// SOLUTIONS · HOME HEALTH

Your nurses deliver care.
Protexa proves the compliance.

Home health runs under the Medicare Conditions of Participation and an accreditor — CHAP, ACHC, or The Joint Commission — that can survey you with little notice. Protexa keeps the evidence assembled every day, so a survey is a download rather than a fire drill, while lifting the documentation load your clinicians carry on every visit.

42 CFR §484 Conditions of Participation · HIPAA Security Rule · CHAP / ACHC / TJC · Axxess

// WHAT KEEPS AGENCY OWNERS UP AT NIGHT

Three fears. One platform.

The survey ambush

“If a surveyor walks in Monday, can we produce the evidence?”

Always survey-ready

Evidence, policies, training records and the audit trail stay mapped to all 11 home-health Conditions of Participation — continuously, not the week before.

Documentation drowning

“My nurses chart OASIS for an hour instead of seeing patients.”

Ambient + your EHR

Ambient capture drafts the OASIS / SOAP note from the visit and hands it to Axxess — clinicians review and sign instead of typing from scratch.

The box nobody checks

“We're meant to run a Security Risk Assessment every year…”

SRA, generated

Protexa prepares your annual HIPAA Security Risk Assessment from your real environment and flags the gaps as tasks — audit-ready, not a blank template.

✓ Mapped to all 11 Home Health Conditions of Participation 42 CFR §484
HC1Patient Rights
HC2Comprehensive Assessment
HC3Care Planning
HC4Quality of Care
HC5Skilled Nursing
HC6Therapy Services
HC7Home Health Aide
HC8Infection Prevention
HC9Emergency Preparedness
HC10QAPI
HC11Org & Administration
+BAA & vendor tracking
// WHAT A SURVEYOR ACTUALLY CHECKS

The conditions they open first — and where the evidence already lives.

A generic GRC tool can say “HIPAA.” It can’t tell you whether your aide supervision is current under §484.80, or whether last quarter’s OASIS was timely under §484.55. Protexa is built around the citations a surveyor reads from, so the answer is a record, not a scramble.

§484.55 · HC2

Comprehensive Assessment

What the surveyor checks

Was the OASIS completed within 5 days of start of care, by a qualified clinician, and does it match the plan of care?

Where it already lives in Protexa

Ambient drafts the OASIS at the visit, with a timestamped lineage from conversation to item to evidence. Late or missing assessments surface as tasks long before a surveyor would see them.

§484.80 · HC7

Home Health Aide Services

What the surveyor checks

Are aides competency-evaluated for each task they perform, and is supervision documented at least every 14 days?

Where it already lives in Protexa

Aide competencies, in-service hours and supervisory-visit records are tagged to HC7 and tracked against their due dates — an expiring competency becomes a task, not a finding.

§484.70 · HC8

Infection Prevention & Control

What the surveyor checks

Is there an infection-control program with surveillance, and proof staff follow it in the patient’s home?

Where it already lives in Protexa

Field infection-control evidence — training, PPE and sharps logs, exposure follow-up — maps to HC8 with the dates a surveyor asks for.

§484.102 · HC9

Emergency Preparedness

What the surveyor checks

Is there a current all-hazards plan, a patient-risk assessment, and annual training and exercises?

Where it already lives in Protexa

The emergency-preparedness plan, drill records and annual training sit under HC9 with review dates — Protexa flags the plan before it goes stale.

§484.65 · HC10

QAPI

What the surveyor checks

Is the program genuinely data-driven, with performance-improvement projects that actually close?

Where it already lives in Protexa

Open findings become tracked tasks; the audit pack shows the trend and the projects that closed — the QAPI story a surveyor wants to read.

§484.105 · HC11

Organization & Administration

What the surveyor checks

Are contracted services and business associates under current, signed agreements?

Where it already lives in Protexa

Every BAA and contracted-service agreement is tracked with an owner and a renewal date; a lapse surfaces early, not at survey.

// DOCUMENTATION DROWNING

An hour of OASIS, drafted before you sign.

