PDPM is Here!

MatrixCare exceeds 18,000 IPA assessments in the first 24 hours of PDPM!

October 1, 2019 marked a major milestone for the LTPAC market with PDPM. Now, under the new payment model, MatrixCare has been actively monitoring IPA stats, support calls, inquiries coming in and reaching out to CMS for necessary clarifications. Because of these efforts, MatrixCare clients have exceeded 18,000 IPA assessments in the first 24 hours of PDPM, and that number continues to rise.

You may have heard the announcements from CMS and other vendors to delay this process for various reasons as a result of updates to the DLL. With decades of MDS history, expertise, and passion for our clients’ success, MatrixCare hit 100% accuracy on these tests which means that our users can proceed with confidence. Unlike some competitors, MatrixCare’s IPA assessments are being completed, finalized AND production accepted.

MatrixCare continues to transcend PDPM expectations.

Patient-Driven Payment Model:
MatrixCare resources to support your transition

MatrixCare is fully prepared to guide providers toward success under the Patient-Driven Payment Model (PDPM)! Here you’ll find a wealth of related information and resources about the MatrixCare integrated platform for active care management—how we are addressing PDPM compliance within our technology, as well as how our solution is designed to help you maximize reimbursements under value-based care. We will continue to add resources to this page as they become available.

New on the MatrixCare blog:

Outcomes Matter with PDPM Written by Kirby Cunningham

CareCommunity and Life Plan Communties

Download the PDPM White Paper!

The countdown to the October 1, 2019, implementation date for PDPM is well underway!

PDPM White Paper

“We’ve implemented MatrixCare to help us navigate PDPM.”

Learn how MatrixCare is part of Signature HealthCARE’s PDPM-preparedness plan.

“We’ve implemented MatrixCare to help us navigate PDPM.”

PDPM Front Runner Webinar Series

High Performing SNF Operators leverage technology and innovative practices to maintain superior leadership status. Don’t miss the opportunity to engage with industry experts and MatrixCare by registering for our PDPM Front Runner Webinar Series every month!

Contact us by filling out the form to learn how MatrixCare can help you transition to PDPM or call us at 866-469-3766.

Maximizing Reimbursement and Thriving with PDPM ICD-10 Coding

Is your facility ready for the Patient Driven Payment Model (PDPM)? The key to maximize reimbursement is accurate ICD-10-CM codes, learn the first step in correct code assignment, The Official Guidelines for Coding and Reporting.  View a webinar led by MatrixCare Senior Implementation Consultant, Tracey Beattie, RHIA, CCS-P, AHIMA Approved ICD-10-CM Training Ambassador, to learn the importance of accurate ICD-10-CM code assignment to meet the requirements of PDPM and maximize revenue under this value-based care model.


  • Understand the Importance of the Official Guidelines for Coding
  • Understand the Difference Between the Index and Tabular
  • Understand the Impact of Accurate ICD-10-CM Codes Under PDPM Reimbursement
Access the webinar recording!

Transitioning to PDPM: How to Succeed and Exceed the Competition 

PDPM is here and there is a lot to do to ensure you’re prepared. As the #1 Best in KLAS provider of technology to the long-term post-acute care industry, MatrixCare is providing education, resources, and of course, product enhancements to help our clients make the transition to this new payment model smoothly. Join our free 1-hour webinar to discover how MatrixCare users will be better equipped than their competitors to succeed under PDPM.

Here’s what you’ll learn:

  • MatrixCare tools to support PDPM that are available TODAY
  • Specifics about the technology changes required for compliance with PDPM requirements from CMS
  • Additional tools MatrixCare is working on to help our clients succeed and compete better under these new regulations
  • Upcoming education opportunities to ensure our clients have the knowledge and tools they need to meet this challenge
Access the webinar recording!

Leveraging Analytics to Maximize Reimbursement Under PDPM
Complimentary McKnight’s Webinar

Let MatrixCare help you identify opportunities to maximize revenue and areas where process changes are needed to maximize your success with PDPM.

  • Monitor your population by primary diagnosis (ICD-10) codes in advance of PDPM
  • Analyze your MDS RUG to PDPM comparisons and understand key data points around each functional area that will drive PDPM
  • Measure and manage readmissions
  • Monitor quality measure performance across both your resident population AND in comparison to national data
Access the webinar recording!

Critical Coding Clues – The Key to Maximizing Revenue Under PDPM

Complimentary McKnight’s Webinar

Learn about the critical role documentation will play in accurate ICD-10-CM code assignment to meet the requirements of PDPM and maximize revenue under this value-based care model.


  • The impact of ICD-10-CM codes on reimbursement
  • The importance of clinical documentation supporting ICD-10-CM codes
  • The importance of section I8000 of the MDS
Access the webinar recording!

