SAMPLE — ILLUSTRATIVE TEST DATA, NOT A REAL OPERATOR
Not legal advice or legal strategy · compiles publicly available CMS data · independently verify derived metrics before submission to any administrative or judicial proceeding
Hospice · Metrics
Operator report

EXAMPLE HOSPICE HOLDINGS, LLC

CMS associate ID 0000000000
CMS lists this entity as an owner of record on 11 hospices across 2 states.
Reporting window2026-05-20
Ownership snapshot2026-04-01
Survey export2026-03-01
Generated2026-08-19T01:57:05+00:00
Prepared as: Neutral reference

A structured, denominator-anchored reference of this operator's facilities' publicly reported metrics and public ownership and survey records.

How to read this report. Provenance-labeled throughout, denominators on every rate, caveats stated. Presented without advocacy for any party.

CMS-PUBLISHED read directly from a CMS file PRODUCT-COMPUTED derived here from public sources, shown with its denominator

What this report does not establish

This report is built only from the CMS files named in the methodology section. The list below states what those files cannot show, so that the figures in this report are read for what they are. Each entry points to the section that covers it in full.

That any patient was enrolled improperly, or that any care was poor
This report makes no causal claim and asserts nothing about the eligibility of any individual patient. It is not a determination of wrongdoing.
That a high live-discharge rate means poor clinical care
The discharge rate measures how enrollments ended. The inspection record measures regulatory compliance. They are near-independent, and neither substitutes for the other.
That a suppressed or absent figure is a zero
Where CMS published nothing, this report says so and stops. A value shown as not published is unknown, not low and not zero.
That an absent inspection record means a clean one
If a subject does not appear in the survey export, its inspection record is not established here. Absence of a survey row is not a finding of zero citations.
Any ranking, score or composite of this product's own making
Every figure is either published by CMS or is a stated arithmetic operation on published figures. This report applies no flag rule and assigns no direction of its own.
Which owner of record is 'the operator' see 09
CMS records ownership in layers, and one hospice can have several owners of record at once. This report lists them and does not decide among them.
That any hospice was acquired on the date first listed see 09
First-listed dates are observation dates, not transaction dates. Where a hospice appears in the earliest snapshot, it was owned at or before that date and the data cannot say how long before.
That the two counts behind the rate are the same kind of thing see 03
CMS publishes live discharges as a count of discharges and decedents as a count of beneficiaries. They are added here because that is how the two published figures combine into a rate, and a beneficiary dies once, so the two nearly coincide -- but a beneficiary can be discharged alive more than once in a window. The rate is close to, not exactly, live discharges over all discharges.
That a difference between the two rates is attributable to any one hospice see 03
The pooled rate counts patients and the middle-hospice rate counts hospices, so they answer different questions. This report does not attribute the difference.
Market share, concentration, or where patients live see 10
Service-area ZIP codes record where a hospice served at least one patient. They are not patient counts and not patient locations.
01

Who this operator is, as CMS records it

CMS-PUBLISHED
Entity type
Organization
Roles of record
5% or greater direct ownership interest; operational/managerial control
Holds an ownership interest
yes
CMS flags
chain home office; for profit
02

Footprint

CMS-PUBLISHED
Facilities listed
11
With published measures
10
Absent from the provider release
1 (000011)
States of operation
XX, XY
Incorporated out of state
3 of 11
CMS lists 11 hospices for this owner. 10 have published numeric measures; 1 is not in this provider release at all. Not in the release means CMS published nothing for that hospice in this release. It does not mean nothing happened there. Hospices without a numeric rate are excluded from the discharge rates below and labeled; their inspection records still appear in the citation figures and the facility table.
03

Live-discharge rate

PRODUCT-COMPUTED
42.11 % pooled
denominator: 2,142 discharges (902 live + 1,240 decedents) across 10 hospices
National volume-weighted rate this window: 16.08% — above by 26.03 points
38.68 % facility median
denominator: 10 facilities with a published rate; an even count, so the middle value sits between two hospices (000005, 000006) with 128 and 143 discharges — no single hospice holds this rate
National facility median: 19.91% over 5,416 facilities — above by 18.77 points
Which number is the operator's rate?

Two estimators are shown because they answer different questions.

The pooled rate combines every live discharge and every decedent across the owner's facilities into one ratio; it describes the owner's patients in aggregate but is pulled toward the largest facilities. The facility median gives each facility equal weight; it describes the typical facility. Neither one is 'the' rate. Each is stated against a national figure computed the same way.

