Home Health Regulation and Documentation

This is one of 5 online modules which comprise the Advanced Competency in Home Health. Click here to view the full course.

The Advanced Competency is awarded only when all you complete all 5 core modules, the in-person 2-day course, and several online elective courses within 18 months of start date. NOTE: Enrollment in the full program is not required to take this online course.

Learn more about the Advanced Competency in Home Health.

Course Description:

Physical therapy practice in the home health setting has unique characteristics with regard to regulatory and documentation requirements. The consistent delivery of defensible documentation in an environment of increased regulatory scrutiny presents ongoing challenges for therapists and home health agencies. This session will get to the heart of documentation that supports skilled, reasonable, and necessary therapy services, provide a detailed review of the regulatory factors influencing the delivery of therapy in the home health setting, and provide practical guidance for compliance.


Arlynn Hansell, PT, Home Care Coding Specialist – Diagnosis, Home Care Clinical Specialist – OASIS, Certificate for OASIS Specialist-Clinical. Arlynn Hansell has been a physical therapist in the home health setting since October 1998, holding positions of field therapist, rehab manager, and quality/compliance assurance. She currently owns Therapy and More, LLC, a company which assists agencies in achieving therapy documentation and practice excellence in order to better position themselves against auditors. In addition, she provides OASIS auditing, ICD-10 coding for home health and hospice, and end of episode quality reviews.

Shelene Thomas, PT, DPT, EdD, board-certified clinical specialist in geriatric physical therapy. Dr. Thomas is an Assistant Professor in the School of Physical Therapy at Regis University whose main role is mentoring the Clinical Instructor and student through Clinical Education. She also assists in the Management of Applied Physiology course series as it relates to the sub-acute patient in home care. As a P.T. who has worked in the home health field for over a decade, improving the connection between clinic and academics is her passion, which plays out in one way as Chair of the Colorado Clinical Educator’s Forum. Dr. Thomas also continues to practice physical therapy with the Visiting Nurses Association of Denver. Dr. Thomas is a graduate from the University of Denver and Creighton University, completing a Bachelor’s of Arts and Doctorate in Physical Therapy degree, respectively. She recently returned to Creighton to complete her Doctorate in Education with an emphasis in Interdisciplinary Leadership. With this degree, she plans to add to current conversations through research about interprofessional education and practice. Dr. Thomas received her Geriatric Specialist credentials in May of 2015 and is a member of APTA, where she is engaged in the Home Health, Geriatrics and Education Sections. She assists the Commission on Accreditation of Physical Therapy Education (CAPTE) by being an on-site reviewer.

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Course Code:


Completion Instructions

First, review the recorded course presentation.

Second, click on "assessment" in the green menu bar on the right to complete the graded assessment. You must complete it with a minimum of 70% score.

Course level


Delivery method



Arlynn Hansell, PT; Shelene Thomas, PT, DPT, EdD

Learning objectives

  1. Identify the CMS home care Conditions of Participation
  2. Understand the components of the OASIS which impact reimbursement and outcome measures by which home care agencies are rated by CMS and consumers.
  3. Distinguish what activities classify patients as being homebound
  4. Support through documentation patient’s position in the home in their continuum of care
  5. Analyze what PT interventions, as well as the intervention frequency and duration, correlate to reasonable and necessary according to CMS standards
  6. Recognize how previous level of function influences interventions, their frequency and duration
  7. Develop documentation that speaks to PT skill
  8. Criticize the evaluation for important characteristics that lead to impairments that limit function and match to patient goals
  9. Prioritize components in the assessment to speak to PT skill being necessary to treat patients impairments
  10. Support the knowledge of the therapist through narrative note writing
  11. Consider strategies in the coordination note to enhance collaboration with other professionals
  12. Assess important components in defensible documentation through use of examples throughout


Home Health Section

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1HHAC_Regulation and Documentation_Content
2Assessment_Regulation and Documentation
Type:E-Learning Course
Credit Categories
Domains:Shelene Thomas, Home Health, Defensible Documentation, Regulations, Arlynn Hansell

The following credits are available upon completion of these activities.

Total credits:  0.3
Key Dates
Enrollment:Prior to  06/24/2021
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