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State Operations Manual (SOM) Appendix B Revisions

On March 15, 2024, CMS released Memorandum QSO-24-07-HHA. The memorandum summarizes changes made to State Operations Manual (SOM) Appendix B – Guidance for Surveyors: Home Health Agencies based on final rules which have amended home health conditions of participation. Key changes include:

On March 15, 2024, CMS released Memorandum QSO-24-07-HHA. The memorandum summarizes changes made to State Operations Manual (SOM) Appendix B – Guidance for Surveyors: Home Health Agencies based on final rules which have amended home health conditions of participation. Key changes include:

  • Retires CMS memos that are no longer applicable or have been incorporated into Appendix B. 
  • Adds the survey protocol for HHAs to Part I of Appendix B. Appendix B replaces older CMS memos that we are retiring and describes the requirements and procedures for conducting an HHA survey.
  • Revises the Level 1 standards that surveyors must assess during a standard survey. 
  • Added three Emergency Preparedness tags to Level 1 standards. A partial extended survey is conducted when noncompliance is identified in any Level 1 Standard.
  • CMS no longer identifies specific Level 2 standards; instead, when noncompliance with a Level 1 standard is identified, all remaining standards within the relevant CoP are evaluated, and a determination must be made as to the compliance with the condition.
  • Revises tags to reflect updated regulatory language based on final rules and adds interpretive guidance where appropriate.
  • Consolidates tags to remove redundancy.
  • Adds survey procedures to multiple tags to assist surveyors in assessing compliance with the regulatory requirements.
  • Adds a cross-reference to Appendix Z for the HHA emergency preparedness tags.
  • Makes multiple technical and formatting revisions to fix regulatory citations, acronyms, and tag titles.
  • Changes go into effect immediately
  • Read full memorandum HERE.