The Home Health Face-to-Face Encounter
The home health agency submits the claim, but the document Medicare denies it over usually sits in a physician practice. Home health is payable only if a physician or allowed practitioner certifies the patient's eligibility, and one of the things that certification has to record is a face-to-face encounter related to the reason the patient needs home health. On 1 January 2026 the rule about who may perform that encounter changed: it no longer has to be the practitioner who signs the certification.
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Key takeaways
- The face-to-face encounter is one element of the certification of eligibility at 42 CFR 424.22(a)(1) — a condition of payment, not a formality the agency can cure later.
- Since 1 January 2026 the encounter may be performed by any physician, nurse practitioner, clinical nurse specialist, physician assistant, or certified nurse-midwife. It no longer has to be the certifying practitioner, and the old acute or post-acute privileges test is gone.
- Nothing else about the encounter changed. The timing, the requirement that it relate to the primary reason for home health, and the documentation expectations all still apply.
- The 5 August 2026 entry against this section in the eCFR is a correction reinstating a paragraph, not a new requirement. The change a practice has to act on took effect on 1 January 2026.
- The supporting record has to live in the certifying practitioner's own chart, or the facility's. Documentation from the agency can support the certification but cannot be the whole basis for it.
What the requirement actually is
Medicare Part A and Part B pay for home health services only where a physician or allowed practitioner certifies, and later recertifies, the content set out at 42 CFR 424.22. The certification is not a cover sheet. It is a set of specific findings, and payment for the episode depends on all of them being supportable.
- The patient needs or needed intermittent skilled nursing care, or physical therapy or speech-language pathology services.
- The patient is or was confined to the home, except when receiving outpatient services.
- A plan for furnishing the services has been established and will be periodically reviewed by a physician or allowed practitioner.
- The services will be or were furnished while the patient was under the care of a physician or allowed practitioner.
- A face-to-face patient encounter occurred, related to the primary reason the patient requires home health services, within the window the regulation sets around the start of care.
The encounter is the fifth of those, at § 424.22(a)(1)(v). It must be related to the primary reason the patient requires home health services, and it must occur no more than 90 days before the home health start of care date or within 30 days after the start of care. The certifying practitioner must also document the date of the encounter as part of the certification. Those are the regulation's own figures rather than a contractor's interpretation of them, and they are the same for every beneficiary.
Whose problem this is
What changed on 1 January 2026
Until the end of 2025, the regulation did two things at once. It listed who could perform the encounter, wrapping each practitioner type in conditions about collaboration, supervision, or hospital privileges — and then, at paragraph (a)(1)(v)(C), it separately required that the encounter be performed by the certifying physician or allowed practitioner, unless it was performed by a certified nurse midwife or by a practitioner with privileges who had cared for the patient in the acute or post-acute facility from which the patient was directly admitted to home health.
The CY 2026 Home Health Prospective Payment System final rule replaced the first of those with a plain list and deleted the second outright. Its amendatory instruction is short enough to quote: section 424.22 is amended by revising paragraph (a)(1)(v)(A) and removing paragraph (a)(1)(v)(C).
| Question | Through 31 December 2025 | From 1 January 2026 |
|---|---|---|
| Who may perform the encounter | The certifying physician or a physician with privileges who cared for the patient in the admitting facility; the certifying nurse practitioner or clinical nurse specialist, or one working in collaboration with such a physician; a physician assistant or certified nurse midwife under comparable supervision conditions. | A physician, nurse practitioner, clinical nurse specialist, or physician assistant as defined at 42 CFR 484.2; or a certified nurse-midwife as authorized by State law. No collaboration, supervision, or privileges condition attaches to the list. |
| Must it be the practitioner who certifies | Yes, under paragraph (a)(1)(v)(C), subject to two narrow exceptions. | No. Paragraph (a)(1)(v)(C) was removed. |
| Timing of the encounter | Set by paragraph (a)(1)(v). | Unchanged. |
| Relation to the reason for home health | Required. | Unchanged, and still required. |
| Encounter by telehealth | Permitted subject to the statutory telehealth conditions and the payable-service list. | Unchanged. |
The change is one of eligibility to perform the encounter. It is not a relaxation of what the encounter has to show or of how it has to be documented.
CMS gave the reason plainly. Section 3708 of the CARES Act had already allowed nurse practitioners, clinical nurse specialists, and physician assistants to certify home health eligibility and establish the plan of care, and the regulation had not caught up — it still limited the encounter itself in ways the statute did not. The example CMS worked through is the ordinary one: a patient's primary care physician certifies eligibility and establishes the plan of care, while a different physician in the same practice, seeing the patient on a day the primary was unavailable, conducted the encounter. That was awkward under the old paragraph (C) and is unremarkable now.
What CMS did not do
The 5 August 2026 entry, and why it is not a new rule
Anyone tracking regulatory change by watching amendment dates will see § 424.22 carrying a version dated 5 August 2026 — more recent than the January change, and recent enough to look urgent. It is not a rulemaking, and nothing about a practice's obligations turns on it.
