Medical Review

Daily Treatment Notes Requirement for Inpatient SNF Services

The Centers for Medicare & Medicaid Services (CMS) Internet-Only Manual (IOM) Publication 100-2, Medicare Benefit Policy Manual, Chapter 15 is the primary source for therapy documentation instructions. Only if a therapy service, in a different location, has “different” requirements, the Medicare Benefit Policy Manual, Chapter 15 “does not apply”. However, if the other sections of the manual are silent on the topic, then the Medicare Benefit Policy Manual, Chapter 15 does apply.

The manual (CMS IOM Publication 100-02, Medicare Benefit Policy Manual, Chapter 15, Section 220.B.) states, “Specific policies may differ by setting. Other policies concerning therapy services are found in other manuals. When a therapy service policy is specific to a setting, it takes precedence over these general outpatient policies. For special rules on:

Therefore, a daily therapy treatment note is needed as a described in the CMS IOM Publication 100-2, Medicare Benefit Policy Manual, Chapter 15, Section 220 (regardless if a daily therapy service is provided in a SNF, CORF, IRF, HHA or outpatient program).

Second, the issue of “specificity” of what is required in a daily treatment note is addressed in CMS IOM Publication 100-02, Medicare Benefit Policy Manual, Chapter 15, Section 220.15.E. The manual states, in relevant part, “The purpose of these notes is simply to create a record of all treatments and skilled interventions that are provided and to record the time of the services in order to justify the use of billing codes on the claim. Documentation is required for every treatment day, and every therapy service.

The MAC should not “dictate” the format of the report. The therapist can provide the treatment note in any format, as long as it provides “sufficient documentation” (42 CFR) for the services provided.

Additionally, the matrix log is insufficient as “daily documentation.” The manual requires the documentation be provided for “every treatment day”, and a “matrix log” does not provide sufficient documentation to “justify the use of the billing codes” since a matrix typically only has the billing code and the time of the code. There is no justification for the use of the code. Since the matrix log only has codes and time, it does not “justify” the service was a “record of all treatments and skilled interventions that are provided” and does not describe “all treatments”, nor does it support that that daily treatment was “skilled”.

Reviewed 5/17/2023

Helpful Resources

Targeted Probe and Educate Manual

The preferred method to submit Medical Records is NGSConnex

Visit our Contact Us page for other methods of submission

Helpful Resources

Targeted Probe and Educate Manual

The preferred method to submit Medical Records is NGSConnex:

Visit our Contact Us page for other methods of submission.

Helpful Resources

Targeted Probe and Educate Manual

The preferred method to submit Medical Records is NGSConnex:

Visit our Contact Us page for other methods of submission.

Helpful Resources

Targeted Probe and Educate Manual

The preferred method to submit Medical Records is NGSConnex:

Visit our Contact Us page for other methods of submission.

Helpful Resources

Targeted Probe and Educate Manual

The preferred method to submit Medical Records is NGSConnex:

Visit our Contact Us page for other methods of submission.

Helpful Resources

Targeted Probe and Educate Manual

The preferred method to submit Medical Records is NGSConnex:

Visit our Contact Us page for other methods of submission.

Helpful Resources

Targeted Probe and Educate Manual

The preferred method to submit Medical Records is NGSConnex:

Visit our Contact Us page for other methods of submission.

Helpful Resources

Targeted Probe and Educate Manual

The preferred method to submit Medical Records is NGSConnex:

Visit our Contact Us page for other methods of submission.