05.21.2025

The Transition from HIS to HOPE: Overview and Symptom Impact Support

THE TRANSITION FROM HIS TO HOPE

The Hospice Quality Reporting Program (HQRP) authorizes the Health and Human Services Secretary to establish a quality reporting program for hospices. Data from this quality reporting program is available to the public and hospices can review that data before it’s reported publicly.

The Hospice Item Set (HIS) was created by the Centers for Medicare & Medicaid Services (CMS) as part of the HQRP in 2014. The HIS Comprehensive Assessment at Admission captures, in a single measure, the proportion of patients for whom the hospice performed all seven care processes, as applicable. Those care processes include:1

  • Beliefs/values addressed (if desired by the patient)
  • Treatment preferences
  • Pain screening
  • Pain assessment
  • Dyspnea treatment
  • Dyspnea screening
  • Patients treated with an opioid who are given a bowel regimen

Through several years of information gathering, stakeholder and Technical Expert Panel (TEP) engagement, and testing, CMS developed a new patient assessment tool to replace the HIS structure in the HQRP. The Hospice Outcomes and Patient Evaluation (HOPE) tool was finalized in the FY 2025 Hospice Wage Index Final Rule2 and will replace HIS effective October 1, 2025.

THE HOPE TOOL

The HOPE tool is designed to collect data in a more comprehensive and standardized way, providing a more holistic view of the patient’s needs and experiences throughout their hospice stay.3-5

Overarching Goals6

  • Provide quality data for Hospice Quality Reporting Program (HQRP) requirements through standardized data collection
  • Provide additional clinical data that could inform future payment refinements

Additional Objectives6

  • Provide information to hospices to help inform QAPI initiatives
  • Include interdisciplinary efforts in the assessment process
  • Assist with hospice team care planning
  • Align with Conditions of Participation

Key differences between HIS and HOPE are outlined below:

HIS HOPE
Date of Use
Required until September 30, 2025 Begins October 1, 2025
Measures
Tracks if care processes were completed Tracks how well care processes were implemented and if they helped the patient
Timing of Data Collection
HIS data are not collected during a patient assessment. Instead, HIS focuses on whether hospices have performed care processes using retrospective data from chart abstraction at admission and discharge.3 Collects patient-specific data in real-time, based on interactions with patient and caregivers. HOPE assessments occur at admission, at two update points within the first 30 days, and at discharge with the patient and family/caregiver. 3
Patient Assessment
Comprehensive Assessment at Admission7

Surveys the clinician about the patient retrospectively via “check all that apply” and “yes or no” prompts on the following items:

  • Pain screening
  • Pain assessment
  • Shortness of breath screening
  • Shortness of breath treatment
  • Initiated or continued:
    • Scheduled opioid
    • PRN (as needed) opioid
    • Bowel regimen

Hospice Item Set – Admission8 p. 6-10

Symptom Impact Assessment at Admission

Completed within the first 5 days of admission; queries the clinician on how the patient has been affected by the following symptoms over the past 2 days:

  • Pain screening
  • Pain assessment (incl. neuropathic)
  • Shortness of breath screening
  • Shortness of breath treatment
  • Symptom impact screening
    • Pain
    • Shortness of breath
    • Anxiety
    • Nausea
    • Vomiting
    • Diarrhea
    • Constipation
    • Agitation

HOPE Guidance Manual4 p. 53-69

HOPE All Items5 p. 8-10

Symptom Follow-up Visit (SFV)

Should occur within 2 calendar days as a follow-up for any moderate or severe pain or non-pain symptom identified during Symptom Impact Assessment at Admission or HOPE Update Visit (HUV)

HOPE Update Visits (HUVs)

Enables CMS to gather patient level data during the first 30 days of hospice election. Hospice providers will be required to submit up to two HUVs, each at specified timeframes, depending on length of the hospice stay.

Workflow and CoPs
n/a Considers the hospice workflow and Medicare Hospice Conditions of Participation (CoPs) within the tool’s data collection process
Compliance
Hospices must submit at least 90% of HIS assessments on time or they will face a 2% payment penalty Hospices must submit at least 90% of HOPE assessments on time or they will face a 4% payment penalty

LET ENCLARA HELP YOU IMPROVE SYMPTOM IMPACT

The Hospice Outcomes and Patient Evaluation (HOPE) tool requires assessment of pain and common symptoms experienced by patients receiving hospice care. The tool intentionally prompts hospices to document patient assessments at times beyond admission and discharge to better understand patient care needs and create more opportunities to make interventions.3-5

The Symptom Impact Assessment, to be completed within the first 5 days after a patient is admitted to hospice care, queries the clinician on how the patient has been affected by the following symptoms over the past 2 days:

  • Pain
  • Shortness of breath
  • Anxiety
  • Nausea
  • Vomiting
  • Diarrhea
  • Constipation
  • Agitation

The clinician must base this on clinical assessment (including input from the patient and/or caregiver) on how symptoms impact multiple patient activities including, but not limited to, sleep, concentration, day to day activities, or ability to interact with others. An in-person Symptom Follow-up Visit (SFV) should occur within 2 calendar days as a follow-up for any moderate or severe pain or non-pain symptom identified during Symptom Impact Assessment at admission or HOPE Update Visit (HUV).3

Successfully managing pain and common hospice symptoms lessens their impact on patient activities, improves patient quality of life, and objectively quantifies what the hospice community already knows—hospice care makes a difference! Clinicians need to identify contributors to troublesome symptoms and understand non-pharmacological and pharmacological interventions to improve patient comfort and safety. The collection of select resources shared below will help support you and your team in honing pain and symptom assessment skills and management tactics. Despite being an extensive list of resources, it is not all-inclusive. You are encouraged to visit the sites described below and peruse the respective full library of offerings.

