Running a Texas home care agency means managing compliance on three different calendars at once: the HCSSA licensing cycle, the Medicaid billing cycle, and the MCO credentialing cycle. These rarely align, deadlines arrive without warning, and missing one can suspend your ability to bill.
This calendar covers every recurring compliance deadline for Texas Personal Assistance Services (PAS) and Comprehensive HCSSA agencies — organized by frequency so your team can build a working compliance system around it.
Weekly: EVV Exception Management
EVV compliance isn't an annual event — it's a daily operations task with weekly review deadlines.
What to do every week:
Review open EVV exceptions in your EVV system (Sandata or HHAeXchange) — typically by end of business Friday
Resolve or document every exception before it ages into the next billing cycle. Unresolved exceptions become claim denials
Verify that all completed visits have six-element EVV data: who, who, what, when, when, where
Audit manual override documentation — every manual entry needs a reason code and supporting notes. More than 10% manual overrides is an audit risk signal
Texas-specific deadline: TMHP claim submission window is 95 days from the date of service for most Medicaid programs. EVV exceptions must be resolved before claims can be submitted. A backlog of unresolved exceptions blocks the entire billing cycle.
Submit claims for all services completed in the prior month — or confirm your biller has submitted
Reconcile EOBs (Explanation of Benefits) from TMHP and each STAR+PLUS MCO payer (Superior, Molina, UHC, Aetna, Community First)
Post denials to a denial log and initiate appeals within the payer's timely filing window (typically 90–120 days from the original claim date)
Run a report on authorizations expiring in the next 30 days — request renewals before they lapse
Authorization management (monthly rolling task):
Authorization lapses are among the most common reasons Texas home care agencies lose revenue. Every month:
Pull a list of all active authorizations expiring in the next 45 days
Submit renewal requests to each MCO or TMHP at least 30 days before expiration
Document submission dates and confirmation numbers — you will need these if the renewal falls through
Quarterly: CAQH Re-Attestation
Every 90–120 days:
CAQH ProView is the central credentialing database used by all four major STAR+PLUS MCOs in Texas (Superior Health Plan, Molina Healthcare, UnitedHealthcare Community Plan, and Aetna Better Health). Your agency's CAQH profile must be re-attested every 90–120 days or it becomes inactive.
When your CAQH attestation lapses:
MCO credentialing departments flag your file as "incomplete"
New credentialing applications are put on hold
Existing MCO contracts may be suspended pending re-attestation
Quarterly CAQH checklist:
Log into CAQH ProView at proview.caqh.org
Review all provider information for accuracy (key personnel, NPI, addresses, licensure)
Re-attest before the expiration date shown on your profile
Download the updated attestation confirmation for your credentialing file
Notify any MCOs with pending credentialing applications of your renewed attestation
Set a recurring calendar reminder: every 90 days from your last attestation date. Do not wait for CAQH to notify you — notifications go to the email on file and can be missed.
Review and update your Policies & Procedures Manual.
HHSC requires that your P&P manual be reviewed and updated at least annually. January is the recommended time to conduct this review — before the HCSSA survey season begins in spring for agencies with Q1 license anniversaries.
Review 26 TAC Chapter 97 for any regulatory updates that took effect January 1
Update all dated references in the P&P manual (forms, contact information, fee schedules)
Document the review date and the name of the administrator who completed it
If any sections were revised, note the change and the reason
Update your HHSC Provider Address and Contact Information.
TMHP and HHSC send renewal and compliance notices to the address and email on your enrollment record. If this information is stale, you will miss notices.
Log into the TMHP Provider Portal (TMHP.com) and verify your address, email, and phone
Verify your HHSC Provider Contact Information is current in the HHSC provider portal
Update NPI registry information (NPPES) if address or administrator has changed
March–May: HCSSA Survey Preparation Season
For agencies licensed in Q2–Q3 (April–September), the HHSC annual survey typically falls in this window. Prepare 60 days in advance.
60 days before your expected survey window:
Pull your most recent HHSC survey report and review any deficiencies cited
Confirm all prior deficiencies have corrective action plans on file with documented resolution
Run a personnel file audit: verify all staff records include current background checks, training logs, TB tests, and competency evaluations
Verify client records are current: assessments, care plans, service authorizations, and EVV-matched visit notes
Confirm your administrator's licensure and continuing education credits are current
30 days before:
Conduct a tabletop walkthrough of your P&P manual — can your staff explain each policy?
