Med-Pass

What Med-Pass does

Med-Pass is a private B2B provider of clinical documentation and compliance products serving the senior care industry in the United States. Founded in 1989 by Lisa Hanauer to serve consultant and long-term care pharmacies, the company has expanded across five distinct verticals: long-term care facilities, consultant and long-term care pharmacies, home health agencies, hospice providers, and assisted living communities. Its core customers are healthcare providers that must maintain current, regulator-aligned documentation across multiple frameworks (CMS, Joint Commission, CHAP, ACHC) under constrained administrative resources. Med-Pass has been a wholly owned subsidiary of Reynolds & Reynolds since 2012 and operates from the parent's Dayton, Ohio headquarters with 11–50 employees.

The product portfolio centers on policy and procedure manuals (annual subscriptions priced $211–$995), a deep catalog of clinical forms and assessments (MDS, OASIS, HOPE, fall risk, incident reports, medication discrepancy — typically $19–$38 per 100-pack), reference cards and medication tip sheets co-developed with the American Society of Consultant Pharmacists, and specialized toolkits (e.g., antimicrobial stewardship). In August 2024 Med-Pass launched The MED-PASS Gallery, a digital document delivery platform that replaces the legacy download center and hosts both one-time purchases and recurring digital subscriptions. Cloud-based OASIS/home health and hospice online charting is delivered through a technology partnership with deVero, and assisted living EHR integration is provided via a partnership with BlueStep. Custom form design, printing, warehousing, and monthly reorder reminder services layer on top of the catalog.

The business model combines annual subscription recurring revenue (manuals with free yearly updates, Gallery digital subscriptions, monthly charting SaaS) with unit-priced transactional sales (clinical forms with volume discounts) and professional services revenue (custom form design, inventory management). Go-to-market is sales-led with a vertical-aligned account team, phone-based ordering (800-438-8884), and a registered-customer e-commerce storefront. Customer engagement is supported by a bulletin board, email newsletters, and direct sales outreach. Revenue figures are not publicly disclosed.

Name

Med-Pass

Legal name

MED-PASS, Inc.

Website

https://med-pass.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

11–50 employees

Short description

Med-Pass is a private B2B provider of clinical documentation and compliance products for US senior-care facilities, serving long-term care, pharmacy, home health, hospice, and assisted living verticals with policy manuals, clinical forms, and cloud charting.

Ownership category

akta.pro rank

Product category

Healthcare Compliance Documentation

SIC

Wholesale-Drugs, Proprietaries & Druggists' Sundries (5122), Wholesale-Medical, Dental & Hospital Equipment & Supplies (5047)

akta.pro primary industry

Medical & Clinical Reference (Physicians, Nursing, Allied Health) (EDAGAGAA)

Keywords

• Healthcare documentation
• Senior care compliance
• Clinical assessment forms
• Policy procedure manuals
• Long-term care pharmacy

Headquarters

HQ city

Dayton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Digital Commerce or Content

Cost components

Personnel, Operations, Supply Chain, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Policy and Procedure Manual Sales: Sale of comprehensive policy and procedure manuals for long-term care, home health, hospice, pharmacy, and assisted living. Includes annual updates and digital access.
2. Digital Subscriptions (The MED-PASS Gallery): Digital access subscriptions for manuals, reference cards, and toolkits available through The MED-PASS Gallery platform. Single-site use licensing.
3. Documentation Forms and Assessments: Sale of printed forms including MDS assessments, OASIS forms, medication administration forms, fall risk evaluations, incident reports, and clinical documentation forms.
4. Custom Forms Services: Custom form design and printing services including inventory management, monthly reorder reminders, and custom form warehousing.
5. Online Charting Subscriptions: Monthly subscription-based cloud software for OASIS/home health and hospice online charting with no long-term contracts, no maintenance fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels6 records

Marketing channels4 records

Core offering

Med-Pass develops, sells, and distributes regulatory-compliant policy and procedure manuals, clinical documentation forms, reference cards, antimicrobial and opioid stewardship toolkits, and patient information handbooks for U.S. senior care providers spanning long-term care, pharmacy, home health, hospice, and assisted living verticals. Its core platform, The MED-PASS Gallery, is a digital document delivery system launched in August 2024 that provides online access to manuals, forms, and reference materials, complemented by cloud-based OASIS/Home Health and Hospice online charting subscriptions delivered through a technology partnership with deVero.

