US · guidance
CMS Pub. 100-02, ch. 7, § 40.1.2.2
Management and Evaluation of a Patient Care Plan
Skilled nursing visits for management and evaluation of the patient's care plan are also
reasonable and necessary where underlying conditions or complications require that only
a registered nurse can ensure that essential unskilled care is achieving its purpose. For
skilled nursing care to be reasonable and necessary for management and evaluation of the
patient's plan of care, the complexity of the necessary unskilled services that are a
necessary part of the medical treatment must require the involvement of skilled nursing
personnel to promote the patient's recovery and medical safety in view of the patient's
overall condition.
EXAMPLE 1:
An aged patient with a history of diabetes mellitus and angina pectoris is recovering from
an open reduction of the neck of the femur. He requires, among other services, careful
skin care, appropriate oral medications, a diabetic diet, a therapeutic exercise program to
preserve muscle tone and body condition, and observation to notice signs of deterioration
in his condition or complications resulting from his restricted, but increasing mobility.
Although a properly instructed person could perform any of the required services, that
person would not have the capability to understand the relationship among the services
and their effect on each other. Since the combination of the patient's condition, age, and
immobility create a high potential for serious complications, such an understanding is
essential to ensure the patient's recovery and safety. The management of this plan of care
requires skilled nursing personnel until nursing visits are not needed to observe and
assess the effects of the non-skilled services being provided to treat the illness or injury
until the patient recovers. Where nursing visits are not needed to observe and assess the
effects of the non-skilled services being provided to treat the illness or injury, skilled
nursing care would not be considered reasonable and necessary, and the management and
evaluation of the care plan would not be considered a skilled service.
EXAMPLE 2:
An aged patient with a history of mild dementia is recovering from pneumonia which has
been treated at home. The patient has had an increase in disorientation, has residual chest
congestion, decreased appetite, and has remained in bed, immobile, throughout the period
with pneumonia. While the residual chest congestion and recovery from pneumonia
alone would not represent a high risk factor, the patient's immobility and increase in
confusion could create a high probability of a relapse. In this situation, skilled oversight
of the unskilled services would be reasonable and necessary pending the elimination of
the chest congestion and resolution of the persistent disorientation to ensure the patient's
medical safety. For this determination to be made, the home health documentation must
describe the complexity of the unskilled services that are a necessary part of the medical
treatment and which require the involvement of a registered nurse in order to ensure that
essential unskilled care is achieving its purpose. Where visits by a licensed nurse are not
needed to observe and assess the effects of the unskilled services being provided to treat
the illness or injury, skilled nursing care would not be considered reasonable and
necessary to treat the illness or injury.
EXAMPLE 3:
A physician orders one skilled nursing visit every 2 weeks and three home health aide
visits each week for bathing and washing hair for a patient whose recovery from a CVA
has left him with residual weakness on the left side. The cardiovascular condition is
stable and the patient has reached the maximum restoration potential. There are no
underlying conditions that would necessitate the skilled supervision of a licensed nurse in
assisting with bathing or hair washing. The skilled nursing visits are not necessary to
manage and supervise the home health aide services and would not be covered.
History
(Rev. 265, Issued: 01-10-20, Effective: 01-01-20, Implementation: 02-11-20)
Provenance
- Source
- cms.gov
- Retrieved
- 2026-08-25
- Edition
- iom-2026-08-25
- Content hash
0ab195a9087022b922699efb08ec9fb4263cdd5b8a5b03cc50190af94301b79e
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