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Mary Margarette T. Lozada
Author Profile

Mary Margarette T. Lozada

Vice President of Clinical Operations
Clinical Operations & Compliance Expert RN, CPC & CSSYB Certified

Holding credentials as a Registered Nurse (RN), Certified Professional Coder (CPC), and Certified Six Sigma Yellow Belt (CSSYB), Mary Margarette is a post-acute coding specialist who turns clinical documentation into audit-ready, reimbursement-accurate coding across the care continuum. She has deep command of the home health coding service vertical including — Start of Care (SOC), Resumption of Care (ROC), Recertification, Significant Change in Condition (SCIC), and Discharge OASIS-E reviews, ICD-10-CM, and PDGM diagnosis coding — as well as hospice-specific coding requirements, including terminal diagnosis coding, Hospice Item Set (HIS) documentation, and CMS Hospice Conditions of Participation.

At Cliniqon, Mary Margarette leads the company's coding services across Home Health, Hospice, and Home Care, managing and providing leadership for a team of outsourced coding experts — AAPC- and AHIMA-certified coders working as an extension of client agencies' clinical and billing teams. Under her leadership, the team delivers CHAP-verified, RN-managed coding and QA support tailored to each service line's regulatory demands, from PDGM-driven home health reimbursement to hospice eligibility and terminal prognosis documentation to non-skilled home care coding. She pairs her Six Sigma process-improvement training with hands-on coding accuracy, denial-management, and audit-defense expertise to keep coding staff aligned and consistent across all three lines of business — helping agencies nationwide code compliantly and confidently, regardless of which service they operate.

Areas of Operational Mastery

Clinical Operations & Workflow Optimization

Designing and executing efficient, scalable clinical workflows that eliminate documentation bottlenecks and streamline day-to-day coordination.

Regulatory Compliance & Auditing

Ensuring strict adherence to Conditions of Participation (CoPs), state regulations, and clinical documentation standards across post-acute care.

Quality Assurance & Coding Integrity

Directing OASIS and hospice coding reviews to prevent downstream denials, ensure documentation accuracy, and mitigate audit exposure.

Policy Development & Team Leadership

Formulating robust clinical SOPs and leading high-performing, cross-functional clinical and QA teams.

Professional Background

Mary Margarette is a healthcare operations leader holding credentials as a Registered Nurse (RN), Certified Professional Coder (CPC) through AAPC, and Certified Six Sigma Yellow Belt (CSSYB). She brings extensive, hands-on expertise across clinical operations, OASIS and hospice coding, documentation auditing, and regulatory compliance. With a strong grasp of both frontline nursing and revenue cycle interdependencies, Mary Margarette not only equips clinical QA teams but also educates agency partners on resolving documentation gaps at the source, driving substantial improvements in clean claim rates and audit readiness. She has a proven track record of building and directing high-performing clinical operations teams, consistently establishing standardized SOPs that reduce compliance risks, streamline billing transitions, and safeguard agency revenue.

Recent posts by Mary Margarette T. Lozada

Signs Your Home Health Agency Needs Coding Support Services

Signs Your Home Health Agency Needs Coding Support Services

Is your home health agency facing coding delays, claim denials, or compliance risks? Discover signs you need home health coding support services to improve accuracy, reduce denials, and strengthen revenue cycle performance.

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Eliminating Documentation Burnout: Using AI to Solve Home Health and Hospice Coding & QA Challenges

Improving Clinical Quality and Precision While Reducing Workload: How AI is Transforming Home Health and Hospice Coding and QA

Artificial Intelligence has changed the home health and hospice coding business by automating and accelerating these three processes - patient transcription, medical coding and coding QA. Here’s how.

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