Medicare Documentation Checklist

Bring or mention what you have; we'll coordinate the rest with your provider.

Usually required

• Treating provider's written order / prescription
• A recent in-person (face-to-face) visit note — within a set window for some items
• Chart notes describing the diagnosis and the functional limitation (not diagnosis alone)
• Documentation that simpler options aren't enough (e.g., why a cane or walker won't do)

By item — common extras

• Power wheelchair / scooter: in-person mobility exam within 45 days; can't safely use a cane, walker, or manual chair
• Lift chair: form CMS-846; severe hip/knee arthritis or neuromuscular disease; unable to stand from a regular chair
• Wound dressings: wound type, size (L × W × D), and a dressing order
• Therapeutic (diabetic) shoes: diabetes plus a qualifying foot condition and physician certification
• Lymphedema compression: a lymphedema diagnosis and an order