Pre-Claim Review Center

Pre-Claim Review Center

The Pre-Claim Review (PCR) Center in Axxess Home Health enables organizations to efficiently and seamlessly collect and track PCR submission documents. Organizations that have chosen the pre-claim review option from the available Review Choice Demonstration (RCD) options can use the Pre-Claim Review Center to:

Streamline operations: As applicable documents are uploaded to Axxess Home Health, the Pre-Claim Review Center automatically gathers documentation so organizations can determine at a glance if items are missing.


Increase revenue: Organizations can ensure claims are payable early on and avoid write-offs for missing documentation.


Decrease costs: The PCR Center eliminates labor costs associated with gathering documentation for PCR submissions.


Ensure compliance: Organizations can easily access and track documentation that supports medical necessity for all Medicare patients using the PCR Center.


Improve patient outcomes: Organizations can remain assured that documentation is available to support subsequent episodes, if needed, for optimal patient care.


To submit pre-claim review requests for two 30-day periods simultaneously, orders must cover the entire 60-day care period.

If a second 30-day period is not affirmed during the initial submission of both billing periods, the second 30-day period must be submitted as an initial submission in the Palmetto GBA provider portal.

Access the Pre-Claim Review Center

  • Under the Admin tab, select Company Setup.

  • On the left-side menu, select the Operations tab.

  • In the Review Choice Demonstration box, select Yes next to Enable Pre-Claim Review (PCR) and enter a date in the Effective Date field. To pull the correct RCD billing periods in the Pre-Claim Review Center, the effective date you enter must be 30 days prior to the effective start date of RCD in your state. Example: Since RCD went live in Florida on 9/1/2021, the effective date for organizations in Florida should be 8/2/2021.

  • Click Submit Request.

Any users that need access to the Pre-Claim Review Center will need the Manage Pre-Claim Review (PCR) permission.

Once this permission is enabled, users can access the Pre-Claim Review Center under the Patients tab.

In the center, you will default to the Create PCR section, which displays all PCRs in need of submission. A PCR is provided for every patient episode that has Medicare set as their insurance and an episode start date on or after the PCR effective date entered in Company Setup.

Click Verify in the Actions column to load the Pre-Claim Review Details page.

Pre-Claim Review Details

On the Pre-Claim Review Details page, you can add disciplines and corresponding G-codes to include in the PCR submission. Click Add Disciplines in the top left.

Check all disciplines that apply and select the appropriate G-codes in the drop-down menu that appears when the discipline is selected.

Complete the remaining fields and click Save.

After adding the disciplines, you can navigate to the table below to select the task documents you want to include in the PCR submission.

Documents available for initial episodes:

  • Physician Face-to-Face
  • All Plan of Care documents related to the current episode
  • The OASIS assessment for the current episode
  • All Therapy Visit notes
  • All Nursing notes for the current episode

Documents available for subsequent episodes:

  • Physician Face-to-Face for the initial episode in the admission period
  • All Plan of Care documents for the current episode
  • The OASIS assessment that certifies the current episode
  • The 60-day summary from the prior episode
  • All Therapy Visit notes
  • All Nursing notes
  • The initial Plan of Care
  • The initial Therapy assessment

The Task Name column gives you access to the printable version of the document completed in the Schedule Center. (The check box will not be available if the task is still open.)

Additionally, you can select and include any files that have been attached to the tasks. This enables you to include any paper notes or additional documentation in the submission.

If paper notes are completed and the task is manually marked Completed in the Schedule Center, uncheck the Task Name box and check the Attachment box only.

At least one box must be checked for each task. To send a task and associated attachments, check the box next to the task name and next to each attachment. To send an attachment only, check the box next to the desired attachment (or multiple attachments) and de-select the box next to the task name on the left side. If you do not want to submit any documentation for a task, check the box under Do Not Send on the right side. Once a box has been selected for each row, you can verify.