Start-of-care nurses spend roughly 61 minutes documenting each OASIS assessment1 — much of it finished at home, on their own time. Protexa's ambient capture listens to the visit, drafts the OASIS / SOAP note, and hands it to Axxess for the clinician to review and sign. The same extraction maps straight into your compliance evidence — so charting and audit-readiness stop being two jobs.

Every extraction is reviewed by the clinician before it changes anything. AI proposes; your team decides.

Ambient session · live 0:14:22
  • M1830 Bathing just now

    "able to bathe with assistance"

  • M1840 Toilet transferring just now

    "independent"

  • M2200 Therapy need just now

    "PT, 3x weekly"

Maps to §164.308(a)(7) · saved to evidence repo
// THE SURVEY AMBUSH

One ZIP for the surveyor. Built all year.

Evidence, policies, licenses and training records are tagged to the right Condition of Participation the moment they arrive — not assembled in a panic the week a surveyor calls. When CHAP, ACHC, The Joint Commission or the state shows up, export a single audit pack: a summary PDF plus an evidence manifest, organized the way a surveyor reads it.

Multi-site agencies see readiness per branch and across the organization in one view.

Evidence repo · live mapping 3 just now
  • 14:32 Annual_Training_Q1.xlsx
    §164.308(a)(5) Training records auto
  • 14:27 Northwind_BAA_2026.pdf
    §164.314(a)(1) Vendor agreements auto
  • 14:24 S3_AccessLogs_Q1.json
    §164.312(b) Audit controls auto
89% auto-mapped 248 total 0 unmapped
// HOW IT FITS YOUR AGENCY

Three steps. No new system to learn.

1

Connect Axxess

Link the EHR your clinicians already use. Evidence and visit documentation flow in — no new system to learn.

2

Evidence builds itself

Ambient extracts OASIS / SOAP; training, licenses, infection-control and emergency-prep records are tagged to the right Condition of Participation.

3

Survey in one click

When CHAP / ACHC / TJC or the state arrives, export a single audit pack — already organized the way a surveyor reads it.

// STRAIGHT ANSWERS

The questions agency owners actually ask.

Do we have to replace Axxess or our current EHR?

No. Protexa sits alongside your EHR. Ambient drafts the OASIS / SOAP note and hands it back to Axxess for your clinician to review and sign — the same chart, less typing. Compliance evidence flows into Protexa in parallel.

How does ambient capture handle patient consent and PHI?

Consent is captured and logged before recording begins, and the consent state is auditable. PHI is never used to train models, and prompt-safety redaction runs before any AI request. Your clinician reviews every extraction before it changes the record.

We’re accredited by CHAP — does Protexa assume one accreditor?

No. The Conditions of Participation (42 CFR §484) are the federal baseline that CHAP, ACHC and The Joint Commission all survey against. Protexa maps to the CoPs; the audit pack exports the way your surveyor reads it.

Is this only for Medicare-certified agencies?

It’s built for the Medicare CoP, but private-duty and non-certified agencies run the same HIPAA Security Rule engine, evidence repository and ambient documentation — the CoP layer is simply switched off.

How long until we see value?

Evidence starts mapping the moment you connect. You can export a first audit pack the same day — it reflects whatever you have today, then gets stronger as ambient and your team close the gaps.

Built for the home-health reality — not a generic compliance tool.

Care happens in the patient's home, so Protexa is built around visit-based documentation, aide & nurse competency tracking, field infection control, and emergency preparedness for homebound patients — the exact conditions surveyors cite. Our control library is HIPAA-first and CoP-first, not enterprise GRC software relabeled for healthcare.

See your agency's survey-readiness.

A 20-minute walkthrough. We run Protexa against your actual Conditions of Participation, with your workflow. No slides. No canned demo.

Book a walkthrough

20 minutes · No commitment required

1. Home-care nursing time studies report ≈61 minutes of documentation per OASIS start-of-care assessment, frequently completed off the clock. Protexa drafts the note for clinician review; time returned varies by agency.