On Demand Recorded Webinar: Developing a Successful Facility Action Plan for Patient-Driven Payment Model (PDPM)
& ICD-10-CM

In this session:

  • An overview of the requirements of PDPM
  • The impact of ICD-10-CM codes on reimbursement
  • The importance of clinical documentation
  • Strategies for developing a successful facility action plan
Patient Driven Payment Model

On Demand Recorded Webinar: Get Ready for the Patient Driven Payment Model (PDPM)

In late July, CMS released the Final rule for FY 2019 which “replaces the existing case-mix classification methodology, the Resource Utilization Groups, Version IV (RUG-IV) model, with a revised case-mix methodology called the Patient-Driven Payment Model (PDPM) beginning on October 1, 2019”. Learn how PDPM differs from RUGS-IV and what you need to do in order to be ready for the proposed October 1, 2019 implementation date.

Patient Driven Payment Model

Frequently Asked Questions about PDPM and MatrixCare for Skilled Nursing

Communication Education and Training

Communication, Education and Training

MatrixCare is meeting regularly with advisory boards and focus groups, hosting webinars and training sessions, providing resources and information in our Client Community and will be presenting a multitude of informational and training sessions at our annual Directions User Conference in April.

MatrixCare plans to release the changes in a pre-release environment prior to the October release to prepare our client base for the changes to the MDS. Other enhancements that may be related to PDPM but are non-MDS facing will be released incrementally prior to October.

MatrixCare has a priority email inbox where questions can be sent directly. Clients should send PDPM-related inquiries to PDPM@MatrixCare.com. This inbox will be monitored regularly, and questions will be routed to the appropriate MatrixCare expert to respond as appropriate. Questions that are not client-specific also will be added to the FAQs on our website at matrixcare.com/PDPM.

PDPM Clinical


New functionality is being developed to assist the interdisciplinary team in planning for discharges with robust planning functionality that can be initiated on Day 1 of the Admission; including discharge goals and outcomes, discharge needs and education, community resources and DME, follow-up appointments, etc. The discharge summary report will be available to residents who discharge to home or are transferred to another facility.

Function score for patient classification under PDPM is now calculated using data from Section GG of the MDS 3.0 rather than Section G. The functional score for the PT and OT components is calculated based on ten Section GG items which have shown to be highly predictive of PT and OT costs per day. The required observation window for functional abilities is three days on the five day (admission), three days at discharge (end of stay) and will be three days for the IPA. Clients who are actively documenting daily will have an easier time monitoring trends in abilities over time. MatrixCare allows clients to schedule functional abilities every shift or daily. MatrixCare’s Point of Care solutions enable users to capture the Section GG data, which is then reportable.

Restorative Nursing Programs can be scheduled through MatrixCare’s Point of Care solutions. Restorative Nursing Programs can be created and individualized in Point of Care to ensure that, although running concurrent with therapy, the nursing restorative programs have separate goals (required for reimbursement). MatrixCare Point of Care can be captured on mobile devices and in real-time (CareAssist only). MatrixCare makes it easy to record time spent on Restorative Nursing, the details of the program, participation and outcomes measures. MatrixCare is also working to develop new functionality to alert users when residents are not meeting the minimum requirements to trigger.

PDPM MDS and ICD-10 Coding

MDS and ICD-10 Coding

The new PPS schedule will auto-generate and be available using the same means as the PPS schedule. There will be a PPS Due report and the schedule will be displayed in the Assessments Due area of the MDS, as well as on the facility and resident calendars and in the PPS Due widget.

There will also be a special function to schedule the IPA that must be done during the first seven days of October 2019.

Validations will be in place for any code entered in I0020B. The validation will be based on the list of Diagnosis codes provided by CMS.

Yes, the MatrixCare RUGS to PDPM Simulator Report is in development. It has been reviewed with clients and will be released in Spring 2019.

We have contacted all PPS states. At this time, no state has provided their plan for 2020. Once the information is available we will respond accordingly.

We will identify the MDS question used in the PDPM calculation. The current RUGS identifiers will be maintained until CMS ends support for RUGS.

Under PDPM, clients will be required to report the patient’s primary diagnosis on the MDS for the SNF stay. Each primary diagnosis is mapped to one of ten PDPM clinical categories, representing groups of similar diagnostic codes, which is then used as part of the patient’s classification under the PT, OT, and SLP.

ICD-10 codes are used to capture additional diagnoses and comorbidities that the patient
has, which can factor into the SLP comorbidities that are part of classifying patients under the SLP component, as well as the NTA comorbidity score that is used to classify patients under the NTA component. MatrixCare diagnosis code search will return a list of these more-specific codes and will identify the clinical categories. Codes identified on the face sheet will also pre-fill in the MDS.