Verify your HCSSA license is posted in your agency office (required by 26 TAC §97.244)
Confirm your HHSC survey contact information is current so the surveyor can reach you
Federal law prohibits Medicaid-enrolled providers from employing individuals who appear on the HHS Office of Inspector General (OIG) Exclusion List. Texas requires this check:
At hire — before any employee provides Medicaid-billable services
Monthly — for all active employees and contractors
Annual March task: Establish or audit your monthly OIG exclusion check process. Document that each employee was checked, the date, and the result. The OIG LEIE database is searchable at oig.hhs.gov/exclusions/exclusions_list.asp.
April: HCSSA License Renewal
HHSC HCSSA licenses are issued on a 1-year renewable basis. Your renewal notice arrives approximately 60–90 days before your expiration date.
Upon receiving your renewal notice:
Verify all information on the renewal application is current
Confirm your administrator and alternate administrator information is correct
Confirm no disciplinary actions or enforcement proceedings are pending
Submit the renewal and associated fee before the expiration date
Never let your HCSSA license expire. A lapsed license requires a new application — typically a 3–6 month process — during which you cannot legally serve clients or bill Medicaid.
June: MCO Annual Credentialing Renewal
Most STAR+PLUS MCOs conduct annual credentialing renewal cycles for provider agencies. The exact timing varies by MCO and your enrollment date, but June through August is the most common renewal window.
MCO credentialing renewal checklist:
Review notification from each MCO (Superior, Molina, UHC, Aetna, Community First) for renewal deadlines
Submit renewal applications at least 45 days before the MCO deadline — earlier is always better
Follow up with each MCO credentialing department within 2 weeks of submission to confirm receipt
Missing an MCO annual renewal can result in temporary contract suspension — meaning you can continue to serve existing clients but cannot accept new referrals through that MCO.
August–September: Staff Training and Competency Review
HHSC requires that all home care aides complete competency evaluations and continuing education annually. This is one of the most commonly cited deficiencies in HCSSA surveys.
Annual staff compliance audit:
Pull training logs for all caregivers active in the past 12 months
Verify each caregiver has completed their annual competency evaluation (skills checkoff)
Confirm completion of any state-required continuing education topics (infection control, abuse and neglect reporting, emergency preparedness)
Update personnel files with current training certificates
Verify annual TB screening or attestation of non-exposure is documented for all staff
Administrator continuing education: The HCSSA-designated administrator must complete continuing education in healthcare management topics. Document the hours completed and the topics covered.
Texas Medicaid (TMHP) requires all enrolled providers to revalidate their enrollment every three to five years depending on provider type — most providers are on a five-year cycle. Your due date is your enrollment period end date in PEMS, and revalidation notices are sent to the contact information on your TMHP provider record ahead of it. Because a missed notice is the most common way agencies get suspended, check your due date on a fixed annual schedule — October works well — and confirm your contact information is current.
Annual check (and full revalidation process when your window opens):
Log into the TMHP Provider Portal (PEMS) and confirm your enrollment period end date and contact information
If a revalidation notice is pending, navigate to it and complete the steps below
Confirm your HCSSA license number and expiration date are current
Submit a new OIG exclusion check for all key personnel listed on your enrollment
Pay any applicable revalidation fee
Critical: Failure to revalidate by the deadline results in automatic suspension of your Medicaid enrollment. Once suspended, you cannot submit new claims until revalidation is complete — which can take 30–60 days after submission.
October 1: New ICD-10 Codes Take Effect
Federal fiscal year begins October 1. CMS releases updates to ICD-10-CM diagnosis codes annually, effective October 1. If your billing uses diagnosis codes tied to client conditions, audit your code list and update any codes that were revised or deleted in the new code set.
November–December: Year-End Compliance Review
Before December 31:
Run a year-end audit of all open MCO credentialing applications — anything still "pending" needs follow-up
Review your denial and appeals log — any appeals still pending need resolution before year-end
Conduct a personnel records audit for any staff hired in the second half of the year
Confirm all CAQH attestations are current through Q1 of the following year
Update your billing fee schedule if TMHP has issued a new rate schedule for the coming year
Event-Triggered Compliance Tasks
Some compliance deadlines are not calendar-driven — they are triggered by specific events. These are the ones most likely to catch agencies off guard.