National rate by discharge volumeFacilitiesDischargesMedian LD rate
Q1 smallest1,35911–8145.00%
Q21,35181–22223.91%
Q31,352222–57317.37%
Q4 largest1,354573–61,82913.07%
National live-discharge rates fall with discharge volume; the quartile bands above are the national gradient this owner's facilities are read against.
Medicare-FFS-scoped; 8-quarter rolling window; computed from CMS-published denominators. No public CMS file reports provider-level discharge status, so these rates have no external reconciliation and are not independently validated here. An immediate transfer to another hospice is not counted as a live discharge, because CMS's measure denominator excludes it.
04

Medicare dollars across this operator

PRODUCT-COMPUTED
$21,504,700 pooled
across 10 of 11 listed hospices  ·  1,522 beneficiaries  ·  window 01/01/2023-12/31/2024
Operator per-beneficiary spending, pooled: $14,129  ·  national, pooled the same way: $15,760
Total Medicare dollars is a measure of the owner's Medicare size, not of conduct; per-beneficiary spending is shown against the national pooled figure so scale is not read as a finding. The total is pooled over the hospices for which CMS publishes both per-beneficiary spending and its beneficiary count; a suppressed input is excluded, never counted as $0. Per-facility totals are in the table above and sum to this figure.
05

Case mix & setting

CMS-PUBLISHED
DiagnosisThis operatorHospicesNat'lNat'l hospicesz
Dementia41.0%1026.1%4,647+1.84
Cancer11.8%1019.8%4,420-1.52
Circulatory / heart disease14.2%1023.3%4,650-0.71
Respiratory disease10.4%109.7%3,673+0.18
Stroke10.1%108.7%3,530+0.22
Other conditions12.5%1015.6%4,212-0.35
Care settingThis operatorHospicesNat'lNat'l hospicesz
Home78.0%1066.3%6,142+1.42
Assisted living15.5%1018.4%6,091-0.31
Nursing facility6.5%109.5%6,028-0.44
Skilled nursing0.0%105.0%5,840-0.62
Case mix is shown because a dementia-heavy census produces longer stays and more live discharges for reasons unrelated to conduct; it contextualizes the rate above rather than explaining it away.
Rows are ordered by share, largest first; ordering implies no ranking. Means are facility-level averages across the owner's reporting facilities, shown as a z against the national facility mean.
06

Hospice Care Index (CMS composite)

CMS-PUBLISHED
Median across facilities
9.0 / 10  ·  national median 9.0
CMS published national
8.8 / 10  ·  unweighted mean across hospices (CMS-published)
Range across facilities
6.0 – 10.0  ·  10 of 10 scored
The median across this subject's hospices is shown against the national MEDIAN, counted the same way. CMS's published national figure is an unweighted mean across hospices, so it is labeled separately and the two are never subtracted from one another: a median and a mean of the same left-skewed distribution differ by construction, not by performance.
The Hospice Care Index is CMS's own monitoring score. It is not a figure this product calculates. CMS builds it from ten indicators drawn from Medicare claims. A hospice earns one point for each indicator on which it does NOT fall in the worst-performing category, giving a score out of 10. A higher score therefore means fewer indicators in that category. This panel shows CMS's score with the national benchmark beside it. Per-facility indicator detail is in each facility's own report.
07

Inspection record (CMS Form 2567 surveys)

CMS-PUBLISHED
1.62 citations per survey
denominator: 21 surveys carrying 34 citations, across 10 facilities in the export
National pooled: 4.38 per survey · national facility median: 3.00 — this operator's facility median is 1.08
Comparison set: all hospices nationally with a valid CCN and at least one survey in this CMS survey export, regardless of quality-release listing status; the national count excludes 1,611 citations across 275 surveys that CMS published under a placeholder CCN (PENDING), together with a further 79 placeholder surveys that recorded no citations, which cannot be attributed to any hospice and are counted in no figure here.
Citations are shown per survey, never as a bare count, so survey volume is visible.
7 of the owner's 11 listed hospices carry at least one citation, and the two most-cited carry 21 of the 34. Citations are concentrated rather than spread evenly, which is why the per-survey figure is shown beside the raw count.
Survey records come from CMS Form 2567 via QCOR and cover every listed facility with at least one survey in the window.
Counts include standard and complaint surveys; revisit-only surveys are excluded.
08