Enclara Palliative Pearls Topics and Cases (Open Access)

Inspired by real life clinical consultations between hospice clinicians and Enclara pharmacists, these clinical case studies and reviews are provided as a service to the entire hospice community. Published monthly since 2016, Enclara’s Palliative Pearls feature trending topics with evidence-based content. Explore the extensive library of topics from the basics to advanced care. Subscribe

The Enclara Learning Academy (Enclara Clients)

Provides engaging educational resources including free CE courses and online training to support hospices with onboarding and continuous professional development. This includes an expanding selection of Enclara Learning Academy™ Micro Courses, designed to be completed in 10 minutes or less on a mobile device. Access At Your Pace Learning

Educational Resources Within E3 Pro (Enclara Clients)

Enrichment resources are available on E3 Pro. Log in and expand “Clinical Education/Training” in the left-hand navigation pane and select “Overview & Orientation” for patient and caregiver resources and select “Clinical” to view the available categories for access to quick fact documents and courses. Access E3 Pro

Palliative Care Network of Wisconsin (PCNOW) Fast Facts9

Fast Facts, hosted by the Palliative Care Network of Wisconsin, provide open access to concise, practical, peer-reviewed and evidence-based summaries on key palliative care topics important to clinicians and trainees caring for patients facing serious illness. PCNOW Fast Facts Directory

GeriPal10

An open access geriatrics and palliative care podcast, hosted by Eric Widera and Alex Smith, where geriatrics, hospice, and palliative care experts are invited to talk about topics ranging from recently published research in the field to controversies. GeriPal Podcasts

Center to Advance Palliative Care (CAPC)11

CAPC provides essential tools, training, technical assistance, and connection for all clinicians caring for people with a serious illness. Although access to the full resource library requires membership, CAPC offers several resources as open access including their blog articles and select toolkits and courses. CAPC Website

PAIN RESOURCES

Enclara Palliative Pearls

Educational Resources for Clients Within E3 Pro

Clinician Fact Sheets

Clinician Courses

Patient & Caregiver Guides

PCNOW Fast Facts

Neuropathic Pain

Medication-Specific

Pain & Opioid or Substance Use Disorder

Assessment

Other

GeriPal Podcast

CAPC

SHORTNESS OF BREATH (DYSPNEA) RESOURCES

Enclara Palliative Pearls

Educational Resources for Clients Within E3 Pro

Clinician Fact Sheets

Clinician Courses

Patient & Caregiver Guides

PCNOW Fast Facts

GeriPal Podcast

ANXIETY RESOURCES

Educational Resources for Clients Within E3 Pro

Clinician Fact Sheets

Clinician Courses

Patient & Caregiver Guides

PCNOW Fast Facts

GeriPal Podcast

CAPC

NAUSEA/VOMITING RESOURCES

Enclara Palliative Pearls

Educational Resources for Clients Within E3 Pro

Clinician Fact Sheets

Clinician Courses

Patient & Caregiver Guides

PCNOW Fast Facts

CAPC

DIARRHEA RESOURCES

Enclara Palliative Pearls

Educational Resources for Clients Within E3 Pro

PCNOW Fast Facts

CONSTIPATION RESOURCES

Enclara Palliative Pearls

Educational Resources for Clients Within E3 Pro

Clinician Fact Sheets

Clinician Courses

Patient & Caregiver Guides

PCNOW Fast Facts

CAPC

AGITATION RESOURCES

Enclara Palliative Pearls

Educational Resources for Clients Within E3 Pro

Clinician Fact Sheets

Clinician Courses

Patient & Caregiver Guides

PCNOW Fast Facts

GeriPal Podcast

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References

  1. Centers for Medicare & Medicaid Services. Hospice Quality Reporting Program Current Measures. Accessed May 16, 2025. Site link
  2. Federal Register. Final FY 2025 Payment Update Rule. August 6, 2024. Site link
  3. Centers for Medicare & Medicaid Services. Hospice Quality Reporting Program – HOPE. Accessed May 16, 2025. Site link
  4. Centers for Medicare & Medicaid Services. HOPE Guidance Manual, version 1. Accessed May 16, 2025. Document link.
  5. Centers for Medicare & Medicaid Services. HOPE All Items. Accessed May 16, 2025. Document link
  6. Kennedy J, Skehan K. The HOPE Assessment Tool – What You Need to Know. Community Health Accreditation Partner (CHAP). Accessed May 16, 2025. Document link
  7. Centers for Medicare & Medicaid Services. Hospice Quality Reporting Program. Hospice Item Set. Accessed May 16, 2025. Site link
  8. Centers for Medicare & Medicaid Services. The HIS Comprehensive Assessment at Admission. Accessed May 16, 2025. Document link
  9. Palliative Care Network of Wisconsin (PCNOW) Fast Facts. Accessed May 16, 2025. Site link
  10. A Geriatrics and Palliative Care Podcast. Accessed May 16, 2025. Site link
  11. Center to Advance Palliative Care (CAPC). Accessed May 16, 2025. Site link