
More Medicare Advantage plans are conducting in-home assessments and wellness visits than ever before. These visits are often presented as convenient check-ins designed to evaluate health risks, medication management, fall hazards, and chronic condition needs for older adults.
While many assessments are legitimate and helpful, privacy experts warn that seniors should still be cautious about leaving sensitive financial or legal paperwork visible during any in-home healthcare visit. In recent years, concerns have grown about how aggressively insurers and contractors collect information tied to risk adjustment coding and patient profiling. That being said, here are seven documents you should consider removing from your home office before an in-home assessment.