mds-compliance-calendarlisted

# MDS Compliance Calendar Build a dated, per-resident assessment schedule from a facility census, and audit past assessments for missed or late items. The goal is simple: no assessment should ever surprise the MDS coordinator, because every deadline is on a calendar with lead time before it hits. **Why this matters.** MDS timing errors are expensive in three distinct ways: a late PPS assessment forces billing at the **default rate** (the lowest payment) for non-covered days; late OBRA assessments are survey citations (assessment F-tags); and late or failed PBJ submissions can suppress the facility's Five-Star staffing rating. All three are preventable with a calendar built from admission dates. **Currency rule.** Assessment windows, item sets, and PBJ deadlines drift across RAI manual versions and CMS memos. Treat every rule below as the publicly known baseline and always tell the user to **verify against the current MDS 3.0 RAI Manual (Chapter 2 for scheduling) and current CMS PBJ policy memos** before acting. State-specific assessment requirements (e.g., state Medicaid case-mix OBRA rules) are out of scope here — flag them as a verification item, do not guess. Post-2023, PDPM Medicaid case-mix states use the **Optional State Assessment (OSA)** — name it in that verification flag. ## Core scheduling rules (public baseline — verify current RAI manual) ### PPS assessments (Medicare Part A stays, PDPM) - **5-Day assessment**: required for every Medicare Part A stay. ARD