The Office of the Federal Register maintains a public register of corrections to the Code of Federal Regulations, which records for this section a single corrective action: paragraph (a)(2) reinstated. Paragraph (a)(2) is Timing and signature — the requirement that the certification be obtained when the plan of care is established or as soon as possible afterwards, and be signed and dated by the practitioner who establishes the plan. It had dropped out of the codified text when the December 2025 rule was applied to it, even though that rule's amendatory instructions changed only paragraphs (a)(1)(v)(A) and (a)(1)(v)(C). The August entry put it back.
Two dates, one of which is not a change
What did not change, and still denies claims
The removed paragraph was about eligibility to perform the encounter and nothing else. Everything that made home health certification a documentation problem is still there.
- The encounter has to be about the right thing
- It must relate to the primary reason the patient requires home health services. CMS has been explicit that diagnosis codes are not required on the encounter documentation and do not have to match the primary home health diagnosis exactly — but the documentation does have to demonstrate the relationship. An encounter for an unrelated complaint does not satisfy the requirement no matter how well recorded.
- The certification carries a date and a signature
- The certifying practitioner documents the date of the encounter as part of the certification, and under paragraph (a)(2) the certification is obtained when the plan of care is established or as soon as possible afterwards and is signed and dated by the practitioner who establishes the plan.
- Recertification is a recurring obligation
- Where care continues, recertification is required at least every 60 days, timed to the review of the plan of care, unless the patient transfers or is discharged with goals met and no expectation of return. A new face-to-face encounter is not part of each recertification, but the continued-eligibility findings are.
- Certain financial relationships disqualify the certifier
- A practitioner with a financial relationship with the home health agency may not certify or recertify the need for its services, establish or review the plan of care, or perform the face-to-face encounter, unless the relationship meets one of the exceptions to the physician self-referral prohibition.
The financial-relationship bar reaches the encounter too
Where the supporting record has to live
This is the part that produces denials on review, and it did not move. The basis for certifying eligibility must be documentation in the certifying practitioner's medical record, or in the medical record of the acute or post-acute facility from which the patient was directly admitted to home health, or both.
Documentation from the home health agency may also be used to support the certification, but only conditionally: it has to be corroborated by other entries in the certifying practitioner's record or the facility's record, so that the records together present a clinically consistent picture of eligibility, and the certifying practitioner has to sign and date the agency's documentation to show it was considered. Agency documentation on its own is not a basis for certification.
The regulation then states the consequence directly. The documentation must be provided on request to review entities or CMS, and where what was used as the basis for certification is not sufficient to demonstrate the patient was eligible, payment is not made for the home health services provided. There is no cure by supplementation after the fact — the question on review is what the certifying record supported at the time.
What a certifying practice can do about it
What this changes in practice
Stop refusing encounters performed by a colleague
Where a practice previously turned away a home health referral because the encounter had been done by a partner rather than the certifying practitioner, that objection is gone as of 1 January 2026. The certifying practitioner still certifies; the encounter can have been someone else's.Stop applying the acute or post-acute privileges test
The old exception depended on whether the practitioner had privileges at the facility the patient came from. That condition no longer appears in the regulation, and a workflow still screening for it is rejecting encounters the rule now accepts.Keep every documentation control exactly as it was
The relationship to the primary reason for home health, the date on the certification, the signature, and the record basis are all unchanged. The flexibility is about who; nothing about what has to be shown moved.Check the agency's requirements separately
Medicare Advantage plans set their own coverage and authorization requirements for home health and do not necessarily follow this regulation. Commenters asked CMS to require alignment, and CMS did not. Where a patient is enrolled in a Medicare Advantage plan, the plan's rules are the ones to confirm.
When a home health claim is denied for insufficient face-to-face documentation, the appeal is largely an exercise in showing what the certifying record contained at the time of certification. That is a records problem before it is an argument, which is why the documentation a payer requests and the way the practice assembles it matter more here than the wording of the letter.
Common questions
Does the face-to-face encounter still have to be performed by the practitioner who certifies?
No, not since 1 January 2026. The CY 2026 Home Health Prospective Payment System final rule removed 42 CFR 424.22(a)(1)(v)(C), which was the paragraph that required the encounter be performed by the certifying physician or allowed practitioner unless one of two narrow exceptions applied. The encounter may now be performed by any physician, nurse practitioner, clinical nurse specialist, physician assistant, or certified nurse-midwife within the practitioner definitions the section uses. The certification itself is still signed by the certifying practitioner.
42 CFR 424.22 shows an amendment dated 5 August 2026. What changed then?
Nothing that creates an obligation. That entry is a correction rather than a rulemaking: the Office of the Federal Register's corrections register records the action for this section as reinstating paragraph (a)(2), the timing-and-signature paragraph, which had dropped out of the codified text when the December 2025 rule was applied. The rule's amendatory instructions had only revised paragraph (a)(1)(v)(A) and removed paragraph (a)(1)(v)(C). Paragraph (a)(2) applied throughout; only the printed text was wrong. The change a practice needs to act on is the one effective 1 January 2026.
