We have taken the headache out of searching and creating the necessary forms to successfully run a home health company.
Stay current with the Home Care Industry
Private-Pay and Montana CFCS/PCS Readiness
We make the process easier with a coordinated startup package for a Montana Personal Care Agency. Montana does not appear to use a general DPHHS health-care-facility license for a standalone private-pay, nonmedical agency, but service scope matters. Agencies seeking Montana Medicaid agency-based CFCS/PCS participation must separately complete provider enrollment, program qualifications, staffing, insurance, training, EVV, and service-authorization requirements.
Our goal is to save you time, reduce confusion, and help you move forward with a professional, well-prepared foundation for your Montana Personal Care Agency. Let Us Start Your Montana Agency!
Already have brochures, website, or logo? Don’t need everything included in the package? Let us know, and we can customize the package and adjust the price accordingly.
Give us a call and let us know about your needs.
Our documents are State Specific, customized with your company information, and cross-walked to the accreditation body of your choice as well as to state regulations.
We have helped hundreds of agencies with their document needs from Montana to Alaska and Coast to Coast. We offer the best prices in the industry with the fastest delivery.
Updates are Free!
We will customize the documents to your company at no additional charge!
You will have access to the member's area where you can interact with other members and download updates free of charge.
We also accept check or money order.
Mail Check or Money Order to:
Home Health Forms
3098 N. Eastman Rd, Suite 109
Longview, TX 75605
Answers to common questions about Montana private-pay personal care, Medicaid Community First Choice Services and Personal Care Services (CFCS/PCS), provider enrollment, and EVV.
Montana does not appear to use a general DPHHS health-care-facility license for a standalone private-pay, nonmedical agency serving clients in their homes. Service scope matters: a business meeting the Home Health Agency definition or another regulated category needs the applicable license. Confirm the proposed model with DPHHS before opening.
Typical nonmedical services include help with bathing, dressing, grooming, toileting, mobility, meals, light housekeeping, laundry, companionship, errands, transportation, and medication reminders. Written service limits, worker training, insurance, and client-specific plans should match applicable law and contracts.
The package supports private-pay operations and can be configured for an agency seeking Montana Medicaid agency-based CFCS/PCS participation. It does not itself authorize Medicaid billing, skilled home health services, or another regulated service.
No. A private-pay Personal Care Agency generally provides nonmedical assistance. A Montana Home Health Agency furnishes skilled or clinical home health services and must be licensed by the DPHHS Licensure Bureau.
Community First Choice Services and Personal Care Services are Montana Medicaid programs supporting eligible members with activities of daily living and related tasks. The state renamed the former CFC/PAS programs CFCS/PCS; applicants should use the current DPHHS program materials.
Under the agency-based option, an enrolled provider agency manages workers and service delivery. Under the self-directed option, the member has greater responsibility for directing and managing care. This startup package is designed for an agency-based provider unless otherwise agreed in writing.
An organization uses the applicable facility or organization enrollment type and submits current ownership, tax, screening, agreement, NPI or API, taxonomy, W-9, and program-specific documents. Approval and effective dates come from Montana Healthcare Programs.
Yes. Current requirements under ARM 37.40.1013 include applicable general liability, workers' compensation, motor-vehicle liability, and unemployment insurance, as well as an onsite visit and new-provider training. Verify current amounts, exemptions, and documentation with DPHHS.
Covered tasks can include assistance with bathing, dressing, grooming, toileting, eating, medication assistance, ambulation or exercise, and medical escort. PCS may include limited grocery, housekeeping, and laundry tasks; CFCS includes additional approved supports. Coverage always depends on assessment, authorization, and the current service plan.
Yes for Montana Medicaid personal care services subject to EVV. For applicable dates of service, a compliant record must be submitted through Mobile Caregiver+ or a certified alternate EVV solution; claims without the required record may be denied.
Montana identifies four skilled services that may be authorized in the self-directed option with health-care-professional authorization: bowel care, urinary-system care, medication assistance, and wound care. This does not authorize an agency or worker to exceed lawful scope or the member's approved plan.
No. Enrollment does not guarantee members, referrals, authorization, claim payment, or revenue. Each service must satisfy eligibility, assessment, plan, documentation, EVV, billing, and program requirements.
Yes. Skilled nursing, therapy, clinical care, or a model meeting Montana's HHA definition can trigger separate licensing and professional requirements. Obtain a written scope determination before offering skilled or mixed-service programs.
The agency should maintain ownership and management records, insurance, personnel files, screening and competency records, client rights, assessments and service plans, written agreements, scheduling, visit records, medication-assistance limits, complaints, incidents, emergency practices, confidentiality, billing, payroll, EVV when applicable, and quality oversight.
No. Entity filings, Medicaid enrollment expenses, background checks, insurance, rent, utilities, personnel and payroll costs, training, EVV or software expenses, mailing, and other government or third-party costs are separate unless expressly included in writing.
