This tool is designed to assess staff readiness and confidence levels for the implementation of the CMS HOPE Assessment Tool on October 1. Each section uses scaled rules to measure staff readiness and confidence, providing actionable insights to guide
planning and improvement.
HOPE Resource Library
Practical tools, timelines, and guidance to help your hospice team prepare for October 1 with confidence and compliance.
Assessing Organizational & Team Readiness
HOPE Assessment Gaps Analysis Tool
Are You Ready for HOPE?
Registering for HOPE in HCQIS and HARP
HOPE Assessment Implementation Timeline & Status Tracker
CMS HOPE Tool Educational Readiness & Confidence Assessment Tool
Symptom Impact Assessment: Understanding How Symptoms Affect Patients’ Lives
Staff Training: Key Components of HOPE
Empowering Staff for Successful Change: Engaging Teams in Rolling Out the CMS HOPE Assessment Tool
JOIN OUR UPCOMING WEBINAR
Preparing Teams for Implementation of the HOPE Assessment Tool: An Introduction to CMS's New Hospice Outcomes and Patient Evaluation Initiative
Watch the recording to learn:
✔ What HOPE is and why it matters
✔ When and how to complete each visit
✔ How to avoid common compliance pitfalls
✔ How QAPIplus keeps you survey-ready
External HOPE Resources
CMS HOPE Resource Page
Official CMS site with announcements, timelines, and reference materials for HOPE implementation.
HOPE FAQs
Answers to frequently asked questions about HOPE, including training requirements, timelines, and common provider concerns.
HOPE Guidance Manual (v1.01)
The full CMS manual with instructions for completing HOPE assessments and submitting records.
HOPE Item Set Change Table
Side-by-side comparison of HIS v3.00 and HOPE v1.01, highlighting key changes to items and coding.
HOPE Data Specifications Overview (v1.00.1)
Technical specifications for submitting HOPE data, including XML structure, edits, and file format rules.
HOPE Guidance Manual Change Table
A detailed summary of clarifications and updates made between HOPE Guidance Manual versions v1.00 and v1.01.
HOPE All Items Form
A complete list of all HOPE assessment items, organized by section, with coding options and data requirements.
HOPE Validation Utility Tool (VUT)
Available through iQIES for vendor testing. CMS will share updates by email, including training schedules, onboarding timelines, and next steps. Agencies should ensure quality and IT leads are subscribed to receive announcements.
Key Videos to Share with Staff
HARP & iQIES Access
-
Do I only need one account for iQIES and HARP?
To begin onboarding, all users must create accounts in the HARP system (harp.cms.go) to gain access to iQIES (iqies.cms.gov). HARP is a secure identity portal that uses Experian to verify identity through user-provided data (e.g., DOB, SSN). After two-factor authentication, users can access iQIES with their HARP credentials to complete role requests. See the full iQIES Onboarding Guide for detailed steps.
HOPE Visit Scheduling & Requirements
-
Can LVNs perform visits during the first 30 days if RNs handle Day 15 and Day 30?
Yes, an LVN or an LPN can perform Symptom follow UP visits, or other routine visits as directed in the patient’s plan of care.
-
Can HUVs be completed during supervisory visits?
Based on CMS regulations, a supervisory visit can be conducted during a HOPE Update Visit (HUV). These are two distinct visit types that can happen during the same trip to the patient's home, as long as the requirements for both are met and documented appropriately.
Here is a breakdown of the requirements for each visit type:
HOPE Update Visit (HUV)
- Purpose: The HUV is a required assessment using the HOPE Tool to collect data on the patient's condition at specific points during their hospice stay.
- Trigger: An HUV is triggered by certain milestones, such as between days 6 and 15 of a hospice stay, based on the length of stay.
- Documentation: The HUV must be completed and documented according to the specific instructions in the CMS HOPE Guidance Manual.
RN Supervisory Visit- Purpose: An RN supervisory visit is required when a patient is receiving hospice aide services to assess the quality of care being provided.
- Trigger: A supervisory visit must occur at least once every 14 days.
- Documentation: The supervisory visit must be documented separately, including the assessment of the aide's services and the patient's plan of care.
Conducting both during the same tripA single trip to the patient's home can serve as both an HUV and a supervisory visit. A supervising registered nurse (RN) can perform both required assessments during the same visit.
- Simultaneous actions: During the visit, the RN would complete the HUV assessment while also performing the supervisory tasks to ensure the hospice aide services meet the patient's needs.
- Separate documentation: For compliance, the documentation for each visit type must be distinct and include all the specific required elements.
Clinical Timing & Documentation
-
If an LVN admits a patient on Day 0 and the RN completes the admission the next day, when does Day 0 begin?
Day 0 is the date of hospice election, regardless of the RN visit date. The comprehensive admission assessment, including the HOPE Admission, must be completed within 5 calendar days by an RN. If the patient was admitted on Wednesday and the effective date of hospice election was on Wednesday, Wednesday is Day 0, Thursday is Day 1, and so on.
-
Do the Day 15 and Day 30 follow-up visits have to be done by an RN?
Yes. HUV1 and HUV2 are RN-only visits.
-
If symptoms remain moderate/severe after a SFV, are additional SFVs required?
No additional SFVs are required for HQRP. However, continued clinical follow-up is expected based on the patient’s condition.
-
Is the “impact” of symptoms the same as their intensity?
No. Symptom impact refers to how the symptom affects the patient’s function or well-being — not severity, intensity, or frequency. It is determined by clinician observation, interview, and judgment.
Submission Timelines
-
How long do we have to submit HOPE records?
-
Admission (A0250 = 1): Submit within 30 days of Admission Date (A0220)
-
HUV1 or HUV2 (A0250 = 2 or 3): Submit within 30 days of the visit date (Z0350)
-
Discharge (A0250 = 9): Submit within 30 days of the Discharge Date (A0270)
It is encouraged to submit earlier than 30 days to avoid any issues with meeting the 30-day target.
-
-
Must the HOPE Discharge be completed within 7 days?
CMS recommends completion within 7 days, but the required submission deadline is 30 days post-discharge.
-
If the patient dies before the SFV can be completed, what do we submit?
If a hospice patient dies before the Symptom Follow-Up Visit (SFV) is completed, you should submit the HOPE Admission record and the HOPE Discharge record. You may also need to submit HOPE Update Visit (HUV) records that were completed before the death, but no additional SFV record is required for the death itself.
-
If a patient is admitted and dies the next day, do we just submit Admission and Discharge?
Yes. The required HOPE Admission and Discharge records would be completed; no further HOPE events (like SFV) would be submitted.
HOPE & Consent Documentation
-
Can HOPE be part of the RN’s SOC consent forms?
Some elements may be collected during the admission, but HOPE requires specific clinical and administrative data that must be documented appropriately. Each individual contributing must sign in Section Z (Record Administration).
Roles, Permissions & Vendors
-
Can non-clinical staff submit HOPE data?
Yes. HOPE data must be submitted in XML ZIP format. This requires a software application (like an EMR or vendor system). CMS will not offer submission software after HIS retires.
-
Do agencies need a third-party vendor?
Agencies must use vendor software to collect HOPE data. Submission to iQIES can be done internally or via third party, as long as proper file formatting is followed.
Want More Information?
Read Our Recent Blog Post Articles:
3 min read
Empowering Staff for Successful Change: Engaging Teams in Rolling Out the CMS HOPE Assessment Tool
Sep 16, 2025
8 min read
How to Establish an Effective QAPI Program
Sep 11, 2025