“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.
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
“If a surveyor walks in Monday, can we produce the evidence?”
Evidence, policies, training records and the audit trail stay mapped to all 11 home-health Conditions of Participation — continuously, not the week before.
“My nurses chart OASIS for an hour instead of seeing patients.”
Ambient capture drafts the OASIS / SOAP note from the visit and hands it to Axxess — clinicians review and sign instead of typing from scratch.
“We're meant to run a Security Risk Assessment every year…”
Protexa prepares your annual HIPAA Security Risk Assessment from your real environment and flags the gaps as tasks — audit-ready, not a blank template.
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.
Was the OASIS completed within 5 days of start of care, by a qualified clinician, and does it match the plan of care?
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.
Are aides competency-evaluated for each task they perform, and is supervision documented at least every 14 days?
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.
Is there an infection-control program with surveillance, and proof staff follow it in the patient’s home?
Field infection-control evidence — training, PPE and sharps logs, exposure follow-up — maps to HC8 with the dates a surveyor asks for.
Is there a current all-hazards plan, a patient-risk assessment, and annual training and exercises?
The emergency-preparedness plan, drill records and annual training sit under HC9 with review dates — Protexa flags the plan before it goes stale.
Is the program genuinely data-driven, with performance-improvement projects that actually close?
Open findings become tracked tasks; the audit pack shows the trend and the projects that closed — the QAPI story a surveyor wants to read.
Are contracted services and business associates under current, signed agreements?
Every BAA and contracted-service agreement is tracked with an owner and a renewal date; a lapse surfaces early, not at survey.
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.
"able to bathe with assistance"
"independent"
"PT, 3x weekly"
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.
§164.308(a)(5) Training records auto §164.314(a)(1) Vendor agreements auto §164.312(b) Audit controls auto Link the EHR your clinicians already use. Evidence and visit documentation flow in — no new system to learn.
Ambient extracts OASIS / SOAP; training, licenses, infection-control and emergency-prep records are tagged to the right Condition of Participation.
When CHAP / ACHC / TJC or the state arrives, export a single audit pack — already organized the way a surveyor reads it.
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.
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.
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.
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.
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.
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.
A 20-minute walkthrough. We run Protexa against your actual Conditions of Participation, with your workflow. No slides. No canned demo.
Book a walkthrough20 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.