Home health software evaluation checklist

• Can staff enter or import a referral and identify missing information before accepting it?
• Can you see the source document beside the extracted patient, physician and insurance details?
• What happens if a patient already exists or two documents disagree?
• Can the team track who owns the next intake action and when it is due?

Evidence or open questions: ________________________________________________

• Which assessment time points and current OASIS items are supported? Have the vendor show one.
• Can a clinician trace suggested answers to visit observations or source records?
• How are required patient interviews, unanswered items, contradictions and skip logic handled?
• Can a reviewer return an assessment, compare versions and document who signed the final record?

Evidence or open questions: ________________________________________________

• Can a scheduler assign visits by service, staff qualification, availability and patient need?
• Can the EVV workflow capture service, patient, worker, date, location, and start and end times?
• What does a worker do without connectivity, and how is a late or missed visit surfaced?
• Can staff correct an EVV exception with a reason and audit trail, then transmit to your state or aggregator?

Evidence or open questions: ________________________________________________

• Can the clinician finish a real-world visit note on a phone or tablet?
• Can a reviewer see what is missing, return a note and track the correction?
• Are medication changes, care-plan updates and visit notes connected to the same patient record?
• Can you export a complete, readable record with signatures and version history?

Evidence or open questions: ________________________________________________

• Can billing see which visits, orders, authorizations and notes are ready or still blocking a claim?
• Can the team follow a claim from review through submission, rejection, correction and payment?
• How are payer-specific edits, 30-day Medicare home health periods and private-pay invoices handled?
• Can staff reconcile received payment against the patient record and identify unresolved denials?

Evidence or open questions: ________________________________________________

• Can payroll compare scheduled, completed, verified and approved time?
• How do overtime, different rates, travel time and organization-specific pay rules work?
• Can a manager approve corrections with a visible reason and history?
• Can approved hours export in the format your payroll provider actually accepts?

Evidence or open questions: ________________________________________________

• Will the vendor sign an appropriate business associate agreement and identify relevant subcontractors?
• Can you configure roles, multifactor authentication, access reviews and audit logs?
• How are data encrypted, backed up, restored and returned to you when the contract ends?
• If AI handles patient information, where does that data go, who can access it and is it used for model training?

Evidence or open questions: ________________________________________________

• What is included in setup, training, migration, support and ongoing updates?
• Which state EVV, clearinghouse, payer, payroll and EHR connections are live for your use case?
• What are the complete fees, contract term, cancellation terms and data-export provisions?
• What measurable acceptance tests must pass before your organization expands from pilot to rollout?

Evidence or open questions: ________________________________________________