Copergrine

Home Health Reference Guide

PDGM & OASIS-E, in plain English

Two acronyms run home-health reimbursement: PDGM decides what each 30-day period pays, and OASIS-Esupplies much of the data that drives it. Here is how they fit together — and where agencies lose money when they don't.

What PDGM changed

The Patient-Driven Groupings Model took effect January 1, 2020 and replaced the old Prospective Payment System. Two structural changes matter most: the unit of payment became a 30-day period instead of a 60-day episode, and reimbursement is now driven by patient characteristics rather than the number of therapy visits. Volume of therapy no longer increases payment — clinical and functional need does.

The five case-mix variables

Every 30-day period is sorted into one of 432 case-mix groups using five inputs:

VariableOptions
Admission sourceCommunity vs. Institutional (facility stay in the prior 14 days)
TimingEarly (first 30-day period) vs. Late (all subsequent)
Clinical groupingOne of 12 groups from the principal diagnosis
Functional levelLow / Medium / High — from OASIS-E functional items
Comorbidity adjustmentNone / Low / High — from secondary diagnoses

Where OASIS-E comes in

OASIS-E (effective January 1, 2023) is the assessment completed at start of care, recert, resumption, transfer, and discharge. Its functional items — grooming, dressing, bathing, toilet and bed transferring, ambulation, and risk of hospitalization — are scored into the points that set the low / medium / high functional level in PDGM. The same data feeds your publicly reported quality measures, so an OASIS error is both a payment problem and a star-rating problem.

The denials that hurt most

Under PDGM the costliest mistakes are administrative, not clinical. A late Notice of Admission(due within five calendar days of start of care) forfeits payment for every day it's late. A principal diagnosis that doesn't map to a valid PDGM clinical group becomes a questionable encounter and returns the claim. Missing or invalid OASIS submission to iQIES, face-to-face documentation gaps, and order or signature timing issues round out the list. Every one of these is catchable before the claim goes out.

How a modern EMR prevents the leakage

This is the case for validation-first software: OASIS data-quality checks before export, automatic PDGM grouping so billing sees the projected reimbursement up front, NOA timers, diagnosis mapping that flags questionable encounters at the point of coding, and billing holds that won't release a claim with a known defect. That's exactly how the Copergrine Home Health & Therapy EMR is built — OASIS-E validation gates, PDGM grouping, EVV, AI-drafted 485s, and a billing-holds engine that prevents silent denials.

Frequently asked questions

What is PDGM in home health?

PDGM (the Patient-Driven Groupings Model) is Medicare's home-health payment system, in effect since January 1, 2020. It replaced the Home Health Prospective Payment System's 60-day, therapy-volume-driven model with 30-day payment periods grouped by patient characteristics rather than the number of therapy visits provided. Each 30-day period is sorted into one of 432 case-mix groups (HHRGs) that determine reimbursement.

What are the five PDGM case-mix variables?

Each 30-day period is classified by: (1) Admission source — community vs. institutional (a hospital, SNF, or other facility stay in the 14 days prior); (2) Timing — early (the first 30-day period) vs. late (every subsequent period); (3) Clinical grouping — one of 12 categories based on the principal diagnosis; (4) Functional impairment level — low, medium, or high, derived from specific OASIS items; and (5) Comorbidity adjustment — none, low, or high, based on secondary diagnoses. Together these produce the case-mix weight.

What is OASIS-E and when did it start?

OASIS-E (Outcome and Assessment Information Set, version E) is the CMS-mandated patient assessment instrument for Medicare-certified home-health agencies, effective January 1, 2023. It is completed at start of care, recertification, resumption of care, transfer, and discharge. OASIS-E added items covering social determinants of health and cognitive/mental status, and it feeds both PDGM payment (through functional points) and the agency's publicly reported quality measures.

How do OASIS-E and PDGM connect?

Specific OASIS-E functional items — grooming, dressing upper and lower body, bathing, toilet transferring, transferring, ambulation, and the risk-of-hospitalization item — are scored into points that place the period in the low, medium, or high functional level used by PDGM. Inaccurate or inconsistent OASIS scoring directly changes the case-mix weight and therefore the payment, which is why OASIS accuracy and internal review are central to home-health revenue integrity.

Why do home-health claims get denied under PDGM?

The most common causes are a missing or late Notice of Admission (the NOA must be submitted within five calendar days of the start of care or the agency loses payment for each day it is late), a principal diagnosis that doesn't map to a valid PDGM clinical group (a 'questionable encounter' that returns the claim), missing or invalid OASIS submission to iQIES, face-to-face encounter documentation gaps, and physician/allowed-practitioner order or signature timing issues. Most are preventable with validation gates before the claim is released.

Educational reference only; not billing or legal advice. Verify current requirements against CMS guidance and your MAC. PDGM effective Jan 1, 2020; OASIS-E effective Jan 1, 2023.