Understanding the Hospice Election Statement: 2026 Compliance Requirements

A complete guide to hospice election statement requirements for 2026, including CMS compliance updates, documentation standards, and how to avoid survey deficiencies.

KNOWLEDGE CENTER

4/5/20264 min read

The hospice election statement is one of the most critical regulatory documents in hospice care. It represents the patient’s formal decision to elect the Medicare hospice benefit and defines the scope of services, coverage limitations, and patient rights.

Under the oversight of the Centers for Medicare & Medicaid Services, hospice agencies must ensure that every election statement complies with 42 CFR §418.24 and evolving CMS guidance. As of 2026, enforcement expectations have increased, particularly around documentation completeness, patient transparency, and alignment with updated CMS model forms.

Failure to comply with hospice election statement requirements remains a leading cause of claim denials and survey deficiencies.

What Is the Hospice Election Statement?

The hospice election statement is a legally required document that confirms a patient’s decision to receive hospice care instead of curative treatment for a terminal illness.

Under federal regulation, a hospice cannot bill Medicare unless a valid election statement is completed and retained in the patient’s record.

According to federal requirements, a patient (or representative) must sign the election statement upon admission, formally initiating hospice services.

Core Requirements Under Federal Regulations (§418.24)

The hospice election statement must include specific elements defined by CMS.

1. Patient’s Acknowledgment of Hospice Election

The document must clearly state that the patient:

  • Elects hospice care

  • Understands they are waiving curative treatment for the terminal condition

This acknowledgment must be explicit and clearly documented.

2. Identification of the Attending Physician

The election statement must identify the patient’s chosen attending physician.

Missing or unclear physician designation is a common deficiency.

3. Effective Date of Hospice Election

The election statement must include the start of care date, which determines:

  • When hospice services begin

  • When Medicare billing eligibility starts

4. Scope of Hospice Services

Patients must be informed that hospice care includes:

  • Medical care related to the terminal illness

  • Pain and symptom management

  • Interdisciplinary care

5. Coverage Limitations and Cost-Sharing

The election statement must explain:

  • That hospice covers services related to the terminal illness

  • That some services unrelated to the terminal illness may not be covered

  • Potential cost-sharing responsibilities

CMS requires clear communication of these financial implications.

6. Patient Rights and Addendum Request

Patients must be informed of their right to request an election statement addendum, which provides details on:

  • Items, services, or medications not covered by hospice

  • Rationale for non-coverage

This requirement was introduced to improve transparency and remains a major compliance focus.

2024–2026 CMS Updates Impacting Compliance

Recent CMS updates have significantly strengthened election statement requirements and enforcement expectations.

1. Updated CMS Model Election Statement (2024)

CMS released updated model forms to improve clarity and compliance.

Key changes include:

  • Simplified language for patient understanding

  • Enhanced documentation of non-covered services

  • Improved signature and attestation requirements

Hospice agencies are not required to use the CMS model, but their forms must include all required elements.

2. Election Statement Addendum Requirements

The addendum must be provided:

  • Within 5 days of request if requested early in care

  • With a detailed list of non-covered items and rationale

Failure to provide timely addenda is a frequent survey deficiency.

3. Clarification of Election vs. Notice of Election (NOE)

CMS clarified that:

  • The election statement documents patient consent

  • The Notice of Election (NOE) is a billing requirement submitted to Medicare

These are distinct documents with separate compliance requirements.

4. Increased Audit and Denial Activity

CMS data shows that documentation issues remain the primary reason for hospice claim denials, particularly:

  • Missing or incomplete election statements

  • Insufficient supporting documentation

Common Hospice Election Statement Deficiencies

Surveyors and auditors frequently cite the following issues:

1. Missing Required Elements

Election statements lacking required content (e.g., attending physician, coverage explanation) are considered non-compliant.

2. Incomplete or Generic Language

Statements that do not clearly explain:

  • Coverage limitations

  • Patient rights

  • Non-covered services

are often cited.

3. Missing or Improper Signatures

Deficiencies include:

  • Missing patient or representative signature

  • Missing date of signature

  • Unauthorized staff signatures

4. Failure to Provide Addendum

Hospices frequently fail to:

  • Provide addendum upon request

  • Document addendum delivery

  • Include rationale for non-covered services

5. Lack of Patient Understanding Documentation

Surveyors increasingly expect evidence that:

  • The election statement was explained verbally

  • The patient understood their rights and choices

How to Ensure Compliance Before Survey

1. Adopt or Align With CMS Model Forms

Compare your current election statement with CMS model templates and ensure:

  • All required elements are included

  • Language is clear and patient-centered

2. Conduct Election Statement Audits

Review all admission records to verify:

  • Complete documentation

  • Proper signatures

  • Timely completion

3. Train Admission and Clinical Staff

Staff must understand:

  • How to explain the election statement

  • Documentation requirements

  • Patient rights

Training should include role-playing and competency validation.

4. Implement Addendum Tracking Systems

Ensure:

  • Addendum requests are tracked

  • Delivery timelines are met

  • Documentation is retained

5. Strengthen Documentation Practices

Ensure the medical record reflects:

  • Patient education

  • Informed consent

  • Discussion of coverage and limitations

6. Integrate Election Statement Into QAPI

Monitor compliance through:

  • Chart audits

  • Denial tracking

  • Performance improvement initiatives

How Surveyors Evaluate Election Statement Compliance

Surveyors assess:

  • Whether all required elements are present

  • Whether documentation is complete and timely

  • Whether patients were properly informed

  • Whether addendum requirements are met

They may also interview staff and patients to verify understanding.

Why Compliance Matters

Failure to meet hospice election statement requirements can result in:

  • Claim denials

  • Payment recoupments

  • Survey deficiencies

  • Condition-level citations

  • Risk of Medicare termination

Election statement compliance is both a clinical and financial priority.

Best Practices for 2026 Compliance

To ensure compliance in 2026 and beyond, hospice agencies should:

  • Use standardized, CMS-aligned election forms

  • Train staff on documentation and patient education

  • Conduct regular audits

  • Implement tracking systems for addenda

  • Ensure leadership oversight of compliance processes

Final Thoughts

The hospice election statement is no longer a simple admission form. It is a highly scrutinized compliance document that directly impacts reimbursement, patient rights, and regulatory standing.

With increased CMS oversight and evolving requirements, hospice agencies must prioritize election statement accuracy, completeness, and transparency.

Facilities that implement structured compliance systems will be better positioned to avoid deficiencies and succeed during surveys.

Work With Experts in Hospice Compliance

At HealthBridge, we help hospice agencies achieve full compliance with Medicare Conditions of Participation, including election statement requirements.

Our services include:

  • Election statement audits and correction

  • CMS model form implementation

  • Mock surveys and deficiency prevention

  • Staff training and documentation systems

Whether you are preparing for a survey or addressing denials, HealthBridge provides the expertise needed to ensure compliance.

URL Links

https://www.cms.gov
https://www.ecfr.gov
https://www.myhbconsulting.com