Home Health Forms provides customized documents, guidance, and preparation assistance. DPHHS, Montana Healthcare Programs, survey or enrollment contractors, and payers make their own decisions. Home Health Foms provides guidance and documents that meet regulatory requirements to ensure your success.
Customized policy manuals, forms, and related digital documents are generally emailed within five business days after all customization information is received. Website, printing, shipping, and other components may have separate timelines.
Eligibility depends on work completed, customized materials produced, digital products delivered, third-party expenses paid, printing ordered, and other services already performed.
Last reviewed: September 4, 2026
Policy Manual Demo
Press Play and then Double Click on the Video for Full Screen Size
Answers to common questions about Montana private-pay personal care, Medicaid Community First Choice Services and Personal Care Services (CFCS/PCS), provider enrollment, and EVV.
Montana does not appear to use a general DPHHS health-care-facility license for a standalone private-pay, nonmedical agency serving clients in their homes. Service scope matters: a business meeting the Home Health Agency definition or another regulated category needs the applicable license. Confirm the proposed model with DPHHS before opening.
Typical nonmedical services include help with bathing, dressing, grooming, toileting, mobility, meals, light housekeeping, laundry, companionship, errands, transportation, and medication reminders. Written service limits, worker training, insurance, and client-specific plans should match applicable law and contracts.
The package supports private-pay operations and can be configured for an agency seeking Montana Medicaid agency-based CFCS/PCS participation. It does not itself authorize Medicaid billing, skilled home health services, or another regulated service.
No. A private-pay Personal Care Agency generally provides nonmedical assistance. A Montana Home Health Agency furnishes skilled or clinical home health services and must be licensed by the DPHHS Licensure Bureau.
Community First Choice Services and Personal Care Services are Montana Medicaid programs supporting eligible members with activities of daily living and related tasks. The state renamed the former CFC/PAS programs CFCS/PCS; applicants should use the current DPHHS program materials.
Under the agency-based option, an enrolled provider agency manages workers and service delivery. Under the self-directed option, the member has greater responsibility for directing and managing care. This startup package is designed for an agency-based provider unless otherwise agreed in writing.
An organization uses the applicable facility or organization enrollment type and submits current ownership, tax, screening, agreement, NPI or API, taxonomy, W-9, and program-specific documents. Approval and effective dates come from Montana Healthcare Programs.
Yes. Current requirements under ARM 37.40.1013 include applicable general liability, workers' compensation, motor-vehicle liability, and unemployment insurance, as well as an onsite visit and new-provider training. Verify current amounts, exemptions, and documentation with DPHHS.
Covered tasks can include assistance with bathing, dressing, grooming, toileting, eating, medication assistance, ambulation or exercise, and medical escort. PCS may include limited grocery, housekeeping, and laundry tasks; CFCS includes additional approved supports. Coverage always depends on assessment, authorization, and the current service plan.
Yes for Montana Medicaid personal care services subject to EVV. For applicable dates of service, a compliant record must be submitted through Mobile Caregiver+ or a certified alternate EVV solution; claims without the required record may be denied.
Montana identifies four skilled services that may be authorized in the self-directed option with health-care-professional authorization: bowel care, urinary-system care, medication assistance, and wound care. This does not authorize an agency or worker to exceed lawful scope or the member's approved plan.
No. Enrollment does not guarantee members, referrals, authorization, claim payment, or revenue. Each service must satisfy eligibility, assessment, plan, documentation, EVV, billing, and program requirements.
Yes. Skilled nursing, therapy, clinical care, or a model meeting Montana's HHA definition can trigger separate licensing and professional requirements. Obtain a written scope determination before offering skilled or mixed-service programs.
The agency should maintain ownership and management records, insurance, personnel files, screening and competency records, client rights, assessments and service plans, written agreements, scheduling, visit records, medication-assistance limits, complaints, incidents, emergency practices, confidentiality, billing, payroll, EVV when applicable, and quality oversight.
No. Entity filings, Medicaid enrollment expenses, background checks, insurance, rent, utilities, personnel and payroll costs, training, EVV or software expenses, mailing, and other government or third-party costs are separate unless expressly included in writing.
Home Health Forms provides customized documents, guidance, and preparation assistance. DPHHS, Montana Healthcare Programs, survey or enrollment contractors, and payers make their own decisions. Home Health Foms provides guidance and documents that meet regulatory requirements to ensure your success.
Customized policy manuals, forms, and related digital documents are generally emailed within five business days after all customization information is received. Website, printing, shipping, and other components may have separate timelines.
Eligibility depends on work completed, customized materials produced, digital products delivered, third-party expenses paid, printing ordered, and other services already performed.
Last reviewed: September 4, 2026
Outside
Inside