Product overview

Med-Pass provides a comprehensive suite of clinical documentation and compliance solutions for healthcare facilities, primarily serving nursing facilities, home health agencies, and hospice providers. The core platform is The MED-PASS Gallery, a digital document delivery system launched in August 2024 that replaced the legacy Digital Download Center. The portfolio encompasses policy and procedure manuals (Nursing Services, Hospice, Home Health Care, Pharmacy Services), clinical forms (HOPE Forms, Fall Risk Evaluation, Incident Report, Falls Investigation, Medication Discrepancy/Error Reports), patient handbooks, reference materials (Medication Tip Sheets, Reference Cards), and specialized toolkits (Antimicrobial Stewardship). Integration partnerships with deVero (cloud-based OASIS/home health/hospice online charting) and BlueStep (EHR for Assisted Living) extend the platform's interoperability. Products are designed to help healthcare organizations maintain compliance with CMS, Joint Commission, CHAP, and ACHC standards.

Differentiator

Problem solved

Functional benefit

Brands

• The MED-PASS Gallery: Digital document delivery platform for accessing policies, procedures, and reference materials.
• Heaton Resources
• SmartStaff
• SeniorMedConsult

Products and services

• The MED-PASS Gallery Digital document delivery platform that provides online access to Med-Pass forms, manuals, reference cards, and clinical documentation tools for healthcare facilities and professionals, with searchable PDF and editable Microsoft Word versions.
• Nursing Services Policy and Procedure Manual Comprehensive policy and procedure manual providing regulatory-compliant guidelines for nursing services in long-term care healthcare facilities, with one year of free updates and access on The MED-PASS Gallery.
• Policies & Procedures Manual for Hospice Policy and procedure manual designed for hospice care settings, ensuring compliance with CMS Hospice Conditions of Participation and Joint Commission standards; includes searchable PDF and editable Word versions via The MED-PASS Gallery.
• Policies & Procedures Manual for Home Health Care Home health care-focused policy and procedure manual addressing agency operations, clinical practices, and regulatory requirements, updated annually to reflect CMS and accreditation changes.
• Policies and Procedures: Pharmacy Services for Nursing Facilities Specialized manual covering pharmacy service policies and procedures for nursing facility settings, addressing medication management compliance, with standard and ASCP member pricing tiers.
• Antimicrobial Stewardship Toolkit for Long-Term Care Clinical resource supporting antimicrobial stewardship initiatives in long-term care settings to promote appropriate medication use; digital access via The MED-PASS Gallery with single-site use licensing and ASCP member discount pricing.
• Reference Cards Quick-reference clinical cards available in both physical and digital subscription formats, providing at-a-glance clinical guidance at the point of care, co-developed with the American Society of Consultant Pharmacists (ASCP).
• Patient Information Handbook for Home Health Patient-facing educational handbook providing information about home health care services, patient rights, and care processes; allows for customization of material to meet state regulations and agency policies.
• Patient Information Handbook for Hospice Patient and family handbook explaining hospice services, care options, and support resources available through hospice programs.
• Medication Tip Sheets Clinical reference sheets providing medication administration guidance, precautions, and clinical considerations for healthcare staff; co-developed with ASCP for non-oral medications.
• OASIS/Home Health Online Charting Cloud-based OASIS assessment and electronic charting system powered by deVero, enabling home health agencies to complete assessments and maintain clinical documentation online with no long-term contracts and no maintenance fees.
• Hospice Online Charting Online hospice charting solution powered by deVero, providing electronic documentation capabilities for hospice care providers with monthly subscriptions, no long-term contracts, and no per-user fees.
• Custom Forms Services Customizable form development services allowing healthcare facilities to create tailored documentation solutions (special punching, paper weights/colors, ink colors, logos, wording modifications) with inventory management, monthly reorder reminders, and free warehousing.
• HOPE Forms Form product line providing clinical documentation tools for hospice and palliative care settings, including HOPE assessment instruments.
• MDS Navigator PDPM Resource supporting Minimum Data Set (MDS) documentation and Patient-Driven Payment Model (PDPM) compliance for skilled nursing facilities, co-developed with the American Association of Post-Acute Care Nursing (AAPACN).
• Fall Risk Evaluation Forms Standardized assessment forms for evaluating patient fall risk in healthcare and long-term care settings, sold in pads of 100 with volume discounts available.
• Incident Report Forms Standardized incident reporting forms for documenting adverse events, safety concerns, and operational incidents in healthcare settings.
• Falls Investigation Forms Documentation tools for investigating and analyzing patient falls, supporting quality improvement and safety initiatives.
• Medication Discrepancy/Error Report Forms Forms for documenting and reporting medication errors and discrepancies, supporting medication safety and compliance programs, sold in 100-packs with volume discounts.

