Referral, Intake, and Acceptance of Clients
Sets out how the Agency receives referrals, screens each prospective client, makes an initial home visit and decides whether to accept the client, accepting only people whose needs can be met with non-medical home care services in the counties it serves and with a cleared, trained aide, and referring people with skilled nursing needs to a licensed home health agency or their physician.
About this policy
- Policy number
- CA-HC-ADM-01
- Version
- 1.0
- Main rule
- Cal. Health & Safety Code §1796.12(n)
- Library
- California home care · 50 policies
- Category
- Service delivery
- Sections
- 19
In short
- Record every referral on the intake form and contact the person by the end of the next business day.
- Accept only clients whose needs are non-medical home care in the counties the Agency serves.
- People who need skilled nursing, such as wound care or injections, are referred to a home health agency or their physician.
- A supervisor visits the home before services start, or no later than the first visit in an urgent start.
- Send only aides who are cleared on the Registry, trained and have TB documentation on file.
What's inside
19 sections. The full text comes with the One-time Policy Pack.
- Terms of Reference
- 1. Purpose
- 2. Scope
- 3. Definitions
- 4. Policy Statement (Cal. Health & Safety Code §1796.12(n))
- 5. Receiving a Referral
- 6. Intake Screening
- 7. Initial Home Visit
- 8. Urgent Starts
- 9. Deciding and Telling the Client
- 10. People Whose Needs the Agency Cannot Meet
- 11. Matching the First Aide
- 12. Responsibilities
- 13. Records and Compliance Monitoring
- 14. Staff Training
- 15. References
- 16. Related Policies and Forms
- 17. Approval
- 18. Revision History
An inspector may ask
- Walk me through what happens from the first phone call to the first visit.
- How do you decide whether you can accept a client?
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