Reconcile plans of care, physician orders, OASIS assessments, visit notes, medication records, communication logs, missed-visit records and hospital or provider records.
Establish acuity, functional status, home environment, caregiver support, comorbidities, prior function and known clinical and safety risks.
Integrate relevant diagnostic imaging and reports when they bear on falls, fractures, wounds, cardiopulmonary change, neurological decline or other alleged harm.
Compare ordered frequency with delivered visits and map reassessment, communication, physician notification, escalation and changing condition.
Evaluate whether assessment, care planning, skilled interventions, supervision, and escalation matched patient needs and physician orders.
Apply CMS Conditions of Participation, state requirements, agency policy, documentation rules and scope-specific obligations.
Determine whether missed visits, delayed reassessment, inadequate intervention or failed escalation contributed to deterioration, injury, readmission or other harm.
CMS CoPs, skilled-service expectations, OASIS-linked documentation, orders, supervision, and care-plan requirements.
Licensing, complaint pathways, survey interfaces, enforcement posture, and jurisdiction-specific agency obligations.
How missed visits, documentation gaps, escalation failures, and care-plan drift become breach and causation evidence.
Missed or irregular visit patterns.
Changes in condition not escalated to physician.
Care plan not updated despite clinical decline.
Documentation inconsistent with patient outcome.
Supervisory visits absent or inadequate.
Delayed hospitalization or emergency referral.
Did the visit frequency match patient acuity and risk?
Were missed visits explained, mitigated, and escalated?
Did documentation reflect actual clinical decline?
Was the physician notified when condition changed?
Was the care plan updated when the patient declined?
Would earlier escalation likely have changed outcome?