The “Select Diagnosis” functionality is being enhanced to identify the codes from the resident record that are used in the PDPM calculation. If a diagnosis code has been identified on the face sheet as the Primary Clinical Category, this code will pre-fill I0020B.

The face sheet will continue to allow identification of the Primary diagnosis code. We are adding functionality to identify the Primary Clinical Category diagnosis code to be used in the PDPM calculation. These diagnosis codes may be the same or they may all be different. CMS has identified more than 24,000 codes as “return to provider,” which means they cannot be used as the Primary Clinical Category.

There is no plan to map the diagnosis codes from I8000 to the UB-04. On the face sheet in the diagnostic code section you can sequence both clinically and for accounts receivable. You can configure payers to populate diagnostic codes on claims directly from the clinical sequencing or from the account receivable page if it should be different.

They will be notified when they try and identify a diagnosis code as the Primary Clinical Category on the face sheet and on the MDS.

Intake Management and Transitions of Care

Intake Management and Transitions of Care

MatrixCare is developing an Intake Management solution that will allow clients to pre-screen admissions by reviewing history, cost of medications, and more. This software is in development today and will continue to evolve. MatrixCare is also working with our analytics platform to enhance reports that will allow you to predict and drill into reimbursement.

Reporting and Analytics

Reporting and Analytics

The simulator tool will be incorporated into MatrixCare as a report. It will allow comparison of RUGs and PDPM rates.

The analytics team is developing functionality that will allow a deeper dive into the PDPM calculation.

PDPM Billing Financial icon

Billing / Financial

Yes! Absolutely. The MDS 5-day assessments and IPA (interim payment assessments) under PDPM will continue to automatically trigger the charge calculator and the HIPPS code will pull to claims.

Instead of using the AAA score, we will be using the PDPM ZZZ score.

Yes! The charge calculator will handle all the reimbursement rate calculations and declining rates. We will also handle the calculations when an AIDS diagnosis (B20) is present (reimbursement rate increases of 118%).

Yes, we are updating existing reports and even building some new PDPM reports to allow you maximum visibility into how PDPM is impacting your business.

PDPM Interoperability


We continue to meet regularly with our vendor partners to plan and develop needed changes. As our partners request data from us, we will look to include this as part of our regular development lifecycle. We continue to prioritize PDPM as our highest priority.

Our partners will supply a report with the results of their MDS analysis.

Question iconDo you have questions about how MatrixCare is helping prepare you for PDPM?

PDPM Resources: CMS

CMS has published a PDPM site that includes a variety of educational and training resources to assist stakeholders in preparing for PDPM implementation including PDPM Fact Sheets, FAQs, Training Presentations, and PDPM Resources.

Important Highlights:

  • Fact Sheets > MDS Changes
    • Page 3, New MDS Item Sets: IPA and OSA
    • Page 3, New MDS Item: Section I: SNF Primary Diagnosis
    • Page 3, New MDS Items: Section J: Patient Surgical History
    • Page 5, New MDS Item: Section GG: Interim Performance
  • PDPM Frequently Asked Questions > PDPM FAQs
    • Page 34, Section 14: Transition Policy and Medicaid Issues2: How will I get a PDPM payment code to bill starting October 1, 2019?
  • PDPM Resources > PDPM Classification Walkthrough
    • New version of the document that defines each portion of the PDPM calculation

Draft version of 2019 MDS Item Sets Now Available

CMS has posted a new DRAFT version of the 2019 MDS item sets (v1.17.0). This version is scheduled to become effective October 1, 2019. There are a large number of changes that are outlined for what is coming.

Changes include:

  • First look at the Interim Payment (IPA) and Optional State Assessment (OSA) forms.
  • The only response values for A0310B are:
    • 5-day
    • IPA
    • Not PPS Assessment (None of the above)
  • The OSA form has added a new question: A0300B- Assessment type. Responses include:
    • Start of therapy assessment.
    • End of therapy assessment
    • Both Start and End of therapy assessment
    • Change of therapy assessment
    • Other payment assessment
  • Question I0020, answer value 14, Other Medical Condition has been deleted and the associated diagnosis code I0020A has also been deleted, replaced by I0020B.

Visit CMS website to download MDS 3.0 Item Sets v1.17.0 (DRAFT) for October 1, 2019 Release.

American Association of Nurse Assessment Coordination (AANAC)

MatrixCare is proud to partner with American Association of Nurse Assessment Coordinators (AANAC) in providing you easy access to their publicly available PDPM content. Founded in 1999, AANAC has earned the reputation as the premier resource and network for long-term care professionals involved in the RAI/MDS process. AANAC is known for their excellent resources in all aspects of information regarding long-term care resident assessment and care planning.

Please visit AANAC to learn more.