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Lines of credit & ABL

How does a line of credit work for a home health agency?

A home health agency pays its nurses and therapists every week and is paid by Medicare weeks after each care period ends. Every new patient widens that gap, and a single audit can close off the receivables a line depends on.
Written by the Transparent underwriting desk · Updated
Quick answer

Home health lines are usually asset-based: a healthcare lender advances against eligible receivables valued at what payers will actually pay, not at gross charges, and ages them by payer. Medicare and most commercial and Medicare Advantage claims count; self-pay, very old claims and unbilled periods mostly do not. Because Medicare will not pay a lender directly, collections run through an account in the agency's name that sweeps to the lender. Lenders watch census growth, unsigned physician orders, denial rates and any open audit or recoupment, because each one changes how much of the receivable book turns into cash.

What drives the need
Weekly clinical payroll against Medicare payment after each 30-day period
Collateral
Receivables at expected net collection, aged by payer class
Advance rate
Asset-based lenders typically advance 80% to 90% of eligible receivables
Cash control
Government receipts land in the agency's account and sweep to the lender
Biggest risks
Audits, recoupments, unsigned orders and fast census growth

How a home health agency gets paid

This page is about Medicare-certified home health — skilled nursing and therapy under a physician's plan of care. Non-medical personal care, billed by the hour to families and Medicaid programs, is a different business with a different cash cycle; it has its own page on lines of credit for home care agencies.

Traditional Medicare pays home health in 30-day periods of care. The agency admits a patient and completes the start-of-care assessment, then files a notice of admission within days; a late notice reduces what Medicare pays. Clinicians visit through the period and are paid weekly or every two weeks. When the period ends, the agency submits the final claim — but only once the visits are documented and the physician has signed the orders. Medicare then holds even a clean electronic claim for roughly two weeks before paying, by rule.

The Medicare cash cycle for one new patient
Point in the cycleWhat happensCash position
Start of careAssessment, first visits, notice of admission filedPayroll begins; nothing billed
Through the first periodVisits continue; documentation and orders sent to the physicianSeveral payrolls paid; still nothing billed
End of the periodFinal claim submitted once orders are signed and documentation completeReceivable created; the next period's payroll has started
About two weeks laterMedicare pays a clean claim, adjusted for visit counts and any late noticeFirst cash from the patient arrives

Other payers are slower. Medicare Advantage plans require authorizations, pay under their own contracts — some per visit, some per period — and deny more often. State Medicaid programs and their managed care plans vary widely in speed. Commercial insurers sit in between. The more of the census that comes from these payers, the longer the agency carries each patient.

Why growth consumes cash

A mature agency with a steady census funds today's payroll from payments on patients admitted weeks ago. A growing agency cannot. Each new admission adds weeks of clinical cost before its first payment, so an agency that grows its census is, in cash terms, making an investment in every new patient.

A simple illustration: an agency whose Medicare patients cost 120 a week in clinical payroll and supplies, and that waits about six weeks from start of care to first payment, carries roughly 720 of cost for each weekly cohort of admissions before any of it comes back. If admissions rise by a quarter, that carried amount rises by a quarter too, and it rises before the new revenue shows up in the P&L. That is the working capital a line is for, and why lenders size home health lines on the growth plan as well as on the current census — the general method is on sizing a working capital line.

What a healthcare lender counts

Healthcare asset-based lenders build a borrowing base the same way other asset-based lenders do, with one important change: receivables are valued at their net collectible value — what each payer will actually pay after contractual allowances — rather than at the agency's charges. Asset-based lenders typically advance 80% to 90% of eligible receivables; in healthcare that rate is applied to the net figure and set from the agency's own history of cash collected against claims billed.

Typical treatment of home health receivables in a borrowing base
ReceivableUsual treatmentWhat the lender checks
Traditional Medicare, billedEligibleCollection history, denial rate, any audit or payment hold
Medicare Advantage and commercialEligible, sometimes with a lower advanceAuthorizations on file, denial and appeal history by plan
Medicaid and Medicaid managed careEligible or capped, depending on the state's payment recordHow long the state or plan actually takes to pay
Private pay and patient balancesUsually ineligibleSmall in most agencies
Claims over 90 days from billingIneligibleWhy they are unpaid: denial, missing orders, payer dispute
Periods in progress, not yet billedUsually ineligible or a small sublimitUnsigned orders and documentation backlog

The general rules are on eligible versus ineligible receivables. Two healthcare-specific adjustments follow. Lenders reduce the base for dilution — the gap between what was billed and what was paid, which in home health comes from denials, visit-count adjustments and partial payments. And they take reserves against known claims on future Medicare payments, described below.

Medicare's anti-assignment rule and the sweep

Federal law does not allow Medicare to pay a provider's lender directly, and a provider cannot assign its right to Medicare payments. A lender therefore cannot take a lockbox on government receipts in the way it would for a commercial customer.