After verifying the PCR details, you will be redirected back to the Create PCR screen. A green check will now appear in the Verified column and the Mark as Sent option will appear in the Actions column.

To submit your documents, click the printer icon on the far right column. Clicking print will combine all previously selected documents and attachments into a single PDF. You can now send your documents through the CMS-approved methods: Palemetto GBA’s eServices portal, fax, or mail. After you submit your PCR request, mark the PCR as sent by clicking Mark as Sent in the Actions column on the Create PCR screen.

PCR requests that have been marked as sent will appear in the Pending PCR section of the Pre-Claim Review Center. On the Pending PCR screen, you can add document control numbers by clicking the plus sign (+) icon.

After entering the document control number, a pencil icon will appear. Click the pencil icon to make any modifications to the control number.

Once you have obtained an affirmation status, click the Enter Response in the Actions column on the Pending PCR screen.

Click Edit next to the appropriate discipline and change its Tracking Status to the correct option in the drop-down menu. Click Save.

Once you have added and saved statuses for each discipline, you can close the page to return to the Pending PCR screen and mark the PCR as Received.

Add Unique Tracking Number

The PCR will move to the PCR History page. You can add a Unique Tracking Number (UTN) by clicking the plus sign (+) icon on the PCR History page, or the pencil icon to edit the UTN.

You can also update the UTN by clicking the pencil icon at the top of the Pre-Claim Review Details page.

If you need to re-open a PCR for any reason, click the Re-Open button on the PCR History page to move the PCR back to the Create PCR screen.

Once the final claim is generated, the UTN will automatically populate on the claim. If the UTN was not entered, a warning message will appear, reminding the biller of a possible 25% reduction in claim payment. The biller may choose to continue with completion of the claim with no further warnings.

Review Choice Demonstration

Click the links below for additional information on Review Choice Demonstration:

CMS Review Choice Demonstration Guidance

Palmetto GBA Review Choice Demonstration Resources

CMS Review Choice Demonstration Operational Guide

Revenue Cycle Management in 2020

CMS Resumes Review Choice Demonstration

Medical Review Resumption: More Than Review Choice Demonstration

Review Choice Demonstration for Home Health Services

Ten Things To Know About Review Choice Demonstration

Review Choice Demonstration: Home Health Operational Considerations

Home Health Pre-Claim Review Reappears

Delay in Pre-Claim Review and Medicare Home Health Conditions of Participation

CMS Announces Pre-Claim Review in Florida

Pre-Claim Review Postponement

Questions on Pre-Claim Review?

What the Pre-Claim Review Demonstration Means for Your Agency

Lessons Learned From Pre-Claim Review

As Review Choice Demonstration is phased in for home health organizations in several additional states, lessons learned by those participating in pre-claim review thus far can help all organizations prepare.

In this recorded webinar, DeAnn Briscoe from MAC Legacy and David Hoover from Axxess show strategies to prevent common mistakes resulting in non- and partial affirmations. Watch now to learn how to prepare your organization clinically, operationally and financially for RCD success.

Download the Slides

Operational Best Practices for Managing Review Choice Demonstration

This recorded webinar provides an overview of the basics of Review Choice Demonstration and offers operational best practices for navigating RCD and the Patient-Driven Groupings Model. Watch now to learn:

  • Best practices for gathering required documentation for valid pre-claim review submissions

  • The importance of timing, accurate documentation and appropriateness of diagnoses for both RCD and PDGM

  • Recommendations for training referral sources, tracking RCD responses and managing F2F visit issues

Download the Slides

Medicare Administrative Contractor, Palmetto GBA Presents Review Choice Demonstration

In this recorded webinar, join Krisdee Foster with Palmetto GBA, a Medicare Administrative Contractor, as she discusses the most recent updates from the Centers for Medicare and Medicaid Services (CMS) and the Review Choice Demonstration, formerly known as Pre-Claim Review.

This demonstration impacts home health providers in Illinois, Ohio, North Carolina, Florida, and Texas with plans to expand nationwide.

Download the Slides