Referral Resources

Medicare Documentation Checklists

View documentation checklists created to help suppliers ensure all applicable documentation is readily available as part of Medicare claims payment and processing activities.

General Documentation Checklists

General Documentation Requirements apply to all specialties. These checklists include the documentation required for payment and retention of that payment in the event of a review by entities looking at documentation today and in the future.

  1. General Documentation Requirements Checklist – Online Version [PDF] - Snapshot view of all requirements
  2. General Documentation Requirements Checklist – Printable Version [PDF] - Full listing of all general documentation requirements

Templates and Suggested Clinical Data Elements (CDEs) for
Durable Medical Equipment, Prosthetics, Orthotics & Supplies (DMEPOS)

You can use the printable clinical templates or suggested CDEs to assist with documenting the following for certain DMEPOS items:

  • Face-to-Face (F2F) Encounters
  • Detailed Written Orders (DWOs) or Written Orders Prior to Delivery (WOPDs)
  • Laboratory Test Results

Specialty Documentation Checklists