US · guidance
CMS SOM App. E, Tag I-183
§485.729(b) Standard: Annual Statistical Evaluation
An evaluation is conducted annually of statistical data such as number of different
patients treated, number of patient visits, condition on admission and discharge,
number of new patients, number of patients by diagnosis(es), sources of referral,
number and cost of units of service by treatment given, and total staff days or work
hours by discipline.
Interpretive Guidelines §485.729(b)
A – General
The organization must conduct an annual evaluation of statistical data. Each agency may
decide the types of data it wishes to collect (in addition to numbers of patient visits, types
of patients, etc.). Some organizations may find that a quarterly report, as opposed to an
annual report, would prove more beneficial in determining the effect of organizational
policies. Correct and consistent application of policies will, to some extent, be reflected
in the statistical evaluation, and, where policy has not been followed, the evaluation can
serve as a guidepost for any necessary change.
B – Major Source of Information
Annual organization statistical reports
Transmittals Issued for this Appendix
Rev # Issue Date Subject Impl Date CR#
R119SOM 07/25/2014 Rehabilitation Agencies-Fire Alarm Systems 07/25/2014 N/A
R83SOM 03/15/2013 Revisions to Appendix E and Chapter 2
sections 2290-2308 of the State Operations
Manual (SOM)
03/15/2013 N/A
History
Rev. 83, Issued: 03-15-13, Effective: 03-15-13, Implementation: 03-15-13
Provenance
- Source
- cms.gov
- Retrieved
- 2026-07-22
- Edition
- som-2026-07-22
- Content hash
e18a4495265bb3457671fa73c32b0326d107631641738768bcce2af480ebab5b
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