HOPE assessment tool implementation coming in October. Will your agency be ready?

The Centers for Medicare & Medicaid Services (CMS) developed the new Hospice Outcomes and patient Evaluation (HOPE) patient assessment tool to replace the existing Hospice item Set (HIS) extraction tool as part of the Hospice Quality Reporting Program (HQRP).

HOPE was finalized in the in the FY 2025 Hospice Wage Index Final Rule (CMS-1810-F) with implementation to begin on Oct. 1, 2025.  Will your agency be ready? Below are key topics to consider as your agency assesses operational impacts and prepares for implementation.

HQRP compliance with HOPE

Hospices should be aware of how the HOPE implementation will impact HQRP compliance and have plans in place to ensure timely compliance. Hospices should look to CMS and software vendor tools to support timely HQRP compliance.

If you currently use MatrixCare, you can find additional information, including our release plans, in the MatrixCare Customer Community.

What is changing

The HQRP is currently a “pay-for-reporting” program. HOPE will replace the HIS, which means the HQRP will include data submitted by hospices through the HOPE assessment tool, data from Medicare hospice claims, and an experience of care survey, the Hospice Consumer Assessment of Healthcare Providers and Systems (CAHPS®) Hospice Survey.

Why it matters

To avoid a 4-percentage point reduction in each annual payment update (APU) period, all Medicare-certified hospice providers must comply with HQRP reporting requirements.

Key dates

  • HOPE data collected, submitted, and accepted on time during calendar year (CY) 2026 will be processed for compliance determinations in CY 2027. The impact on hospice payment will occur in FY 2028, which starts on Oct. 1, 2027.
  • To be compliant for the FY 2028 APU reporting year and all subsequent reporting years, hospices must submit at least 90% of their HOPE records per the 30-day submission deadline.

For more details on HOPE timely submission and HQRP compliance, refer to Section 3.3 of the HOPE Guidance Manual in the downloads section of the HQRP HOPE webpage.

Differences between HIS and HOPE

There are key differences between HIS and HOPE that hospices should recognize early to ensure they are addressed within HOPE staff training and implementation plans. Although certain key differences are highlighted below, hospices should utilize all available HOPE training and education resources for assessing staff training and work closely with their software vendor on the development and implementation of the HOPE assessment tool.

Retirement of HART: With the implementation of HOPE, CMS will retire the Hospice Abstraction Reporting Tool (HART). HART allowed providers to collect and submit HIS data for free but was underutilized.  Beginning Oct. 1, 2025, hospices relying on HART will need to select a private software vendor to collect and submit HOPE data to CMS.

Data collection: HIS focuses on whether hospices have performed care processes using retrospective data from medical chart abstraction at admission and discharge timepoints. HOPE is more comprehensive than the HIS by capturing patient and family care needs in real-time during patient assessments and at additional timepoints during the hospice stay.

Since HOPE collection is to occur real-time during patient assessments, it will be important for software vendors to include assessment content and support workflows that maintain compliance with existing Hospice Conditions of Participation (i.e., § 418.54 Condition of participation: Initial and comprehensive assessment of the patient) in addition to supporting the assessment content and skip patterns specified in the HOPE assessment tool specifications.

Beginning October 1, 2025, HOPE will introduce additional assessment timepoints/visits:

  • HOPE Update Visits (HUVs): Enables CMS to gather patient level data during the first 30 days after a beneficiary elects hospice. Hospice providers will be required to submit up to two HUVs, each at specified timeframes, depending on the length of the hospice stay.The HUV data collection time points will only apply to new patients admitted on or after Oct. 1, 2025, using the HOPE tool.
  • Symptom Follow-up Visit (SFV): During the Admission or HUV timepoints, data collected for the Symptom Impact item (J2051) may trigger the need for the SFV.

Expanded assessment content: The HOPE assessment tool includes several domains that are new or expanded relative to HIS. The Hospice Item Set (V3) to HOPE (v1.00) Item Set Change Table which can be accessed in the downloads section of the HQRP HOPE webpage identifies these key differences along with the rationale and comments.

New process quality measures: CMS finalized two new process quality measures based on HOPE data collection for public reporting no sooner than FY 2028 (Oct. 1, 2027):

  • Timely reassessment of pain impact
  • Timely reassessment of non-pain symptom impact

These measures will determine whether a symptom follow-up visit occurs within two (2) days of an initial assessment of moderate or severe symptom impact. CMS’ decision to report these measures publicly will be based on an analysis of validity and reliability testing of quality measure HOPE data submitted in CY 2026. It will be important for hospices to understand the HOPE data sources and measure calculation used for these two new process measures along with software vendor plans to support these measures real-time for continuous quality improvement initiatives should CMS proceed with public reporting.

For more details on these new measures, draft specifications for the two new process measures can be accessed in the downloads section of the HQRP HOPE webpage.

By recognizing these differences and preparing accordingly, hospices can ensure a smooth transition to HOPE while maintaining compliance and improving care quality.

