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Licensing covers licenses, surveys, deficiencies, contracts and payer agreements. Everything here decides whether your agency is permitted to operate and permitted to bill.

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Who can use it

Organization Admins, Location Admins, and Compliance Officers.

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What lives here

Licences and surveys

Licences, surveys, deficiencies, accreditations, and state tags.

Payer contracts

Contracts, payer agreements, D-SNP plans, and open enrolment.

Consultants and cost centres

External consultants and cost centre allocation.

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The two things that stop an agency

Both are date-driven and both are avoidable. A lapsed licence stops operations; a lapsed payer contract stops payment for services you are still delivering. Review expiry dates monthly.

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The survey cycle

Survey outcomes are NO_DEFICIENCIES, DEFICIENCIES_CITED, or IMMEDIATE_JEOPARDY. See Licences and surveys and Survey preparation.

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Troubleshooting