Quantifiable outcome

• Reduces time spent developing compliance documentation from scratch
• +2 more outcomes

Named customers5 records

Segments6 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature4 records

Partnerships

Seven partnerships are on record, tiered flagship, core and minor.

• American Society of Consultant Pharmacists (ASCP)flagshipStrategic or Co-development PartnerExclusive print partner for decades. Co-develops essential clinical tools including reference cards, medication tip sheets, pharmacy policy manuals, antimicrobial stewardship toolkits, and opioid stewardship resources. ASCP members receive special pricing on products. MED-PASS handles distribution of ASCP products.
• deVero (formerly Homecare SOS)coreTechnology or IntegrationTechnology partnership for cloud-based OASIS/Home Health and Hospice online charting systems. deVero provides the cloud infrastructure while MED-PASS provides the forms content and clinical expertise. Partnership started in 2010.
• National Community Pharmacists AssociationminorStrategic or Co-development PartnerPartnership in 1994 to create the Pharmacists Care Claim Form to document pharmacist care.
• Florida Atlantic University / Pathway HealthminorStrategic or Co-development PartnerPartnership established in 2011 to provide INTERACT tools for long-term care facilities.
• American Association of Post-Acute Care Nursing (AAPACN)coreStrategic or Co-development PartnerCo-development of MDS Navigator PDPM tool for MDS Coordinators and RNACs, providing clinical and reimbursement guidance in an easy-to-use format.
• Reynolds & ReynoldsflagshipOthersAcquired MED-PASS in 2012. MED-PASS moved to Reynolds & Reynolds corporate office in Dayton, OH in 2013. This acquisition provides corporate backing and stability.
• Homecare Education Specialists, Inc.coreStrategic or Co-development PartnerAuthored Home Health Care and Hospice Policies & Procedures Manuals by Kathy J. Morgan and Sandra L. McClain, providing clinical expertise for compliance documentation.

Scale indicators3 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Briggs Healthcare: Briggs Healthcare produces healthcare forms, manuals, and reference materials for long-term care, home health, and senior living providers, directly competing with MED-PASS across the same customer verticals and product categories.
• HCPro (H3.Group): HCPro is a leading provider of regulatory compliance content, training, and resources for healthcare professionals, directly comparable to MED-PASS's manuals and reference materials aimed at healthcare compliance and accreditation readiness.
• Pathway Health: Pathway Health provides clinical compliance tools, training, and consulting for long-term care and post-acute providers, including the INTERACT tools co-developed with MED-PASS, and competes in overlapping LTC compliance content and education.
• DecisionHealth: DecisionHealth delivers regulatory and compliance resources, coding guidance, and news for home health, hospice, and physician practices, directly competing for the same compliance-information buyer as MED-PASS's home health and hospice publications.
• AAPACN (American Association of Post-Acute Care Nursing): AAPACN co-develops MDS/PDPM tools (including MDS Navigator PDPM with MED-PASS) and offers MDS-focused certification, training, and resources for skilled nursing facilities, directly overlapping with MED-PASS's LTC documentation and assessment offerings.

Emerging players

• SimpleLTC: SimpleLTC provides PDPM/MDS analytics, compliance dashboards, and survey readiness tools for long-term care operators, representing a software-native emerging alternative to MED-PASS's manual and form-based PDPM/MDS resources.

Broad incumbents

• HealthStream: HealthStream is a large, publicly traded healthcare workforce and compliance learning platform serving hospitals and senior care operators, competing with MED-PASS's SmartStaff in-service training and competency products as part of a broader portfolio.
• PointClickCare: PointClickCare is the dominant cloud EHR platform for skilled nursing and senior living, increasingly bundling documentation, compliance, and reference materials into its core platform and representing the principal platform-level threat to MED-PASS's standalone documentation business.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/medpassheaton
• LinkedInlinkedin.com/company/med-pass-inc.

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Med-Pass