Facilities

CMS-PUBLISHED
CCNFacilityStLD rateDisch.vs nat'lMedicare $CitesSurv.First listed
000001 EXAMPLE HOSPICE A (ILLUSTRATIVE) XX 22.58% 62 +6.50 $508,400 0 2 2019-04-01
000002 EXAMPLE HOSPICE B (ILLUSTRATIVE) XX 28.21% 78 +12.13 $720,500 2 3 2019-04-01
000003 EXAMPLE HOSPICE C (ILLUSTRATIVE) XX 31.25% 96 +15.17 $809,200 0 0 2019-04-01
000004 EXAMPLE HOSPICE D (ILLUSTRATIVE) XY 35.71% 112 +19.63 $1,169,200 3 2 2019-04-01
000005 EXAMPLE HOSPICE E (ILLUSTRATIVE) XX 37.50% 128 +21.42 $1,251,200 9 3 2019-04-01
000006 EXAMPLE HOSPICE F (ILLUSTRATIVE) XY 39.86% 143 +23.78 $1,535,200 1 2 2019-04-01
000007 EXAMPLE HOSPICE G (ILLUSTRATIVE) XX 42.41% 158 +26.33 $1,422,400 0 1 2019-04-01
000008 EXAMPLE HOSPICE H (ILLUSTRATIVE) XY 45.40% 174 +29.32 $1,996,400 12 3 2019-04-01
000009 EXAMPLE HOSPICE I (ILLUSTRATIVE) XX 48.62% 543 +32.54 $5,393,200 4 2 2025-04-01
000010 EXAMPLE HOSPICE J (ILLUSTRATIVE) XX 43.36% 648 +27.28 $6,699,000 3 2 2019-04-01
000011 EXAMPLE HOSPICE K (ILLUSTRATIVE) XY not computable not published not computable not computable 0 1 2026-01-15
Column headers abbreviated for width — Disch. = discharges, Cites = citations, Surv. = surveys; all values are shown in full and unrounded.
Facilities are ordered by CCN; ordering implies no ranking. A facility with no numeric rate is listed and labeled, never dropped or zeroed.

Why some hospices show no rate: 000011 — not in this provider release.

09

Ownership context

CMS-PUBLISHED
Other owner entities of record
4 (2 individual, 2 organization)
Facilities left-censored
1 of 11, at 2022-01-01
Associate ID — showing 2 of 4, most facilities shared firstName as CMS publishes itTypeShared facilities
0000000001EXAMPLE MANAGEMENT CO, LLCorganization9
0000000002(individual owner; CMS publishes no name)individual6
Official change-of-ownership record (CMS-published): 1 transaction(s) naming this operator's hospices.
Effective dateTypeBuyer (CCN)Seller (CCN)Published
2023-07-01 Change of ownership EXAMPLE HOSPICE HOLDINGS, LLC (000004) PRIOR OWNER EXAMPLE, INC (000004) 2026-04-01
Owner names are CMS-published organization names, keyed on associate id, never inferred.
Official CHOWs are CMS-recorded change-of-ownership events for facilities now under this owner; an event is a fact, not a finding.
Ownership is shown as CMS records it: the owner of record, its co-owners of record, and recorded CHOWs. No control relationship is inferred beyond what CMS publishes.
First-listed dates are the earliest ownership snapshot in which CMS records this owner against the facility; a censored date means the relationship predates the earliest snapshot we hold.
10

Service-area footprint

PRODUCT-COMPUTED
Distinct ZIPs served
47 across 10 hospices
Served by 2+ of this operator's hospices
12 (25.5% of the operator's ZIPs)
StateZIPs servedShare of operator ZIPs
XX3166.0%
XY1634.0%
CMS derives this from the assessments a hospice submits: one record for each ZIP code in which it served at least one patient during the collection period. It is a presence record, not a patient count and not a patient-residence record, so it supports a footprint description and nothing about market share or concentration. 'Overlap' means a ZIP appears for two or more of this operator's own hospices; it describes footprint density. No comparison between operators is made here.
11

