Starting a Montana Home Health or Personal Care Agency?

Montana Home Health Agencies require DPHHS licensure. A Certificate of Need is not required, and Medicare certification and Montana Medicaid enrollment are separate. A standalone private-pay, nonmedical agency does not appear to use a general DPHHS health-care-facility license, but its service scope matters; Medicaid agency-based CFCS/PCS providers must complete separate program enrollment and EVV requirements.

Choose the type of Montana agency you would like to start:

Montana Medicare-Certified Home Health Agency

Provides skilled nursing and qualifying home health services in the patient's residence and completes CMS enrollment, survey, and certification steps to participate in Medicare.

Montana Home Health Agency

A complete Montana Home Health startup option covering DPHHS licensure, CMS enrollment and certification, survey preparation, documents, website, and marketing support.

Montana Personal Care Agency

Supports private-pay nonmedical agency operations and optional Montana Medicaid agency-based CFCS/PCS enrollment, staffing, insurance, and EVV preparation.

Montana Agency Startup Assistance

We can assist with the following services depending on the type of Montana agency you are starting:

  • Montana-specific policy manuals, forms, and admission documents
  • Montana DPHHS licensure, CMS certification, and survey preparation for Home Health Agencies
  • Private-pay operations and optional Montana CFCS/PCS enrollment preparation for Personal Care Agencies
  • Accreditation application preparation, when applicable
  • Website creation and hosting
  • Domain name registration
  • Logo, brochures, and business cards
  • Business formation assistance, if needed
  • Ongoing guidance and feedback throughout the startup process
  • Member’s area access with future document updates and resources

Not every service applies to every agency type. HHA licensure, Medicare certification, and Montana Medicaid enrollment are separate processes. Private-pay operations do not authorize Medicaid billing; CFCS/PCS enrollment, service authorization, EVV, and claims requirements are separate.

Questions?

Give us a call and let us know about your needs.

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

Montana Home Health & Personal Care FAQs

Answers to common questions about Montana DPHHS Home Health Agency licensure, Medicare certification, private-pay personal care, Medicaid CFCS/PCS enrollment, and EVV.

What Montana agency types does this page cover?
  • Montana Home Health Agency — obtains DPHHS licensure and may separately pursue Medicare certification and Medicaid enrollment.
  • Private-pay Personal Care Agency — provides nonmedical in-home support within its lawful service scope.
  • Agency-based CFCS/PCS provider — separately completes Montana Medicaid provider and program requirements.
Does Montana license Home Health Agencies?

Yes. Montana DPHHS's Licensure Bureau licenses Home Health Agencies under the state's health-care-facility and HHA rules.

Does a Montana HHA need a Certificate of Need?

No. DPHHS's current prospective-provider instructions state that an HHA is not reviewed by the Health Planning Program and a Certificate of Need is not required.

What does the initial HHA application require?

DPHHS instructs applicants to submit the application and fee, policies and procedures at least 45 days before opening, counties served, a professional-staff list with license numbers, and an administrator attestation. Do not submit more than six months before the desired license date.

When can a new HHA accept patients?

Not until it is licensed. After approving the application file, DPHHS issues a six-month provisional license and conducts an onsite survey during that period.

How long is an HHA license valid?

Montana may issue a license for up to three years based on survey results, accreditation, and deficiencies. New facilities, changes of ownership, and certain deficiency findings generally receive a one-year term.

How does an HHA pursue Medicare certification?

The agency separately completes CMS enrollment, federal materials, operational readiness, and an initial certification survey through the state survey agency or a CMS-approved accrediting organization.

What should be HHA survey ready?

Leadership, employee files, professional licenses, patient rights, assessments and plans of care, clinical records, infection prevention, emergency planning, complaints, quality systems, and service documentation should satisfy Montana rules and, for Medicare applicants, 42 CFR Part 484.

Does HHA licensure include Montana Medicaid enrollment?

No. Montana Healthcare Programs enrollment, screening, provider agreements, billing, EVV when applicable, and program compliance are separate.

Does Montana license a private-pay Personal Care Agency?

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, and another license may apply. Verify the proposed model with DPHHS.

What services may a Personal Care Agency provide?

Typical nonmedical services include bathing, dressing, grooming, toileting, mobility, meals, light housekeeping, laundry, companionship, errands, transportation, and medication reminders within lawful scope and competency.

What are CFCS and PCS?

Community First Choice Services and Personal Care Services are Montana Medicaid programs supporting eligible members with activities of daily living and related approved tasks. They were formerly identified as CFC/PAS.

How does an agency enroll for CFCS/PCS?

The organization uses the applicable Montana Healthcare Programs enrollment type and meets current NPI or API, taxonomy, W-9, ownership, screening, insurance, onsite-visit, training, and program-specific requirements.

Is Electronic Visit Verification required?

Yes for Medicaid personal care and home health services subject to EVV. A compliant visit record must be submitted through Mobile Caregiver+ or a certified alternate solution for applicable claims.

Could HHA licensing apply to a Personal Care business?

Yes. Skilled nursing, therapy, clinical care, or another model meeting Montana's HHA definition can trigger separate licensure and professional requirements. Confirm the scope before offering skilled or mixed services.

What does the Montana Startup Package include?
  • Logo creation, customized WordPress website, one year of hosting, and domain registration.
  • 500 business cards and 500 tri-fold brochures.
  • Montana-specific policies, human-resources documents, admission or client-service documents, and operational forms.
  • DPHHS licensure and CMS preparation for the HHA package, or private-pay and optional CFCS/PCS enrollment preparation for the Personal Care package.
  • Members' area access, customization, ongoing guidance, and applicable updates.
Are government and third-party fees included?

No. Government filings, Medicare or Medicaid enrollment, accreditation, background checks, insurance, office, personnel, EVV, survey expenses, software, mailing, and other third-party costs are separate unless expressly included in writing.

Do you guarantee licensure, certification, or payer approval?

Home Health Forms provides customized documents, guidance, and preparation assistance. DPHHS, CMS, Montana Healthcare Programs, survey organizations, accreditors, and payers make their own decisions. Home Health Foms provides guidance and documents that meet regulatory requirements to ensure your success.

When are customized materials delivered?

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.

What is the cancellation or refund policy?

Eligibility depends on work completed, customized materials produced, digital products delivered, third-party expenses paid, printing ordered, and other services already performed.

Important: Regulatory information is general and subject to change. Verify current requirements with Montana DPHHS, CMS, Montana Healthcare Programs, local authorities, and other applicable agencies. Home Health Forms is a private consulting and document-preparation business and is not affiliated with the State of Montana or any government agency.

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