CMS Requirements for Medication Reconciliation in Home Health

Learn how to perform medication reconciliation in home health according to CMS Conditions of Participation. Improve patient safety, reduce rehospitalizations, and stay survey-ready.

8/25/20251 min read

Medication Reconciliation in home health
Medication Reconciliation in home health

CMS Requirements for Medication Reconciliation in Home Health

According to the CMS Conditions of Participation, agencies must:

1. Comprehensive Assessment (§484.55)

  • The initial assessment must include a thorough review of all medications the patient is currently taking.

  • The comprehensive assessment must determine the patient’s ability to manage their medications safely and independently.

  • Nurses must document medication dosages, frequencies, routes, and any noted discrepancies.

2. Care Planning (§484.60)

  • A personalized plan of care must be developed based on the comprehensive assessment.

  • The plan must address medication management, including teaching, monitoring, and coordination with the physician.

  • Medication reconciliation findings should inform patient education and safety planning.

3. Clinical Records (§484.110)

  • Documentation must demonstrate accurate medication reconciliation.

  • All updates, corrections, and communication with the physician regarding medication changes must be included.

  • Records should reflect patient teaching, adherence, and any issues identified during home visits.

Best Practices for Medication Reconciliation in Home Health

Step 1: Collect a Complete Medication History

  • Include all prescription and over-the-counter medications.

  • Document vitamins, supplements, and herbal remedies.

  • Verify with pharmacies, caregivers, and prior medical records.

Step 2: Compare Medication Lists

  • Review hospital discharge orders, physician instructions, and the patient’s current regimen.

  • Identify discrepancies such as duplications, omissions, or incorrect dosages.

Step 3: Clarify and Resolve Issues

  • Contact the prescribing physician for clarification.

  • Notify the care team of updates immediately.

  • Ensure medication orders in the home health record match physician-approved lists.

Step 4: Educate the Patient and Caregiver

  • Teach safe administration, side effect monitoring, and adherence strategies.

  • Provide written instructions when possible.

  • Reassess understanding at each visit.

Step 5: Document Thoroughly

  • Record all reconciled medications in the clinical record.

  • Note communications with physicians, patient teaching, and adherence monitoring.

  • Update the care plan to reflect changes.

Why Medication Reconciliation Matters

  • Reduces Hospital Readmissions: Medication errors are among the top causes of rehospitalization.

  • Improves Patient Safety: Accurate lists prevent adverse drug interactions and overdoses.

  • Enhances Survey Readiness: Thorough reconciliation and documentation demonstrate compliance with CMS standards.

  • Supports Quality of Care: Patients feel safer and more supported when their medications are managed effectively.