{"ref":"TX-HH-ADM-01","title":"Referral Intake and Patient Acceptance to Service","category":"Service delivery","summary":"Sets out how the Agency receives referrals, gathers the information it needs, decides consistently whether it can accept a patient using the same capacity criteria for everyone, tells the referral source and patient the decision, and keeps its public information about services accurate.","inShort":["Log every referral at once with the exact date and time it came in.","Collect the patient details, practitioner, orders, payer, home situation, and language needs. Missing information does not stop the clock.","Only the supervising nurse, the alternate, or a clinical manager may accept a patient. Intake and marketing staff never accept or promise a start date.","We accept a patient only if we can meet their needs with the staff and skills we have, in our service area, on time.","If we cannot accept, tell the referral source and the patient the same day and suggest other agencies."],"primaryCitation":"42 CFR §484.105(i)","citations":["26 TAC §558.281","26 TAC §558.401","26 TAC §558.255","26 TAC §558.301"],"federalCitations":["42 CFR §484.105(i)","42 CFR §484.105(i)(2)","42 CFR §484.60","42 CFR §484.105(c)"],"surveyorAsks":["Show me your acceptance-to-service policy and the record of its last annual review.","Walk me through how you decided to accept this referral. Who made the decision, and on what criteria?"],"forms":[{"ref":"TX-HH-ADM-01-A","title":"Referral Intake and Acceptance Decision Record"}],"headings":["Terms of Reference","1. Purpose","2. Scope","3. Definitions","4. Policy Statement (42 CFR §484.105(i))","5. Receiving a Referral","6. Acceptance Criteria","7. Making and Communicating the Decision","8. Keeping the Acceptance Decision Honest","9. Public Information About Services","10. Annual Review of This Policy","11. Responsibilities","12. Records and Compliance Monitoring","13. Staff Training","14. References","15. Related Policies and Forms","16. Approval","17. Revision History"],"version":"1.0","sample":false,"pack":"tx-lhhs","state":"Texas","service":"Home health","guides":[{"path":"/guides/home-health-agency-policies/","h1":"What policies and procedures are required for home health agencies?"},{"path":"/guides/home-health-conditions-of-participation/","h1":"Home health Conditions of Participation: which policies each one needs"}],"agency":{"name":"Sample Home Health Agency","legalName":"Sample Home Health Agency, LLC","logo":null}}