Navigating Home Health Targeted Probe and Education (TPE)

 

Staying compliant with Medicare billing guidelines is essential. One of the tools CMS uses to ensure accuracy and reduce improper payments is the Targeted Probe and Education (TPE) program, a medical review process aimed at monitoring Medicare compliance, reducing denials and improving documentation. Here’s what you need to know…

 

TPE is designed to offer support and guidance to providers who show patterns of billing errors.

 

Why Was My Home Health Agency Selected?

MACs use data analytics to identify providers with:

    • High claim error rates
    • Unusual billing patterns
    • History of claim denials
    • Frequent appeals
    • Prior education but continued errors

If your agency is flagged, it means CMS sees potential red flags in your billing or documentation—not necessarily fraud, but room for improvement.

 

What Happens During a TPE Review?

  1. Initial Probe Review: Up to 40 claims are reviewed.
  2. Education: If errors are found, MACs provide individualized education, typically via phone or webinar.
  3. Re-Review (if needed): If the error rate remains high, another 40 claims may be reviewed—this process can repeat up to three rounds.
  4. Referral: Agencies failing to improve may be referred to CMS for further action.

 

Common Reasons for Home Health TPE Errors

    • Insufficient documentation to support medical necessity
    • Missing or vague physician face-to-face encounter documentation
    • Incomplete or unsigned plan of care
    • Failure to meet homebound criteria
    • Inaccurate OASIS documentation

 

How to Prepare Your Home Health Agency for TPE

  1. Audit Your Documentation: Regular internal audits can help identify and correct errors before claims are submitted.
  2. Train Your Staff: Ongoing training for clinicians and billing staff is essential to keep up with documentation standards.
  3. Strengthen F2F Documentation: Ensure face-to-face encounter notes are detailed, signed, and clearly support the need for home health.
  4. Use Checklists: Develop checklists for admission packets and visit notes to ensure completeness.
  5. Partner with Compliance Experts: Engaging a consultant or legal advisor can help navigate complex cases and reviews.

With the right preparation, your home health agency can pass the TPE process with confidence. If your agency is under review or would like to take steps toward TPE-readiness, now is the time to act. Start by reviewing your processes, educating your team, and tightening your documentation. A little preparation can go a long way in staying compliant and audit-proof.

 

Need help preparing for TPE? Contact Proactive for compliance audits, training programs, and documentation reviews tailored to home health.

 

 

Written By:

 

 

Nichole McClain, RN

Principal Consultant of Home Health Services

Proactive Medical Review

 

Contact Proactive to learn more about Five-Star Improvement support services and develop a road map to Five-Star success in 2025.