Guides · Hospice

The HOPE Assessment, Explained

On October 1, 2025, HOPE — the Hospice Outcomes and Patient Evaluation — replaced the Hospice Item Set (HIS). It changes hospice quality reporting from chart abstraction to real patient assessment, adds two new in-person timepoints in the first 30 days, and raises the stakes for late submission.

What changed, and why

The HIS was never an assessment — it was a set of items abstracted from the record at admission and discharge. HOPE is an actual standardized patient assessment, collected at the bedside at multiple points in the stay. CMS's goals: capture how symptoms and needs evolve during hospice care (not just at the endpoints), feed future quality measures and public reporting, and eventually inform payment refinements.

The timepoints

TimepointWindowNotes
AdmissionWithin 5 days of electionCompleted by the RN during the initial/comprehensive assessment window.
HUV1Days 6–15First HOPE Update Visit — a new required in-person visit.
HUV2Days 16–30Second HOPE Update Visit. Both HUVs apply to patients still on service in the window.
SFVWithin 2 calendar daysSymptom Follow-up Visit — triggered whenever a symptom is rated moderate or severe at admission, HUV1, or HUV2.
DischargeAt discharge/deathCloses the record, as HIS did.

The compliance math

Records must be submitted (via iQIES) within 30 days of the event date, and at least 90% of records must be on time to satisfy the Hospice Quality Reporting Program. Missing the bar costs 4 percentage points off the annual payment update — on a typical mid-size hospice, far more than the cost of getting HOPE right.

What it means operationally

  • Scheduling burden is real. HUV1 and HUV2 are new clinical visits with hard windows — short-stay patients (a large share of most censuses) can hit admission, both HUVs, and discharge inside a month.
  • Symptom ratings drive work. Every moderate/severe symptom impact rating starts a 2-day SFV clock. Consistent rating practice matters — both for care and for the visit load you're creating.
  • IDG coordination changes. HOPE data lands in the middle of care, not after it — agencies are wiring HUV findings into IDG review and care-plan updates.
  • EHR/vendor readiness. Submission specs, correction workflows, and dashboards all changed with the HIS retirement — validate your vendor's HOPE outputs against iQIES acceptance reports rather than assuming.

Where payment fits

HOPE itself doesn't change the per-diem math — RHC/CHC/IRC/GIP rates and the aggregate cap work exactly as before (model them with the Hospice Per-Diem Calculator and Cap Calculator). The exposure is the 4-point APU penalty, which applies to every day you bill.

Sources: CMS — HOPE · HOPE Implementation FAQs · HOPE Guidance Manual (v1.02). Verify current guidance against CMS — HOPE policy is still maturing.

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