Can a specialist perform the face-to-face encounter for a home health referral?
The regulation lists practitioner types, not specialties, so a specialist within those types is not excluded by the text. CMS declined to enumerate which practitioners are appropriate in which circumstances, but noted that it would not be appropriate for a practitioner specializing in one field to certify home health services needed for an unrelated reason. The operative constraint is the one that did not change: the encounter has to be related to the primary reason the patient requires home health services, and the documentation has to demonstrate that relationship.
Can the home health agency's own documentation support the certification?
Only as a supplement, and only conditionally. The basis for certification must be documentation in the certifying practitioner's medical record or the acute or post-acute facility's record, or both. Agency documentation may also be used if it is corroborated by entries in those records so that they together present a clinically consistent picture of eligibility, and if the certifying practitioner signs and dates the agency documentation to show it was considered. Where the documentation used as the basis for certification is not sufficient to demonstrate eligibility, the regulation states that payment is not made.
Does a new face-to-face encounter have to happen at each recertification?
The encounter requirement attaches to the initial certification of eligibility rather than to each recertification. Recertification is required at least every 60 days where there is a continuing need for care, should occur when the plan of care is reviewed, and must be signed and dated by the practitioner who reviews it — and it recertifies the same eligibility findings. CMS subregulatory guidance also addresses when a new encounter is expected because the patient's condition has changed, so the manuals are the place to confirm a specific situation.
Do Medicare Advantage plans follow the same face-to-face rule?
Not necessarily. Commenters on the CY 2026 rule specifically asked whether CMS would require Medicare Advantage plans to align with this policy, and CMS did not impose that. Medicare Advantage plans set their own coverage criteria and authorization requirements for home health, so where a patient is enrolled in one, the plan's requirements have to be confirmed separately rather than assumed to match Original Medicare.
Terms used here
Definitions for the vocabulary this article assumes.
Continue learning
Where to go next.
Medicare billing
The cluster this sits in — how the program is structured, billed, and denied.
Medicare Part A billing
The part that pays the home health episode this certification unlocks.
Incident-to and split or shared billing
The other place a Medicare payment rule turns on which practitioner did what, and how it is recorded.
Medicare audit types
Who asks for the certifying record, and what each type of review is looking for.
Stark law and physician self-referral
The financial relationships that disqualify a practitioner from certifying or performing the encounter.
Appeal letter builder
Structure an appeal where a denial turns on what the certifying record showed.
Authoritative sources
- 42 CFR 424.22 — Requirements for home health services (opens in a new tab)
Sets certification as a condition of payment and states its content at (a)(1)(i) through (v), including at (a)(1)(v) the face-to-face encounter, its relation to the primary reason for home health services, its timing around the start of care, and the requirement that the certifying practitioner document the encounter date. Paragraph (a)(1)(v)(A) lists the five practitioner types who may perform it and (a)(1)(v)(B) permits it by telehealth. Paragraph (a)(2) carries the timing and signature of the certification; (b) the recertification interval and content; (c) the medical records that may be used as the basis for certification and the conditions on using agency documentation; and (d) the financial-relationship limits on certifying, establishing the plan of care, and performing the encounter.
- CY 2026 Home Health Prospective Payment System final rule (CMS-1828-F), 90 FR 55342 — face-to-face encounter policy (opens in a new tab)
The rulemaking that made the change, published 2 December 2025 and effective 1 January 2026. Its preamble discussion of the face-to-face encounter policy explains that section 3708 of the CARES Act allowed nurse practitioners, clinical nurse specialists, and physician assistants to certify home health eligibility while the regulation still limited who could perform the encounter; states that the revision adds flexibility only and does not change the intent, documentation requirements, or acceptable formats of the encounter; and declines to require Medicare Advantage plans to align. The amendatory instruction at 90 FR 55607 revises paragraph (a)(1)(v)(A) and removes paragraph (a)(1)(v)(C).
- Corrections to the Code of Federal Regulations — 42 CFR 424.22, corrected 5 August 2026 (opens in a new tab)
The Office of the Federal Register's register of corrections to the CFR. The entry for this section records the corrective action as reinstating paragraph (a)(2) against FR citation 90 FR 55607 — establishing that the August 2026 version of § 424.22 restores text that had been dropped in codification rather than imposing any new requirement.
- 42 CFR 409.42 — Beneficiary qualifications for coverage of services (opens in a new tab)
Defines the skilled services referenced by the certification's first finding, including at paragraph (c) which disciplines establish home health eligibility and at (c)(4) the treatment of occupational therapy as a dependent service.
- 42 CFR 484.2 — Home health services: Definitions (opens in a new tab)
Supplies the definitions of physician, nurse practitioner, clinical nurse specialist, physician assistant, and allowed practitioner that § 424.22(a)(1)(v)(A) refers to for the practitioners who may perform the encounter.
