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Montana DPHHS Licensure, CMS Enrollment, and Survey Readiness
We make the process easier with a coordinated startup package for a Montana Home Health Agency. Montana DPHHS requires licensure, but its current instructions state that a Certificate of Need is not required. After approving the application file, DPHHS issues a six-month provisional license before the onsite survey. Medicare certification and Montana Medicaid enrollment are separate processes.
Our goal is to save you time, reduce confusion, and help you move forward with a professional, well-prepared foundation for your Montana Home Health Agency. Let Us Start Your Montana Home Health 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.
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
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 look forward to being a part of your success!
Sincerely,
David Anderson
Home Health Forms Owner
Established 2007
Answers to common questions about Montana DPHHS licensure, Medicare certification, Medicaid enrollment, surveys, and our startup package.
Yes. A Home Health Agency must obtain a license from the Montana Department of Public Health and Human Services (DPHHS) Licensure Bureau and comply with the current Montana health-care-facility and Home Health Agency rules.
Medicare certification is separate from the Montana license. An agency that plans to bill Medicare must also complete CMS enrollment, certification, and survey requirements under 42 CFR Part 484.
No. DPHHS's current prospective-provider instructions state that a Home Health Agency is not reviewed by the Health Planning Program and a Certificate of Need is not required.
DPHHS instructs applicants to submit the completed license application and fee, policies and procedures at least 45 days before the expected opening, the counties to be served, a professional-staff list with license numbers, and the administrator attestation. Use the current DPHHS checklist and forms.
DPHHS advises applicants not to submit more than six months before the desired license date. An application that remains inactive can be withdrawn, so respond promptly to requests for missing material.
The Licensure Bureau issues a six-month provisional license. The agency may not accept patients until it is licensed, and DPHHS conducts an onsite survey during the provisional-license period.
Montana may issue a license for up to three years based on survey results, accreditation, and deficiencies. New facilities operating less than one year, changes of ownership, and certain deficiency findings generally receive a one-year license. Verify the term shown on the issued license and file renewal materials on time.
The applicant establishes its licensed operation, leadership, staffing, policies, insurance, and records; submits CMS-855A through PECOS; completes applicable federal materials; and completes an initial certification survey through the state survey agency or a CMS-approved accrediting organization.
Governance, administrator oversight, qualified staff, employee files, patient rights, assessments and plans of care, clinical records, infection prevention, emergency planning, complaint handling, quality systems, and service documentation should satisfy Montana rules and, for Medicare applicants, 42 CFR Part 484.
No. Medicare billing requires successful enrollment, certification, the applicable survey, and continuing compliance. Services furnished before the effective certification date are not automatically reimbursable.
Accreditation is an optional Medicare deemed-status pathway when a CMS-approved accrediting organization is used. It does not replace the Montana license, although qualifying accreditation or survey results can affect the state license term.
No. Montana Healthcare Programs enrollment is separate. The provider must meet the applicable enrollment type, licensure, NPI or API, taxonomy, W-9, ownership, screening, agreement, and program-specific requirements.
Yes for Medicaid home health services subject to EVV. Montana requires a compliant visit record through Mobile Caregiver+ or a certified alternate EVV solution for applicable dates of service; claims without the required EVV record may be denied.
Yes. The agency must verify current professional licenses and qualifications and maintain employee records, health information, orientation, competency, supervision, screening, and other documentation required by Montana and applicable federal standards.
There is no guaranteed timeline. Entity setup, the DPHHS review, staffing and policy readiness, the provisional survey, CMS enrollment, accreditation when selected, corrections, and payer enrollment can all affect completion.
Unless stated otherwise in writing, the price does not include government fees, legal or financial services, accreditation fees, insurance, rent, utilities, personnel or payroll costs, background checks, software, patient-care expenses, survey expenses, or other unlisted costs.
Home Health Forms provides customized documents, guidance, and preparation assistance. DPHHS, CMS, survey organizations, accreditors, Medicaid, and payers make their own decisions. The applicant remains responsible for accurate information, qualified staff, operational readiness, fees, regulator responses, and ongoing compliance. 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
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Answers to common questions about Montana DPHHS licensure, Medicare certification, Medicaid enrollment, surveys, and our startup package.
Yes. A Home Health Agency must obtain a license from the Montana Department of Public Health and Human Services (DPHHS) Licensure Bureau and comply with the current Montana health-care-facility and Home Health Agency rules.
Medicare certification is separate from the Montana license. An agency that plans to bill Medicare must also complete CMS enrollment, certification, and survey requirements under 42 CFR Part 484.
No. DPHHS's current prospective-provider instructions state that a Home Health Agency is not reviewed by the Health Planning Program and a Certificate of Need is not required.
DPHHS instructs applicants to submit the completed license application and fee, policies and procedures at least 45 days before the expected opening, the counties to be served, a professional-staff list with license numbers, and the administrator attestation. Use the current DPHHS checklist and forms.
DPHHS advises applicants not to submit more than six months before the desired license date. An application that remains inactive can be withdrawn, so respond promptly to requests for missing material.
The Licensure Bureau issues a six-month provisional license. The agency may not accept patients until it is licensed, and DPHHS conducts an onsite survey during the provisional-license period.
Montana may issue a license for up to three years based on survey results, accreditation, and deficiencies. New facilities operating less than one year, changes of ownership, and certain deficiency findings generally receive a one-year license. Verify the term shown on the issued license and file renewal materials on time.
The applicant establishes its licensed operation, leadership, staffing, policies, insurance, and records; submits CMS-855A through PECOS; completes applicable federal materials; and completes an initial certification survey through the state survey agency or a CMS-approved accrediting organization.
Governance, administrator oversight, qualified staff, employee files, patient rights, assessments and plans of care, clinical records, infection prevention, emergency planning, complaint handling, quality systems, and service documentation should satisfy Montana rules and, for Medicare applicants, 42 CFR Part 484.
No. Medicare billing requires successful enrollment, certification, the applicable survey, and continuing compliance. Services furnished before the effective certification date are not automatically reimbursable.
Accreditation is an optional Medicare deemed-status pathway when a CMS-approved accrediting organization is used. It does not replace the Montana license, although qualifying accreditation or survey results can affect the state license term.
No. Montana Healthcare Programs enrollment is separate. The provider must meet the applicable enrollment type, licensure, NPI or API, taxonomy, W-9, ownership, screening, agreement, and program-specific requirements.
Yes for Medicaid home health services subject to EVV. Montana requires a compliant visit record through Mobile Caregiver+ or a certified alternate EVV solution for applicable dates of service; claims without the required EVV record may be denied.
Yes. The agency must verify current professional licenses and qualifications and maintain employee records, health information, orientation, competency, supervision, screening, and other documentation required by Montana and applicable federal standards.
There is no guaranteed timeline. Entity setup, the DPHHS review, staffing and policy readiness, the provisional survey, CMS enrollment, accreditation when selected, corrections, and payer enrollment can all affect completion.
Unless stated otherwise in writing, the price does not include government fees, legal or financial services, accreditation fees, insurance, rent, utilities, personnel or payroll costs, background checks, software, patient-care expenses, survey expenses, or other unlisted costs.
Home Health Forms provides customized documents, guidance, and preparation assistance. DPHHS, CMS, survey organizations, accreditors, Medicaid, and payers make their own decisions. The applicant remains responsible for accurate information, qualified staff, operational readiness, fees, regulator responses, and ongoing compliance. 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
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