HCBS Compliance Toolkit
Practical Tools to Stay
Audit-Ready
Free, practical checklists, guides, and templates for HCBS and IDD operators, plus a live savings calculator. Built around the rules that apply everywhere, so you can adapt them to your state.
Checklists, Guides & Templates
The Compliance Toolkit
Practical, ready-to-use resources for the work that actually gets audited. Free to read, no sign-up required.
HCBS Medicaid Audit-Readiness Checklist
A practical, walk-through checklist for HCBS and IDD agencies preparing for a Medicaid record review, PERM audit, or state program-integrity audit. Use it to find gaps before an auditor does.
Open resourceElectronic Visit Verification (EVV) Readiness Guide
What EVV is, the six data elements federal law requires you to capture, and a step-by-step path to getting your agency compliant and your claims clean.
Open resourceService Documentation Standards: What Every Billable Note Must Contain
A reusable standard your whole team can follow so every progress note holds up to billing review. Includes the required elements, a writing rubric, and good vs. weak examples.
Open resourceCritical Incident Reporting & Response Guide
What counts as a reportable incident, how to respond in the moment, and how to build a reporting workflow that meets CMS health-and-welfare expectations without burying your team in paperwork.
Open resourceNew DSP Compliance Onboarding Checklist
Everything that should be complete and on file before a new Direct Support Professional delivers a billable service, so you never have to disallow a claim because a hire wasn't cleared yet.
Open resourceThese resources offer general, federal/CMS-level guidance and are not legal advice. Medicaid rules vary by state and waiver program, verify the specifics with your state Medicaid agency.
From the Blog
Latest HCBS Insights
Community Integration Services: What HCBS Agencies Need to Document for Compliance
CMS requires more than a sign-in sheet for community integration services. Here's what compliant documentation actually looks like, locations, goals, activities, and the supervisor layer most agencies skip.
Day Program Documentation: Built for Group Services
Most HCBS platforms were built for 1:1 home visits. When agencies use them for Day Program, DSPs end up documenting the same session 15 times. Here's what group-first documentation actually looks like.
Transportation in HCBS: Why It's a Documentation Problem, Not Just a Logistics Problem
For Day Program and Community Integration agencies, transportation isn't just about getting clients there. How you document it, and whether it connects to your session records, directly affects compliance and billing.
What Is Inefficiency Costing Your Agency?
Denied claims, manual scheduling, unapproved overtime, note corrections, audit prep, it adds up fast. Our savings calculator turns those everyday losses into real dollar figures in under a minute, so you can make the case for change with data, not gut feeling.
- Put a dollar figure on denied claims, fines, and penalties
- Calculate time lost to manual scheduling and documentation
- See unapproved overtime and audit-prep costs add up
- Get a defensible annual savings range in under a minute
Instant and free. Leave an email only if you want a copy of your estimate.
Avg. Agency Saves
$32K+
per year with Cura OS
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