CMS surveys, decoded.

No. FileFlo is the compliance documentation layer that lives alongside your EHR. The EHR handles clinical records, orders, OASIS/MDS/Hospice Item Set instruments, and claims. FileFlo handles the documents a state surveyor asks for during a survey — credentials, training records, QAPI minutes, policies and procedures, equipment calibration, emergency preparedness plans, and the 5-year retention required under 42 CFR.

Three CMS-certified provider types are anchored: Home Health Agencies under 42 CFR Part 484, Hospice under 42 CFR Part 418, and Long-Term Care / SNFs under 42 CFR Part 483. The rule pack maps each Condition of Participation to the documents a state surveyor will request. Outpatient credentialing for ambulatory clinics is also supported but is not Medicare-certified-provider focused.

42 CFR §484.110(e) requires HHAs to retain clinical records at least 5 years after discharge (or longer per state law). 42 CFR §418.104(c) requires hospices to retain records as required by state law (typically 5-10 years). 42 CFR §483.70(i) requires SNFs to retain records 5 years (or longer per state). FileFlo enforces the longer-of-state-or-federal minimum and prevents deletion of in-retention records, with an audit trail showing every access.

Yes. FileFlo's Survey Binder export produces a complete CoP-indexed document binder in surveyor-preferred format. Includes provider credentials with primary source verification dates, comprehensive assessments, care plans, QAPI minutes, infection control logs, training records, emergency preparedness drills, equipment calibration, and policies/procedures. Export takes 60-180 seconds depending on provider size.

FileFlo stores the medical license, DEA registration, board certification, malpractice COI, NPI registration, state-required certifications, and BLS/CPR cards for each provider. The system extracts the expiration date from each document and fires alerts at 90, 60, 30, and 7 days before expiration. Primary source verification documents are stored with the verification date for the next re-verification cycle.

No. FileFlo stores the PSV evidence document but does not query the National Practitioner Data Bank, state medical board, or AMA Physician Masterfile in real time. Use a credentialing-as-a-service provider (Verifiable, MedTrainer, symplr CVO, MD-Staff) for live PSV. FileFlo provides the document repository, expiration tracking, and survey binder export.

FileFlo tracks HIPAA Privacy and Security training completion per employee with 12-month renewal alerts. The annual HIPAA Security Risk Assessment document is stored with the next-review-date tracked, but FileFlo does not conduct the SRA — use a HIPAA compliance partner or your in-house security team for the actual assessment work.

Yes. 42 CFR Part 484.102 (HHA), §418.113 (Hospice), and §483.73 (SNF) require emergency preparedness programs with risk assessments, policies, communication plans, training, and testing. FileFlo stores all required documents, tracks the annual review and biennial full-scale exercise dates, and surfaces the documentation needed for a survey.

Starter: $89/month (100 documents/month, 3 users). Professional: $299/month (unlimited documents, unlimited users, employee auto-detection, audit trail, project management) — suitable for most HHA, Hospice, and SNF operators. Annual pricing available with approximately 17% discount. No per-provider or per-bed fees.

Yes. 5-day free trial with no credit card required. Includes the full 42 CFR CoP rule pack, Survey Binder export, credential tracking, and training records management.

One business day. FileFlo connects to your existing folder structure (Google Drive, Dropbox, SharePoint, or OneDrive), classifies the documents automatically against 42 CFR CoP subparts, and produces a baseline gap report within 24 hours. Most providers find 8-20 missing or expired documents in that first scan.