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Referral, Intake, and Acceptance of Clients

Sets out how the Agency handles referrals, screens and visits prospective clients, and decides whether to accept them: only when there is a reasonable expectation that the services can be provided safely in the client's residence, the services and county are on the Agency's license or registration, staff can communicate with the client, and all assigned visits can be staffed. Lists the documents completed on or before the first day of services, including written consent to RN supervisory visits for aide services.

Preview: full text with a package
About this policy
Policy number
FL-HC-ADM-01
Version
1.0
Main rule
Rule 59A-8.020(1), F.A.C.
Library
Florida home care · 50 policies
Category
Service delivery
Sections
21

In short

  • We accept a client only if we can serve him or her safely, in a county on our license, with staff for every visit.
  • We never give skilled care such as nursing, injections, wound care or giving medication. A homemaker or companion never gives hands-on personal care.
  • If someone asks you about new services, take their name and number and pass it to the office. Do not promise anything.
  • If a home where you work looks like an unlicensed assisted living facility, tell the Administrator the same day.

What's inside

21 sections. The full text comes with the One-time Policy Pack.

Full text with a package
  • Terms of Reference
  • 1. Purpose
  • 2. Scope
  • 3. Definitions
  • 4. Policy Statement (Rule 59A-8.020(1), F.A.C.)
  • 5. Receiving Referrals
  • 6. Screening Call
  • 7. Who the Agency Can Accept
  • 8. Declining and Referring
  • 9. In-Home Intake Visit
  • 10. The Acceptance Decision
  • 11. Documents Completed On or Before the First Day of Services
  • 12. Clients Who Live in an Assisted Living Facility or Adult Family-Care Home
  • 13. Starting Services
  • 14. Responsibilities
  • 15. Records and Compliance Monitoring
  • 16. Staff Training
  • 17. References
  • 18. Related Policies and Forms
  • 19. Approval
  • 20. Revision History

An inspector may ask

  • Walk me through how this client was referred, assessed and accepted.
  • How do you decide that you can serve a client safely? When do you decline or refer?

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