Trajectory — signals over time

PRODUCT-COMPUTED
Live-discharge rate PRODUCT-COMPUTED
national basis: pooled (patients)
ReleaseValueNationalGapDenominatorCMS window
2023-05-24 39.10% 14.77% +24.33 1,902 patients 04/01/2019-12/31/2019; 07/01/2020-09/30/2021
2024-05-22 40.80% 14.87% +25.93 1,988 patients 01/01/2021-12/31/2022
2025-05-21 41.90% 15.34% +26.56 2,054 patients 01/01/2022-12/31/2023
2026-05-20 42.11% 16.08% +26.03 2,142 patients 01/01/2023-12/31/2024
Medicare $ per beneficiary PRODUCT-COMPUTED
national basis: pooled (dollars / beneficiaries)
ReleaseValueNationalGapDenominatorCMS window
2023-05-24 $12,900 $13,249 -349 1,318 beneficiaries 04/01/2019-12/31/2019; 07/01/2020-09/30/2021
2024-05-22 $13,400 $14,288 -888 1,374 beneficiaries 01/01/2021-12/31/2022
2025-05-21 $13,800 $14,849 -1,049 1,409 beneficiaries 01/01/2022-12/31/2023
2026-05-20 $14,129 $15,760 -1,631 1,522 beneficiaries 01/01/2023-12/31/2024
Hospice Care Index composite PRODUCT-COMPUTED
national basis: median across hospices (computed here, not CMS's published national)
ReleaseValueNationalGapDenominatorCMS window
2023-05-24 8.5 / 10 9.0 -0.5 10 hospices 04/01/2019-12/31/2019; 07/01/2020-09/30/2021
2024-05-22 8.5 / 10 9.0 -0.5 10 hospices 01/01/2021-12/31/2022
2025-05-21 9.0 / 10 9.0 +0.0 10 hospices 01/01/2022-12/31/2023
2026-05-20 9.0 / 10 9.0 +0.0 10 hospices 01/01/2023-12/31/2024
Citations per survey PRODUCT-COMPUTED
national basis: pooled (citations / surveys)
ReleaseValueNationalGapDenominatorCMS window
2026-03-01 1.62 4.38 -2.76 21 surveys 2021-10-01 to 2026-03-26
The store holds a single CMS survey export (one cumulative file), so citations per survey is a single point, not a trend; it will become a series as further exports are ingested. A suppressed period elsewhere is shown as a gap, never a zero and never interpolated.
Descriptive only. Each signal is shown beside the national figure counted the same way, with the gap to it; read the gap, not the raw line, because the national rate moves across these releases too. Nothing here attributes a change to conduct, and no signal is combined with another.
Each release measures a different multi-year CMS window and consecutive windows overlap (the 8-quarter rolling window), so a run of rising values is partly the windows sharing quarters, not four independent years. Read the gap to national.
Presented as a trend. 8-quarter rolling windows overlap across annual snapshots, inflating run-lengths; trends are descriptive.
12

Methodology & provenance

PRODUCT-COMPUTED
Why facility counts differ
Different sections count different things, so their facility totals differ on purpose. Each one is the set of hospices that actually had the figure being described: the live-discharge quartiles count hospices with BOTH discharge denominators published; the national facility median counts only hospices whose own rate is computable; the care-setting and incorporation figures count hospices that published those particular fields; the survey comparison set counts every hospice with a valid CCN and at least one survey in the CMS survey export, which is a different file with a different release date. A hospice missing from one of these counts is missing from that measure only. None of these totals is the "right" one and none is a correction of another; each figure names the count it was computed over so the two can always be read together.
Provider release
2026-05-20
Survey export
2026-03-01
Ownership snapshot
2026-04-01
Enrollments snapshot
2026-01-02
Both live-discharge estimators are computed from CMS-published counts; the national comparators are computed the same way on the same release, so a gap is a like-for-like difference.
Inspection, ownership and measure data come from independent CMS files; no figure here is combined with another into a score.
CMS publishes survey (Form 2567) data on its own release cycle, independent of the provider-measures release; this report always shows the most recent survey export available as of the generation date above.
This report presents public metrics with denominators and caveats. It makes no causal claim and is not a determination of wrongdoing; what the data means for a matter is for counsel to decide.
Reproducibility manifest. Illustrative sample. A real operator report lists the exact CMS releases used, with checksums, and is a pure function of those inputs.
FamilyRelease dateChecksum
pdc_provider2026-05-20sample
ownership_all_owners2026-04-01sample
ownership_enrollments2026-01-02sample
qcor_25672026-03-01sample
cahps2026-05-20sample
chow2026-04-01sample
baseline_national2026-05-20sample
baseline_state2026-05-20sample
zip_service_area2026-05-20sample
Code version sample · template chain.html.j2/1 · generated 2026-08-19T01:57:05+00:00