Navigating the transition from HIS to HOPE

CMS has provided transition guidance about which assessment tools are to be used for data collection and submission during the HIS to HOPE transition period.  It will be important for hospices to ensure their software vendor provides support of HIS and HOPE data collection and submission workflows within both assessment tools in accordance with this transition guidance. The transition guidance, along with hospice provider administrative set-up for submitting HOPE assessment records, is discussed below.

  • Hospice patients with an admission or discharge date of Sept. 30, 2025 and earlier: CMS will continue to collect data at admission and discharge timepoints via the HIS extraction tool.
  • Hospice patients with an admission or discharge date of Oct. 1, 2025 and later: Hospices must complete and submit only HOPE records to CMS. HIS admissions that are still active as of the HOPE Oct. 1, 2025, implementation date must be discharged using the HOPE assessment tool.
  • Transition period: CMS will allow a transition period for submitting corrections to HIS records. CMS plans to migrate ten years’ worth of (HIS) data to iQIES by Oct. 1, 2025, as well as the incremental receipt of HIS records that are accepted into QIES between Oct. 1, 2025 and Feb. 15, 2026. QIES will accept HIS assessments with a target date of Sept. 30, 2025 or earlier through Feb. 15, 2026, after which QIES will not accept HIS records or corrections. This allows for the standard review and correct period for assessments completed in the third quarter 2025.
  • iQIES requirements: Hospice users will require an iQIES account to submit HOPE assessment data to the new iQIES submission system. CMS will provide detailed instructions for onboarding to iQIES in the Summer 2025.

For additional information related to the HIS to HOPE transition, refer to the Hospice Software Developer/Vendor Call Minutes – 11/21/24.

HOPE training and education resources

Hospices should review all available HOPE training and education resources, monitor for ongoing updates, and actively engage with their software vendor to prepare staff for the HOPE assessment tool implementation on Oct. 1, 2025. Available resources and other information to assist hospices prepare for implementation are listed below.

  • HQRP Website: Provides information regarding the Hospice Quality Reporting Program (HQRP) with subpages focused on HQRP compliance topics.
  • HQRP HOPE webpage: Provides information and resources on the HOPE assessment tool inclusive of the HOPE Guidance Manual, draft HOPE Process Measure specifications, HOPE item-sets and HIS to HOPE All Item Set Change Table.
  • HQRP HOPE Technical webpage: Provides updates and resources related to HOPE data submission specifications and other technical information.
  • HQRP Training and Education webpage: Provides HQRP training materials inclusive of a HOPE Data Collection Timepoints Explainer video and an on-demand HOPE Tool Web-Based Training course.
  • HQRP Requirements and Best Practices webpage: Provides updates about reporting requirements and best practice methods to help hospices succeed with the HQRP.

Hospice Software Developer/Vendor Call Minutes – 11/21/24: Provides important technical information to Software vendors relating to the implementation of the HOPE assessment tool and HIS to HOPE transition.

Stay informed with ongoing updates

  • Monitor the HQRP Announcements and Spotlights webpage for latest news and updates pertinent to the HQRP
  • Sign up for various listservs pertinent to the HQRP by visiting the Provider and Stakeholder Engagementwebpage
  • Sign up to receive Swingtech’s quarterly emails on the HQRP. Providers can add or update the email addresses by sending an email to [email protected].Make sure to include your facility name and Centers for Medicare & Medicaid Services (CMS) Certification Number (CCN) along with any requested updates.
  • Monitor the QIES Technical Support Office (QTSO) webpage and email communications to access technical and program-level updates inclusive of assessment submission system updates, trainings, data specification updates, report updates, or system downtimes
  • Attend CMS, industry and software vendor forums, webinars, and conferences

Partnering with your software vendor

Hospices should consider aligning closely with their EHR vendor in the following ways:

  • Seek opportunities to provide feedback on the HOPE assessment tool’s development, such as vendor-led focus groups.
  • Obtain HOPE software development and release plans inclusive of beta testing opportunities and milestone dates.
  • Review their vendor’s HOPE training plan and dates.
  • Ask how their agency will be informed of ongoing status updates on their vendor’s progress for meeting HOPE implementation milestone dates along with other information related to the HOPE assessment tool implementation.

If you currently use MatrixCare, you can find our training plans and dates by logging into the MatrixCare Customer Community.

By addressing these changes and leveraging available resources, your agency can ensure a seamless transition to HOPE while maintaining compliance and delivering high-quality care. With the October 2025 deadline fast approaching, now is the time to act.

Request a demo today for a closer look at MatrixCare.

Carolyn Dean

Carolyn Dean joined MatrixCare as the Regulations Compliance Manager in 2014. She is responsible for monitoring CMS Medicare and Medicaid regulations in the post-acute care space to ensure company product and service solutions support compliance with new and changing regulations. Possessing over 30 years of healthcare IT experience in diverse leadership roles inclusive of customer service, quality assurance, and regulations, Carolyn has established a vast network of industry connections with various federal, state and industry entities and organizations.

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