The standard structure — sometimes called a double lockbox — has two accounts. Medicare and Medicaid pay into a deposit account in the agency's own name. The agency gives the bank a standing instruction to sweep that account every day to a second account controlled by the lender, which applies the cash to the line. Because the law lets the agency revoke that instruction, the loan agreement makes revoking it an event of default. Commercial and Medicare Advantage payments can go into an ordinary lender-controlled account under a deposit account control agreement. How sweeps and dominion work in general is on cash dominion and lockboxes.

A home health line is only as good as its cash control. Lenders test the sweep before closing and watch it every day after.

Audits, recoupments and other things that shrink the base

The risk that separates home health from most borrowers is that the payer can take money back. Medicare contractors issue additional documentation requests that hold claims until records are reviewed; targeted reviews can put a run of claims on hold; in some states a review program applies to home health claims as a matter of course. When a review finds an overpayment, Medicare recovers it by offsetting future payments, and an overpayment found on a sample of claims can be extrapolated across a larger population.

Each of those turns receivables into something less than they appear. A lender responds by excluding claims under review, taking a reserve for any known overpayment demand, and requiring prompt notice of any audit, survey result or payment suspension. An agency with a clean compliance record, documented processes for orders and visit notes, and an honest history of its reviews is simply a better borrower, and the difference shows up in the advance rate.

Licensing and certification matter the same way. A lender will confirm the agency's state license and Medicare enrollment, ask about recent surveys, and treat a change of ownership carefully, because the steps that follow one can interrupt payments. Buyers of agencies should read financing a home health agency acquisition.

Covenants and reporting

Healthcare asset-based lines usually carry a fixed charge coverage covenant, often tested only when excess availability falls below a set level, and a minimum availability requirement. Bank lines to smaller agencies more often use debt service coverage, where conventional bank lenders commonly look for at least 1.25x, plus personal guarantees.

Reporting is heavier than in most industries: a borrowing base certificate weekly or monthly, AR aging by payer class and date of service, monthly cash collections reconciled to billing, census and admissions reports, and immediate notice of audits, recoupments, survey deficiencies or changes to Medicare enrollment. Field exams test claims against visit records and orders.

What trips home health agencies up

  • Unsigned orders. Claims that cannot be billed because a physician has not signed are the most common reason a home health borrowing base runs short.
  • Late notices of admission. Each late notice cuts payment for the period, which the lender sees as dilution.
  • Billing system changes. A move to new software or a new billing company can stop claims for weeks, and the line has to cover the gap.
  • Using the line to repay Medicare. An overpayment demand is a claim against future receipts, not a working capital need; it usually needs a repayment plan and sometimes a term loan.
  • Cash advances against Medicare receipts. Daily-debit advances take the same deposits a sweep depends on; see refinancing cash advances for healthcare providers.

What goes to lenders

Transparent's line-of-credit checklist is the base: the AR aging by customer — in home health, by payer class and date of service — with days outstanding, the AP aging, balance sheet, P&L and year-to-date P&L, a debt schedule with existing liens, and optionally bank statements and two to three years of business tax returns. Healthcare lenders also want monthly cash receipts by payer for the past year, census and admissions trends, and a plain account of any open reviews or overpayment demands.

Of the 1,800+ lenders in Transparent's book, 235 write asset-based loans and lines, and only some of them lend against government receivables. Transparent builds the full lender package — financing model, lender presentation, blind teaser and underwriting memo — in a day once documents are in, with the payer mix, collection history and compliance record laid out the way a healthcare credit officer reads them. The SBA's record of lending to the sector is on SBA loans to home health care services.

Common questions

Can a lender take an assignment of my Medicare receivables?
No. Medicare pays only the provider. Lenders use a sweep instead: government payments go into an account in the agency's name, and a standing instruction moves the balance daily to the lender. Revoking the instruction is an event of default under the loan.
Are Medicare Advantage claims treated like traditional Medicare?
Not quite. They are commercial contracts, so they can go into a lender-controlled account directly, but they come with authorizations, plan-specific rates and higher denial rates. Lenders often count them with a lower advance or a closer look at each plan's history.
Will a lender count claims for periods I have not billed yet?
Usually not, or only within a small sublimit. Until the period ends and the physician signs the orders, there is no claim Medicare will pay. Clearing unsigned orders faster is often the quickest way to raise availability.
What happens to my line if Medicare opens an audit?
Claims under review are normally excluded from the base, and a known overpayment demand leads to a reserve. The line survives most reviews if the agency tells the lender promptly and the review's scope is clear; surprises are what cause lenders to freeze availability.
Is a home health line different from a home care line?
Yes. Home care is non-medical, billed by the hour to families and Medicaid programs, and has no Medicare claims or physician orders. Its receivables and risks are different enough that lenders treat them as separate businesses.
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