When You Hire a New Employee
OIG exclusion check before first day of Medicaid-billable work
Texas Health and Human Services Employee Misconduct Registry (EMR) check
Background check through an HHSC-approved vendor
TB screening or attestation
Competency evaluation before unsupervised client contact
Add employee to your EVV system and confirm timekeeping enrollment
When a Key Staff Member Leaves or Changes
Update your HCSSA administrator of record with HHSC if the designated administrator changes — HHSC must approve the new administrator before the transition
Update CAQH ProView with the new administrator's information
Notify each active MCO of the administrator change — most MCOs require formal notification within 30 days
Update your TMHP enrollment record
When Your HCSSA License Address Changes
Notify HHSC in writing (required for any change in your agency's primary location)
Update TMHP provider record
Update each MCO contract with your new address
Update CAQH ProView
When an MCO Sends a Credentialing Information Request
Respond within the MCO's deadline (typically 30 days) or your file is closed
Gather all requested documentation before responding — partial submissions restart the clock
Send via the channel specified in the request (CAQH, direct portal, or secure email)
Document submission date and confirmation for your records
Building a Compliance Calendar for Your Agency
No two Texas home care agencies have the same calendar — your compliance deadlines depend on your license anniversary date, your MCO enrollment dates, and your staffing cycle. Here is how to build your agency-specific calendar:
Identify your anchor dates: HCSSA license anniversary, TMHP enrollment date, and the date of your last CAQH attestation. These are the three dates everything else is scheduled from.
Map the annual cycle: Place your HCSSA survey prep (60 days before anniversary), HCSSA renewal (90 days before expiration), TMHP revalidation due-date check (October) with full revalidation at your PEMS enrollment period end date, and MCO annual renewals (June–August target).
Set quarterly CAQH reminders: Starting from your last attestation date, set a calendar alert every 90 days.
Build weekly EVV review into your operations: This cannot be a monthly task — EVV exception backlogs accumulate fast and become expensive to resolve.
Delegate recurring tasks: Most of the tasks on this calendar are operational, not clinical. They can be managed by a trained back-office specialist who knows your payer portals and EVV system.
Most Texas home care agencies managing 5+ clients are carrying 40–80 recurring compliance tasks per year. Agencies that let these slip into a reactive mode — responding to notices rather than managing ahead of deadlines — consistently see higher claim denial rates, MCO contract tensions, and survey deficiencies.
When does a Texas home care agency need to complete its HCSSA annual survey?
HHSC conducts an initial survey approximately 12–15 months after your HCSSA license is issued, then annually thereafter. You will receive written notice from HHSC at least 10 days in advance. The survey reviews your policies and procedures manual, personnel files, client records, EVV compliance documentation, and staff training logs. Agencies should run a self-audit using the HHSC survey checklist 30–60 days before the expected survey window each year — typically at the same calendar month as your license anniversary.
How often do Texas home care agencies need to re-attest CAQH for STAR+PLUS MCO credentialing?
CAQH requires re-attestation every 90–120 days. If your attestation lapses, the MCO (Superior, Molina, UHC, or Aetna) can place your credentialing file on hold or terminate your contract. Set a recurring calendar reminder for every 90 days from your last attestation date. Atlas Care manages CAQH re-attestation tracking and submission for agencies so nothing lapses between billing cycles.
What are the Medicaid enrollment revalidation requirements for Texas home care agencies?
Texas Medicaid (administered by TMHP) requires enrolled providers to revalidate their enrollment every three to five years depending on provider type — most providers are on a five-year cycle, and some enrollment types run shorter. Your specific due date is your enrollment period end date in PEMS (the Provider Enrollment and Management System); TMHP sends a revalidation notice to the contact information on file ahead of that date, so keeping your provider address current is critical. Revalidation requires updating your provider profile, confirming key personnel, submitting a new OIG exclusion check, and paying the revalidation fee if applicable. Failure to revalidate by the deadline results in Medicaid enrollment suspension and loss of the ability to bill for Medicaid-funded services.
Can a home care virtual assistant manage compliance calendar tasks for a Texas agency?
Yes — managing recurring compliance deadlines is one of the core tasks Atlas Care virtual assistants handle for Texas home care agencies. This includes CAQH re-attestation reminders and submission, TMHP revalidation tracking, EVV exception resolution, and MCO credentialing cycle monitoring. Atlas Care VAs are trained on HHAeXchange and Sandata and work inside the agency's existing tools and payer portals.