
Plan of care reviewAt least every 60 days§484.60(c)(1)
OASIS transmissionWithin 30 days of completing the assessment§484.45(a)
Transfer summaryWithin 2 business days of a planned transfer, or of learning of an unplanned one§484.110(a)(6)
Discharge summaryWithin 5 business days of discharge§484.110(a)(6)
Aide supervisionAt least every 14 days for patients receiving skilled services; every 60 days, on site, for patients receiving aide services only§484.80(h)
Aide in-service trainingAt least 12 hours in each 12-month period§484.80(d)
Copy of the record for the patientFree, at the next home visit or within 4 business days, whichever comes first§484.110(e)
Record retention5 years after discharge, unless state law sets a longer period§484.110(c)(1)
Emergency preparedness reviewAt least every 2 years§484.102

Where your state sets a shorter time frame, follow the state's. For example, Louisiana requires the initial visit within 24 hours of referral unless the order says otherwise (LAC 48:I.9123.A.1), and Georgia requires a registered nurse to visit every two weeks for every patient who receives aide services (Rule 111-8-31-.08(d)).

Guides to single Conditions

Next step

Every Cura Core home health manual maps its policies to the Conditions of Participation and your state's rules. Pick your state on the home health manuals page and read three of its policies free.

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